£46k
Not reported the period beforeActive15960332Private limited companyBeverley
PB WEALTH PLANNING LTD
Significant control: Paul Edward Bowater (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
Watch this company
Get an email when Companies House records a change for Pb Wealth Planning Ltd: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
Coming soon · product and service lists
What does Pb Wealth Planning Ltd sell?
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.
One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01
Summary
PB WEALTH PLANNING LTD is an active private limited company (company number 15960332) incorporated on 17 September 2024, registered in Beverley. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest abridged accounts cover the period ending 30 September 2025, showing net assets of £46k and cash of £71k, with 1 employee on average. As abridged accounts, no profit and loss account is filed, so turnover and profit are not public.
Peer position · net assets
By net assets it sits in the upper half of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Mr Paul Edward Bowater
- owns 25–50% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
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
- 17 September 20242 yrs ago
- Next accounts due
- 30 June 2027in 249 days
- Confirmation statement due
- 1 October 2027in 342 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
- Unaudited Abridged
- Size band
- MicroCompanies Act thresholds
05
Financials
£71k
Not reported the period beforeNot disclosed
1
Not reported the period before| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £46k | £71k | £52 | — | — | — | 1 |
| 16 September 2024 | — | — | — | — | — | — | — |
Cash per employee£71kCash ÷ 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 £45,924 at 30 September 2025
- Cash at bank of £50,000 or moreCash £70,742
- Incorporated two to five years agoIncorporated 17 September 2024
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 342 days
- Next accounts duein 249 days
- Accounts period endNet assets £46k · abridged accounts
- Incorporated
- Accounts period end
08
Similar companies in the UK
- GC FINANCIAL ADVICE LTDNewton Abbot · inc. Sept 2024
- DIMEBERG LTDBury St. Edmunds · inc. Sept 2024
- ICHI INVESTMENTS LTDSelby · inc. Sept 2024
- THE BAKER PARTNERSHIP LIMITEDShifnal · inc. Sept 2024
- ROCKWEALTH HARROGATE LIMITEDHarrogate · inc. Sept 2024
- SHINRIN RESEARCH LIMITEDMildenhall · inc. Sept 2024
All companies incorporated on 17 September 2024 · in Sept 2024.
09
Reminders for PB WEALTH PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.