£812k
+208%vs Dec 2024ActiveSC364870Private limited companyLaurencekirk
BROAD WEALTH MANAGEMENT LIMITED
Significant control: Robert Andrew Broad (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: 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
BROAD WEALTH MANAGEMENT LIMITED is an active private limited company (company number SC364870) incorporated on 1 September 2009, registered in Laurencekirk. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 December 2025, showing net assets of £812k and cash of £680k, with 4 employees on average. Net assets rose 208% on the prior period (£264k).
Peer position · net assets
By net assets it sits in the top quarter of 18,887 comparable companies in the UK (median £7,845, upper quartile £81k).
02
Ownership and control
- Mr Robert Andrew Broad
- 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
- 1 September 200917 yrs ago
- Next accounts due
- 30 September 2027in 338 days
- Confirmation statement due
- 15 September 2027in 323 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
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£680k
+150%vs Dec 2024Not reported
4
+33%vs Dec 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | £812k | £680k | £451k | £321k | — | — | 4 |
| 31 December 2024 | £264k | £272k | £782 | £11k | — | — | 3 |
Current ratio3.53Current assets ÷ creditors within one year
Cash per employee£170kCash ÷ 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 £811,899 at 31 December 2025
- Net assets up 10% or more on the prior period+208.1% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 3.53
- Cash at bank of £50,000 or moreCash £680,484
- Incorporated five or more years agoIncorporated 1 September 2009
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 338 days
- Confirmation statement duein 323 days
- Accounts period endNet assets £812k · small accounts
- Accounts period endNet assets £264k · small accounts
- Incorporated
08
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- D DUFF (ABERDEEN) LIMITEDAberdeen · inc. May 2008
- CRAIGENDARROCH INVESTMENTS LIMITEDAberdeen · inc. Feb 2008
- MCHARDY GROUP LIMITEDAberdeen · inc. Jan 2008
All companies incorporated on 1 September 2009 · in Sept 2009.
09
Reminders for BROAD WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.