AVOCA WEALTH MANAGEMENT LTD

Key Data

Status

Active

Company No.

SC656603

Incorporation date

06/03/2020

Size

Unaudited abridged

Classification

Financial intermediation not elsewhere classified (64.99/9 - SIC 2007);

Contacts

Registered address

See on map

Latest events (Record since 06/03/2020)

09/12/2025

Unaudited abridged accounts made up to 2025-03-31

View PDF (8 pages)

25/09/2025

Confirmation statement made on 2025-09-20 with no updates

View PDF (3 pages)

18/11/2024

Unaudited abridged accounts made up to 2024-03-31

View PDF (8 pages)

23/09/2024

Director's details changed for Mrs Tracey Margaret Mellon on 2024-09-23

View PDF (2 pages)

23/09/2024

Director's details changed for Mr Keith Balfour Small on 2024-09-23

View PDF (2 pages)

23/09/2024

Director's details changed for Mrs Penny Small on 2024-09-23

View PDF (2 pages)

23/09/2024

Confirmation statement made on 2024-09-20 with no updates

View PDF (3 pages)

20/12/2023

Unaudited abridged accounts made up to 2023-03-31

View PDF (8 pages)

20/09/2023

Cessation of Tracey Margaret Mellon as a person with significant control on 2023-08-31

View PDF (1 pages)

20/09/2023

Notification of a person with significant control statement

View PDF (2 pages)

20/09/2023

Confirmation statement made on 2023-09-20 with updates

View PDF (5 pages)

04/09/2023

Appointment of Mr Bernard Mooney Mellon as a director on 2023-08-31

View PDF (2 pages)

10/03/2023

Confirmation statement made on 2023-03-05 with no updates

View PDF (3 pages)

20/12/2022

Unaudited abridged accounts made up to 2022-03-31

View PDF (8 pages)

26/05/2022

Registered office address changed from C/O Robb Ferguson Regent Court 70 West Regent Street Glasgow G2 2QZ United Kingdom to Wright Business Centre 1 Lonmay Road Glasgow G33 4EL on 2022-05-26

View PDF (1 pages)

18/03/2022

Confirmation statement made on 2022-03-05 with updates

View PDF (5 pages)

02/03/2022

Unaudited abridged accounts made up to 2021-03-31

View PDF (8 pages)

16/07/2021

Termination of appointment of Keiran Mellon as a director on 2021-05-02

View PDF (1 pages)

16/07/2021

Appointment of Mrs Tracey Margaret Mellon as a director on 2021-05-02

View PDF (2 pages)

04/05/2021

Notification of Tracey Margaret Mellon as a person with significant control on 2021-05-04

View PDF (2 pages)

04/05/2021

Cessation of Keiran Mellon as a person with significant control on 2021-05-04

View PDF (1 pages)

25/03/2021

Confirmation statement made on 2021-03-05 with no updates

View PDF (3 pages)

06/03/2020

Incorporation

View PDF (34 pages)

2023

0 % *

* during past year

Total Assets

£0.00

2023

2 *

* during past year

Number of employees

2023

-37.23 % *

* during past year

Cash in Bank

£234,760.00

Business linkages

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Confirmation

Last made up date

31/03/2025

Next confirmation date

20/09/2026

Last change occurred

31/03/2025

Accounts

Unaudited abridged

Last made up date

31/03/2025

Next account date

31/03/2026

Next due on

31/12/2026

See more events →

Financial Ratios

Indicator
Employees
Net Assets(GBP)
Total Assets(GBP)
Turnover(GBP)
Cash in Bank(GBP)
Total Liabilities(GBP)

2021
2
9.64K
-
0.00
21.98K
-

2022
6
310.04K
-
0.00
374.00K
-

2023
8
426.20K
-
0.00
234.76K
-

2023
8
426.20K
-
0.00
234.76K
-

Employees

2023

Employees

8 33 % *

Net Assets(GBP)

426.20K £37.46 % *

Total Assets(GBP)

Turnover(GBP)

0.00 £- *

Cash in Bank(GBP)

234.76K £-37.23 % *

Total Liabilities(GBP)

*over the last year starting selected period

People

Officers

Person	Title	Period	Connections
Small, Penny	Director	06/03/2020 - Present	2
Mr Keiran Mellon	Director	06/03/2020 - 02/05/2021	-
Mr Bernard Mooney Mellon	Director	31/08/2023 - Present	4
Mrs Tracey Margaret Mellon	Director	02/05/2021 - Present	-
Small, Keith Balfour	Director	06/03/2020 - Present	2

Persons with Significant Control

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

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Description

About AVOCA WEALTH MANAGEMENT LTD

AVOCA WEALTH MANAGEMENT LTD is an(a) Active company incorporated on 06/03/2020 with the registered office located at Wright Business Centre, 1 Lonmay Road, Glasgow G33 4EL. There are currently 4 active directors according to the latest confirmation statement. Number of employees 8 according to last financial statements.

Frequently Asked Questions

What is the current status of AVOCA WEALTH MANAGEMENT LTD?

AVOCA WEALTH MANAGEMENT LTD is currently Active. It was registered on 06/03/2020 .

Where is AVOCA WEALTH MANAGEMENT LTD located?

AVOCA WEALTH MANAGEMENT LTD is registered at Wright Business Centre, 1 Lonmay Road, Glasgow G33 4EL.

What does AVOCA WEALTH MANAGEMENT LTD do?

AVOCA WEALTH MANAGEMENT LTD operates in the Financial intermediation not elsewhere classified (64.99/9 - SIC 2007) sector.

How many employees does AVOCA WEALTH MANAGEMENT LTD have?

AVOCA WEALTH MANAGEMENT LTD had 8 employees in 2023.

What is the latest filing for AVOCA WEALTH MANAGEMENT LTD?

The latest filing was on 09/12/2025: Unaudited abridged accounts made up to 2025-03-31.