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Broad Wealth Management Limited

Broad Wealth Management Limited is an active company incorporated on 1 September 2009 with the registered office located in Laurencekirk, Kincardineshire. Broad Wealth Management Limited was registered 16 years ago.
Status
Active
Active since incorporation
Company No
SC364870
Private limited company
Scottish Company
Age
16 years
Incorporated 1 September 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 1 September 2025 (1 month ago)
Next confirmation dated 1 September 2026
Due by 15 September 2026 (11 months remaining)
Last change occurred 9 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
17 High Street
Laurencekirk
AB30 1AA
Scotland
Same address for the past 8 years
Telephone
01561377055
Email
Unreported
Website
People
Officers
2
Shareholders
2
Controllers (PSC)
1
Director • PSC • Independent Financial Adviser • British • Lives in Scotland • Born in Oct 1973
Director • British • Lives in Scotland • Born in Aug 1973
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£272.34K
Increased by £1.76K (+1%)
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£275.21K
Decreased by £102.74K (-27%)
Total Liabilities
-£11.69K
Decreased by £11.73K (-50%)
Net Assets
£263.52K
Decreased by £91.01K (-26%)
Debt Ratio (%)
4%
Decreased by 1.95% (-31%)
Latest Activity
Confirmation Submitted
1 Month Ago on 1 Sep 2025
Full Accounts Submitted
4 Months Ago on 19 May 2025
Confirmation Submitted
1 Year 1 Month Ago on 2 Sep 2024
Full Accounts Submitted
1 Year 4 Months Ago on 16 May 2024
Confirmation Submitted
2 Years 1 Month Ago on 5 Sep 2023
Mrs Shelley Ann Broad Details Changed
2 Years 1 Month Ago on 15 Aug 2023
Mr Robert Andrew Broad Details Changed
2 Years 1 Month Ago on 15 Aug 2023
Mr Robert Andrew Broad (PSC) Details Changed
2 Years 1 Month Ago on 15 Aug 2023
Full Accounts Submitted
2 Years 6 Months Ago on 30 Mar 2023
Confirmation Submitted
3 Years Ago on 1 Sep 2022
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Documents
Confirmation statement made on 1 September 2025 with no updates
Submitted on 1 Sep 2025
Total exemption full accounts made up to 31 December 2024
Submitted on 19 May 2025
Confirmation statement made on 1 September 2024 with no updates
Submitted on 2 Sep 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 16 May 2024
Confirmation statement made on 1 September 2023 with no updates
Submitted on 5 Sep 2023
Change of details for Mr Robert Andrew Broad as a person with significant control on 15 August 2023
Submitted on 15 Aug 2023
Director's details changed for Mr Robert Andrew Broad on 15 August 2023
Submitted on 15 Aug 2023
Director's details changed for Mrs Shelley Ann Broad on 15 August 2023
Submitted on 15 Aug 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 30 Mar 2023
Confirmation statement made on 1 September 2022 with no updates
Submitted on 1 Sep 2022
Repayment History
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