TRUE WEALTH MANAGEMENT LIMITED
Active Company number 07702656
TRUE WEALTH MANAGEMENT LIMITED (company number 07702656) is a private limited company incorporated on 12 July 2011. Its status on the Companies House register is Active. Its registered office is in Plymouth, PL6 5FL. Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999). Its latest accounts we hold, for the period ending 29 October 2024, report net assets of £31k.
Source: Companies House register, as at 29 September 2026. How to cite this page
Information only, not advice. Register details and accounts figures are the company's own filings, shown as filed: CompanyStack does not audit or verify them and accepts no responsibility for decisions made on them. Check important facts at Companies House.
Company Report on TRUE WEALTH MANAGEMENT LIMITED (PDF)
Page 1 answers whether we would trade with it, and on what terms, by rules stated on the page. The register, the accounts and the people behind the company in one PDF, for your own business use.
- The verdict: would we trade with it, on what terms: a starting credit limit from the latest balance sheet, the risk grade with its reasons, and the checks to make before you sign
- Summary and Health Score: with the reasons behind the score
- Red flags: and what changed in the last 12 months
- Key figures: the accounts to 29 Oct 2024 against the year before
- Filing deadlines: accounts due 29 Jan 2027; confirmation statement due 30 May 2027
- Financials ledger: 5 years of filed accounts held (2020–2024)
- Who runs and owns it: 1 PSC
- Shareholders: the current register from the filings: each holder, class, shares and percentage
- Charges: 0 outstanding of 1 charge registered
- Filing history and methodology: with sources and a disclaimer
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Company details
- Company number
- 07702656
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 12 July 2011
- Country of origin
- United Kingdom
- Registered office
- THE APEX BREST ROAD DERRIFORD BUSINESS PARK
DERRIFORD
PLYMOUTH
PL6 5FL
UNITED KINGDOM
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 29 April
- Accounts category
- MICRO ENTITY
- Accounts last made up to
- 29 October 2024
- Next accounts due
- 29 January 2027
- Confirmation statement last made up to
- 16 May 2026
- Next confirmation statement due
- 30 May 2027
Financial summary
| Period ending | 29 October 2024 | 31 March 2024 | 31 March 2023 | 31 July 2022 | 31 July 2021 | 31 July 2020 |
|---|---|---|---|---|---|---|
| Total assets | £98k | £60k | £60k | £132k | £120k | £98k |
| Current liabilities | £56k | £26k | £23k | £94k | £77k | £84k |
| Net current assets | £42k | £34k | £37k | £39k | £44k | £15k |
| Total liabilities | £67k | £37k | £39k | £114k | £102k | £84k |
| Net assets | £31k | £23k | £21k | £19k | £18k | £15k |
| Employees | 2 | 2 | 2 | 2 | 2 | 2 |
Figures read from filings at Companies House (ixbrl) and checked; see how we read them. Small-company accounts often omit turnover and profit. Spotted an error? Tell us.
Control, officers and charges
- Persons with significant control
- 1 current (5 including ceased)
- Corporate controllers
- Succession Group Ltd
- Charges (mortgages)
- 1 registered, 0 outstanding, 1 satisfied
Questions about TRUE WEALTH MANAGEMENT LIMITED
Is TRUE WEALTH MANAGEMENT LIMITED active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 29 September 2026.)
When was TRUE WEALTH MANAGEMENT LIMITED incorporated?
TRUE WEALTH MANAGEMENT LIMITED was incorporated on 12 July 2011, according to the Companies House register. (Companies House register, as at 29 September 2026.)
Where is TRUE WEALTH MANAGEMENT LIMITED registered?
Its registered office is in Plymouth, PL6 5FL. (Companies House register, as at 29 September 2026.)
Who controls TRUE WEALTH MANAGEMENT LIMITED?
The register lists 1 current person with significant control (5 including those who have ceased). Corporate controllers named on the register: Succession Group Ltd. The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/07702656/persons-with-significant-control. (Companies House register, as at 29 September 2026.) Who owns a UK limited company: shareholders, PSCs and what the register shows
When are TRUE WEALTH MANAGEMENT LIMITED's next accounts due?
The register shows the next accounts as due by 29 January 2027. Its latest accounts on the register were made up to 29 October 2024. (Companies House register, as at 29 September 2026.)
Does TRUE WEALTH MANAGEMENT LIMITED file dormant accounts?
Not in its latest accounts. The register gives their category as “Micro-entity accounts”, made up to 29 October 2024. (Companies House register, as at 29 September 2026.) What a dormant company is and what it must file
Does TRUE WEALTH MANAGEMENT LIMITED have any charges registered against it?
Yes. The register shows 1 charge: 0 outstanding and 1 satisfied. The charges themselves are listed at https://find-and-update.company-information.service.gov.uk/company/07702656/charges. (Companies House register, as at 29 September 2026.) Company charges: what a mortgage or debenture means and how to read one
Is TRUE WEALTH MANAGEMENT LIMITED on a sanctions list?
No match for this company's name on the sanctions lists CompanyStack screens (UK, EU, OFAC SDN, OFAC non-SDN, Canada, Australia, New Zealand, Japan, France, US CSL) as at 9 October 2026. A name screen is not legal clearance.
Related companies
More financial intermediation not elsewhere classified companies
- KELDA EUROBOND CO LIMITED
- MERCEDES-BENZ FINANCIAL SERVICES UK LIMITED
- ICG PLC
- FITCH RATINGS LTD
- LOMBARD NORTH CENTRAL PUBLIC LIMITED COMPANY
- CALISEN LIMITED
- JUPITER FUND MANAGEMENT PLC
- ROLLS-ROYCE & PARTNERS FINANCE LIMITED
Industry overview: 29,086 active companies in SIC 64999
Other active companies registered at PL6 5FL
Related guides
Companies with similar names
Other companies, LLPs and partnerships on the Companies House register whose names begin “TRUE WEALTH”. Each is a separate legal entity from TRUE WEALTH MANAGEMENT LIMITED: check the registered number before relying on a name. Register data as at 29 September 2026.
- TRUE WEALTH LTD (Company, Active, Windsor; 08347685)
- TRUE WEALTH PLANNING SOLUTIONS LIMITED (Company, Active, Plymouth; 10012883)
- TRUE WEALTH TRAINING & COACHING LTD (Company, Active, Birmingham; 16350220)
About CompanyStack
CompanyStack turns Companies House records into answers you can act on: who a company is, who runs and owns it, whether it keeps up with its filings and how its finances are moving. Every figure traces back to a public record, and we say when a record is missing.
Sources for company pages: Companies House (register, accounts, officers, PSCs, charges and filings), The Gazette (company insolvency notices only), the ONS Postcode Directory, official sanctions lists, including those of the UK (with UN designations), the EU, the US, Canada, Australia, New Zealand and France, and copies taken in April 2026 of the ICO register, the Charity Commission, CQC, Ofsted, Food Standards Agency and Environment Agency registers. Contains public sector information licensed under the Open Government Licence v3.0. CompanyStack is not affiliated with or endorsed by Companies House.
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Use this data
Official register entry: TRUE WEALTH MANAGEMENT LIMITED on Companies House.
Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/07702656 — see the API documentation and pricing.