PERSONAL WEALTH MANAGEMENT LTD
Active Company number SC269623
PERSONAL WEALTH MANAGEMENT LTD (company number SC269623) is a private limited company incorporated on 21 June 2004. Its status on the Companies House register is Active. Its registered office is in St Andrews, KY15 5TZ. Its nature of business (SIC 2007) is other activities auxiliary to insurance and pension funding (66290). Its latest accounts we hold, for the period ending 30 June 2025, report net assets of £416k.
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 PERSONAL WEALTH MANAGEMENT LTD (PDF)
The register, the accounts and the people behind the company in one PDF, for your own business use.
- Summary and Health Score, with the reasons behind the score
- Red flags and what changed in the last 12 months
- Key figures against the year before, and filing deadlines
- Financials ledger: up to 10 years of filed accounts
- Who runs and owns it: directors, secretaries and PSCs
- Charges, filing history and methodology
Buy this report for £9 See a sample
One-off payment for business use, no subscription. Emailed as a download link straight after payment. Included with Pro and Team.
Company details
- Company number
- SC269623
- Status
- Active
- Company type
- Private Limited Company
- Incorporated
- 21 June 2004
- Country of origin
- United Kingdom
- Registered office
- BLEBO TOWER
BLEBO CRAIGS
ST ANDREWS
FIFE
KY15 5TZ
SCOTLAND
Nature of business (SIC 2007)
Accounts and confirmation statement
- Accounting reference date
- 30 June
- Accounts category
- TOTAL EXEMPTION FULL
- Accounts last made up to
- 30 June 2025
- Next accounts due
- 31 March 2027
- Confirmation statement last made up to
- 21 June 2026
- Next confirmation statement due
- 5 July 2027
Financial summary
| Period ending | 30 June 2025 | 30 June 2024 | 30 June 2023 | 30 June 2022 | 30 June 2021 | 30 June 2020 | 30 June 2019 | 30 June 2018 | 30 June 2017 | 30 June 2016 | 30 June 2015 | 30 June 2014 | 30 June 2013 | 30 June 2012 | 30 June 2011 | 30 June 2010 | 30 June 2009 | 30 June 2008 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total assets | £516k | £466k | £434k | £337k | £455k | £413k | £383k | £343k | £178k | £183k | £89k | £70k | £50k | £57k | £45k | £46k | £79k | £69k |
| Cash at bank | £398k | £385k | — | — | — | — | — | — | — | — | £10k | £25k | £21k | £16k | £15k | £22k | £41k | £23k |
| Current liabilities | £96k | £93k | £106k | £61k | £145k | £148k | £257k | £316k | £71k | £74k | £41k | £26k | £20k | £21k | £18k | £9,610 | £25k | £20k |
| Net current assets | £365k | £356k | £299k | £239k | £264k | £246k | £114k | £16k | £96k | £97k | £41k | £36k | £21k | £27k | £16k | £25k | £41k | £35k |
| Total liabilities | £100k | £106k | £133k | £109k | £201k | £148k | £257k | £316k | £71k | £74k | £41k | £26k | £20k | £21k | £18k | £9,610 | £25k | £20k |
| Net assets | £416k | £359k | £301k | £228k | £254k | £265k | £126k | £26k | £107k | £109k | £48k | £44k | £30k | £36k | £27k | £37k | £54k | £49k |
| Employees | 4 | 4 | 5 | 5 | 4 | 5 | — | — | — | — | — | — | — | — | — | — | — | — |
—: no figure read from the filing.
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 (1 including ceased)
Questions about PERSONAL WEALTH MANAGEMENT LTD
Is PERSONAL WEALTH MANAGEMENT LTD active?
Yes. The Companies House register shows the company's status as “Active”. (Companies House register, as at 29 September 2026.)
When was PERSONAL WEALTH MANAGEMENT LTD incorporated?
PERSONAL WEALTH MANAGEMENT LTD was incorporated on 21 June 2004, according to the Companies House register. (Companies House register, as at 29 September 2026.)
Where is PERSONAL WEALTH MANAGEMENT LTD registered?
Its registered office is in St Andrews, KY15 5TZ. (Companies House register, as at 29 September 2026.)
Who controls PERSONAL WEALTH MANAGEMENT LTD?
The register lists 1 current person with significant control (1 including those who have ceased). The register shows control, not a list of shareholders. Individuals are named at https://find-and-update.company-information.service.gov.uk/company/SC269623/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 PERSONAL WEALTH MANAGEMENT LTD's next accounts due?
The register shows the next accounts as due by 31 March 2027. Its latest accounts on the register were made up to 30 June 2025. (Companies House register, as at 29 September 2026.)
Does PERSONAL WEALTH MANAGEMENT LTD file dormant accounts?
Not in its latest accounts. The register gives their category as “Total exemption accounts”, made up to 30 June 2025. (Companies House register, as at 29 September 2026.) What a dormant company is and what it must file
Is PERSONAL WEALTH MANAGEMENT LTD 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 8 October 2026. A name screen is not legal clearance.
Related companies
More other activities auxiliary to insurance and pension funding companies
- RESOLUTION LIFE GROUP SERVICES LTD.
- EVELYN PARTNERS DISCRETIONARY INVESTMENT MANAGEMENT LIMITED
- F1RST ACTUARIAL LIMITED
- OAK GROUP HOLDCO LIMITED
- @SIPP LIMITED
- AMEY FINANCE SERVICES LIMITED
- IBAPPLICATIONS LIMITED
- PLANHAPPY INVESTMENT MANAGEMENT LTD
Industry overview: 2,756 active companies in SIC 66290
Other active companies registered at KY15 5TZ
Related guides
Companies with similar names
Other companies, LLPs and partnerships on the Companies House register whose names begin “PERSONAL WEALTH”. Each is a separate legal entity from PERSONAL WEALTH MANAGEMENT LTD: check the registered number before relying on a name. Register data as at 29 September 2026.
- PERSONAL WEALTH MANAGEMENT (SOUTH WALES) LTD (Company, Active, Newport; 10852780)
- PERSONAL WEALTH MATTERS (ESTATE PLANNING) LTD (Company, Active, Southend-On-Sea; 16277104)
- PERSONAL WEALTH MATTERS LIMITED (Company, Active, Southend-On-Sea; 14735039)
- PERSONAL WEALTH SOLUTIONS LTD (Company, Active, Brighouse; 08811057)
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.
How we work and keep data safe · Every data source we use · Sample reports
Use this data
Official register entry: PERSONAL WEALTH MANAGEMENT LTD on Companies House.
Developers can fetch this profile as JSON with GET https://api.companystack.co.uk/company/SC269623 — see the API documentation and pricing.