£57k
+2%vs Sept 2024Active07697178Private limited companyWorthing
CONCIERGE WEALTH MANAGEMENT LIMITED
Significant control: Adam Mccallion (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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Registered activity: Activities auxiliary to financial intermediation n.e.c. (SIC 66190). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
CONCIERGE WEALTH MANAGEMENT LIMITED is an active private limited company (company number 07697178) incorporated on 7 July 2011, registered in Worthing. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest micro accounts cover the period ending 30 September 2025, showing net assets of £57k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 2% on the prior period (£55k). 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 75 comparable companies in Brighton (median £9,069, upper quartile £36k).
02
Ownership and control
- Mr Adam Mccallion
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
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
- 7 July 201115 yrs ago
- Next accounts due
- 30 June 2027in 250 days
- Confirmation statement due
- 21 July 2027in 271 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Sept 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £57k | — | — | — | — | — | 2 |
| 30 September 2024 | £55k | — | — | — | — | — | 2 |
| 30 September 2023 | £21k | — | — | — | — | — | 2 |
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.
06
Filing and accounts signals
- Net assets above zeroNet assets £56,700 at 30 September 2025
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 7 July 2011
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 271 days
- Next accounts duein 250 days
- Accounts period endNet assets £57k · micro accounts
- Accounts period endNet assets £55k · micro accounts
- Accounts period endNet assets £21k · micro accounts
- Incorporated
08
Similar companies in Brighton
- MCCREATH FINANCIAL PARTNERS LIMITEDHove · inc. Jul 2011
- KWH (UK) LTDWorthing · inc. Aug 2011
- TWP WEALTH LIMITEDHove · inc. May 2011
- AXIS WEALTH MANAGEMENT LIMITEDBrighton · inc. Feb 2011
- JDF (UK) LIMITEDWorthing · inc. Jan 2011
- GREENTOP INVESTMENTSWorthing · inc. May 2012
All companies incorporated on 7 July 2011 · in Jul 2011.
09
Reminders for CONCIERGE WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.