Watermark Wealth Management Limited

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Watermark Wealth Management Limited

08210691Private Limited With Share Capital

Manor House Manor Road, Burnham-On-Sea, TA82AS
Incorporated

11/09/2012

Company Age

13 years

Directors

2

Employees

15

SIC Code

64205

Risk

very low risk

Company Overview

Registration, classification & business activity

Watermark Wealth Management Limited (08210691) is a private limited with share capital incorporated on 11/09/2012 (13 years old) and registered in burnham-on-sea, TA82AS. The company operates under SIC code 64205 - activities of financial services holding companies.

Watermark wealth management is a firm of independent financial advisers based in burnham-on-sea, somerset that is committed to delivering the highest quality independent financial advice together with structured investment/wealth management solutions to retail, corporate and private clients.

Private Limited With Share Capital
SIC: 64205
Micro
Incorporated 11/09/2012
TA82AS
15 employees

Financial Overview

Total Assets

£822.6K

Liabilities

£86.7K

Net Assets

£735.9K

Cash

£368.2K

Key Metrics

15

Employees

2

Directors

6

Shareholders

Board of Directors

1

Filed Documents

43
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:19-03-2026
Confirmation Statement With Updates
Category:Confirmation Statement
Date:17-03-2026
Appoint Person Director Company With Name Date
Category:Officers
Date:15-10-2025
Resolution
Category:Resolution
Date:15-08-2025
Capital Allotment Shares
Category:Capital
Date:08-08-2025
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:20-05-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-03-2025
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:28-05-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:11-03-2024
Accounts Amended With Accounts Type Micro Entity
Category:Accounts
Date:11-04-2023
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:11-04-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-03-2023
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:01-06-2022
Termination Director Company With Name Termination Date
Category:Officers
Date:27-05-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:11-03-2022
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:12-03-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:12-03-2021
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:06-05-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:24-03-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:21-10-2019
Withdrawal Of A Person With Significant Control Statement
Category:Persons With Significant Control
Date:21-06-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:21-03-2019
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:19-03-2019
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:11-10-2018
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:23-09-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:10-06-2018
Confirmation Statement With Updates
Category:Confirmation Statement
Date:29-05-2018
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:23-05-2018
Notification Of A Person With Significant Control Statement
Category:Persons With Significant Control
Date:23-05-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:04-09-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:16-05-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:06-09-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:12-04-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:21-01-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:29-09-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:22-09-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:10-10-2014
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:11-09-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:09-10-2013
Accounts With Accounts Type Dormant
Category:Accounts
Date:23-09-2013
Change Account Reference Date Company Previous Shortened
Category:Accounts
Date:23-09-2013
Change Registered Office Address Company With Date Old Address
Category:Address
Date:02-07-2013
Incorporation Company
Category:Incorporation
Date:11-09-2012

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typeunaudited abridged
Due Date30/09/2026
Filing Date20/05/2025
Latest Accounts31/12/2024

Trading Addresses

Manor House, Manor Road, Burnham-On-Sea, TA82ASRegistered

Contact

01278794499
Manor House Manor Road, Burnham-On-Sea, TA82AS