£90k
+121%vs Jun 2024Active09621739Private limited companyNewquay
PENVEARN WEALTH MANAGEMENT LTD
Significant control: Nicola Trudgeon (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
PENVEARN WEALTH MANAGEMENT LTD is an active private limited company (company number 09621739) incorporated on 3 June 2015, registered in Newquay. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 June 2025, showing net assets of £90k and cash of £42k, with 2 employees on average. Net assets rose 121% on the prior period (£41k).
Peer position · net assets
By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Mrs Nicola Trudgeon
- owns 50–75% of shares
- holds 50–75% of voting rights
- Mr David Dewi Stephens
- owns 25–50% of shares
- holds 25–50% 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
- 3 June 201511 yrs ago
- Next accounts due
- 30 March 2027in 154 days
- Confirmation statement due
- 17 June 2027in 233 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£42k
+50%vs Jun 2024Not reported
2
No changevs Jun 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2025 | £90k | £42k | £14k | £91k | — | — | 2 |
| 30 June 2024 | £41k | £28k | £4,247 | £100k | — | — | 2 |
Current ratio0.62Current assets ÷ creditors within one year
Cash per employee£21kCash ÷ 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 £90,128 at 30 June 2025
- Net assets up 10% or more on the prior period+121.3% vs prior period
- Current assets below creditors within one yearCurrent ratio 0.62
- Incorporated five or more years agoIncorporated 3 June 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 233 days
- Next accounts duein 154 days
- Accounts period endNet assets £90k · small accounts
- Accounts period endNet assets £41k · small accounts
- Incorporated
08
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- PARKLANDS FINANCIAL ADVISERS LTDBeccles · inc. Jun 2015
- AMETHYST MORTGAGE SERVICES LTDBurnham-On-Sea · inc. May 2015
- IMI FP LIMITEDMelksham · inc. May 2015
- FISCHEL UK LIMITEDPoole · inc. May 2015
All companies incorporated on 3 June 2015 · in Jun 2015.
09
Reminders for PENVEARN WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.