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Forbes Lawson Wealth Management Limited

Forbes Lawson Wealth Management Limited is an active company incorporated on 22 February 2002 with the registered office located in Glasgow, City of Glasgow. Forbes Lawson Wealth Management Limited was registered 23 years ago.
Status
Active
Active since incorporation
Company No
SC228388
Private limited company
Scottish Company
Age
23 years
Incorporated 22 February 2002
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 1 December 2024 (11 months ago)
Next confirmation dated 1 December 2025
Due by 15 December 2025 (1 month remaining)
Last change occurred 9 months ago
Accounts
Submitted
For period 1 Oct30 Jul 2024 (10 months)
Accounts type is Micro Entity
Next accounts for period 30 July 2025
Due by 30 April 2026 (6 months remaining)
Address
80 St Vincent Street
Glasgow
Scotland
G2 5UB
Scotland
Address changed on 26 Nov 2024 (11 months ago)
Previous address was 37 Albyn Place Aberdeen Aberdeen City AB10 1YN Scotland
Telephone
01224747889
Email
Available in Endole App
People
Officers
8
Shareholders
1
Controllers (PSC)
1
Director • Secretary • British • Lives in England • Born in Feb 1974
Director • Finance Analyse • British • Lives in Scotland • Born in May 1974
Director • Chief Risk Officer • British • Lives in UK • Born in Dec 1968
Director • Financial Consultant • British • Lives in Scotland • Born in Apr 1967
Director • British • Lives in UK • Born in Oct 1983
Shareholders, PSCs & Group Structure
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Mutual Companies
Mantle & Partners Limited
Simon Levick Garth Wilson, Simon Timothy Pile, and 1 more are mutual people.
Active
Mortgage 65 Limited
Simon Levick Garth Wilson, Simon Timothy Pile, and 1 more are mutual people.
Active
Jackson Law Financial Management Limited
Simon Levick Garth Wilson, Simon Timothy Pile, and 1 more are mutual people.
Active
Imagine FP Ltd
Simon Levick Garth Wilson, Simon Timothy Pile, and 1 more are mutual people.
Active
Next Home (Scotland) Ltd
Simon Levick Garth Wilson, Simon Timothy Pile, and 1 more are mutual people.
Active
Grayside Limited
Simon Levick Garth Wilson and Simon Timothy Pile are mutual people.
Active
Premier Portfolio Financial Services Limited
Simon Levick Garth Wilson and Simon Timothy Pile are mutual people.
Active
Executive Wealth Management Limited
Simon Levick Garth Wilson and Simon Timothy Pile are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Jul 2024
For period 30 Sep30 Jul 2024
Traded for 10 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
5
Decreased by 1 (-17%)
Total Assets
£307.34K
Increased by £109.68K (+55%)
Total Liabilities
-£93K
Increased by £30.88K (+50%)
Net Assets
£214.34K
Increased by £78.8K (+58%)
Debt Ratio (%)
30%
Decreased by 1.17% (-4%)
Latest Activity
Richard Duncan Macmillan Resigned
16 Days Ago on 14 Oct 2025
Confirmation Submitted
9 Months Ago on 14 Jan 2025
Registered Address Changed
11 Months Ago on 26 Nov 2024
Micro Accounts Submitted
11 Months Ago on 25 Nov 2024
Accounting Period Shortened
1 Year 2 Months Ago on 2 Aug 2024
Mr Simon Levick Garth Wilson Appointed
1 Year 3 Months Ago on 30 Jul 2024
Fairstone Holdings Limited (PSC) Appointed
1 Year 3 Months Ago on 30 Jul 2024
Mr Simon Timothy Pile Appointed
1 Year 3 Months Ago on 30 Jul 2024
Mr Simon Levick Garth Wilson Appointed
1 Year 3 Months Ago on 30 Jul 2024
Shepherd & Wedderburn Secretaries Limited Resigned
1 Year 3 Months Ago on 30 Jul 2024
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Documents
Termination of appointment of Richard Duncan Macmillan as a director on 14 October 2025
Submitted on 14 Oct 2025
Confirmation statement made on 1 December 2024 with updates
Submitted on 14 Jan 2025
Registered office address changed from 37 Albyn Place Aberdeen Aberdeen City AB10 1YN Scotland to 80 st Vincent Street Glasgow Scotland G2 5UB on 26 November 2024
Submitted on 26 Nov 2024
Micro company accounts made up to 30 July 2024
Submitted on 25 Nov 2024
Previous accounting period shortened from 30 September 2024 to 30 July 2024
Submitted on 2 Aug 2024
Notification of Fairstone Holdings Limited as a person with significant control on 30 July 2024
Submitted on 2 Aug 2024
Appointment of Mr Simon Levick Garth Wilson as a secretary on 30 July 2024
Submitted on 2 Aug 2024
Appointment of Mr Simon Timothy Pile as a director on 30 July 2024
Submitted on 1 Aug 2024
Cessation of Ian David Robinson as a person with significant control on 30 July 2024
Submitted on 1 Aug 2024
Appointment of Mr Tom Taylor as a director on 30 July 2024
Submitted on 1 Aug 2024
Repayment History
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