# GRESHAM WEALTH MANAGEMENT (FS) LIMITED (08924444)

> GRESHAM WEALTH MANAGEMENT (FS) LIMITED is an active private limited company (company number 08924444) incorporated on 5 March 2014, registered in Altrincham. Its registered activity is financial management (SIC 70221). Latest abridged accounts cover the period ending 31 March 2026, showing net assets of £1.16m and cash of £337k, with 12 employees on average. As abridged accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 34% on the prior period (£866k). Across the last 3 periods on record the net-asset trend is rising.

- Status: Active
- Incorporated: 2014-03-05
- Registered office: Altrincham, WA15 9PB
- SIC 70221: Financial management
- Next accounts due: 2027-12-31
- Confirmation statement due: 2027-03-19
- Accounts type: UNAUDITED ABRIDGED

By net assets it sits in the top quarter of 551 comparable companies in Manchester (median £5,093, upper quartile £52k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2026-03-31 | £1.16m | £337k | £1.09m | £272k | — | — | 12 |
| 2025-03-31 | £866k | £448k | £643k | £232k | — | — | 13 |
| 2024-03-31 | £738k | £408k | £500k | £178k | — | — | 13 |

current ratio 5.22; net assets trend rising; size band small.

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

- Net assets above zero: Net assets £1,156,167 at 31 March 2026
- Net assets up 10% or more on the prior period: +33.6% vs prior period
- Current assets at least 1.5× creditors within one year: Current ratio 5.22
- Cash at bank of £50,000 or more: Cash £336,980
- Three or more accounting periods on record: 3 periods on record
- Incorporated five or more years ago: Incorporated 5 March 2014

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

## Persons with significant control

- Equilibrium Financial Planning Holdco Ltd (corporate-entity) — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2026-07-31

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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/08924444
HTML: https://firmoscan.com/company/08924444-gresham-wealth-management-fs-limited