£281k
+5%vs Oct 2024Active07053723Private limited companyTunbridge Wells
PANORAMIC WEALTH MANAGEMENT LIMITED
Significant control: Gary Arthur Jefferies (25–50%), Ross Gary Jefferies (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Other activities auxiliary to insurance and pension funding (SIC 66290). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
PANORAMIC WEALTH MANAGEMENT LIMITED is an active private limited company (company number 07053723) incorporated on 22 October 2009, registered in Tunbridge Wells. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest small accounts cover the period ending 31 October 2025, showing net assets of £281k and cash of £241k, with 6 employees on average. Net assets rose 5% on the prior period (£267k).
Peer position · net assets
By net assets it sits in the top quarter of 58 comparable companies in Kent (median £16k, upper quartile £138k).
02
Ownership and control
- Mr Gary Arthur Jefferies
- owns 25–50% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mr Ross Gary Jefferies
- owns 25–50% 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
- 22 October 200917 yrs ago
- Next accounts due
- 31 July 2027in 278 days
- Confirmation statement due
- 5 November 2026in 10 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66290
- Other activities auxiliary to insurance and pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£241k
+13%vs Oct 2024Not reported
6
No changevs Oct 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 October 2025 | £281k | £241k | £7,726 | £46k | — | — | 6 |
| 31 October 2024 | £267k | £212k | £22k | £40k | — | — | 6 |
Current ratio5.41Current assets ÷ creditors within one year
Cash per employee£40kCash ÷ 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 £281,089 at 31 October 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 5.41
- Cash at bank of £50,000 or moreCash £240,538
- Incorporated five or more years agoIncorporated 22 October 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 278 days
- Confirmation statement duein 10 days
- Accounts period endNet assets £281k · small accounts
- Accounts period endNet assets £267k · small accounts
- Incorporated
08
Similar companies in Kent
- LMJ FINANCIAL MANAGEMENT LTDEast Peckham, Tonbridge · inc. Oct 2009
- ALEXANDER BATES CAMPBELL LIMITEDNutley · inc. Apr 2010
- PZR PROPERTY LIMITEDSandwich · inc. Jun 2010
- SJM ADVISER LIMITEDMaidstone · inc. Feb 2009
- TJD SERVICES KENT LIMITEDCanterbury · inc. Jul 2010
- ETHICA CONSULTANTS LIMITEDMaidstone · inc. Nov 2010
All companies incorporated on 22 October 2009 · in Oct 2009.
09
Reminders for PANORAMIC WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.