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Edinburgh Wealth Management Limited

Edinburgh Wealth Management Limited is an active company incorporated on 19 June 2002 with the registered office located in Edinburgh, City of Edinburgh. Edinburgh Wealth Management Limited was registered 23 years ago.
Status
Active
Active since incorporation
Company No
SC232949
Private limited company
Scottish Company
Age
23 years
Incorporated 19 June 2002
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 31 May 2025 (3 months ago)
Next confirmation dated 31 May 2026
Due by 14 June 2026 (9 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Learn more about Edinburgh Wealth Management Limited
Contact
Address
36 North Castle Street
Edinburgh
EH2 3BN
Scotland
Same address for the past 4 years
Telephone
01312258670
Email
Available in Endole App
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People
Officers
6
Shareholders
1
Controllers (PSC)
1
Robert Charles Allen
Director • Director • British • Lives in England • Born in Oct 1974
Callum Duncan
Director • British • Lives in Scotland • Born in Sep 1984
Alexander John Dominic Easton
Director • British • Lives in England • Born in Jan 1976
Stephen John Roberts
Director • British • Lives in England • Born in Nov 1973
Jason Allan Betteridge
Director • British • Lives in Scotland • Born in Dec 1971
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Shareholders, PSCs & Group Structure
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Mutual Companies
Premier Wealth Management Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
IWP Financial Planning Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
Omnium Capital Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
Holmes Investments Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
IWP Advisory Services Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
AGL Wealth Management Limited
Jason Allan Betteridge, Alexander John Dominic Easton, and 1 more are mutual people.
Active
Richmond House Corporate Services Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
IWP Advisory Group Limited
Alexander John Dominic Easton, Robert Charles Allen, and 1 more are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£191.39K
Decreased by £69.78K (-27%)
Turnover
£946.62K
Decreased by £89.03K (-9%)
Employees
8
Same as previous period
Total Assets
£2.13M
Increased by £414.6K (+24%)
Total Liabilities
-£99.22K
Increased by £10.11K (+11%)
Net Assets
£2.03M
Increased by £404.49K (+25%)
Debt Ratio (%)
5%
Decreased by 0.54% (-10%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
3 Months Ago on 4 Jun 2025
Mr Stephen John Roberts Appointed
4 Months Ago on 30 Apr 2025
Robert Charles Allen Resigned
4 Months Ago on 30 Apr 2025
Subsidiary Accounts Submitted
5 Months Ago on 8 Apr 2025
Iwp Advisory Group Limited (PSC) Appointed
1 Year 2 Months Ago on 1 Jul 2024
Iwp Agl East Holdings Limited (PSC) Resigned
1 Year 2 Months Ago on 1 Jul 2024
Mr Robert Charles Allen Details Changed
1 Year 2 Months Ago on 27 Jun 2024
Callum Duncan Resigned
1 Year 2 Months Ago on 24 Jun 2024
Mr Robert Charles Allen Appointed
1 Year 2 Months Ago on 24 Jun 2024
Jason Allan Betteridge Resigned
1 Year 2 Months Ago on 24 Jun 2024
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Get Credit Report
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Documents
Confirmation statement made on 31 May 2025 with updates
Submitted on 4 Jun 2025
Appointment of Mr Stephen John Roberts as a director on 30 April 2025
Submitted on 13 May 2025
Termination of appointment of Robert Charles Allen as a director on 30 April 2025
Submitted on 13 May 2025
Notice of agreement to exemption from audit of accounts for period ending 31/03/24
Submitted on 8 Apr 2025
Audit exemption statement of guarantee by parent company for period ending 31/03/24
Submitted on 8 Apr 2025
Audit exemption subsidiary accounts made up to 31 March 2024
Submitted on 8 Apr 2025
Consolidated accounts of parent company for subsidiary company period ending 31/03/24
Submitted on 8 Apr 2025
Notification of Iwp Advisory Group Limited as a person with significant control on 1 July 2024
Submitted on 16 Jul 2024
Cessation of Iwp Agl East Holdings Limited as a person with significant control on 1 July 2024
Submitted on 16 Jul 2024
Director's details changed for Mr Robert Charles Allen on 27 June 2024
Submitted on 4 Jul 2024
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Repayment History
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