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
PRIVATE WEALTH MORTGAGES LIMITED
Active- 05603163Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- St George's House, 25 Bridge Street, Walton-On-Thames KT12 1AF
- Classification (SIC)
- Activities of mortgage finance companies (64.92/2 - 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
- 22/09/2026View PDF (2 pages)
Notification of Bigmore Associates Limited as a person with significant control on 2026-06-04
- 22/09/2026View PDF (1 pages)
Cessation of Sally Elizabeth Meadows as a person with significant control on 2026-06-04
- 26/06/2026View PDF (3 pages)
Confirmation statement made on 2026-05-31 with no updates
- 18/06/2026View PDF (1 pages)
Termination of appointment of Claire Minall as a director on 2026-06-04
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
- 31/05/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures PRIVATE WEALTH MORTGAGES LIMITED filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£531.13K2026
40.83%vs 20252025: £377.14K
Total Assets
£624.68K2026
25.09%vs 20252025: £499.37K
Cash in Bank
£342.63K2026
18.97%vs 20252025: £287.99K
Total Liabilities
£93.55K2026
-23.47%vs 20252025: £122.23K
Employees
92026
0vs 20252025: 9
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Net assets moved furthest, up 40.83% on 2025. See the full financial analysis for PRIVATE WEALTH MORTGAGES LIMITED.
The full financial record
Four ways through PRIVATE WEALTH MORTGAGES 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 | 9 | 0 |
| 2025 | 9 | -2 |
| 2024 | 11 | -2 |
| 2023 | 13 | 0 |
| 2022 | 13 | – |
Reported employee count decreased from 13 in 2022 to 9 in 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
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 04/06/2026–04/06/2026 | 2 | |
| Corporate Secretary | 25/10/2005–26/08/2021 | 24 | |
| Director | 25/10/2005–04/06/2026 | 0 | |
| Director | 04/06/2026–Present | 19 | |
| Director | 04/06/2026–Present | 2 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 5 Since 23/04/2026
- Last 12 months
- 5
- Most recent filing
- 22/09/2026 less than a month ago
What changed in the last year
- Officer changes (3)Latest 22/09/2026
- Confirmation statementLatest 26/06/2026
- Accounts filedLatest 23/04/2026
Filing timeline
- 22/09/2026View PDF (2 pages)
Notification of Bigmore Associates Limited as a person with significant control on 2026-06-04
- 22/09/2026View PDF (1 pages)
Cessation of Sally Elizabeth Meadows as a person with significant control on 2026-06-04
- 26/06/2026View PDF (3 pages)
Confirmation statement made on 2026-05-31 with no updates
- 18/06/2026View PDF (1 pages)
Termination of appointment of Claire Minall as a director on 2026-06-04
- 23/04/2026View PDF (10 pages)
Total exemption full accounts made up to 2026-03-31
See when the next accounts and confirmation statement are due
Similar companies
189 UK companies are similar to PRIVATE WEALTH MORTGAGES LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities of mortgage finance companies) 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
- Activities of other holding companies n.e.c.
- Company no.
- 13310592
- Incorporated
- 03/04/2021
- Employees
- 8
KIND WEALTH LIMITED
Active39 Foregate Street, Worcester WR1 1DJ
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08431437
- Incorporated
- 06/03/2013
- Employees
- 8
GVO MONTI LIMITED
ActiveMalverleys Fullers Lane, East End, Newbury RG20 0AA
- Activity
- Activities of other holding companies n.e.c.
- Company no.
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- Incorporated
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- Employees
- 9
SOUND FINANCIAL PLANNING LIMITED
Active16 Heronsgate Trading Estate, Paycocke Road, Basildon, Essex SS14 3EU
- Activity
- Financial intermediation not elsewhere classified
- Company no.
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- Incorporated
- 26/04/2000
- Employees
- 10
3 W EQUITY LTD
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- Activity
- Activities of venture and development capital companies
- Company no.
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About PRIVATE WEALTH MORTGAGES LIMITED
A short description of the company, written from its Companies House record.
PRIVATE WEALTH MORTGAGES LIMITED is a private limited company registered in the United Kingdom, based in St George's House, 25 Bridge Street, Walton-On-Thames KT12 1AF. Companies House classifies its business as Activities of mortgage finance companies. It has been on the register for 20 years 11 months.
The register currently records it as active. Its 2026 accounts report net assets of £531.13K and 9 employees.
PRIVATE WEALTH MORTGAGES LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does PRIVATE WEALTH MORTGAGES LIMITED do?
Companies House records PRIVATE WEALTH MORTGAGES LIMITED under one registered business activity: Activities of mortgage finance companies (64.92/2 - SIC 2007).
Is PRIVATE WEALTH MORTGAGES LIMITED still active?
PRIVATE WEALTH MORTGAGES LIMITED is recorded as active on the Companies House register, and has been on it since 25/10/2005.
What are PRIVATE WEALTH MORTGAGES LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £531.13K, total assets of £624.68K, cash in bank of £342.63K and total liabilities of £93.55K.
When did PRIVATE WEALTH MORTGAGES LIMITED last file with Companies House?
The most recent document on the record is dated 22/09/2026: Notification of Bigmore Associates Limited as a person with significant control on 2026-06-04, less than a month ago.
When are PRIVATE WEALTH MORTGAGES LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs PRIVATE WEALTH MORTGAGES LIMITED?
Companies House lists 5 officers (2 currently in post) and 1 person with significant control.