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 8 years ago.
Status
Active
Active since incorporation
Company No
SC578075
Private limited company
Scottish Company
Age
8 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 2025 (1 month ago)
Next confirmation dated 4 October 2026
Due by 18 October 2026 (11 months remaining)
Last change occurred 4 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 (10 months remaining)
Shareholders, PSCs & Group Structure
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Brands
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%)
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Repayment History
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