£45k
−13%vs Sept 2024ActiveSC460366Private limited companyGlasgow
PROFESSIONAL WEALTH PLANNING LIMITED
Significant control: James Nicholson (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
PROFESSIONAL WEALTH PLANNING LIMITED is an active private limited company (company number SC460366) incorporated on 30 September 2013, registered in Glasgow. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest micro accounts cover the period ending 30 September 2025, showing net assets of £45k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 13% on the prior period (£52k).
Peer position · net assets
By net assets it sits in the top quarter of 88 comparable companies in Glasgow (median £14k, upper quartile £36k).
02
Ownership and control
- Mr James Nicholson
- holds 75–100% of voting rights
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
- 30 September 201313 yrs ago
- Next accounts due
- 30 June 2027in 250 days
- Confirmation statement due
- 14 October 2027in 356 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
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Sept 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £45k | — | — | £11k | — | — | 2 |
| 30 September 2024 | £52k | — | — | £15k | — | — | 2 |
Current ratio5.16Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £45,053 at 30 September 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 5.16
- Incorporated five or more years agoIncorporated 30 September 2013
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 356 days
- Next accounts duein 250 days
- Accounts period endNet assets £45k · micro accounts
- Accounts period endNet assets £52k · micro accounts
- Incorporated
08
Similar companies in Glasgow
- BRIERIE FINANCIAL PLANNING LTDJohnstone · inc. Sept 2013
- WENS (UK) LIMITEDGlasgow · inc. Jul 2013
- ACM WEALTH MANAGEMENT LTDGlasgow · inc. Jul 2013
- STRATHLEVEN FINANCIAL SERVICES LIMITEDAlexandria · inc. Jan 2014
- G & M FINANCIAL PLANNING LTDElderslie · inc. Jun 2013
- CLEAR ADVICE (SCOTLAND) LIMITEDGlasgow · inc. May 2014
All companies incorporated on 30 September 2013 · in Sept 2013.
09
Reminders for PROFESSIONAL WEALTH PLANNING LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.