CONCISE WEALTH MANAGEMENT LTD
Company number 07287601 · Monitor this company
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Shareholders' funds
£265,640
Balance sheet as at 2025-12-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2010-06-17
- Employees
- 6 (2025 accounts)
- Registered office
- Wealth And Business Centre, 123 Torquay Road, Paignton, Devon, England, TQ3 2SG
- Postcode
- TQ3 2SG
- Capital
- 400 GBP
- Accounts category
- Micro
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-02-02
- Next due by
- 2027-02-16
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current
Data protection registration
Registered with the ICO as a data protection fee payer — Z2361721 (Tier 1), registered since 2010.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- concisewealth.co.uk
- Phone
- 01803551999
Concise Wealth Management based in Paignton Devon, specialise in Savings & Investments, Pensions & Retirement Planning, Income Protection.
Previous company names
| Name | Date changed |
|---|---|
| CONCISE WEALTH MANAGEMENT LIMITED | 2026-05-12 |
Previous registered addresses 2
| Address | Changed on |
|---|---|
| SIGMA HOUSE OAK VIEW CLOSE, EDGINSWELL PARK, TORQUAY, DEVON, TQ2 7FF, UNITED KINGDOM | 2019-10-10 |
| GROSVENOR HOUSE 1 NEW ROAD, BRIXHAM, DEVON, TQ5 8LZ | 2016-11-22 |
Among its peers
Top 25%
by shareholders' funds, of 81 similar companies in TQ
Among the biggest employers among its local peers (6 staff).
Trading since 2010.
No.12 of the largest financial intermediation not elsewhere classified companies in Newton Abbot →
Competitors Newton Abbot
This company ranks 12 among financial intermediation not elsewhere classified in Newton Abbot.
The class of 2010
28%
of the 2,302 companies in this sector incorporated in 2010 are still active today; 69% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 1 title
- Freehold
- 1
- Most recent registration
- 2018-03-26
- Price paid, where recorded
- £285,000
- Where
- Torbay
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| DN262751 | Torbay | Freehold | 2018-03-26 | £285,000 |
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.