£317k
+14%vs Dec 2023Active04233108Private limited companyLuton
TRINITY WEALTH MANAGEMENT LIMITED
Significant control: Graham Keith Cleveland (25–50%), Jonathan Paul Cobb (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
TRINITY WEALTH MANAGEMENT LIMITED is an active private limited company (company number 04233108) incorporated on 12 June 2001, registered in Luton. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 December 2024, showing net assets of £317k and cash of £232k, with 15 employees on average. Net assets rose 14% on the prior period (£279k).
Peer position · net assets
By net assets it sits in the top quarter of 74 comparable companies in Luton (median £7,811, upper quartile £51k).
02
Ownership and control
- Mr Graham Keith Cleveland
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Jonathan Paul Cobb
- owns 25–50% of shares
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 12 June 200125 yrs ago
- Next accounts due
- 30 September 202624 days overdue
- Confirmation statement due
- 26 June 2027in 245 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£232k
+9%vs Dec 2023Not reported
15
No changevs Dec 2023| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2024 | £317k | £232k | £166k | — | — | — | 15 |
| 31 December 2023 | £279k | £212k | £162k | — | — | — | 15 |
Cash per employee£15kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £317,404 at 31 December 2024
- Net assets up 10% or more on the prior period+13.8% vs prior period
- Cash at bank of £50,000 or moreCash £232,017
- Incorporated five or more years agoIncorporated 12 June 2001
- Accounts past their due dateDue 30 September 2026
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Confirmation statement duein 245 days
- Next accounts due24 days overdue
- Accounts period endNet assets £317k · small accounts
- Accounts period endNet assets £279k · small accounts
- Incorporated
08
Similar companies in Luton
- VERJAN LIMITEDLuton · inc. Sept 2001
- FIRST CHOICE HOLIDAYS FINANCE LIMITEDLuton · inc. Oct 2000
- FINANCIALLY PRUDENT (IFA) LIMITEDDunstable · inc. Mar 2002
- ACCALON ASSOCIATES LIMITEDHockliffe · inc. Jun 2002
- TOWN AND COUNTRY MORTGAGE SERVICES LIMITEDLuton · inc. Jul 2002
- SEVEN STAR FINANCE LIMITEDLuton · inc. Nov 2002
All companies incorporated on 12 June 2001 · in Jun 2001.
09
Reminders for TRINITY WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.