LB WEALTH MANAGEMENT LTD
B73/100Owned by Charlotte House Asset Holdings Limited and Marm Asset Management Ltd
Summary
LB WEALTH MANAGEMENT LTD is an active private limited company (company number 13014357) incorporated on 12 November 2020, registered in Stafford. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest dormant accounts cover the period ending 30 November 2025, showing net assets of £2 and cash of £2. Net assets were unchanged on the prior period. Across the last 3 periods on record the net-asset trend is flat.
By net assets it sits in the lower half of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
Key dates
- Incorporated
- 12 November 20205 yrs ago
- Next accounts due
- 30 August 2027in 312 days
- Confirmation statement due
- 26 November 2026in 35 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Dormant
- Size band
- MicroCompanies Act thresholds
Financials
| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £2 | £2 | — | — | — | — | — |
| 30 November 2024 | £2 | £2 | — | — | — | — | — |
| 30 November 2023 | £2 | £2 | — | — | — | — | — |
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
Firmoscan score
| 50 | Starting scoreEvery scored company starts here |
| +10 | Positive net assetsNet assets £2 at 2025-11-30 |
| +5 | Multi-year filing history3 periods on record |
| +8 | EstablishedIncorporated 2020-11-12 (6 years) |
| 73 | Score, grade B |
A transparent, rules-based score from filed data only: every point lists its evidence. It is not a credit rating or advice. How the score is computed.
Ownership and control
- Charlotte House Asset Holdings Limited
- owns 25–50% of shares
- Marm Asset Management Ltd
- 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.
Timeline
- Next accounts duein 312 days
- Confirmation statement duein 35 days
- Accounts period endNet assets £2 · dormant accounts
- Accounts period endNet assets £2 · dormant accounts
- Accounts period endNet assets £2 · dormant accounts
- Incorporated
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- CLEAR FUTURE FINANCIAL PLANNERS LIMITEDNr Stonehouse · inc. Nov 2020
- POINTERS FINANCIAL LIMITEDExeter · inc. Nov 2020
All companies incorporated on 12 November 2020 · in Nov 2020.
Reminders for LB WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.