# Penvearn Wealth Management Ltd

## Details

- **Company number:** [09621739](https://find-and-update.company-information.service.gov.uk/company/09621739)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 3 Jun 2015
- **Registered office:** PENVEARN HOUSE, CUBERT, NEWQUAY, TR8 5PU
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Nicola Trudgeon | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent | 6 Apr 2016 |  |
| Mr David Dewi Stephens | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 4 Jun 2017 | 10 Jun 2019 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2025 | £90,128 | £42,377 | 0 |
| 30 Jun 2024 | £40,729 | £28,342 | 2 |
| 30 Jun 2023 | £46,113 | £26,167 | 2 |
| 30 Jun 2022 | £61,357 | £24,504 | 2 |
| 30 Jun 2021 | £60,730 | £34,235 | 2 |
| 30 Jun 2020 | £57,128 | £38,148 | 2 |
| 30 Jun 2019 | £30,571 | £34,417 | 2 |
| 30 Jun 2018 | £25,049 | £42,554 | 1 |
| 30 Jun 2017 | £23,396 | £35,195 | 1 |
| 30 Jun 2016 | £12,157 | £20,769 | - |







