EQUILIBRIUM WEALTH MANAGEMENT LIMITED

Company number 03053936 ·

Active

Executive summary

Equilibrium Wealth Management Limited presents a medium risk profile, primarily due to conflicting PSC data that makes true ownership unclear, and the absence of accessible financial data given its subsidiary filing status. While its long operating history and current filing compliance are positive, the minimal share capital and governance opacity warrant further investigation, particularly regarding the parent group's financial health and the company's FCA regulatory standing. An investor should not proceed without obtaining the group's consolidated accounts and clarifying the PSC register.

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Overview

Company type
Private Limited Company
Incorporated
1995-05-05
Registered office
Lancaster House Ackhurst Business Park, Foxhole Road, Chorley, England, PR7 1NY
Postcode
PR7 1NY
Capital
237 GBP
Accounts category
Audit Exemption Subsidiary
Charges
1 outstanding

Accounts

Last made up to
2024-12-31
Next due by
2026-09-30
Financial year end
31 December

Confirmation statement

Last statement dated
2026-06-07
Next due by
2027-06-21
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 5 current · 20 resigned

Appointed 2022-03-14
Ross PERRY Director
Appointed 2022-02-23
Appointed 2013-12-20
Appointed 2013-12-20
Appointed 2013-12-20

View all officers and resignations →

Group structure 1 subsidiary

Controlled by PFM GROUP LIMITED — since 2016-04-06

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

Previous company names

NameDate changed
PERSPECTIVE (SOUTH WEST) LIMITED2026-05-01
EQUILIBRIUM WEALTH MANAGEMENT LIMITED2018-06-01
BUICK MITCHELL AVERY LIMITED2001-05-11
BUICK MITCHELL ASSOCIATES LIMITED1996-03-05

Previous registered addresses 3

AddressChanged on
PARADIGM HOUSE BROOKE COURT, WILMSLOW, CHESHIRE, SK9 3ND2020-03-17
EQUILIBRIUM HOUSE, 1 PELHAMS COURT, MARLBOROUGH, WILTSHIRE, SN8 2AG2011-01-13
13 THE PARADE, MARLBOROUGH, WILTSHIRE SN8 1NE2004-03-18

Among its peers

Among the oldest 25%

of 220 similar companies in PR, trading since 1995

230 companies are registered at this postcode →

The class of 1995

44%

of the 289 companies in this sector incorporated in 1995 are still active today; 53% have since been dissolved.

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

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.