WATERMARK WEALTH MANAGEMENT LIMITEDActive
Key figures
Like most small UK companies, WATERMARK WEALTH MANAGEMENT LIMITED does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.
Ratios
2025Balance sheet structure
Filed accounts2020–2025
| 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|
| Cash at bank and in hand | 265,320 | — | 223,243 | 368,187 | 546,030 |
| Total assets | 788,771 | 951,464 | 776,750 | 822,601 | 669,145 |
| Total liabilities | 117,440 | 114,399 | 105,639 | 86,662 | 106,170 |
| Net assets / total equity | 671,331 | 848,065 | 671,111 | 735,939 | 562,975 |
| Average number of employees | 15 | -15 | -15 | -15 | 14 |
A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.
Summary: WATERMARK WEALTH MANAGEMENT LIMITED
Company
WATERMARK WEALTH MANAGEMENT LIMITED is a private limited company registered with Companies House under company number 08210691. It was incorporated on 11 Sep 2012. Its status is active. The registered office is in Burnham-on-sea (TA8). Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999).
Accounts
The latest accounts in the database are for 2025 (period ending 31 Dec 2025); the company files abridged accounts (unaudited). Net assets were £562,975, down 23.5% on the previous year. Cash at bank and in hand was £546,030. Total assets were £669,145 and total liabilities £106,170. The company had an average of 14 employees. Figures are available for 6 financial years (2020–2025).
Control and charges
2 persons with significant control are registered.
Filing deadlines
The next accounts are due by 30 Sep 2027. The next confirmation statement is due by 2 Apr 2027.