Annual accounts
Total Exemption Full 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
FORUM WEALTH MANAGEMENT LIMITED
Active- 04812359Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 46 Aldgate High Street, London EC3N 1AL
- Classification (3 SIC codes)
- Life insurance (65.11 - SIC 2007)Non-life insurance (65.12 - SIC 2007)Pension funding (65.30 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 14/08/2026View PDF (6 pages)
Total exemption full accounts made up to 2026-03-31
- 21/08/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-03-31
- 26/06/2025View PDF (3 pages)
Confirmation statement made on 2025-06-26 with no updates
- 09/07/2024View PDF (8 pages)
Total exemption full accounts made up to 2024-03-31
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
- 26/06/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures FORUM WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£165.02K2024
31.47%vs 20232023: £125.52K
Total Assets
£197.28K2024
22.12%vs 20232023: £161.54K
Cash in Bank
£182.93K2024
27.24%vs 20232023: £143.77K
Total Liabilities
£32.26K2024
-10.45%vs 20232023: £36.02K
Employees
42024
0vs 20232023: 4
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Net assets moved furthest, up 31.47% on 2023. See the full financial analysis for FORUM WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through FORUM WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +26.4% a year (CAGR)Three-year trend, 2022–2024Every measure end to end across 2022, 2023 and 2024, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2024.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 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 4 | 0 |
| 2023 | 4 | 0 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count was unchanged at 4 between 2021 and 2024. 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
6Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 26/06/2003–26/06/2003 | 6456 | |
| Director | 26/06/2003–Present | 4 | |
| Director | 14/09/2007–Present | 3 | |
| Secretary | 26/06/2003–Present | 1 | |
| Director | 16/03/2005–01/12/2007 | 1 | |
| Director | 06/04/2007–01/12/2010 | 3 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 0 | |
| 06/04/2016–Present | 3 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 9 Since 03/01/2023
- Last 12 months
- 1 -1 vs the year before
- Most recent filing
- 14/08/2026 1 month ago
What changed in the last year
- Accounts filedLatest 14/08/2026
Filing timeline
- 14/08/2026View PDF (6 pages)
Total exemption full accounts made up to 2026-03-31
- 21/08/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-03-31
- 26/06/2025View PDF (3 pages)
Confirmation statement made on 2025-06-26 with no updates
- 09/07/2024View PDF (8 pages)
Total exemption full accounts made up to 2024-03-31
- 03/07/2024View PDF (3 pages)
Confirmation statement made on 2024-06-26 with no updates
- 12/07/2023View PDF (4 pages)
Confirmation statement made on 2023-06-26 with updates
- 06/06/2023View PDF (8 pages)
Total exemption full accounts made up to 2023-03-31
- 25/01/2023View PDF (4 pages)
Purchase of own shares.
- 03/01/2023View PDF (4 pages)
Cancellation of shares. Statement of capital on 2022-12-01
See when the next accounts and confirmation statement are due
Similar companies
57 UK companies are similar to FORUM WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Life insurance) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
CONNECT INSURANCE BROKERS LIMITED
ActiveConnect House Foundry Street, Hanley, Stoke-On-Trent ST1 5HE
- Activity
- Non-life insurance
- Company no.
- 04493658
- Incorporated
- 24/07/2002
- Employees
- 0
ARCHER INSURANCE SERVICES LIMITED
Active733 Field End Road,Ruislip,Middlesex, Field End Road, Ruislip, Middlesex HA4 0RJ
- Activity
- Non-life insurance
- Company no.
- 02649983
- Incorporated
- 30/09/1991
- Employees
- 0
ARNOTT GUY & CO LTD
ActiveCornerstone House, 4/6 Brassey Avenue, Eastbourne, East Sussex BN22 9QD
- Activity
- Life insurance
- Company no.
- 05318802
- Incorporated
- 22/12/2004
- Employees
- 0
ATLAS RISK MANAGEMENT LIMITED
Active109 Timber Wharf, 32 Worsley Street, Manchester M15 4NX
- Activity
- Non-life insurance
- Company no.
- 04162305
- Incorporated
- 16/02/2001
- Employees
- 0
AUTO LEGAL PROTECTION SERVICES LIMITED
ActiveSunnyside Mill, Highfield Road, Congleton, Cheshire CW12 3AQ
- Activity
- Non-life insurance
- Company no.
- 03676991
- Incorporated
- 01/12/1998
- Employees
- 0
About FORUM WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
FORUM WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in 46 Aldgate High Street, London EC3N 1AL. Companies House classifies its business as Life insurance, one of 3 SIC classifications on its record. It has been on the register for 23 years 3 months.
The register currently records it as active. Its 2024 accounts report net assets of £165.02K and 4 employees.
FORUM WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does FORUM WEALTH MANAGEMENT LIMITED do?
Companies House records FORUM WEALTH MANAGEMENT LIMITED under 3 registered business activities: Life insurance (65.11 - SIC 2007), Non-life insurance (65.12 - SIC 2007) and Pension funding (65.30 - SIC 2007).
Is FORUM WEALTH MANAGEMENT LIMITED still active?
FORUM WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 26/06/2003.
What are FORUM WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £165.02K, total assets of £197.28K, cash in bank of £182.93K and total liabilities of £32.26K.
When did FORUM WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 14/08/2026: Total exemption full accounts made up to 2026-03-31, 1 month ago.
When are FORUM WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs FORUM WEALTH MANAGEMENT LIMITED?
Companies House lists 6 officers (3 currently in post) and 2 people with significant control.