CIRCLE WEALTH PARTNERS LIMITED

Company number 12860069 ·

Active

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Shareholders' funds

£3,228,559

Balance sheet as at 2025-12-31

View full accounts →

Overview

Company type
Private Limited Company
Incorporated
2020-09-07
Employees
13 (2025 accounts · was 10 in 2024)
Registered office
Chancery House, 30 St Johns Road, Woking, Surrey, England, GU21 7SA
Postcode
GU21 7SA
Accounts category
Total Exemption Full

Accounts

Last made up to
2025-12-31
Next due by
2027-09-30
Financial year end
31 December

Confirmation statement

Last statement dated
2025-09-06
Next due by
2026-09-20
View filing history →

Nature of business (SIC)

  • 70221 Financial management

Officers 2 current

Kevin Mark SHAW Director
Appointed 2020-12-31
Appointed 2020-09-07

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZA788402 (Tier 2), registered since 2020.

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

Contact details

Website
circlewealth.co.uk
Phone
01483729122

Welcome to Circle Wealth, where financial prosperity meets personalised advice.

Previous company names

NameDate changed
CIRCLE WEALTH PARTNERSHIP LTD2021-01-21
CIRLCE WEALTH PARTNERSHIP LTD2020-09-08

Among its peers

Top 5%

by shareholders' funds, of 236 similar companies in GU

2nd largest employer among its local peers (13 staff).

Trading since 2020.

No.5 of the largest financial management companies in Guildford →

217 companies are registered at this postcode →

Competitors Guildford

This company ranks 5 among financial management in Guildford.

Full league table →

The class of 2020

37%

of the 2,632 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.

Survival rates for every incorporation year →