£439k
+9%vs Mar 2024Active09432897Private limited companyTadworth
NORTH DOWNS WEALTH MANAGEMENT LTD
Significant control: Robert Clifford Lee (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
NORTH DOWNS WEALTH MANAGEMENT LTD is an active private limited company (company number 09432897) incorporated on 10 February 2015, registered in Tadworth. Its registered activity is pension funding (SIC 65300). Latest small accounts cover the period ending 31 March 2025, showing net assets of £439k and cash of £6,457, with 1 employee on average. Net assets rose 9% on the prior period (£403k).
Peer position · net assets
By net assets it sits in the top quarter of 415 comparable companies in the UK (median £6, upper quartile £15k).
02
Ownership and control
- Mr Robert Clifford Lee
- owns 75–100% of shares
- holds 75–100% of voting rights
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
- 10 February 201511 yrs ago
- Next accounts due
- 31 December 2026in 69 days
- Confirmation statement due
- 24 February 2027in 124 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 65300
- Pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£6,457
−57%vs Mar 2024Not reported
1
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £439k | £6,457 | £72k | — | — | — | 1 |
| 31 March 2024 | £403k | £15k | £75k | — | — | — | 1 |
Cash per employee£6,457Cash ÷ 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
- Net assets above zeroNet assets £438,510 at 31 March 2025
- Incorporated five or more years agoIncorporated 10 February 2015
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 They are not a rating, a prediction or advice, and may be incomplete or out of date.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 124 days
- Next accounts duein 69 days
- Accounts period endNet assets £439k · small accounts
- Accounts period endNet assets £403k · small accounts
- Incorporated
08
Similar companies in Greater London
- R.A.D. FINANCIAL SERVICES LIMITEDHarrow · inc. Feb 2015
- PLATINUM FINANCIAL PLANNING & IFA LIMITEDKingston Upon Thames · inc. Jan 2015
- HCLEAR FINANCIAL PLANNING LIMITEDSutton · inc. Nov 2014
- FINE INVESTMENT TRAINING LIMITEDLeatherhead · inc. Nov 2015
- PENSIONSIQ LIMITEDWatford · inc. Jan 2014
- TYCO HOLDINGS (UK) PENSION TRUSTEES LIMITEDSunbury On Thames · inc. Feb 2016
All companies incorporated on 10 February 2015 · in Feb 2015.
09
Reminders for NORTH DOWNS WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.