# True Wealth Management Limited

## Details

- **Company number:** [07702656](https://find-and-update.company-information.service.gov.uk/company/07702656)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 12 Jul 2011
- **Registered office:** THE APEX BREST ROAD DERRIFORD BUSINESS PARK, DERRIFORD, PLYMOUTH, PL6 5FL
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Succession Group Ltd](/group/20885) (16 companies)




## 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 |



## Owned by

True Wealth Management Limited → [Succession Group Ltd](/company/07882873)





## Companies at the same address

- [Cutter & Co Financial Planning Limited](/company/11281160) (11281160)
- [Flowers Mcewan Limited](/company/04237360) (04237360)
- [Lee Strathy Limited](/company/08583095) (08583095)
- [Tag Financial Planning Limited](/company/10846528) (10846528)
- [True Financial Partnerships Limited](/company/10271716) (10271716)
- [True Wealth Planning Solutions Limited](/company/10012883) (10012883)
- [Veracity Asset Transformation Service Limited](/company/07468932) (07468932)