# Concise Wealth Management Ltd

## Details

- **Company number:** [07287601](https://find-and-update.company-information.service.gov.uk/company/07287601)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 17 Jun 2010
- **Registered office:** WEALTH AND BUSINESS CENTRE, 123 TORQUAY ROAD, PAIGNTON, TQ3 2SG
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified


## 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 | - |