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DW Wealth Planning Ltd

DW Wealth Planning Ltd is an active company incorporated on 5 October 2017 with the registered office located in Aberdeen, Aberdeenshire. DW Wealth Planning Ltd was registered 7 years ago.
Status
Active
Active since incorporation
Company No
SC578075
Private limited company
Scottish Company
Age
7 years
Incorporated 5 October 2017
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 4 October 2024 (11 months ago)
Next confirmation dated 4 October 2025
Due by 18 October 2025 (1 month remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
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Contact
Address
40 Tradlin Circle Blackburn
Aberdeen
AB21 0LA
Scotland
Same address since incorporation
Telephone
07505 473963
Email
Unreported
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People
Officers
1
Shareholders
2
Controllers (PSC)
2
Mr David William Walker
Director • PSC • British • Lives in Scotland • Born in Mar 1971
Mrs Sharon Denise Walker
PSC • British • Lives in Scotland • Born in May 1970
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Shareholders, PSCs & Group Structure
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Mutual Companies
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Brands
DW Wealth Planning Ltd
DW Wealth Planning Ltd provides financial advice and services, focusing on helping clients achieve their financial goals.
Financials
Net Assets, Total Assets & Total Liabilities (2018–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£139.17K
Increased by £47.98K (+53%)
Turnover
Unreported
Same as previous period
Employees
3
Decreased by 1 (-25%)
Total Assets
£143.3K
Increased by £46.51K (+48%)
Total Liabilities
-£65.1K
Increased by £24.18K (+59%)
Net Assets
£78.2K
Increased by £22.33K (+40%)
Debt Ratio (%)
45%
Increased by 3.15% (+7%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
6 Months Ago on 5 Mar 2025
Confirmation Submitted
11 Months Ago on 11 Oct 2024
Full Accounts Submitted
1 Year 6 Months Ago on 23 Feb 2024
Confirmation Submitted
1 Year 11 Months Ago on 9 Oct 2023
Full Accounts Submitted
2 Years 3 Months Ago on 15 May 2023
Confirmation Submitted
2 Years 11 Months Ago on 5 Oct 2022
Full Accounts Submitted
3 Years Ago on 17 Feb 2022
Confirmation Submitted
3 Years Ago on 11 Oct 2021
Full Accounts Submitted
4 Years Ago on 18 Mar 2021
Sharon Denise Walker (PSC) Appointed
7 Years Ago on 5 Oct 2017
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Documents
Total exemption full accounts made up to 31 December 2024
Submitted on 5 Mar 2025
Confirmation statement made on 4 October 2024 with no updates
Submitted on 11 Oct 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 23 Feb 2024
Confirmation statement made on 4 October 2023 with no updates
Submitted on 9 Oct 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 15 May 2023
Confirmation statement made on 4 October 2022 with no updates
Submitted on 5 Oct 2022
Total exemption full accounts made up to 31 December 2021
Submitted on 17 Feb 2022
Confirmation statement made on 4 October 2021 with updates
Submitted on 11 Oct 2021
Notification of Sharon Denise Walker as a person with significant control on 5 October 2017
Submitted on 11 Oct 2021
Total exemption full accounts made up to 31 December 2020
Submitted on 18 Mar 2021
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Repayment History
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