ALLOCATE WEALTH MANAGEMENT LTDActive
Key figures
Like most small UK companies, ALLOCATE WEALTH MANAGEMENT LTD does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.
Ratios
2024/25Balance sheet structure
Filed accounts2019/20–2024/25
| 2020/21 | 2021/22 | 2022/23 | 2023/24 | 2024/25 | |
|---|---|---|---|---|---|
| Total assets | 62,059 | 70,302 | 54,768 | 86,366 | 60,277 |
| Total liabilities | 13,540 | — | — | — | — |
| Net assets / total equity | 47,588 | 57,659 | 46,177 | 58,136 | 25,743 |
| Average number of employees | 1 | 3 | 3 | 3 | 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.
Summary: ALLOCATE WEALTH MANAGEMENT LTD
Company
ALLOCATE WEALTH MANAGEMENT LTD is a private limited company registered with Companies House under company number SC660558. It was incorporated on 5 May 2020. Its status is active. The registered office is in Perth (PH2). Its nature of business (SIC 2007) is financial management (70221).
Accounts
The latest accounts in the database are for 2024/25 (period ending 30 Nov 2025); the company files micro-entity accounts. Net assets were £25,743, down 55.7% on the previous year. The company had an average of 2 employees. Figures are available for 6 financial years (2019/20–2024/25).
Control and charges
2 persons with significant control are registered.
Filing deadlines
The next accounts are due by 31 Aug 2027. The next confirmation statement is due by 7 Nov 2026.