{"name":"CONCISE WEALTH MANAGEMENT LTD","company_number":"07287601","status":"Active","type":"Private Limited Company","incorporated":"2010-06-17","dissolved":null,"registered_office":"Wealth And Business Centre, 123 Torquay Road, Paignton, Devon, England, TQ3 2SG","postcode":"TQ3 2SG","sic_codes":[{"code":64999,"description":"Financial intermediation not elsewhere classified"}],"principal_activity":null,"previous_names":[{"name":"CONCISE WEALTH MANAGEMENT LIMITED","changed_on":"2026-05-12"}],"warnings":[],"accounts":{"category":"Micro","year_end":"31 December","last_made_up_to":"2025-12-31","next_due":"2027-09-30"},"employees":{"count":6,"accounts_date":"2025-12-31"},"financials":[{"financial_date":"2025-12-31","net_assets":265640,"average_employees":6},{"financial_date":"2024-12-31","net_assets":238707,"average_employees":6},{"financial_date":"2023-12-31","net_assets":233864},{"financial_date":"2022-12-31","net_assets":210444},{"financial_date":"2021-12-31","net_assets":232615}],"officers":{"current":2,"resigned":0,"complete":true,"note":"Names and details of individual officers are on the People page (subscriber-only on this site) and free at Companies House."},"charges":{"total":0,"outstanding":0},"gazette_notices":[],"insolvency_outcome":null,"ai_summary":null,"website":"https://www.concisewealth.com/","links":{"page":"https://www.companiesintheuk.co.uk/ltd/concise-wealth-management-1","people":"https://www.companiesintheuk.co.uk/company/concise-wealth-management-1/people","filing_history":"https://www.companiesintheuk.co.uk/company/concise-wealth-management-1/filing-history","companies_house":"https://find-and-update.company-information.service.gov.uk/company/07287601","financials":"https://www.companiesintheuk.co.uk/company/concise-wealth-management-1/financial","control":"https://www.companiesintheuk.co.uk/company/concise-wealth-management-1/control","charges":"https://www.companiesintheuk.co.uk/company/concise-wealth-management-1/charges"},"source":"CompaniesInTheUK, from Companies House, The Gazette and other public registers (see /support/about). Cite as: CompaniesInTheUK, https://www.companiesintheuk.co.uk/ltd/concise-wealth-management-1"}