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
GRESHAM WEALTH MANAGEMENT (FS) LIMITED
Active- 08924444Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Cecil Court 28-36 Cecil Road, Hale, Altrincham, Cheshire WA15 9PB
- Classification (SIC)
- Financial management (70.22/1 - 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
- 06/08/2026View PDF (1 pages)
Termination of appointment of Elizabeth White Millar as a secretary on 2026-07-31
- 06/08/2026View PDF (1 pages)
Termination of appointment of Emma Young as a secretary on 2026-07-31
- 06/08/2026View PDF (1 pages)
Termination of appointment of Jonathan James Young as a director on 2026-07-31
- 06/08/2026View PDF (1 pages)
Cessation of Jonathan James Young as a person with significant control on 2026-07-31
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
- 05/03/2027
- Last statement dated
- 31/03/2025
Financial performance
The latest figures GRESHAM WEALTH MANAGEMENT (FS) LIMITED filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£1.16M2026
33.58%vs 20252025: £865.53K
Total Assets
£1.44M2026
29.87%vs 20252025: £1.11M
Cash in Bank
£336.98K2026
-24.77%vs 20252025: £447.96K
Total Liabilities
£273.09K2026
17.20%vs 20252025: £233.00K
Employees
122026
-1vs 20252025: 13
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Total assets moved furthest, up 29.87% on 2025. See the full financial analysis for GRESHAM WEALTH MANAGEMENT (FS) LIMITED.
The full financial record
Four ways through GRESHAM WEALTH MANAGEMENT (FS) LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +25.2% 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 | 12 | -1 |
| 2025 | 13 | 0 |
| 2024 | 13 | +1 |
| 2023 | 12 | 0 |
| 2022 | 12 | – |
Reported employee count was unchanged at 12 between 2022 and 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
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 05/03/2014–31/07/2026 | 4 | |
| Director | 05/03/2014–Present | 5 | |
| Secretary | 01/05/2021–31/07/2026 | 0 | |
| Secretary | 01/04/2017–31/07/2026 | 0 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 05/03/2017–01/03/2018 | 0 | |
| 01/03/2018–Present | 4 | |
| 01/03/2018–Present | 5 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 8 Since 29/07/2026
- Last 12 months
- 8
- Most recent filing
- 06/08/2026 1 month ago
What changed in the last year
- Officer changes (6)Latest 06/08/2026
- Accounts filedLatest 30/07/2026
- Charges and mortgagesLatest 29/07/2026
Filing timeline
- 06/08/2026View PDF (1 pages)
Termination of appointment of Elizabeth White Millar as a secretary on 2026-07-31
- 06/08/2026View PDF (1 pages)
Termination of appointment of Emma Young as a secretary on 2026-07-31
- 06/08/2026View PDF (1 pages)
Termination of appointment of Jonathan James Young as a director on 2026-07-31
- 06/08/2026View PDF (1 pages)
Cessation of Jonathan James Young as a person with significant control on 2026-07-31
- 06/08/2026View PDF (1 pages)
Cessation of Morven Elizabeth Millar as a person with significant control on 2026-07-31
- 06/08/2026View PDF (2 pages)
Notification of Equilibrium Financial Planning Holdco Ltd as a person with significant control on 2026-07-31
- 30/07/2026View PDF (15 pages)
Unaudited abridged accounts made up to 2026-03-31
- 29/07/2026View PDF (1 pages)
Satisfaction of charge 089244440001 in full
See when the next accounts and confirmation statement are due
Similar companies
229 UK companies are similar to GRESHAM WEALTH MANAGEMENT (FS) LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial management) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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- Activity
- Management consultancy activities other than financial management
- Company no.
- 07815952
- Incorporated
- 19/10/2011
- Employees
- 14
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KMK KINDERZIMMER UK HOLDING LIMITED
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- Activity
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KNIGHT WEBB LIMITED
ActiveFirst Floor, 5 Merus Court, Meridian Business Park, Leicester LE19 1RJ
- Activity
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KNOWLTON PROJECT SUPPORT LIMITED
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- Activity
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About GRESHAM WEALTH MANAGEMENT (FS) LIMITED
A short description of the company, written from its Companies House record.
GRESHAM WEALTH MANAGEMENT (FS) LIMITED is a private limited company registered in the United Kingdom, based in Cecil Court 28-36 Cecil Road, Hale, Altrincham, Cheshire WA15 9PB. Companies House classifies its business as Financial management. It has been on the register for 12 years 6 months.
The register currently records it as active. Its 2026 accounts report net assets of £1.16M and 12 employees.
GRESHAM WEALTH MANAGEMENT (FS) LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does GRESHAM WEALTH MANAGEMENT (FS) LIMITED do?
Companies House records GRESHAM WEALTH MANAGEMENT (FS) LIMITED under one registered business activity: Financial management (70.22/1 - SIC 2007).
Is GRESHAM WEALTH MANAGEMENT (FS) LIMITED still active?
GRESHAM WEALTH MANAGEMENT (FS) LIMITED is recorded as active on the Companies House register, and has been on it since 05/03/2014.
What are GRESHAM WEALTH MANAGEMENT (FS) LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £1.16M, total assets of £1.44M, cash in bank of £336.98K and total liabilities of £273.09K.
When did GRESHAM WEALTH MANAGEMENT (FS) LIMITED last file with Companies House?
The most recent document on the record is dated 06/08/2026: Termination of appointment of Elizabeth White Millar as a secretary on 2026-07-31, 1 month ago.
When are GRESHAM WEALTH MANAGEMENT (FS) LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs GRESHAM WEALTH MANAGEMENT (FS) LIMITED?
Companies House lists 4 officers (1 currently in post) and 3 people with significant control (2 current).