BREESE WEALTH MANAGEMENT LIMITED
Company number 14784303 · Monitor this company
Executive summary
Breese Wealth Management Limited is a micro-sized, boutique financial management firm newly established in 2023, operating in a highly regulated and competitive UK sector. Its initial financial position reflects typical startup constraints with minimal assets and limited equity, positioning it as a niche player focused on personalised advisory services. Industry trends such as regulatory demands and digital innovation present both hurdles and growth opportunities for this firm as it seeks to establish a foothold in the wealth management market.
Shareholders' funds
£1
Balance sheet as at 2026-02-18
Overview
- Company type
- Private Limited Company
- Incorporated
- 2023-04-06
- Employees
- 2 (2026 accounts · was 3 in 2025)
- Registered office
- 8 Camberwell Way, Doxford International Business Park, Sunderland, United Kingdom, SR3 3XN
- Postcode
- SR3 3XN
- Capital
- 1 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2026-02-18
- Next due by
- 2027-11-18
- Financial year end
- 18 February
Confirmation statement
- Last statement dated
- 2025-10-13
- Next due by
- 2026-10-27
Nature of business (SIC)
- 70221 Financial management
Officers 4 current · 1 resigned
Group structure
Controlled by PROSPERITY WEALTH LIMITED — since 2026-02-18
From persons-with-significant-control filings on the public register.
Competitors Sunderland
This company ranks 11 among financial management in Sunderland.