Personal Asset Management Limited

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Personal Asset Management Limited

04898649Private Limited With Share Capital

The Orchard Corner Ffrydd Road, Knighton, Powys, LD71DB
Incorporated

15/09/2003

Company Age

22 years

Directors

3

Employees

6

SIC Code

64999

Risk

low risk

Company Overview

Registration, classification & business activity

Personal Asset Management Limited (04898649) is a private limited with share capital incorporated on 15/09/2003 (22 years old) and registered in powys, LD71DB. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

We are a family run firm of independent financial advisors including a chartered financial planner with over 40 years’ experience. we provide advice to individuals, businesses, trusts and charities on mortgages, equity release, inheritance tax planning, investment planning and retirement planning.we...

Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 15/09/2003
LD71DB
6 employees

Financial Overview

Total Assets

£14.2K

Liabilities

£161.5K

Net Assets

£-147.3K

Est. Turnover

£6.52M

AI Estimated
Unreported
Cash

£2.1K

Key Metrics

6

Employees

3

Directors

5

Shareholders

Board of Directors

2

Charges

1

Registered

1

Outstanding

0

Part Satisfied

0

Satisfied

Filed Documents

79
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:30-09-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:17-09-2025
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:01-09-2025
Change Person Director Company With Change Date
Category:Officers
Date:14-07-2025
Change Person Director Company With Change Date
Category:Officers
Date:14-07-2025
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:14-07-2025
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:09-07-2025
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:09-07-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:05-09-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:27-03-2024
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:21-03-2024
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:16-03-2024
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:16-03-2024
Confirmation Statement With Updates
Category:Confirmation Statement
Date:06-09-2023
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:16-08-2023
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:14-08-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:02-09-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:25-03-2022
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:21-03-2022
Certificate Change Of Name Company
Category:Change Of Name
Date:13-01-2022
Change Person Director Company With Change Date
Category:Officers
Date:11-01-2022
Certificate Change Of Name Company
Category:Change Of Name
Date:10-01-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:26-11-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:10-09-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:13-08-2021
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:02-02-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:01-09-2020
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:29-07-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:20-09-2019
Capital Cancellation Shares
Category:Capital
Date:16-08-2019
Capital Return Purchase Own Shares
Category:Capital
Date:16-08-2019
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:16-07-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:28-09-2018
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:22-08-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:01-05-2018
Confirmation Statement With Updates
Category:Confirmation Statement
Date:19-09-2017
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:05-09-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:29-09-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:26-09-2016
Move Registers To Sail Company With New Address
Category:Address
Date:26-09-2016
Change Sail Address Company With New Address
Category:Address
Date:23-09-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:02-10-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:15-09-2015
Capital Alter Shares Subdivision
Category:Capital
Date:11-11-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:20-10-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:24-09-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:14-10-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:14-06-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:26-09-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:25-09-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:07-10-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:22-08-2011
Resolution
Category:Resolution
Date:28-10-2010
Capital Alter Shares Subdivision
Category:Capital
Date:18-10-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:05-10-2010
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:07-07-2010
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:29-10-2009
Legacy
Category:Annual Return
Date:15-09-2009
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:02-11-2008
Legacy
Category:Annual Return
Date:30-09-2008
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:31-10-2007
Legacy
Category:Annual Return
Date:17-09-2007
Legacy
Category:Annual Return
Date:06-03-2007
Accounts With Accounts Type Full
Category:Accounts
Date:27-07-2006
Resolution
Category:Resolution
Date:27-07-2006
Legacy
Category:Capital
Date:05-07-2006
Legacy
Category:Annual Return
Date:29-09-2005
Accounts With Accounts Type Full
Category:Accounts
Date:22-07-2005
Legacy
Category:Capital
Date:04-10-2004
Legacy
Category:Annual Return
Date:30-09-2004
Legacy
Category:Capital
Date:07-05-2004
Legacy
Category:Mortgage
Date:10-04-2004
Legacy
Category:Officers
Date:01-04-2004
Legacy
Category:Officers
Date:01-04-2004
Legacy
Category:Address
Date:01-04-2004
Legacy
Category:Accounts
Date:25-03-2004
Legacy
Category:Officers
Date:17-09-2003
Legacy
Category:Officers
Date:17-09-2003
Incorporation Company
Category:Incorporation
Date:15-09-2003

Risk Assessment

low risk

International Score

Future Factor

fair

Performance Rating

Accounts

Typetotal exemption full
Due Date30/09/2026
Filing Date30/09/2025
Latest Accounts31/12/2024

Trading Addresses

The Orchard Corner, Ffrydd Road, Knighton, LD71DBRegistered

Contact

The Orchard Corner Ffrydd Road, Knighton, Powys, LD71DB