AMG WEALTH MANAGEMENT LTD

Executive Summary

AMG Wealth Management Ltd is a well-capitalized, emerging player in the UK wealth management industry with a strong intangible asset base and stable leadership. The company’s focus on personalized financial advisory services positions it well for regional growth and service diversification. However, strategic success hinges on managing goodwill amortization risks, improving working capital efficiency, and navigating a competitive, regulated market. Proactive investment in digital capabilities and strategic partnerships will be critical to unlocking sustainable growth.

View Full Analysis Report →
Legal registered address
120 Park Farm Drive Allestree Derby England DE22 2QP Copied!

Latest financial results as of 25 October 2025
Cash in bank
£555.70k
Current assets
£706.91k
Fixed assets
£5.13m
Current creditors
£1.13m
Shareholders funds
£3.21m
View full financial accounts

Company number
13430983 Copied!
Company status
Active
Company type
Private Limited Company
Accounts category
Total Exemption Full
Incorporated on
1 June 2021
Accounts

Latest annual accounts were to 31 December 2024

Next annual accounts are due by 30 September 2026

Company financial year end is on 31 December 2025

Confirmation statement

Latest confirmation statement statement dated 1 June 2025

Next statement due by 15 June 2026

View original and historic source data
Nature of business (SIC)

66190 - Activities auxiliary to financial intermediation not elsewhere classified

Previous company names

NameDate previous name changed
AMG WEALTH HOLDINGS LIMITED2 December 2021

Latest company documents
DateDescription
30/09/2530 September 2025 NewTotal exemption full accounts made up to 2024-12-31

View Document

13/06/2513 June 2025 Cessation of Karina Jane Basterfield as a person with significant control on 2025-06-13

View Document

13/06/2513 June 2025 Change of details for Mrs Monika Hans as a person with significant control on 2025-06-13

View Document

13/06/2513 June 2025 Change of details for Mr Gagandeep Hans as a person with significant control on 2025-06-13

View Document

13/06/2513 June 2025 Confirmation statement made on 2025-06-01 with no updates

View Document

View all company documents
AI-Powered Analysis for AMG WEALTH MANAGEMENT LTD

Get instant insights with Claude AI. Ask questions like:

  • "Is AMG WEALTH MANAGEMENT LTD financially stable?"
  • "What are the key risks for lending to this company?"
  • "Show me the director history and red flags"
Set Up AI Assistant

Takes 60 seconds • Works with Claude.ai


More Company Information

AI Company Analysis

Ask Claude AI about AMG WEALTH MANAGEMENT LTD:


Start Free Setup →

No downloads • 60 second setup


Follow Company
  • Receive an alert email on changes to financial status
  • Early indications of liquidity problems
  • Warns when company reporting is overdue
  • Free service, no spam emails
  • Follow this company