£130k
−8%vs Nov 2024Active08308963Private limited companyLiverpool
TAILOR-MADE WEALTH MANAGEMENT LIMITED
Significant control: Gary Wallace (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
TAILOR-MADE WEALTH MANAGEMENT LIMITED is an active private limited company (company number 08308963) incorporated on 27 November 2012, registered in Liverpool. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 30 November 2025, showing net assets of £130k, 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 fell 8% on the prior period (£140k). Across the last 3 periods on record the net-asset trend is volatile.
Peer position · net assets
By net assets it sits in the top quarter of 155 comparable companies in Liverpool (median £1,460, upper quartile £27k).
02
Ownership and control
- Mr Gary Wallace
- owns 25–50% of shares
- Mr Jason Anthony Batty
- 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
- 27 November 201213 yrs ago
- Next accounts due
- 30 August 2027in 307 days
- Confirmation statement due
- 11 December 2026in 45 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 70221
- Financial management
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
+100%vs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £130k | — | — | £120k | — | — | 2 |
| 30 November 2024 | £140k | — | — | £143k | — | — | 1 |
| 30 November 2023 | £114k | — | — | £139k | — | — | 1 |
Current ratio0.26Current assets ÷ creditors within one year
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 £129,673 at 30 November 2025
- Current assets below creditors within one yearCurrent ratio 0.26
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 27 November 2012
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 307 days
- Confirmation statement duein 45 days
- Accounts period endNet assets £130k · micro accounts
- Accounts period endNet assets £140k · micro accounts
- Accounts period endNet assets £114k · micro accounts
- Incorporated
08
Similar companies in Liverpool
- ALEXIUM LIMITEDChester · inc. Nov 2012
- AXYS INVESTMENT MANAGEMENT LIMITEDDeeside · inc. Dec 2012
- KMR CAPITAL LTDOrmskirk · inc. Feb 2013
- CORDATA FINANCIAL SOLUTIONS LTDNeston · inc. Feb 2013
- HARBOO LIMITEDWirral · inc. Aug 2012
- GRIFFIN WEALTH MANAGEMENT LTDChester · inc. Jul 2012
All companies incorporated on 27 November 2012 · in Nov 2012.
09
Reminders for TAILOR-MADE WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.