Edwards Wealth Ltd
Company Profile
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SmallEdwards Wealth Ltd
09229694•Private Limited With Share Capital
St. James'S Place House, 1 Tetbury Road, Cirencester, GL71FP
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Incorporated
22/09/2014
Company Age
11 years
Directors
3
Employees
24
SIC Code
70221
Risk
very 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
24 employees
Financial Overview
Total Assets
£9.29M
Liabilities
£1.05M
Net Assets
£8.24M
Turnover
£5.17M
Cash
£3.33M
Key Metrics
24
Employees
3
Directors
1
Shareholders
Charges
1
Registered
0
Outstanding
0
Part Satisfied
1
Satisfied
Filed Documents
77
Document Name
Category
Date
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
very low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typeaudit exemption subsidiary
Due Date30/09/2026
Filing Date05/06/2025
Latest Accounts31/12/2024
Trading Addresses
Home Farm, Meriden Road, Berkswell, Coventry, West Midlands, CV77SL
St. James'S Place House, 1 Tetbury Road, Cirencester, England Gl7 1Fp, GL71FPRegistered
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