Concise Wealth Management Limited (reg no 07287601) is a private limited company established on 2010-06-17 in England. This firm is located at Wealth and Business Centre, 123 Torquay Road, Paignton TQ3 2SG. Concise Wealth Management Limited is operating under Standard Industrial Classification code: 82990 that means "other business support service activities not elsewhere classified".

Company details

Name Concise Wealth Management Limited
Number 07287601
Date of Incorporation: Thursday 17th June 2010
End of financial year: 31 December
Address: Wealth And Business Centre, 123 Torquay Road, Paignton, TQ3 2SG
SIC code: 82990 - Other business support service activities not elsewhere classified

As for the 2 directors that can be found in this particular enterprise, we can name: Andrew W. (appointed on 01 July 2019), Louise W. (appointment date: 17 June 2010). The Companies House reports 2 persons of significant control, namely: Andrew W. has 1/2 or less of shares, 1/2 or less of voting rights, Louise W. has over 1/2 to 3/4 of shares , over 1/2 to 3/4 of voting rights.

Directors

Accounts data

Date of Accounts 2011-06-30 2012-06-30 2013-06-30 2014-06-30 2015-06-30 2016-12-31 2017-12-31 2018-12-31 2019-12-31 2020-12-31 2021-12-31 2022-12-31
Current Assets 14,561 3,623 16,117 37,581 73,323 178,349 281,959 89,489 68,642 68,426 101,662 80,708
Fixed Assets 24,447 24,498 14,865 36,344 32,883 343,940 301,588 664,831 615,581 560,832 511,133 456,164
Total Assets Less Current Liabilities 31,121 22,444 17,188 50,324 58,165 366,181 218,039 467,137 505,387 496,665 502,166 431,404
Intangible Fixed Assets 6,670 3,340 10 1 1 324,000 - - - - - -
Shareholder Funds 11,210 3,158 2,483 17,661 40,684 65,933 - - - - - -
Tangible Fixed Assets 17,777 21,158 14,855 36,343 32,882 19,940 - - - - - -
Number Shares Allotted - - - - 101 101 - - - - - -

People with significant control

Andrew W.
15 March 2017
Nature of control: 25-50% voting rights
25-50% shares
Louise W.
6 April 2016
Nature of control: 50,01-75% shares
50,01-75% voting rights

Filings

Categories:
Accounts Address Annual return Capital Confirmation statement Incorporation Mortgage Officers Persons with significant control
(PSC04) Change to a person with significant control 2023-06-27
filed on: 27th, June 2023 | persons with significant control
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