Annual accounts
Unaudited abridged accounts
31/01/2027Filing deadline
Made up to 30/04/2025Due 31/01/2027
- Next accounts made up to
- 30/04/2026
- Last accounts made up to
- 30/04/2025
APOGEE WEALTH MANAGEMENT LIMITED
Active- 06925283Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- No.1 Booths Park, Chelford Road, Knutsford, Cheshire WA16 8GS
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Unaudited abridged
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 02/07/2026View PDF (10 pages)
Total exemption full accounts made up to 2026-04-30
- 02/06/2026View PDF (1 pages)
Cessation of David Peter Clewlow as a person with significant control on 2026-05-29
- 02/04/2026View PDF (1 pages)
Satisfaction of charge 069252830003 in full
- 29/01/2026View PDF (5 pages)
Confirmation statement made on 2026-01-03 with updates
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 03/01/2027
- Last statement dated
- 30/04/2025
Financial performance
The latest figures APOGEE WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£2.61M2026
41.82%vs 20252025: £1.84M
Total Assets
£2.93M2026
26.28%vs 20252025: £2.32M
Cash in Bank
£1.31M2026
37.13%vs 20252025: £953.14K
Total Liabilities
£317.22K2026
-33.61%vs 20252025: £477.83K
Employees
02026
0vs 20252025: 0
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Net assets moved furthest, up 41.82% on 2025. See the full financial analysis for APOGEE WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through APOGEE WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +37.8% a year (CAGR)Three-year trend, 2024–2026Every measure end to end across 2024, 2025 and 2026, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2022–2026.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2022–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 0 | 0 |
| 2025 | 0 | -28 |
| 2024 | 28 | 0 |
| 2023 | 28 | +1 |
| 2022 | 27 | – |
Reported employee count decreased from 27 in 2022 to 0 in 2026. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 05/06/2009–29/05/2026 | 4 | |
| Director | 05/06/2009–Present | 7 | |
| Director | 05/06/2009–Present | 5 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 4 | |
| 06/04/2016–Present | 7 | |
| 06/04/2016–Present | 5 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 58 Since 05/06/2009
- Last 12 months
- 4 -2 vs the year before
- Most recent filing
- 02/07/2026 2 months ago
What changed in the last year
- Accounts filedLatest 02/07/2026
- Officer changesLatest 02/06/2026
- Charges and mortgagesLatest 02/04/2026
- Confirmation statementLatest 29/01/2026
Filing timeline
- 02/07/2026View PDF (10 pages)
Total exemption full accounts made up to 2026-04-30
- 02/06/2026View PDF (1 pages)
Cessation of David Peter Clewlow as a person with significant control on 2026-05-29
- 02/04/2026View PDF (1 pages)
Satisfaction of charge 069252830003 in full
- 29/01/2026View PDF (5 pages)
Confirmation statement made on 2026-01-03 with updates
- 19/08/2025View PDF (9 pages)
Unaudited abridged accounts made up to 2025-04-30
- 24/03/2025View PDF (2 pages)
Change of details for Mr Paul Christopher Rowling as a person with significant control on 2025-02-14
- 21/03/2025View PDF (2 pages)
Director's details changed for Mr Simon Gerald Hardstaff on 2025-03-14
- 21/03/2025View PDF (2 pages)
Director's details changed for Mr Paul Christopher Rowling on 2025-02-14
- 21/03/2025View PDF (2 pages)
Change of details for Mr Simon Gerald Hardstaff as a person with significant control on 2025-03-14
- 28/01/2025View PDF (3 pages)
Confirmation statement made on 2025-01-03 with no updates
- 27/06/2024View PDF (6 pages)
Unaudited abridged accounts made up to 2024-04-30
- 26/01/2024View PDF (3 pages)
Confirmation statement made on 2024-01-03 with no updates
Showing 12 of 58 filings
See when the next accounts and confirmation statement are due
Similar companies
487 UK companies are similar to APOGEE WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
CHELTMED LIMITED
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 11912519
- Incorporated
- 29/03/2019
- Employees
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A & J WEALTH MANAGEMENT LIMITED
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- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 05105933
- Incorporated
- 19/04/2004
- Employees
- 0
ENVESTIR LTD
Active168 Bath Street, Glasgow G2 4TP
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- SC655311
- Incorporated
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- 0
TWIGDEN ASSET MANAGEMENT LIMITED
ActiveProspect Place, 23 Osier Way, Olney MK46 5FP
- Activity
- Financial intermediation not elsewhere classified
- Company no.
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WESTCOURT GROUP LIMITED
Active2 Queen Street, Leeds LS1 2TW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
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About APOGEE WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
APOGEE WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in No.1 Booths Park, Chelford Road, Knutsford, Cheshire WA16 8GS. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 17 years 3 months.
The register currently records it as active. Its 2026 accounts report net assets of £2.61M and 0 employees.
APOGEE WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does APOGEE WEALTH MANAGEMENT LIMITED do?
Companies House records APOGEE WEALTH MANAGEMENT LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is APOGEE WEALTH MANAGEMENT LIMITED still active?
APOGEE WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 05/06/2009.
What are APOGEE WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £2.61M, total assets of £2.93M, cash in bank of £1.31M and total liabilities of £317.22K.
When did APOGEE WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 02/07/2026: Total exemption full accounts made up to 2026-04-30, 2 months ago.
When are APOGEE WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/01/2027.
Who runs APOGEE WEALTH MANAGEMENT LIMITED?
Companies House lists 3 officers (2 currently in post) and 3 people with significant control.