# THE WEALTH OFFICE LTD (SC632922)

> THE WEALTH OFFICE LTD is an active private limited company (company number SC632922) incorporated on 10 June 2019, registered in Glasgow. Its registered activity is activities of financial services holding companies (SIC 64205). Latest abridged accounts cover the period ending 30 June 2025, showing net assets of £302k and cash of £87k, with 4 employees on average. As abridged accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 36% on the prior period (£222k).

- Status: Active
- Incorporated: 2019-06-10
- Registered office: Glasgow, G2 5SG
- SIC 64205: Activities of financial services holding companies
- SIC 65110: Life insurance
- SIC 65300: Pension funding
- Next accounts due: 2027-03-30
- Confirmation statement due: 2027-06-24
- Accounts type: UNAUDITED ABRIDGED

By net assets it sits in the top quarter of 3,592 comparable companies in the UK (median £100, upper quartile £70k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-06-30 | £302k | £87k | £46k | £506k | — | — | 4 |
| 2024-06-30 | £222k | £48k | £49k | £613k | — | — | 4 |

current ratio 0.26; size band micro.

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

- Net assets above zero: Net assets £301,652 at 30 June 2025
- Net assets up 10% or more on the prior period: +35.6% vs prior period
- Current assets below creditors within one year: Current ratio 0.26
- Cash at bank of £50,000 or more: Cash £86,970
- Incorporated five or more years ago: Incorporated 10 June 2019

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

## Persons with significant control

- Mr Kenneth Mckenzie — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2020-03-11

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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/SC632922
HTML: https://firmoscan.com/company/SC632922-the-wealth-office-ltd