# APPLEBY WEALTH MANAGEMENT LTD (11180852)

> APPLEBY WEALTH MANAGEMENT LTD is an active private limited company (company number 11180852) incorporated on 31 January 2018, registered in Colchester. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest micro accounts cover the period ending 31 January 2025, showing net assets of −£6,783, with 0 employees on average. Turnover was £1,737 and profit for the year −£3. Net assets were unchanged on the prior period.

- Status: Active
- Incorporated: 2018-01-31
- Registered office: Colchester, CO3 4RX
- SIC 66220: Activities of insurance agents and brokers
- SIC 66290: Other activities auxiliary to insurance and pension funding
- SIC 70221: Financial management
- SIC 70229: Management consultancy activities other than financial management
- Next accounts due: 2026-10-31
- Confirmation statement due: 2027-02-14
- Accounts type: MICRO ENTITY

By net assets it sits in the bottom quarter of 177 comparable companies in Essex (median £22k, upper quartile £83k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-01-31 | −£6,783 | — | — | £7,413 | £1,737 | −£3 | 0 |
| 2024-01-31 | −£6,783 | — | — | £7,413 | £1,019 | −£7 | — |

current ratio 0.08; net margin -0.2%; size band micro.

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

- Net assets below zero: Net assets £-6,783 at 31 January 2025
- Current assets below creditors within one year: Current ratio 0.08
- Incorporated five or more years ago: Incorporated 31 January 2018

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

## Persons with significant control

- Mr James Thomas Vernon Appleby — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2018-01-31
- Ms Aileen Claire Hankin — has significant influence or control; has significant influence or control, since 2018-08-19

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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/11180852
HTML: https://firmoscan.com/company/11180852-appleby-wealth-management-ltd