FIRST WEALTH MANAGEMENT LIMITED
Significant control: Joe Edward Cohen (significant control)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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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What does First Wealth Management Limited sell?
Registered activity: Activities of insurance agents and brokers (SIC 66220). We’re building product and service lists for UK companies. Get this one when it’s ready.
Summary
FIRST WEALTH MANAGEMENT LIMITED is an active private limited company (company number 07816220) incorporated on 19 October 2011, registered in London. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest small accounts cover the period ending 31 December 2024, showing net assets of £5,199 and cash of £7,210, with 5 employees on average. Net assets rose 12% on the prior period (£4,639).
By net assets it sits in the lower half of 565 comparable companies in London (median £20k, upper quartile £207k).
Ownership and control
- Mr Joe Edward Cohen
- has significant influence or control
- Mrs Caroline Cohen
- 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.
Key dates
- Incorporated
- 19 October 201115 yrs ago
- Next accounts due
- 30 September 202626 days overdue
- Confirmation statement due
- 2 November 2026in 7 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
Activity
- SIC 66220
- Activities of insurance agents and brokers
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
Financials
| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2024 | £5,199 | £7,210 | £255k | £187k | — | — | 5 |
| 31 December 2023 | £4,639 | £2,132 | £286k | £248k | — | — | 3 |
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
Filing and accounts signals
- Net assets above zeroNet assets £5,199 at 31 December 2024
- Net assets up 10% or more on the prior period+12.1% vs prior period
- Incorporated five or more years agoIncorporated 19 October 2011
- Accounts past their due dateDue 30 September 2026
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.
Timeline
- Confirmation statement duein 7 days
- Next accounts due26 days overdue
- Accounts period endNet assets £5,199 · small accounts
- Accounts period endNet assets £4,639 · small accounts
- Incorporated
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- DAVIES MGA SERVICES LIMITEDLondon · inc. Nov 2011
- QUICK CLAIM 4 ACCIDENTS LIMITEDLondon · inc. Nov 2011
- ONYX INSURANCE BROKERS LIMITEDLondon · inc. Nov 2011
All companies incorporated on 19 October 2011 · in Oct 2011.
Reminders for FIRST WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.