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Avoca Wealth Management Ltd

Avoca Wealth Management Ltd is an active company incorporated on 6 March 2020 with the registered office located in Glasgow, City of Glasgow. Avoca Wealth Management Ltd was registered 5 years ago.
Status
Active
Active since incorporation
Company No
SC656603
Private limited company
Scottish Company
Age
5 years
Incorporated 6 March 2020
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 20 September 2025 (7 days ago)
Next confirmation dated 20 September 2026
Due by 4 October 2026 (1 year remaining)
Last change occurred 2 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Unaudited Abridged
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Address
Wright Business Centre
1 Lonmay Road
Glasgow
G33 4EL
Scotland
Address changed on 26 May 2022 (3 years ago)
Previous address was C/O Robb Ferguson Regent Court 70 West Regent Street Glasgow G2 2QZ United Kingdom
Telephone
0141 7374117
Email
Unreported
People
Officers
4
Shareholders
4
Controllers (PSC)
1
Director • British • Lives in UK • Born in Aug 1967
Director • Consultant • British • Lives in UK • Born in Mar 1968
Director • Administrator • British • Lives in UK • Born in Oct 1977
Director • Chartered Financial Planner • British • Lives in UK • Born in Feb 1974
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Brian Mellon Financial Ltd
Mr Bernard Mooney Mellon is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2021–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£297.13K
Increased by £62.37K (+27%)
Turnover
Unreported
Same as previous period
Employees
8
Same as previous period
Total Assets
£549.94K
Decreased by £92.29K (-14%)
Total Liabilities
-£302.37K
Increased by £86.34K (+40%)
Net Assets
£247.57K
Decreased by £178.63K (-42%)
Debt Ratio (%)
55%
Increased by 21.34% (+63%)
Latest Activity
Confirmation Submitted
2 Days Ago on 25 Sep 2025
Abridged Accounts Submitted
10 Months Ago on 18 Nov 2024
Confirmation Submitted
1 Year Ago on 23 Sep 2024
Mrs Penny Small Details Changed
1 Year Ago on 23 Sep 2024
Mr Keith Balfour Small Details Changed
1 Year Ago on 23 Sep 2024
Mrs Tracey Margaret Mellon Details Changed
1 Year Ago on 23 Sep 2024
Abridged Accounts Submitted
1 Year 9 Months Ago on 20 Dec 2023
Confirmation Submitted
2 Years Ago on 20 Sep 2023
Notification of PSC Statement
2 Years Ago on 20 Sep 2023
Tracey Margaret Mellon (PSC) Resigned
2 Years Ago on 31 Aug 2023
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Documents
Confirmation statement made on 20 September 2025 with no updates
Submitted on 25 Sep 2025
Unaudited abridged accounts made up to 31 March 2024
Submitted on 18 Nov 2024
Director's details changed for Mr Keith Balfour Small on 23 September 2024
Submitted on 23 Sep 2024
Director's details changed for Mrs Penny Small on 23 September 2024
Submitted on 23 Sep 2024
Confirmation statement made on 20 September 2024 with no updates
Submitted on 23 Sep 2024
Director's details changed for Mrs Tracey Margaret Mellon on 23 September 2024
Submitted on 23 Sep 2024
Unaudited abridged accounts made up to 31 March 2023
Submitted on 20 Dec 2023
Cessation of Tracey Margaret Mellon as a person with significant control on 31 August 2023
Submitted on 20 Sep 2023
Notification of a person with significant control statement
Submitted on 20 Sep 2023
Confirmation statement made on 20 September 2023 with updates
Submitted on 20 Sep 2023
Repayment History
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