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Scotia Wealth Management Ltd

Scotia Wealth Management Ltd is an active company incorporated on 12 May 2004 with the registered office located in Edinburgh, City of Edinburgh. Scotia Wealth Management Ltd was registered 21 years ago.
Status
Active
Active since incorporation
Company No
SC267795
Private limited company
Scottish Company
Age
21 years
Incorporated 12 May 2004
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 12 May 2025 (4 months ago)
Next confirmation dated 12 May 2026
Due by 26 May 2026 (8 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Unaudited Abridged
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
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Contact
Address
36-38 Salamander Street
Edinburgh
EH6 7HZ
Same address for the past 10 years
Telephone
01315554920
Email
Available in Endole App
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People
Officers
1
Shareholders
1
Controllers (PSC)
2
Mr William Charles Smith
PSC • PSC • British • Lives in Scotland • Born in Aug 1968
William Charles Smith
Director • Financial Adviser • British • Lives in Scotland • Born in Aug 1968
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Shareholders, PSCs & Group Structure
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Mutual Companies
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Brands
Scotia Wealth Management
Scotia Wealth Management provides financial planning services that address mortgage, pension, and investment needs.
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
£177.85K
Increased by £463 (0%)
Turnover
Unreported
Same as previous period
Employees
13
Increased by 2 (+18%)
Total Assets
£450.51K
Increased by £89.27K (+25%)
Total Liabilities
-£98.83K
Increased by £23.39K (+31%)
Net Assets
£351.68K
Increased by £65.88K (+23%)
Debt Ratio (%)
22%
Increased by 1.05% (+5%)
See 10 Year Full Financials
Latest Activity
Mr William Charles Smith Details Changed
1 Month Ago on 1 Aug 2025
Confirmation Submitted
4 Months Ago on 12 May 2025
Abridged Accounts Submitted
8 Months Ago on 19 Dec 2024
Confirmation Submitted
1 Year 4 Months Ago on 13 May 2024
Abridged Accounts Submitted
1 Year 8 Months Ago on 22 Dec 2023
Confirmation Submitted
2 Years 3 Months Ago on 24 May 2023
Abridged Accounts Submitted
2 Years 8 Months Ago on 31 Dec 2022
Confirmation Submitted
3 Years Ago on 26 May 2022
Abridged Accounts Submitted
3 Years Ago on 30 Dec 2021
Confirmation Submitted
4 Years Ago on 24 May 2021
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Documents
Director's details changed for Mr William Charles Smith on 1 August 2025
Submitted on 4 Aug 2025
Confirmation statement made on 12 May 2025 with no updates
Submitted on 12 May 2025
Unaudited abridged accounts made up to 31 March 2024
Submitted on 19 Dec 2024
Confirmation statement made on 12 May 2024 with no updates
Submitted on 13 May 2024
Unaudited abridged accounts made up to 31 March 2023
Submitted on 22 Dec 2023
Confirmation statement made on 12 May 2023 with no updates
Submitted on 24 May 2023
Unaudited abridged accounts made up to 31 March 2022
Submitted on 31 Dec 2022
Confirmation statement made on 12 May 2022 with no updates
Submitted on 26 May 2022
Unaudited abridged accounts made up to 31 March 2021
Submitted on 30 Dec 2021
Change of details for Mr William Charles Sith as a person with significant control on 1 May 2021
Submitted on 24 May 2021
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Repayment History
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