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
MCLEAN & PARTNERS WEALTH MANAGEMENT LTD
Active- SC334469Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 6 St. Colme Street, Edinburgh EH3 6AD
- Classification (SIC)
- Other activities auxiliary to insurance and pension funding (66.29 - 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
- 13/02/2026View PDF (1 pages)
Cessation of Stuart Scott Mclean as a person with significant control on 2026-02-12
- 13/02/2026View PDF (2 pages)
Notification of Kjd20 Ltd as a person with significant control on 2026-02-12
- 09/12/2025View PDF (3 pages)
Confirmation statement made on 2025-11-26 with no updates
- 22/07/2025View PDF (10 pages)
Total exemption full accounts made up to 2025-03-31
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
- 26/11/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures MCLEAN & PARTNERS WEALTH MANAGEMENT LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£384.57K2025
7.14%vs 20242024: £358.95K
Total Assets
£593.20K2025
2.14%vs 20242024: £580.79K
Cash in Bank
£261.28K2025
39.22%vs 20242024: £187.67K
Total Liabilities
£125.24K2025
-1.11%vs 20242024: £126.64K
Employees
42025
-1vs 20242024: 5
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Cash in bank moved furthest, up 39.22% on 2024. See the full financial analysis for MCLEAN & PARTNERS WEALTH MANAGEMENT LTD.
The full financial record
Four ways through MCLEAN & PARTNERS WEALTH MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +6.9% 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 | 4 | -1 |
| 2024 | 5 | +1 |
| 2023 | 4 | +1 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count increased from 3 in 2021 to 4 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
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Corporate Secretary | 26/11/2007–31/03/2016 | 26 | |
| Director | 26/11/2007–13/09/2019 | 3 | |
| Director | 26/11/2007–Present | 2 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–13/09/2019 | 3 | |
| 06/04/2016–12/02/2026 | 2 | |
| 06/04/2016–Present | 2 | |
| 12/02/2026–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 9 Since 09/12/2022
- Last 12 months
- 3 Same as the year before (3)
- Most recent filing
- 13/02/2026 7 months ago
What changed in the last year
- Officer changes (2)Latest 13/02/2026
- Confirmation statementLatest 09/12/2025
Filing timeline
- 13/02/2026View PDF (1 pages)
Cessation of Stuart Scott Mclean as a person with significant control on 2026-02-12
- 13/02/2026View PDF (2 pages)
Notification of Kjd20 Ltd as a person with significant control on 2026-02-12
- 09/12/2025View PDF (3 pages)
Confirmation statement made on 2025-11-26 with no updates
- 22/07/2025View PDF (10 pages)
Total exemption full accounts made up to 2025-03-31
- 12/12/2024View PDF (3 pages)
Confirmation statement made on 2024-11-26 with no updates
- 28/10/2024View PDF (10 pages)
Total exemption full accounts made up to 2024-03-31
- 04/12/2023View PDF (3 pages)
Confirmation statement made on 2023-11-26 with no updates
- 26/07/2023View PDF (10 pages)
Total exemption full accounts made up to 2023-03-31
- 09/12/2022View PDF (4 pages)
Confirmation statement made on 2022-11-26 with updates
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to MCLEAN & PARTNERS WEALTH MANAGEMENT LTD, sharing the same company status (Active), the same industry sector and activity group (Other activities auxiliary to insurance and pension funding) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
MIDVALE FINANCIAL SERVICES LIMITED
Active96a Drew Street, Brixham TQ5 9JY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04303511
- Incorporated
- 12/10/2001
- Employees
- 3
TAW INSURANCE SOLUTIONS LTD
ActiveOffice F12, Node Cowork, 1 Enterprise Road, Barnstaple, Devon EX31 3YB
- Activity
- Activities of insurance agents and brokers
- Company no.
- 08708209
- Incorporated
- 26/09/2013
- Employees
- 3
LANE FINANCIAL MANAGEMENT LIMITED
Active1 Portchester Rise, Eastleigh SO50 4QS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04252588
- Incorporated
- 16/07/2001
- Employees
- 4
AB INVESTMENT SOLUTIONS LIMITED
Active1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE
- Activity
- Fund management activities
- Company no.
- 09138865
- Incorporated
- 21/07/2014
- Employees
- 4
LEGALRISKS PROFESSIONAL INDEMNITY LIMITED
ActiveCamburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN
- Activity
- Activities of insurance agents and brokers
- Company no.
- 05717891
- Incorporated
- 22/02/2006
- Employees
- 4
About MCLEAN & PARTNERS WEALTH MANAGEMENT LTD
A short description of the company, written from its Companies House record.
MCLEAN & PARTNERS WEALTH MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in 6 St. Colme Street, Edinburgh EH3 6AD. Companies House classifies its business as Other activities auxiliary to insurance and pension funding. It has been on the register for 18 years 10 months.
The register currently records it as active. Its 2025 accounts report net assets of £384.57K and 4 employees.
MCLEAN & PARTNERS WEALTH MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does MCLEAN & PARTNERS WEALTH MANAGEMENT LTD do?
Companies House records MCLEAN & PARTNERS WEALTH MANAGEMENT LTD under one registered business activity: Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007).
Is MCLEAN & PARTNERS WEALTH MANAGEMENT LTD still active?
MCLEAN & PARTNERS WEALTH MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 26/11/2007.
What are MCLEAN & PARTNERS WEALTH MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £384.57K, total assets of £593.20K, cash in bank of £261.28K and total liabilities of £125.24K.
When did MCLEAN & PARTNERS WEALTH MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 13/02/2026: Cessation of Stuart Scott Mclean as a person with significant control on 2026-02-12, 7 months ago.
When are MCLEAN & PARTNERS WEALTH MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs MCLEAN & PARTNERS WEALTH MANAGEMENT LTD?
Companies House lists 3 officers (1 currently in post) and 4 people with significant control (2 current).