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Integrated Wealth Management Ltd

Integrated Wealth Management Ltd is an active company incorporated on 7 July 2011 with the registered office located in Stirling, Stirling and Falkirk. Integrated Wealth Management Ltd was registered 14 years ago.
Status
Active
Active since incorporation
Company No
SC403175
Private limited company
Scottish Company
Age
14 years
Incorporated 7 July 2011
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 7 July 2025 (4 months ago)
Next confirmation dated 7 July 2026
Due by 21 July 2026 (8 months remaining)
Last change occurred 1 year 3 months ago
Accounts
Submitted
For period 1 Aug ⟶ 31 Jul 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 July 2025
Due by 30 April 2026 (5 months remaining)
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Contact Update Details
Address
Suite 14 Scion House
University Of Stirling Innovation Park
Stirling
FK9 4NF
Same address for the past 11 years
Telephone
01786834609
Email
Available in Endole App
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People
Officers
2
Shareholders
4
Controllers (PSC)
2
Mr James Scott Laurie
Director • PSC • PSC • Independent Financial Planner • British • Lives in Scotland • Born in Sep 1958
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Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
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Brands
Fell Financial Planning
Fell Financial Planning offers financial advice to assist clients in managing, preserving, and growing their wealth.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Jul 2024
For period 31 Jul ⟶ 31 Jul 2024
Traded for 12 months
Cash in Bank
£41K
Decreased by £87.53K (-68%)
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£216.61K
Increased by £33.14K (+18%)
Total Liabilities
-£71.4K
Decreased by £3.44K (-5%)
Net Assets
£145.21K
Increased by £36.58K (+34%)
Debt Ratio (%)
33%
Decreased by 7.83% (-19%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
3 Months Ago on 9 Jul 2025
Full Accounts Submitted
7 Months Ago on 25 Mar 2025
Confirmation Submitted
1 Year 3 Months Ago on 18 Jul 2024
Full Accounts Submitted
1 Year 9 Months Ago on 8 Feb 2024
Confirmation Submitted
2 Years 2 Months Ago on 10 Aug 2023
Full Accounts Submitted
3 Years Ago on 20 Oct 2022
Confirmation Submitted
3 Years Ago on 12 Jul 2022
Full Accounts Submitted
3 Years Ago on 15 Feb 2022
Confirmation Submitted
4 Years Ago on 13 Aug 2021
Full Accounts Submitted
4 Years Ago on 16 Apr 2021
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Get Credit Report
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Documents
Confirmation statement made on 7 July 2025 with no updates
Submitted on 9 Jul 2025
Total exemption full accounts made up to 31 July 2024
Submitted on 25 Mar 2025
Confirmation statement made on 7 July 2024 with updates
Submitted on 18 Jul 2024
Statement of capital following an allotment of shares on 29 February 2024
Submitted on 29 Feb 2024
Total exemption full accounts made up to 31 July 2023
Submitted on 8 Feb 2024
Confirmation statement made on 7 July 2023 with no updates
Submitted on 10 Aug 2023
Total exemption full accounts made up to 31 July 2022
Submitted on 20 Oct 2022
Statement of capital following an allotment of shares on 31 March 2022
Submitted on 12 Jul 2022
Confirmation statement made on 7 July 2022 with updates
Submitted on 12 Jul 2022
Total exemption full accounts made up to 31 July 2021
Submitted on 15 Feb 2022
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Repayment History
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