Company Profile
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Large EnterpriseSuccession Wealth Management Limited
07882611•Private Limited With Share Capital
The Apex, Brest Road, Derriford Business Park, Plymouth, PL65FL
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Incorporated
14/12/2011
Company Age
14 years
Directors
7
Employees
—
SIC Code
64999
Risk
low risk
Company Overview
Registration, classification & business activity
Succession Wealth Management Limited (07882611) is a private limited with share capital incorporated on 14/12/2011 (14 years old) and registered in plymouth, PL65FL. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.
Since 2009, our teams of independent wealth planners have delivered high-quality advice to thousands of clients throughout the uk.we are committed to forming long-lasting relationships with our clients to help them achieve more with their money. our clients are at the heart of everything we do and l...
Private Limited With Share Capital
SIC: 64999
Large Enterprise
Incorporated 14/12/2011
PL65FL
Financial Overview
Total Assets
£31.29M
Liabilities
£21.53M
Net Assets
£9.76M
Turnover
£54.44M
Cash
£9.27M
Key Metrics
7
Directors
1
Shareholders
Board of Directors
5
Name
Position
director
director
director
director
director
Filed Documents
100
Document Name
Category
Date
Termination Director Company With Name Termination Date
Category:Officers
Date:31-03-2026
Resolution
Category:Resolution
Date:20-12-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:11-12-2025
Capital Allotment Shares
Category:Capital
Date:10-12-2025
Accounts With Accounts Type Full
Category:Accounts
Date:03-09-2025
Resolution
Category:Resolution
Date:04-07-2025
Capital Allotment Shares
Category:Capital
Date:01-07-2025
Confirmation Statement With Updates
Category:Confirmation Statement
Date:27-12-2024
Change Person Director Company With Change Date
Category:Officers
Date:16-12-2024
Accounts With Accounts Type Full
Category:Accounts
Date:24-08-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:05-08-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:13-05-2024
Resolution
Category:Resolution
Date:05-05-2024
Capital Allotment Shares
Category:Capital
Date:01-05-2024
Change Person Director Company With Change Date
Category:Officers
Date:10-04-2024
Change Person Director Company With Change Date
Category:Officers
Date:10-04-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:14-02-2024
Termination Director Company With Name Termination Date
Category:Officers
Date:13-02-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-12-2023
Change Person Director Company With Change Date
Category:Officers
Date:01-12-2023
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:28-11-2023
Accounts With Accounts Type Full
Category:Accounts
Date:03-10-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-12-2022
Change Person Director Company With Change Date
Category:Officers
Date:15-11-2022
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:03-10-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:27-09-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:27-09-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:27-09-2022
Appoint Person Director Company With Name Date
Category:Officers
Date:27-09-2022
Accounts With Accounts Type Full
Category:Accounts
Date:07-09-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:18-05-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:16-12-2021
Accounts With Accounts Type Full
Category:Accounts
Date:04-10-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:16-04-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:01-03-2021
Termination Director Company With Name Termination Date
Category:Officers
Date:01-03-2021
Accounts With Accounts Type Full
Category:Accounts
Date:11-01-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-12-2020
Termination Director Company With Name Termination Date
Category:Officers
Date:15-12-2020
Termination Director Company With Name Termination Date
Category:Officers
Date:04-09-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:21-05-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:09-04-2020
Termination Director Company With Name Termination Date
Category:Officers
Date:28-01-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:02-01-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-12-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:09-12-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:27-11-2019
Accounts With Accounts Type Full
Category:Accounts
Date:06-10-2019
Termination Director Company With Name Termination Date
Category:Officers
Date:28-05-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:24-05-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:29-03-2019
Termination Director Company With Name Termination Date
Category:Officers
Date:31-12-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:21-12-2018
Accounts With Accounts Type Full
Category:Accounts
Date:02-10-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:06-08-2018
Change Person Director Company With Change Date
Category:Officers
Date:30-07-2018
Change Person Director Company With Change Date
Category:Officers
Date:30-07-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:26-07-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:26-07-2018
Change Person Director Company With Change Date
Category:Officers
Date:14-05-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-12-2017
Accounts With Accounts Type Full
Category:Accounts
Date:07-09-2017
Appoint Person Director Company With Name Date
Category:Officers
Date:04-09-2017
Termination Director Company With Name Termination Date
Category:Officers
Date:17-07-2017
Appoint Corporate Secretary Company With Name Date
Category:Officers
Date:17-05-2017
Termination Director Company With Name Termination Date
Category:Officers
Date:17-05-2017
Termination Director Company With Name Termination Date
Category:Officers
Date:17-05-2017
Appoint Person Director Company With Name Date
Category:Officers
Date:10-05-2017
Termination Director Company With Name Termination Date
Category:Officers
Date:28-03-2017
Appoint Person Director Company With Name Date
Category:Officers
Date:06-01-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:20-12-2016
Appoint Person Director Company With Name Date
Category:Officers
Date:29-11-2016
Appoint Person Director Company With Name Date
Category:Officers
Date:29-11-2016
Termination Director Company With Name Termination Date
Category:Officers
Date:18-10-2016
Move Registers To Sail Company With New Address
Category:Address
Date:11-08-2016
Change Sail Address Company With New Address
Category:Address
Date:11-08-2016
Accounts With Accounts Type Full
Category:Accounts
Date:26-05-2016
Change Person Director Company With Change Date
Category:Officers
Date:24-05-2016
Change Person Director Company With Change Date
Category:Officers
Date:18-01-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:15-12-2015
Appoint Person Director Company With Name Date
Category:Officers
Date:09-12-2015
Change Person Director Company With Change Date
Category:Officers
Date:03-12-2015
Accounts With Accounts Type Full
Category:Accounts
Date:25-06-2015
Appoint Person Director Company With Name Date
Category:Officers
Date:01-06-2015
Second Filing Of Form With Form Type Made Up Date
Category:Document Replacement
Date:19-03-2015
Appoint Person Director Company With Name Date
Category:Officers
Date:13-03-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-12-2014
Termination Director Company With Name Termination Date
Category:Officers
Date:01-12-2014
Change Person Director Company With Change Date
Category:Officers
Date:24-11-2014
Termination Secretary Company With Name Termination Date
Category:Officers
Date:24-10-2014
Capital Allotment Shares
Category:Capital
Date:24-10-2014
Termination Director Company With Name Termination Date
Category:Officers
Date:24-10-2014
Appoint Person Director Company With Name Date
Category:Officers
Date:22-10-2014
Accounts With Accounts Type Full
Category:Accounts
Date:08-10-2014
Change Person Director Company With Change Date
Category:Officers
Date:23-05-2014
Change Person Director Company With Change Date
Category:Officers
Date:23-05-2014
Capital Allotment Shares
Category:Capital
Date:06-02-2014
Resolution
Category:Resolution
Date:04-02-2014
Appoint Person Director Company With Name
Category:Officers
Date:30-01-2014
Appoint Person Director Company With Name
Category:Officers
Date:30-01-2014
Risk Assessment
low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typefull accounts
Due Date30/09/2026
Filing Date30/08/2025
Latest Accounts31/12/2024
Trading Addresses
60 Church Street, Birmingham, West Midlands, B32DJ
The Apex, Brest Road, Derriford Business Park, Plymouth, Pl6 5Fl, PL65FLRegistered
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Contact
01752762140complaints@successionwealth.co.ukrecruitment@successionwealth.co.uksuccessionwealth.co.uk
The Apex, Brest Road, Derriford Business Park, Plymouth, PL65FL