FRIENDLY WEALTH MANAGEMENT LTDActive

Company number 10604907Private limited companyIncorporated 2017

Key figures

£146,508+10.5%
Net assets 2024/25
-11.8%
Average annual change 2020/21–2024/25
0100 k200 k300 k2020/212021/2220232024/25

Like most small UK companies, FRIENDLY WEALTH MANAGEMENT LTD does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.

Ratios

2024/25
Balance sheet structure
Current assetsFixed assetsLiabilitiesNet assets
0100 k200 k300 k2020/212021/2220232024/25
Filed accounts2020/21–2024/25
2020/212021/2220232024/25
Cash at bank and in hand179,98946,904140,31579,172
Total assets216,15784,504147,915173,172
Total liabilities2,9787,57415,66226,664
Net assets / total equity213,43777,825132,625146,508
Average number of employees1222

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: FRIENDLY WEALTH MANAGEMENT LTD

Company

FRIENDLY WEALTH MANAGEMENT LTD is a private limited company registered with Companies House under company number 10604907. It was incorporated on 7 Feb 2017. Its status is active. The registered office is in Chorley (PR7). Its nature of business (SIC 2007) is other activities auxiliary to insurance and pension funding (66290).

Accounts

The latest accounts in the database are for 2024/25 (period ending 1 Apr 2025); the company files audit-exempt subsidiary. Net assets were £146,508, up 10.5% on the previous year. Cash at bank and in hand was £79,172. Total assets were £173,172 and total liabilities £26,664. The company had an average of 2 employees. Figures are available for 4 financial years (2020/21–2024/25).

Control and charges

One person with significant control is registered.

Filing deadlines

The next accounts are due by 30 Sep 2027. The next confirmation statement is due by 20 Feb 2027.