INTEGRATED WEALTH MANAGEMENT LTD
Company number SC403175 · Active · Stirling FK9 4NF
INTEGRATED WEALTH MANAGEMENT LTD is an active private limited company (company number SC403175) incorporated on 7 July 2011, registered in Stirling. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 July 2025, showing net assets of £155k and cash of £180k, with 5 employees on average. Net assets rose 7% on the prior period (£145k).
By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
Key dates
- Incorporated
- 7 July 2011
- Next accounts due
- 30 April 2027 — in 193 days
- Confirmation statement due
- 21 July 2027 — in 275 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
- Total Exemption Full
- Size band
- Micro (Companies Act thresholds)
Financials — 2 periods on record, latest ending 31 July 2025
| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 July 2025 | £155k | £180k | £15k | — | — | — | 5 |
| 31 July 2024 | £145k | £41k | £58k | — | — | — | 6 |
- Cash per employee
- £36k
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
Firmoscan score: 72/100 (grade B)
- +10 Positive net assets — Net assets £154,872 at 2025-07-31
- +4 Cash reserves — Cash £180,114
- +8 Established — Incorporated 2011-07-07 (15 years)
A transparent, rules-based score from filed data only: every point lists its evidence. It is not a credit rating or advice.
Ownership and control
- Mr James Scott Laurie — owns 75–100% of shares · since 6 April 2016
- Mr James Scott Laurie — owns 75–100% of shares; can appoint or remove directors; has significant influence or control · since 1 July 2016
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents.
Similar companies in the UK
Same activity (financial intermediation not elsewhere classified), closest in incorporation date.
- PIONEER WEALTH MANAGEMENT LTD — Penzance, inc. Jul 2011
- TRUE WEALTH MANAGEMENT LIMITED — Plymouth, inc. Jul 2011
- RJ FINANCIAL SERVICES LIMITED — Swindon, inc. Jul 2011
- SIMON JONES WEALTH MANAGEMENT LIMITED — Gloucester, inc. Jul 2011
- BEST RATE GROUP LIMITED — Hemel Hempstead, inc. Jun 2011
- W T INDEPENDENT FINANCIAL PLANNING LIMITED — Truro, inc. Jun 2011
Reminders for INTEGRATED WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.