£26k
−56%vs Nov 2024ActiveSC660558Private limited companyPerth
ALLOCATE WEALTH MANAGEMENT LTD
Significant control: Fraser James Martin (significant control), Nine Thirteen Ltd (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
ALLOCATE WEALTH MANAGEMENT LTD is an active private limited company (company number SC660558) incorporated on 5 May 2020, registered in Perth. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 30 November 2025, showing net assets of £26k, 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 56% on the prior period (£58k).
Peer position · net assets
By net assets it sits in the upper half of 1,678 comparable companies in Other (median £5,293, upper quartile £39k).
02
Ownership and control
- Mr Fraser James Martin
- has significant influence or control
- Nine Thirteen Ltd
- owns 75–100% of shares
- Susan Martin
- owns 75–100% of shares
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
- 5 May 20206 yrs ago
- Next accounts due
- 30 August 2027in 311 days
- Confirmation statement due
- 19 May 2027in 208 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 70221
- Financial management
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
−33%vs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £26k | — | — | — | — | — | 2 |
| 30 November 2024 | £58k | — | — | — | — | — | 3 |
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 £25,743 at 30 November 2025
- Net assets down 25% or more on the prior period-55.7% vs prior period
- Incorporated five or more years agoIncorporated 5 May 2020
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 311 days
- Confirmation statement duein 208 days
- Accounts period endNet assets £26k · micro accounts
- Accounts period endNet assets £58k · micro accounts
- Incorporated
08
Similar companies in the UK
- LIGHT VIEW LTDSwindon · inc. May 2020
- A & T GOODY LIMITEDHuntingdon · inc. May 2020
- DOWNHAM WEALTH MANAGEMENT LTDWisbech · inc. May 2020
- WEJ FINANCIAL MANAGEMENT LIMITEDNorwich · inc. May 2020
- CHRIS MITCHELL FINANCIAL PLANNING LIMITEDWellington · inc. May 2020
- J & M CLISTON LIMITEDHuntingdon · inc. May 2020
All companies incorporated on 5 May 2020 · in May 2020.
09
Reminders for ALLOCATE WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.