£2.61m
+42%vs Apr 2025Active06925283Private limited companyKnutsford
APOGEE WEALTH MANAGEMENT LIMITED
Significant control: Simon Gerald Hardstaff (significant control), Paul Christopher Rowling (significant control) and 1 more
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
APOGEE WEALTH MANAGEMENT LIMITED is an active private limited company (company number 06925283) incorporated on 5 June 2009, registered in Knutsford. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 April 2026, showing net assets of £2.61m and cash of £1.31m, with 32 employees on average. Net assets rose 42% on the prior period (£1.84m). Across the last 3 periods on record the net-asset trend is rising.
Peer position · net assets
By net assets it sits in the top quarter of 1,125 comparable companies in Manchester (median £7,119, upper quartile £95k).
02
Ownership and control
- Mr Simon Gerald Hardstaff
- has significant influence or control
- Mr Paul Christopher Rowling
- has significant influence or control
- Apogee Holdings Limited
- owns 75–100% of shares
- Mr David Peter Clewlow
- has significant influence or control
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
- 5 June 200917 yrs ago
- Next accounts due
- 30 January 2028in 458 days
- Confirmation statement due
- 19 June 2027in 233 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
- SmallCompanies Act thresholds
05
Financials
£1.31m
+37%vs Apr 2025Not reported
32
+3%vs Apr 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | £2.61m | £1.31m | £1.60m | £292k | — | — | 32 |
| 30 April 2025 | £1.84m | £953k | £1.33m | £444k | — | £1.01m | 31 |
| 30 April 2024 | £1.38m | £553k | £1.13m | £288k | — | £676k | 28 |
| 30 April 2023 | — | — | — | — | — | — | — |
Current ratio9.93Current assets ÷ creditors within one year
Cash per employee£41kCash ÷ 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 £2,613,512 at 30 April 2026
- Net assets up 10% or more on the prior period+41.8% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 9.93
- Cash at bank of £50,000 or moreCash £1,307,057
- Three or more accounting periods on record4 periods on record
- Incorporated five or more years agoIncorporated 5 June 2009
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 458 days
- Confirmation statement duein 233 days
- Accounts period endNet assets £2.61m · small accounts
- Accounts period endNet assets £1.84m · small accounts
- Accounts period endNet assets £1.38m · small accounts
- Accounts period end
- Incorporated
08
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- K J C FINANCE LIMITEDStockport · inc. Jun 2009
- SUNCOR ENERGY TREASURY SERVICES LIMITEDAltrincham · inc. May 2009
- BKSJ LIMITEDBolton · inc. May 2009
- PALADIN FINANCIAL SOLUTIONS LIMITEDWarrington · inc. May 2009
All companies incorporated on 5 June 2009 · in Jun 2009.
09
Reminders for APOGEE WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.