Annual accounts
Total Exemption Full accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
PERSPECTIVE (WEALTH EXPERTS) LIMITED
Active- 05918247Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Lancaster House Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 25/09/2026View PDF (1 pages)
Previous accounting period shortened from 2025-12-31 to 2025-12-16
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.
Due in 5 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 15/11/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures PERSPECTIVE (WEALTH EXPERTS) LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£374.46K2024
36.38%vs 20232023: £274.58K
Total Assets
£681.24K2024
-21.41%vs 20232023: £866.84K
Cash in Bank
£622.20K2024
5.59%vs 20232023: £589.24K
Total Liabilities
£303.10K2024
-48.58%vs 20232023: £589.41K
Employees
222024
+2vs 20232023: 20
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Total liabilities moved furthest, down 48.58% on 2023. See the full financial analysis for PERSPECTIVE (WEALTH EXPERTS) LIMITED.
The full financial record
Four ways through PERSPECTIVE (WEALTH EXPERTS) LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +20.5% 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 | 22 | +2 |
| 2023 | 20 | +2 |
| 2022 | 18 | +10 |
| 2021 | 8 | – |
Reported employee count increased from 8 in 2021 to 22 in 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
15Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 29/08/2006–20/01/2009 | 2 | |
| Director | 02/10/2011–15/06/2013 | 2 | |
| Director | 01/07/2010–01/07/2010 | 2 | |
| Director | 29/08/2006–18/05/2022 | 36 | |
| Director | 16/12/2025–02/09/2026 | 80 | |
| Director | 01/10/2006–01/03/2024 | 15 | |
| Director | 01/11/2021–02/09/2026 | 15 | |
| Director | 16/12/2025–02/09/2026 | 132 | |
| Director | 29/08/2006–03/10/2011 | 3 | |
| Director | 29/08/2006–02/02/2009 | 2 | |
| Director | 08/11/2019–02/09/2026 | 2 | |
| Secretary | 20/01/2009–31/12/2020 | 0 | |
| Director | 29/08/2006–31/12/2020 | 0 | |
| Secretary | 29/08/2006–20/01/2009 | 0 | |
| Secretary | 16/12/2025–Present | 0 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 09/07/2021–24/10/2022 | 2 | |
| 06/04/2016–09/07/2021 | 36 | |
| 06/04/2016–09/07/2021 | 15 | |
| 24/10/2022–Present | 4 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 1 Since 25/09/2026
- Last 12 months
- 1
- Most recent filing
- 25/09/2026 less than a month ago
Filing timeline
- 25/09/2026View PDF (1 pages)
Previous accounting period shortened from 2025-12-31 to 2025-12-16
See when the next accounts and confirmation statement are due
Similar companies
105 UK companies are similar to PERSPECTIVE (WEALTH EXPERTS) LIMITED, 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.
ATV GLOBAL LIMITED
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13099823
- Incorporated
- 24/12/2020
- Employees
- 21
PETRA MANAGEMENT LIMITED
Active71-91 Aldwych, London WC2B 4HN
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08725420
- Incorporated
- 09/10/2013
- Employees
- 20
MEARNS & COMPANY LIMITED
Active112 Commercial Street, Edinburgh EH6 6NF
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- SC288945
- Incorporated
- 16/08/2005
- Employees
- 26
SOUTH WEST INVESTMENT GROUP LIMITED
ActiveLowena House Glenthorne Court, Truro Business Park, Threemilestone, Truro, Cornwall TR4 9NY
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 02463497
- Incorporated
- 26/01/1990
- Employees
- 26
3MC (U.K.) LIMITED
Active6 St George's Court, Altrincham Business Park, Altrincham, Cheshire WA14 5UA
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 03547703
- Incorporated
- 17/04/1998
- Employees
- 29
About PERSPECTIVE (WEALTH EXPERTS) LIMITED
A short description of the company, written from its Companies House record.
PERSPECTIVE (WEALTH EXPERTS) LIMITED is a private limited company registered in the United Kingdom, based in Lancaster House Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 20 years.
The register currently records it as active. Its 2024 accounts report net assets of £374.46K and 22 employees.
PERSPECTIVE (WEALTH EXPERTS) LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does PERSPECTIVE (WEALTH EXPERTS) LIMITED do?
Companies House records PERSPECTIVE (WEALTH EXPERTS) LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is PERSPECTIVE (WEALTH EXPERTS) LIMITED still active?
PERSPECTIVE (WEALTH EXPERTS) LIMITED is recorded as active on the Companies House register, and has been on it since 29/08/2006.
What are PERSPECTIVE (WEALTH EXPERTS) LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £374.46K, total assets of £681.24K, cash in bank of £622.20K and total liabilities of £303.10K.
When did PERSPECTIVE (WEALTH EXPERTS) LIMITED last file with Companies House?
The most recent document on the record is dated 25/09/2026: Previous accounting period shortened from 2025-12-31 to 2025-12-16, less than a month ago.
When are PERSPECTIVE (WEALTH EXPERTS) LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs PERSPECTIVE (WEALTH EXPERTS) LIMITED?
Companies House lists 15 officers (1 currently in post) and 4 people with significant control (1 current).