£199k
+36353%vs Mar 2024Active05699366Private limited companyChorley
SAPIENT WEALTH MANAGEMENT LTD
Significant control: Pfm Group Limited (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
SAPIENT WEALTH MANAGEMENT LTD is an active private limited company (company number 05699366) incorporated on 6 February 2006, registered in Chorley. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 June 2025, showing net assets of £199k, with 4 employees on average. Net assets rose 36353% on the prior period (£545).
Peer position · net assets
By net assets it sits in the top quarter of 321 comparable companies in Lancashire (median £11k, upper quartile £81k).
02
Ownership and control
- Pfm Group Limited
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mrs Jeanette Catherine Snape
- owns 25–50% of shares
- Mr David Snape
- owns 50–75% of shares
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
- 6 February 200620 yrs ago
- Next accounts due
- 30 March 2027in 157 days
- Confirmation statement due
- 20 February 2027in 119 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
- Audit Exemption Subsidiary
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not reported
4
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2025 | £199k | — | — | £84k | — | — | 4 |
| 31 March 2024 | £545 | — | — | £80k | — | — | 4 |
Current ratio3.31Current assets ÷ creditors within one year
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 £198,671 at 30 June 2025
- Net assets up 10% or more on the prior period+36353.4% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 3.31
- Incorporated five or more years agoIncorporated 6 February 2006
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
- Next accounts duein 157 days
- Confirmation statement duein 119 days
- Accounts period endNet assets £199k · small accounts
- Accounts period endNet assets £545 · small accounts
- Incorporated
08
Similar companies in Lancashire
- ASSIST FINANCIAL MANAGEMENT LIMITEDLytham St. Annes · inc. Jan 2006
- PM INDEPENDENT FINANCIAL SERVICES LTDColne · inc. Jan 2006
- SIMPLY BRIDGING LOANS LIMITEDPreston · inc. Feb 2006
- TANDEM HOME LOANS LIMITEDBlackpool · inc. Jan 2006
- FURMANITE INTERNATIONAL FINANCE LIMITEDCumbria · inc. Mar 2006
- PREMIER FINANCE SOLUTIONS LIMITEDPreston · inc. Dec 2005
All companies incorporated on 6 February 2006 · in Feb 2006.
09
Reminders for SAPIENT WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.