Allocate Wealth Management Ltd
Allocate Wealth Management Ltd is an active company incorporated on 5 May 2020 with the registered office located in Perth, Perth and Kinross. Allocate Wealth Management Ltd was registered 5 years ago.
Status
Active
Active since incorporation
Company No
SC660558
Private limited company
Scottish Company
Age
5 years
Incorporated 5 May 2020
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 24 October 2025 (11 days ago)
Next confirmation dated 24 October 2026
Due by 7 November 2026 (1 year remaining)
Last change occurred 1 year 11 months ago
Accounts
Submitted
For period 1 Dec ⟶ 30 Nov 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 November 2025
Due by 31 August 2026 (9 months remaining)
Shareholders, PSCs & Group Structure
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Financials
Net Assets, Total Assets & Total Liabilities (2020–2024)
Period Ended
30 Nov 2024
For period 30 Nov ⟶ 30 Nov 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
3
Same as previous period
Total Assets
£86.37K
Increased by £31.6K (+58%)
Total Liabilities
-£28.23K
Increased by £19.64K (+229%)
Net Assets
£58.14K
Increased by £11.96K (+26%)
Debt Ratio (%)
33%
Increased by 17% (+108%)
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Repayment History
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