Firmoscan
Active07287601Private limited companyPaignton

CONCISE WEALTH MANAGEMENT LTD

A84/100

Owned by Louise Cheryl Worden (50–75%)

Companies HouseCompanies House
01

Summary

Generated from filed data · no estimates

CONCISE WEALTH MANAGEMENT LTD is an active private limited company (company number 07287601) incorporated on 17 June 2010, registered in Paignton. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 December 2025, showing net assets of £266k, with 6 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 11% on the prior period (£239k).

Peer position · net assets

By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).

02

Key dates

Incorporated
17 June 201016 yrs ago
Next accounts due
30 September 2027in 343 days
Confirmation statement due
1 July 2027in 252 days

Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.

03

Activity

SIC 64999
Financial intermediation not elsewhere classified
Accounts type
Micro Entity
Size band
MicroCompanies Act thresholds
04

Financials

2 periods on record · latest ending 31 December 2025
Net assets
£266k
+11%vs Dec 2024
Cash at bank
Not reported
Turnover
Not disclosed
Employees
6
No changevs Dec 2024
Net assets
£266k
Average employees
6
Filed accounts by period, newest first
Period endNet assetsCashDebtorsCreditors <1yTurnoverProfitEmployees
31 December 2025£266k——£8,564——6
31 December 2024£239k——£24k——6
Current ratio15.55Comfortable

Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.

05

Firmoscan score

Rules-based · every point shows its evidence
84 / 100 · grade A
EDCBA
Score breakdown
50Starting scoreEvery scored company starts here
+10Positive net assetsNet assets £265,640 at 2025-12-31
+8Net assets growing+11.3% vs prior period
+8Comfortable liquidityCurrent ratio 15.55
+8EstablishedIncorporated 2010-06-17 (16 years)
84Score, grade A

A transparent, rules-based score from filed data only: every point lists its evidence. It is not a credit rating or advice. How the score is computed.

06

Ownership and control

1 active · 1 other
  • Mrs Louise Cheryl Worden
    Individual · since 6 April 2016
    • owns 50–75% of shares
    • holds 50–75% of voting rights
    • can appoint or remove directors
  • Mr Andrew Worden
    Individual · since 15 March 2017 · ceased 29 November 2025
    • 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.

07

Timeline

Newest first
  1. Next accounts duein 343 days
  2. Confirmation statement duein 252 days
  3. Accounts period endNet assets £266k · micro accounts
  4. Accounts period endNet assets £239k · micro accounts
  5. Incorporated
08

Similar companies in the UK

Same activity (financial intermediation not elsewhere classified), closest in incorporation date

All companies incorporated on 17 June 2010 · in Jun 2010.

09

Reminders for CONCISE WEALTH MANAGEMENT LTD

Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.