# Balmoral Wealth Management Limited

## Details

- **Company number:** [07745769](https://find-and-update.company-information.service.gov.uk/company/07745769)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 18 Aug 2011
- **Registered office:** 139-141 CAMBRIDGE ROAD, CHURCHTOWN, SOUTHPORT, PR9 7LN
- **Nature of business:** [82990](/sic/82990) Other business support service activities n.e.c.



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DAVIES, Paul Anthony | director | 18 Aug 2011 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Paul Anthony Davies | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |
| Miss Sarah Jayne Arends | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Aug 2025 | £77,534 | £59,587 | 0 |
| 31 Aug 2024 | £114,169 | £61,803 | 6 |
| 31 Aug 2023 | £155,703 | £108,664 | 6 |
| 31 Aug 2022 | £162,499 | £116,553 | 6 |
| 31 Aug 2021 | £136,177 | £219,193 | 6 |
| 31 Aug 2020 | £135,279 | £210,736 | 6 |
| 31 Aug 2019 | £131,895 | £95,768 | - |
| 31 Aug 2018 | £105,943 | £91,927 | - |
| 31 Aug 2017 | - | £38,352 | - |
| 31 Aug 2016 | - | £48,546 | - |
| 31 Aug 2015 | - | £46,425 | - |
| 31 Aug 2014 | - | £40,857 | - |
| 31 Aug 2013 | - | £8,074 | - |





## Directors' other companies

- [DAVIES, Paul Anthony](/person/7002904) - director at [J.S.I. Holdings Limited](/company/05577039)
- [DAVIES, Paul Anthony](/person/7002904) - director at [Balmoral Estates Limited](/company/03083567)