ALLOCATE WEALTH MANAGEMENT LTD

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ALLOCATE WEALTH MANAGEMENT LTD

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Key Data

Status

Active

Company No.

SC660558

Incorporation date

05/05/2020

Size

Micro Entity

Contacts

Registered address

Registered address

3 Easterton Buildings Greenbank Road, Glenfarg, Perth PH2 9NWCopy
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Latest events (Record since 05/05/2020)
dot icon05/02/2026
Change of details for Mr Fraser James Martin as a person with significant control on 2026-02-05
dot icon24/10/2025
Confirmation statement made on 2025-10-24 with no updates
dot icon18/02/2025
Micro company accounts made up to 2024-11-30
dot icon10/01/2025
Notification of Fraser James Martin as a person with significant control on 2023-11-01
dot icon09/01/2025
Termination of appointment of Susan Martin as a director on 2024-12-31
dot icon09/01/2025
Appointment of Miss Amy Elen Gornall as a director on 2024-12-31
dot icon07/01/2025
Registered office address changed from Hollybank Castleton Auchterarder Perthshire PH3 1JR Scotland to 3 Easterton Buildings Greenbank Road Glenfarg Perth PH2 9NW on 2025-01-07
dot icon07/01/2025
Appointment of Miss Amy Elen Gornall as a secretary on 2025-01-07
dot icon19/11/2024
Confirmation statement made on 2024-11-17 with no updates
dot icon22/08/2024
Micro company accounts made up to 2023-11-30
dot icon20/11/2023
Notification of Nine Thirteen Ltd as a person with significant control on 2023-11-17
dot icon17/11/2023
Appointment of Mr Fraser Martin as a director on 2023-11-17
dot icon17/11/2023
Termination of appointment of Stewart Irwin Martin as a secretary on 2023-11-17
dot icon17/11/2023
Cessation of Susan Martin as a person with significant control on 2023-11-17
dot icon17/11/2023
Confirmation statement made on 2023-11-17 with updates
dot icon03/11/2023
Confirmation statement made on 2023-11-03 with updates
dot icon04/05/2023
Confirmation statement made on 2023-05-04 with no updates
dot icon03/05/2023
Micro company accounts made up to 2022-11-30
dot icon13/04/2023
Second filing of Confirmation Statement dated 2022-05-04
dot icon30/01/2023
Appointment of Mr Stewart Irwin Martin as a secretary on 2023-01-30
dot icon30/01/2023
Termination of appointment of Stewart Irwin Martin as a director on 2023-01-30
dot icon04/05/2022
Confirmation statement made on 2022-05-04 with updates
dot icon19/01/2022
Sub-division, re-conversion of shares on 2021-12-01
dot icon31/12/2021
Micro company accounts made up to 2021-11-30
dot icon14/12/2021
Appointment of Mr Stewart Irwin Martin as a director on 2021-12-01
dot icon07/06/2021
Confirmation statement made on 2021-05-04 with no updates
dot icon19/02/2021
Registered office address changed from 5 the Avenue Ardargie Forgandenny PH2 9QS Scotland to Hollybank Castleton Auchterarder Perthshire PH3 1JR on 2021-02-19
dot icon05/02/2021
Micro company accounts made up to 2020-11-30
dot icon19/01/2021
Previous accounting period shortened from 2021-05-31 to 2020-11-30
dot icon05/05/2020
Incorporation
2022
change arrow icon0 % *

* during past year

Total Assets

£0.00
2022
change arrow icon2 *

* during past year

Number of employees

3
2022
change arrow icon0 % *

* during past year

Cash in Bank

£0.00

Confirmation

dot iconLast made up date
30/11/2024
dot iconNext confirmation date
24/10/2026
dot iconLast change occurred
30/11/2024

Accounts

dot iconAccounts
Micro Entity
dot iconLast made up date
30/11/2024
dot iconNext account date
30/11/2025
dot iconNext due on
31/08/2026
See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)
2021
1
47.59K
-
0.00
-
-
2022
3
57.66K
-
0.00
-
-
2022
3
57.66K
-
0.00
-
-

Employees

2022

Employees

3 Ascended200 % *

Net Assets(GBP)

57.66K £Ascended21.16 % *

Total Assets(GBP)

-

Turnover(GBP)

0.00 £Ascended- *

Cash in Bank(GBP)

-

Total Liabilities(GBP)

-
*over the last year starting selected period

People

Officers

6
Personsort default icon
Titlesort default icon
Periodsort default icon
Connectionssort default icon
Susan Martin
Director
05/05/2020 - 31/12/2024
1
Martin, Stewart Irwin
Director
30/11/2021 - 29/01/2023
-
Martin, Stewart Irwin
Secretary
30/01/2023 - 17/11/2023
-
Martin, Fraser
Director
17/11/2023 - Present
2
Gornall, Amy Elen
Secretary
07/01/2025 - Present
-

Persons with Significant Control

4
psc login icon

Persons with Significant Control

This information is available in our reports and to subscription users.

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Description

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About ALLOCATE WEALTH MANAGEMENT LTD

ALLOCATE WEALTH MANAGEMENT LTD is an(a) Active company incorporated on 05/05/2020 with the registered office located at 3 Easterton Buildings Greenbank Road, Glenfarg, Perth PH2 9NW. There are currently 3 active directors according to the latest confirmation statement. Number of employees 3 according to last financial statements.

Frequently Asked Questions

What is the current status of ALLOCATE WEALTH MANAGEMENT LTD?

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ALLOCATE WEALTH MANAGEMENT LTD is currently Active. It was registered on 05/05/2020 .

Where is ALLOCATE WEALTH MANAGEMENT LTD located?

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ALLOCATE WEALTH MANAGEMENT LTD is registered at 3 Easterton Buildings Greenbank Road, Glenfarg, Perth PH2 9NW.

What does ALLOCATE WEALTH MANAGEMENT LTD do?

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ALLOCATE WEALTH MANAGEMENT LTD operates in the Financial management (70.22/1 - SIC 2007) sector.

How many employees does ALLOCATE WEALTH MANAGEMENT LTD have?

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ALLOCATE WEALTH MANAGEMENT LTD had 3 employees in 2022.

What is the latest filing for ALLOCATE WEALTH MANAGEMENT LTD?

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The latest filing was on 05/02/2026: Change of details for Mr Fraser James Martin as a person with significant control on 2026-02-05.