APOGEE WEALTH MANAGEMENT LIMITED

Company number 06925283 ·

Active

Free AI analysis

Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.

Get the analysis

Shareholders' funds

£2,613,512

Balance sheet as at 2026-04-30

View full accounts →

Overview

Company type
Private Limited Company
Incorporated
2009-06-05
Employees
32 (2026 accounts · was 31 in 2025)
Registered office
No.1 Booths Park, Chelford Road, Knutsford, Cheshire, WA16 8GS
Postcode
WA16 8GS
Capital
600 GBP
Accounts category
Total Exemption Full
Charges
0 outstanding

Accounts

Last made up to
2026-04-30
Next due by
2028-01-31
Financial year end
30 April

Confirmation statement

Last statement dated
2026-01-03
Next due by
2027-01-17
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 2 current · 1 resigned

Appointed 2009-06-05
Appointed 2009-06-05

View all officers and resignations →

Group structure

Controlled by APOGEE HOLDINGS LIMITED — since 2018-08-10

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — Z2028983 (Tier 2), registered since 2009.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
http://www.apogeewealth.co.uk

Previous registered addresses 1

AddressChanged on
3 HOLLYCROFT, BRERETON HEATH LANE SOMERFORD, CONGLETON, CHESHIRE, CW12 4SH2009-10-12

Among its peers

Top 5%

by shareholders' funds, of 265 similar companies in WA

Among the biggest employers among its local peers (32 staff).

Among the oldest 25% of its local peers, trading since 2009.

No.13 of the largest financial intermediation not elsewhere classified companies in Warrington →

153 companies are registered at this postcode →

Competitors Warrington

This company ranks 13 among financial intermediation not elsewhere classified in Warrington.

Full league table →

The class of 2009

31%

of the 2,193 companies in this sector incorporated in 2009 are still active today; 66% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

Property in England & Wales 1 title

Leasehold
1
Most recent registration
2015-06-19
Where
Cheshire East
Title numberCounty Tenure RegisteredPrice paid
CH639738 Cheshire East Leasehold 2015-06-19

For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).

Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.