PROFESSIONAL WEALTH PLANNING LIMITEDActive
Key figures
Like most small UK companies, PROFESSIONAL WEALTH PLANNING LIMITED does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.
Ratios
2024/25Balance sheet structure
Filed accounts2020/21–2024/25
| 2020/21 | 2021/22 | 2022/23 | 2023/24 | 2024/25 | |
|---|---|---|---|---|---|
| Total assets | 67,631 | 68,652 | 61,420 | 66,711 | 55,744 |
| Total liabilities | 13,226 | 12,245 | 10,177 | 14,895 | 10,691 |
| Net assets / total equity | 47,690 | 54,414 | 51,243 | 51,816 | 45,053 |
| Average number of employees | 2 | 2 | 2 | 2 | 2 |
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.
Principal activity
Accounts 2025The principal activity of the company during the year under review was insurance agent and broker.
As described in the company's latest filed accounts.
Summary: PROFESSIONAL WEALTH PLANNING LIMITED
Company
PROFESSIONAL WEALTH PLANNING LIMITED is a private limited company registered with Companies House under company number SC460366. It was incorporated on 30 Sep 2013. Its status is active. The registered office is in Glasgow (G12). Its nature of business (SIC 2007) is activities of insurance agents and brokers (66220).
Accounts
The latest accounts in the database are for 2024/25 (period ending 30 Sep 2025); the company files micro-entity accounts. Net assets were £45,053, down 13.1% on the previous year. Total assets were £55,744 and total liabilities £10,691. The company had an average of 2 employees. Figures are available for 5 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 Jun 2027. The next confirmation statement is due by 14 Oct 2026.