£72k
−7%vs Dec 2024ActiveSC578075Private limited companyAberdeen
DW WEALTH PLANNING LTD
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
01
Summary
DW WEALTH PLANNING LTD is an active private limited company (company number SC578075) incorporated on 5 October 2017, registered in Aberdeen. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 31 December 2025, showing net assets of £72k and cash of £132k, with 3 employees on average. Net assets fell 7% on the prior period (£78k).
Peer position · net assets
By net assets it sits in the top quarter of 11,007 comparable companies in the UK (median £4,555, upper quartile £43k).
02
Key dates
- Incorporated
- 5 October 20179 yrs ago
- Next accounts due
- 30 September 2027in 343 days
- Confirmation statement due
- 19 October 2027in 362 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
03
Activity
- SIC 70221
- Financial management
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
04
Financials
£132k
−5%vs Dec 2024Not reported
3
No changevs Dec 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | £72k | £132k | £40 | — | — | — | 3 |
| 31 December 2024 | £78k | £139k | £238 | — | — | — | 3 |
Cash per employee£44kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
05
Filing and accounts signals
- Net assets above zeroNet assets £72,442 at 31 December 2025
- Cash at bank of £50,000 or moreCash £131,697
- Incorporated five or more years agoIncorporated 5 October 2017
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 They are not a rating, a prediction or advice, and may be incomplete or out of date.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.
06
Ownership and control
- Mrs Sharon Denise Walker
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr David William Walker
- owns 25–50% of shares
- holds 25–50% 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.
07
Timeline
- Confirmation statement duein 362 days
- Next accounts duein 343 days
- Accounts period endNet assets £72k · small accounts
- Accounts period endNet assets £78k · small accounts
- Incorporated
08
Similar companies in Aberdeen
- CROSS RESOURCES LIMITEDBanchory · inc. Jul 2017
- HOSEFIELD SERVICES LIMITEDAberdeen · inc. Jun 2017
- VT WEALTH MANAGEMENT LTDAberdeen · inc. Mar 2018
- WALKER PIPELINE SERVICES LTDPortlethen · inc. Apr 2018
- ABD PRIVATE LTDAberdeen · inc. Jun 2018
- HALLFOREST CONSULTING LIMITEDAberdeen · inc. Aug 2018
All companies incorporated on 5 October 2017 · in Oct 2017.
09
Reminders for DW WEALTH PLANNING LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.