# CONCIERGE WEALTH MANAGEMENT LIMITED (07697178)

> CONCIERGE WEALTH MANAGEMENT LIMITED is an active private limited company (company number 07697178) incorporated on 7 July 2011, registered in Worthing. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest micro accounts cover the period ending 30 September 2025, showing net assets of £57k, 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 rose 2% on the prior period (£55k). Across the last 3 periods on record the net-asset trend is rising.

- Status: Active
- Incorporated: 2011-07-07
- Registered office: Worthing, BN14 0EJ
- SIC 66190: Activities auxiliary to financial intermediation n.e.c.
- Next accounts due: 2027-06-30
- Confirmation statement due: 2027-07-21
- Accounts type: MICRO ENTITY

By net assets it sits in the top quarter of 75 comparable companies in Brighton (median £9,069, upper quartile £36k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-09-30 | £57k | — | — | — | — | — | 2 |
| 2024-09-30 | £55k | — | — | — | — | — | 2 |
| 2023-09-30 | £21k | — | — | — | — | — | 2 |

net assets trend rising; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £56,700 at 30 September 2025
- Three or more accounting periods on record: 3 periods on record
- Incorporated five or more years ago: Incorporated 7 July 2011

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mr Adam Mccallion — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2016-07-01

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/07697178
HTML: https://firmoscan.com/company/07697178-concierge-wealth-management-limited