£100
No changevs Nov 2024Active13735189Private limited companyCoventry
EXCHEQUER WEALTH MANAGEMENT LIMITED
Significant control: Trevor John Roberts (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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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.
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01
Summary
EXCHEQUER WEALTH MANAGEMENT LIMITED is an active private limited company (company number 13735189) incorporated on 10 November 2021, registered in Coventry. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest small accounts cover the period ending 30 November 2025, showing net assets of £100 and cash of £100, with 0 employees on average. Net assets were unchanged on the prior period.
Peer position · net assets
By net assets it sits in the lower half of 59 comparable companies in Coventry (median £18k, upper quartile £138k).
02
Ownership and control
- Mr Trevor John Roberts
- owns 75–100% 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
- 10 November 20214 yrs ago
- Next accounts due
- 30 August 2027in 308 days
- Confirmation statement due
- 24 November 2026in 29 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
£100
No changevs Nov 2024Not reported
0
vs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £100 | £100 | — | — | — | — | 0 |
| 30 November 2024 | £100 | £100 | — | — | — | — | 0 |
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 £100 at 30 November 2025
- Incorporated two to five years agoIncorporated 10 November 2021
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 308 days
- Confirmation statement duein 29 days
- Accounts period endNet assets £100 · small accounts
- Accounts period endNet assets £100 · small accounts
- Incorporated
08
Similar companies in Coventry
- WEIWEI IP LTDKenilworth · inc. Nov 2021
- EXCHEQUER WILLS & ESTATE PLANNING LIMITEDCoventry · inc. Oct 2021
- COVENTRY & WARWICKSHIRE INSURANCE BROKERS LIMITEDCoventry · inc. Aug 2021
- KYRO FINANCIAL SERVICES LIMITEDCoventry · inc. Feb 2021
- FORTY INSURANCE SERVICES LTDCoventry · inc. Aug 2022
- WATERS RISK SERVICES LTDCoventry · inc. Nov 2020
All companies incorporated on 10 November 2021 · in Nov 2021.
09
Reminders for EXCHEQUER WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.