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Personal Wealth Management Ltd

Personal Wealth Management Ltd is an active company incorporated on 21 June 2004 with the registered office located in Cupar, Fife. Personal Wealth Management Ltd was registered 21 years ago.
Status
Active
Active since incorporation
Company No
SC269623
Private limited company
Scottish Company
Age
21 years
Incorporated 21 June 2004
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 21 June 2025 (4 months ago)
Next confirmation dated 21 June 2026
Due by 5 July 2026 (8 months remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 1 Jul30 Jun 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2025
Due by 31 March 2026 (4 months remaining)
Address
Blebo Tower
Blebo Craigs
St Andrews
Fife
KY15 5TZ
Scotland
Same address for the past 10 years
Telephone
Unreported
Email
Unreported
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • PSC • Investment Manager • British • Lives in Scotland • Born in Jun 1962
Shareholders, PSCs & Group Structure
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Mutual Companies
St Andrews Asset Management Limited
Mr Scott Colin Edmiston is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Jun 2024
For period 30 Jun30 Jun 2024
Traded for 12 months
Cash in Bank
£384.88K
Increased by £384.88K (%)
Turnover
Unreported
Same as previous period
Employees
4
Decreased by 1 (-20%)
Total Assets
£465.67K
Increased by £31.32K (+7%)
Total Liabilities
-£106.2K
Decreased by £26.76K (-20%)
Net Assets
£359.47K
Increased by £58.09K (+19%)
Debt Ratio (%)
23%
Decreased by 7.81% (-26%)
Latest Activity
Confirmation Submitted
4 Months Ago on 23 Jun 2025
Full Accounts Submitted
6 Months Ago on 23 Apr 2025
Confirmation Submitted
1 Year 4 Months Ago on 5 Jul 2024
Micro Accounts Submitted
1 Year 7 Months Ago on 29 Mar 2024
Confirmation Submitted
2 Years 3 Months Ago on 1 Aug 2023
Micro Accounts Submitted
2 Years 6 Months Ago on 19 Apr 2023
Confirmation Submitted
3 Years Ago on 30 Jun 2022
Micro Accounts Submitted
3 Years Ago on 31 Mar 2022
Confirmation Submitted
4 Years Ago on 25 Jun 2021
Micro Accounts Submitted
4 Years Ago on 16 Jun 2021
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Documents
Confirmation statement made on 21 June 2025 with no updates
Submitted on 23 Jun 2025
Total exemption full accounts made up to 30 June 2024
Submitted on 23 Apr 2025
Confirmation statement made on 21 June 2024 with no updates
Submitted on 5 Jul 2024
Micro company accounts made up to 30 June 2023
Submitted on 29 Mar 2024
Confirmation statement made on 21 June 2023 with no updates
Submitted on 1 Aug 2023
Micro company accounts made up to 30 June 2022
Submitted on 19 Apr 2023
Confirmation statement made on 21 June 2022 with no updates
Submitted on 30 Jun 2022
Micro company accounts made up to 30 June 2021
Submitted on 31 Mar 2022
Confirmation statement made on 21 June 2021 with no updates
Submitted on 25 Jun 2021
Micro company accounts made up to 30 June 2020
Submitted on 16 Jun 2021
Repayment History
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