Active07816220Private limited companyLondon

FIRST WEALTH MANAGEMENT LIMITED

Significant control: Joe Edward Cohen (significant control)

Companies HouseCompanies House

From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms

Watch this company

Get an email when Companies House records a change for First Wealth Management Limited: status, filings, accounts, officers or owners. Free.

Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy

Coming soon · product and service lists

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.

One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01

Summary

Generated from filed data · no estimates

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).

Peer position · net assets

By net assets it sits in the lower half of 565 comparable companies in London (median £20k, upper quartile £207k).

02

Ownership and control

1 active · 2 other
  • Mr Joe Edward Cohen
    Individual · since 1 January 2023
    • has significant influence or control
  • Mrs Caroline Cohen
    Individual · since 6 April 2016 · ceased 1 January 2023
    • owns 75–100% of shares
    • holds 75–100% of voting rights
    • can appoint or remove directors
  • persons with significant control statement · since 19 October 2016 · ceased 26 October 2016

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
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.

04

Activity

SIC 66220
Activities of insurance agents and brokers
Accounts type
Total Exemption Full
Size band
MicroCompanies Act thresholds
05

Financials

2 periods on record · latest ending 31 December 2024
Net assets
£5,199
+12%vs Dec 2023
Cash at bank
£7,210
+238%vs Dec 2023
Turnover
Not reported
Employees
5
+67%vs Dec 2023
Net assets
£5,199
Cash at bank
£7,210
Average employees
5
Filed accounts by period, newest first
Period endNet assetsCashDebtorsCreditors <1yTurnoverProfitEmployees
31 December 2024£5,199£7,210£255k£187k——5
31 December 2023£4,639£2,132£286k£248k——3
Current ratio1.4Current assets ÷ creditors within one year
Cash per employee£1,442Cash ÷ 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

Facts from the register · no rating
  • 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.

07

Timeline

Newest first
  1. Confirmation statement duein 7 days
  2. Next accounts due26 days overdue
  3. Accounts period endNet assets £5,199 · small accounts
  4. Accounts period endNet assets £4,639 · small accounts
  5. Incorporated
08

Similar companies in London

Same activity (activities of insurance agents and brokers), closest in incorporation date
09

Reminders for FIRST WEALTH MANAGEMENT LIMITED

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

Source: Companies House register, snapshot 2026-08-31; accounts from the Companies House accounts data product. Open Government Licence v3.0. View on Companies House. Methodology · About · Markdown.