Annual accounts
Unaudited abridged accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
AVOCA WEALTH MANAGEMENT LTD
Active- SC656603Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Wright Business Centre, 1 Lonmay Road, Glasgow G33 4EL
- 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
- 09/12/2025View PDF (8 pages)
Unaudited abridged accounts made up to 2025-03-31
- 25/09/2025View PDF (3 pages)
Confirmation statement made on 2025-09-20 with no updates
- 18/11/2024View PDF (8 pages)
Unaudited abridged accounts made up to 2024-03-31
- 23/09/2024View PDF (2 pages)
Director's details changed for Mrs Tracey Margaret Mellon on 2024-09-23
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
- 20/09/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures AVOCA WEALTH MANAGEMENT LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£160.29K2025
-35.26%vs 20242024: £247.57K
Total Assets
£697.36K2025
-7.18%vs 20242024: £751.34K
Cash in Bank
£245.19K2025
-17.48%vs 20242024: £297.13K
Total Liabilities
£331.27K2025
9.56%vs 20242024: £302.37K
Employees
82025
0vs 20242024: 8
Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Net assets moved furthest, down 35.26% on 2024. See the full financial analysis for AVOCA WEALTH MANAGEMENT LTD.
The full financial record
Four ways through AVOCA WEALTH MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -38.7% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.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 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 8 | 0 |
| 2024 | 8 | 0 |
| 2023 | 8 | +2 |
| 2022 | 6 | +4 |
| 2021 | 2 | – |
Reported employee count increased from 2 in 2021 to 8 in 2025. 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
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 06/03/2020–Present | 2 | |
| Director | 06/03/2020–02/05/2021 | 0 | |
| Director | 31/08/2023–Present | 4 | |
| Director | 02/05/2021–Present | 0 | |
| Director | 06/03/2020–Present | 2 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/03/2020–04/05/2021 | 0 | |
| 04/05/2021–31/08/2023 | 0 | |
| 04/05/2021–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 23 Since 06/03/2020
- Last 12 months
- 1 -1 vs the year before
- Most recent filing
- 09/12/2025 9 months ago
What changed in the last year
- Accounts filedLatest 09/12/2025
Filing timeline
- 09/12/2025View PDF (8 pages)
Unaudited abridged accounts made up to 2025-03-31
- 25/09/2025View PDF (3 pages)
Confirmation statement made on 2025-09-20 with no updates
- 18/11/2024View PDF (8 pages)
Unaudited abridged accounts made up to 2024-03-31
- 23/09/2024View PDF (2 pages)
Director's details changed for Mrs Tracey Margaret Mellon on 2024-09-23
- 23/09/2024View PDF (2 pages)
Director's details changed for Mr Keith Balfour Small on 2024-09-23
- 23/09/2024View PDF (2 pages)
Director's details changed for Mrs Penny Small on 2024-09-23
- 23/09/2024View PDF (3 pages)
Confirmation statement made on 2024-09-20 with no updates
- 20/12/2023View PDF (8 pages)
Unaudited abridged accounts made up to 2023-03-31
- 20/09/2023View PDF (1 pages)
Cessation of Tracey Margaret Mellon as a person with significant control on 2023-08-31
- 20/09/2023View PDF (2 pages)
Notification of a person with significant control statement
- 20/09/2023View PDF (5 pages)
Confirmation statement made on 2023-09-20 with updates
- 04/09/2023View PDF (2 pages)
Appointment of Mr Bernard Mooney Mellon as a director on 2023-08-31
Showing 12 of 23 filings
See when the next accounts and confirmation statement are due
Similar companies
189 UK companies are similar to AVOCA WEALTH MANAGEMENT LTD, 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.
SA BEAUTY LTD
Active4 Whitchurch Parade, Whitchurch Lane, Edgware, Middlesex HA8 6LR
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13310592
- Incorporated
- 03/04/2021
- Employees
- 8
KIND WEALTH LIMITED
Active39 Foregate Street, Worcester WR1 1DJ
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08431437
- Incorporated
- 06/03/2013
- Employees
- 8
GVO MONTI LIMITED
ActiveMalverleys Fullers Lane, East End, Newbury RG20 0AA
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 10403880
- Incorporated
- 30/09/2016
- Employees
- 9
SOUND FINANCIAL PLANNING LIMITED
Active16 Heronsgate Trading Estate, Paycocke Road, Basildon, Essex SS14 3EU
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 03980161
- Incorporated
- 26/04/2000
- Employees
- 10
3 W EQUITY LTD
Active25a Park Square West, Leeds, West Yorkshire LS1 2PW
- Activity
- Activities of venture and development capital companies
- Company no.
- 11679239
- Incorporated
- 15/11/2018
- Employees
- 8
About AVOCA WEALTH MANAGEMENT LTD
A short description of the company, written from its Companies House record.
AVOCA WEALTH MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in Wright Business Centre, 1 Lonmay Road, Glasgow G33 4EL. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 6 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £160.29K and 8 employees.
AVOCA WEALTH MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does AVOCA WEALTH MANAGEMENT LTD do?
Companies House records AVOCA WEALTH MANAGEMENT LTD under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is AVOCA WEALTH MANAGEMENT LTD still active?
AVOCA WEALTH MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 06/03/2020.
What are AVOCA WEALTH MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £160.29K, total assets of £697.36K, cash in bank of £245.19K and total liabilities of £331.27K.
When did AVOCA WEALTH MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 09/12/2025: Unaudited abridged accounts made up to 2025-03-31, 9 months ago.
When are AVOCA WEALTH MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs AVOCA WEALTH MANAGEMENT LTD?
Companies House lists 5 officers (4 currently in post) and 3 people with significant control (1 current).