ALLOCATE WEALTH MANAGEMENT LTD
Company number SC660558 · Monitor this company
Executive summary
Allocate Wealth Management Ltd exhibits a low risk profile with solid net assets and no overdue filings, reflecting sound solvency and liquidity for its size. The concentrated ownership and limited scale warrant further due diligence on governance and operational resilience. Overall, the company appears financially stable with no immediate red flags from available data.
Shareholders' funds
£25,743
Balance sheet as at 2025-11-30
Overview
- Company type
- Private Limited Company
- Incorporated
- 2020-05-05
- Employees
- 2 (2025 accounts · was 3 in 2024)
- Registered office
- 3 Easterton Buildings Greenbank Road, Glenfarg, Perth, Scotland, PH2 9NW
- Postcode
- PH2 9NW
- Capital
- 1 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2025-11-30
- Next due by
- 2027-08-31
- Financial year end
- 30 November
Confirmation statement
- Last statement dated
- 2025-10-24
- Next due by
- 2026-11-07
Nature of business (SIC)
- 70221 Financial management
Officers 3 current · 3 resigned
At this address
2nd largest employer
of 11 similar companies in PH, with 2 staff.
Competitors Perth
-
1. AVBM LIMITED
This company ranks 9 among financial management in Perth.
The class of 2020
37%
of the 2,633 companies in this sector incorporated in 2020 are still active today; 61% have since been dissolved.
A fact about the year, not a forecast for this company.