Concise Wealth Management Ltd
- Company number
- 07287601
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 17 Jun 2010
- Nature of business
- Financial intermediation not elsewhere classified
Registered office
Previous names
- Concise Wealth Management Limited (until 12 May 2026)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Andrew Worden | Significant Influence Or Control | 15 Mar 2017 | 29 Nov 2025 |
| Mrs Louise Cheryl Worden | Ownership Of Shares 50 To 75 Percent Voting Rights 50 To 75 Percent Right To Appoint And Remove Directors |
6 Apr 2016 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2025 | £265,640 | - | 6 |
| 31 Dec 2024 | £225,709 | - | 7 |
| 31 Dec 2023 | £233,864 | - | 7 |
| 31 Dec 2022 | £210,444 | - | 7 |
| 31 Dec 2021 | £232,615 | - | 7 |
| 31 Dec 2020 | £188,208 | - | 5 |
| 31 Dec 2019 | £198,758 | - | 4 |
| 31 Dec 2018 | £162,106 | £85,486 | 4 |
| 31 Dec 2017 | £203,794 | £228,876 | 4 |
| 31 Dec 2016 | £65,933 | £129,765 | - |
| 30 Jun 2015 | £40,265 | £55,198 | - |
| 30 Jun 2014 | £17,661 | £30,555 | - |
| 30 Jun 2013 | £2,483 | £14,529 | - |
| 30 Jun 2012 | £3,158 | £2,671 | - |
| 30 Jun 2011 | £11,210 | £10,360 | - |