# ALLOCATE WEALTH MANAGEMENT LTD (SC660558)

> 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).

- Status: Active
- Incorporated: 2020-05-05
- Registered office: Perth, PH2 9NW
- SIC 70221: Financial management
- Next accounts due: 2027-08-30
- Confirmation statement due: 2027-05-19
- Accounts type: MICRO ENTITY

By net assets it sits in the upper half of 1,678 comparable companies in Other (median £5,293, upper quartile £39k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-11-30 | £26k | — | — | — | — | — | 2 |
| 2024-11-30 | £58k | — | — | — | — | — | 3 |

size band micro.

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

- Net assets above zero: Net 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 ago: Incorporated 5 May 2020

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

## Persons with significant control

- Mr Fraser James Martin — has significant influence or control, since 2023-11-01
- Nine Thirteen Ltd (corporate-entity) — owns 75–100% of shares, since 2023-11-17

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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/SC660558
HTML: https://firmoscan.com/company/SC660558-allocate-wealth-management-ltd