£416k
+16%vs Jun 2024ActiveSC269623Private limited companySt Andrews
PERSONAL WEALTH MANAGEMENT LTD
Significant control: Scott Colin Edmiston (significant control)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Other activities auxiliary to insurance and pension funding (SIC 66290). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
PERSONAL WEALTH MANAGEMENT LTD is an active private limited company (company number SC269623) incorporated on 21 June 2004, registered in St Andrews. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest small accounts cover the period ending 30 June 2025, showing net assets of £416k and cash of £398k, with 4 employees on average. Net assets rose 16% on the prior period (£359k).
Peer position · net assets
By net assets it sits in the top quarter of 443 comparable companies in Other (median £100, upper quartile £31k).
02
Ownership and control
- Mr Scott Colin Edmiston
- has significant influence or control
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
- 21 June 200422 yrs ago
- Next accounts due
- 30 March 2027in 158 days
- Confirmation statement due
- 5 July 2027in 255 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66290
- Other activities auxiliary to insurance and pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£398k
+3%vs Jun 2024Not reported
4
No changevs Jun 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2025 | £416k | £398k | £63k | £96k | — | — | 4 |
| 30 June 2024 | £359k | £385k | £64k | £93k | — | — | 4 |
Current ratio4.81Current assets ÷ creditors within one year
Cash per employee£99kCash ÷ 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 £416,485 at 30 June 2025
- Net assets up 10% or more on the prior period+15.9% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 4.81
- Cash at bank of £50,000 or moreCash £397,618
- Incorporated five or more years agoIncorporated 21 June 2004
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 255 days
- Next accounts duein 158 days
- Accounts period endNet assets £416k · small accounts
- Accounts period endNet assets £359k · small accounts
- Incorporated
08
Similar companies in the UK
- STIRLING PARTNERS FINANCE LIMITEDAylesbury · inc. Jun 2004
- TOR FINANCIAL CONSULTING LIMITEDNorwich · inc. Jul 2004
- ANCA INVESTMENTS LTDShrewsbury · inc. Jul 2004
- ROSS RUSSELL LIMITEDWoodbridge · inc. Aug 2004
- GIBSTONE LIMITEDAylesbury · inc. Aug 2004
- STEPHEN MCDINE LIMITEDKnaresborough · inc. Sept 2004
All companies incorporated on 21 June 2004 · in Jun 2004.
09
Reminders for PERSONAL WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.