Ltd Facts The UK company register, as filed

Register entry · No. 07287601

CONCISE WEALTH MANAGEMENT LTD

Active Private Limited Company Incorporated 17 Jun 2010

Checks

1 to look at 7 clear · 6 can't tell yet

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    Charges

    2 outstanding: a lender holds security over its assets and is paid first if it fails.

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    Company status

    Active.

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    Accounts on time

    Next due 30 Sep 2027.

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    Confirmation statement on time

    Next due 16 Feb 2027.

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    Owners

    1 owner on file.

    People with significant control · See it
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    Last filed accounts

    Net assets £265,640.

    Accounts to 31 Dec 2025 · See it
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    Trading history

    Incorporated 17 Jun 2010 (16 years ago).

    Companies House register
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    Name changes

    1 earlier name, none in the last year.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 1 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    WEALTH AND BUSINESS CENTRE, 123 TORQUAY ROAD, PAIGNTON, DEVON, ENGLAND, TQ3 2SG

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    30 Sep 2027
    Last made up to
    31 Dec 2025
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    16 Feb 2027
    Last made up to
    2 Feb 2026

  5. Charges

    Outstanding
    2
    All time
    2

  6. Names

    1. CONCISE WEALTH MANAGEMENT LTD current
    2. CONCISE WEALTH MANAGEMENT LIMITED earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Dec 2025 not published not published — £265,640 6
31 Dec 2024 not published not published — £225,709 6
31 Dec 2023 not published not published — £233,864 7
31 Dec 2022 not published not published — £210,444 7
31 Dec 2021 not published not published — £232,615 7
31 Dec 2020 * not published not published — £188,208 7

* From the following year's accounts (prior-year figures).

People

Officers

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Named in the filed accounts meanwhile (not the register; no dates or whether still in office):

  • Louise Worden · Director, named in the accounts to 31 Dec 2025

Owners and controllers All 2, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mrs Louise Cheryl Worden Ownership of shares 50 to 75 percent; Voting rights 50 to 75 percent; Right to appoint and remove directors 6 Apr 2016 — October 1979 British · England

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is CONCISE WEALTH MANAGEMENT LTD still trading?

The register shows CONCISE WEALTH MANAGEMENT LTD as active.

What does CONCISE WEALTH MANAGEMENT LTD do?

It files the industry code 64999 (Financial intermediation not elsewhere classified).

When was CONCISE WEALTH MANAGEMENT LTD set up?

It was incorporated on 17 June 2010.

When are CONCISE WEALTH MANAGEMENT LTD's accounts due?

Next accounts are due by 30 September 2027. The last accounts were made up to 31 December 2025.

When is CONCISE WEALTH MANAGEMENT LTD's next confirmation statement due?

By 16 February 2027.

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  2. 07673802 METWORK (UK) LIMITED Active Private Limited Company Inc. 17 Jun 2011 64999 · Financial intermediation not elsewhere classified
  3. 07672450 INNOVA TAX FREE (UK) LIMITED Active Private Limited Company Inc. 16 Jun 2011 63110 · Data processing, hosting and related activities
  4. 07672748 TIMI AND CO. LIMITED Active Private Limited Company Inc. 16 Jun 2011 64999 · Financial intermediation not elsewhere classified
  5. 07671006 BROMPTON ASSET FINANCE LIMITED Active Private Limited Company Inc. 15 Jun 2011 64999 · Financial intermediation not elsewhere classified

The file

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Source: Companies House, data file of 2026-10-01 and its live updates. View on Companies House