ATHERTON AND ASSOCIATES WEALTH MANAGEMENT LTD
Executive Summary
Atherton and Associates Wealth Management Ltd occupies a niche advisory position within the UK insurance and pension auxiliary sector, supported by significant goodwill assets reflecting acquired client value. While the company benefits from specialized expertise and a focused market stance, financial leverage and working capital constraints present strategic challenges that must be addressed to realize growth potential. Prioritizing liquidity management, service diversification, and operational scalability will be critical for transitioning from a financially pressured challenger to a sustainable growth player.
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| Date | Description |
|---|---|
| 13/03/2513 March 2025 | Confirmation statement made on 2025-02-04 with updates |
| 30/09/2430 September 2024 | Total exemption full accounts made up to 2023-12-31 |
| 07/02/247 February 2024 | Confirmation statement made on 2024-02-04 with no updates |
| 31/12/2331 December 2023 | Annual accounts for year ending 31 Dec 2023 |
| 30/09/2330 September 2023 | Total exemption full accounts made up to 2022-12-31 |
| 26/09/2326 September 2023 | Registered office address changed from 31 Wellington Road Nantwich Cheshire CW5 7ED England to 1 Park Road Nantwich CW5 7AQ on 2023-09-26 |
| 27/04/2327 April 2023 | Registered office address changed from 1 Park Road Nantwich Cheshire CW5 7AQ United Kingdom to 31 Wellington Road Nantwich Cheshire CW5 7ED on 2023-04-27 |
| 17/02/2317 February 2023 | Total exemption full accounts made up to 2021-12-31 |
| 17/02/2317 February 2023 | Confirmation statement made on 2023-02-04 with updates |
| 31/12/2231 December 2022 | Annual accounts for year ending 31 Dec 2022 |
| 17/02/2217 February 2022 | Confirmation statement made on 2022-02-04 with no updates |
| 31/12/2131 December 2021 | Annual accounts for year ending 31 Dec 2021 |
| 05/11/215 November 2021 | Total exemption full accounts made up to 2021-02-28 |
| 28/02/2128 February 2021 | Annual accounts for year ending 28 Feb 2021 |
| 05/02/205 February 2020 | CERTIFICATE OF INCORPORATION GENERAL COMPANY DETAILS & STATEMENTS OF; OFFICERS, CAPITAL & SHAREHOLDINGS, GUARANTEE, COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION |
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