Company Profile
live
SmallEdwards Wealth Ltd
09229694•Private Limited With Share Capital
St. James'S Place House, 1 Tetbury Road, Cirencester, GL71FP
Get Full Access
Incorporated
22/09/2014
Company Age
11 years
Directors
2
Employees
21
SIC Code
70221
Risk
low risk
Company Overview
Registration, classification & business activity
Edwards Wealth Ltd (09229694) is a private limited with share capital incorporated on 22/09/2014 (11 years old) and registered in cirencester, GL71FP. The company operates under SIC code 70221 - financial management.
We are a principal partner practice of st. james’s place; a level that recognises long-standing, quality advice and service, and which has been achieved by just 2% of the st. james’s place advisory community*.we share a deep belief that financial planning is a lasting relationship, not just a transa...
Private Limited With Share Capital
SIC: 70221
Small
Incorporated 22/09/2014
GL71FP
21 employees
Financial Overview
Total Assets
£3.24M
Liabilities
£792.3K
Net Assets
£2.45M
Turnover
£4.98M
Cash
£2.97M
Key Metrics
21
Employees
2
Directors
1
Shareholders
Charges
1
Registered
0
Outstanding
0
Part Satisfied
1
Satisfied
Filed Documents
87
Document Name
Category
Date
Termination Director Company With Name Termination Date
Category:Officers
Date:26-06-2026
Confirmation Statement With Updates
Category:Confirmation Statement
Date:24-06-2026
Accounts With Accounts Type Audit Exemption Subsiduary
Category:Accounts
Date:10-06-2026
Legacy
Category:Accounts
Date:10-06-2026
Legacy
Category:Other
Date:10-06-2026
Legacy
Category:Other
Date:10-06-2026
Legacy
Category:Capital
Date:21-05-2026
Capital Statement Capital Company With Date Currency Figure
Category:Capital
Date:21-05-2026
Legacy
Category:Insolvency
Date:21-05-2026
Resolution
Category:Resolution
Date:21-05-2026
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:24-06-2025
Accounts With Accounts Type Audit Exemption Subsiduary
Category:Accounts
Date:11-06-2025
Legacy
Category:Accounts
Date:11-06-2025
Legacy
Category:Other
Date:11-06-2025
Legacy
Category:Other
Date:11-06-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:08-01-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:13-06-2024
Accounts With Accounts Type Audit Exemption Subsiduary
Category:Accounts
Date:05-06-2024
Legacy
Category:Accounts
Date:05-06-2024
Legacy
Category:Other
Date:05-06-2024
Legacy
Category:Other
Date:05-06-2024
Certificate Change Of Name Company
Category:Change Of Name
Date:30-11-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:19-06-2023
Appoint Person Director Company With Name Date
Category:Officers
Date:01-06-2023
Accounts With Accounts Type Audit Exemption Subsiduary
Category:Accounts
Date:31-05-2023
Legacy
Category:Accounts
Date:31-05-2023
Legacy
Category:Other
Date:31-05-2023
Legacy
Category:Other
Date:31-05-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:02-05-2023
Change Account Reference Date Company Previous Shortened
Category:Accounts
Date:04-01-2023
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:23-12-2022
Resolution
Category:Resolution
Date:18-08-2022
Capital Name Of Class Of Shares
Category:Capital
Date:18-08-2022
Capital Name Of Class Of Shares
Category:Capital
Date:18-08-2022
Capital Name Of Class Of Shares
Category:Capital
Date:18-08-2022
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:16-08-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:16-08-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:22-06-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-06-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:25-05-2022
Memorandum Articles
Category:Incorporation
Date:24-05-2022
Resolution
Category:Resolution
Date:24-05-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:24-05-2022
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:20-05-2022
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:20-05-2022
Appoint Corporate Secretary Company With Name Date
Category:Officers
Date:20-05-2022
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:20-05-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:20-05-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:20-05-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:20-05-2022
Certificate Change Of Name Company
Category:Change Of Name
Date:04-05-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:23-12-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:19-10-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:25-03-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:27-10-2020
Accounts Amended With Accounts Type Total Exemption Full
Category:Accounts
Date:16-07-2020
Change Account Reference Date Company Previous Shortened
Category:Accounts
Date:08-07-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:28-02-2020
Capital Name Of Class Of Shares
Category:Capital
Date:04-01-2020
Resolution
Category:Resolution
Date:03-01-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:18-12-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:16-10-2019
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:27-02-2019
Mortgage Satisfy Charge Full
Category:Mortgage
Date:04-01-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:31-10-2018
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:21-09-2018
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:21-09-2018
Change Account Reference Date Company Previous Extended
Category:Accounts
Date:04-09-2018
Resolution
Category:Resolution
Date:04-07-2018
Capital Variation Of Rights Attached To Shares
Category:Capital
Date:19-06-2018
Capital Name Of Class Of Shares
Category:Capital
Date:19-06-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:01-06-2018
Accounts Amended With Accounts Type Total Exemption Full
Category:Accounts
Date:22-05-2018
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:02-01-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-12-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:19-10-2017
Change Person Director Company With Change Date
Category:Officers
Date:17-10-2017
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:17-10-2017
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:17-10-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:22-12-2016
Confirmation Statement With Updates
Category:Confirmation Statement
Date:19-10-2016
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:06-04-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:08-10-2015
Capital Allotment Shares
Category:Capital
Date:01-10-2015
Accounts With Accounts Type Dormant
Category:Accounts
Date:24-08-2015
Change Account Reference Date Company Current Shortened
Category:Accounts
Date:22-09-2014
Incorporation Company
Category:Incorporation
Date:22-09-2014
Risk Assessment
low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typeaudit exemption subsidiary
Due Date30/09/2027
Filing Date02/06/2026
Latest Accounts31/12/2025
Trading Addresses
Home Farm, Meriden Road, Berkswell, Coventry, West Midlands, CV77SL
St. James'S Place House, 1 Tetbury Road, Cirencester, England Gl7 1Fp, GL71FPRegistered
Related Companies
9
ludian financial planning limited
live
reflect financial limitedlive
portbury wealth management limitedlive
ian cockbain wealth management limitedlive
cheltenham lido limitedlive
fortura financial partners limitedlive
cheltenham lido trading limitedlive
future proof limitedlive
lewington wealth management limitedlive