True Wealth Management Limited
- Company number
- 07702656
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 12 Jul 2011
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- Succession Group Ltd (16 companies)
Registered office
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr John Baxter | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Significant Influence Or Control |
6 Apr 2016 | 28 Jul 2017 |
| Mr Timothy Peter Crew | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Significant Influence Or Control |
6 Apr 2016 | 28 Jul 2017 |
| True Wealth Planning Solutions Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
28 Jul 2017 | 9 Apr 2024 |
| True Financial Partnerships Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
9 Apr 2024 | 9 Sep 2026 |
| Succession Group Ltd | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
9 Sep 2026 |
Accounts
| Year ended | Net assets | Employees |
|---|---|---|
| 29 Oct 2024 | £31,403 | 2 |
| 31 Mar 2024 | £22,667 | 2 |
| 31 Mar 2023 | £20,933 | 2 |
| 31 Jul 2022 | £18,633 | 2 |
| 31 Jul 2021 | £18,408 | 2 |
| 31 Jul 2020 | - | - |
| 31 Jul 2019 | - | - |
| 31 Jul 2018 | - | - |
| 31 Jul 2017 | - | - |
| 31 Jul 2016 | - | - |
| 31 Jul 2015 | - | - |
| 31 Jul 2014 | - | - |
| 31 Jul 2013 | - | - |
| 31 Jul 2012 | - | - |
Connections
Owned by
True Wealth Management Limited → Succession Group Ltd
Companies at the same address
- Cutter & Co Financial Planning Limited (11281160)
- Flowers Mcewan Limited (04237360)
- Lee Strathy Limited (08583095)
- Tag Financial Planning Limited (10846528)
- True Financial Partnerships Limited (10271716)
- True Wealth Planning Solutions Limited (10012883)
- Veracity Asset Transformation Service Limited (07468932)