GERALD EDELMAN WEALTH LIMITED

Executive Summary

Gerald Edelman Wealth Limited currently exhibits high financial risk due to an insolvent balance sheet with net current liabilities and negative equity reported in its first financial period. While governance appears supported by experienced accounting professionals and compliance with filing obligations is up to date, the absence of detailed profit and loss data and reliance on a single controlling entity raise concerns about liquidity and operational sustainability. Further financial information and scrutiny of intercompany relationships are essential for a thorough risk assessment.

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Legal registered address
73 Cornhill London United Kingdom EC3V 3QQ Copied!

Latest financial results as of 2 August 2025
Current assets
£14.41k
Current creditors
£151.23k
Shareholders funds
£-136.81k
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Company number
13810747 Copied!
Company status
Active
Company type
Private Limited Company
Accounts category
Small
Incorporated on
21 December 2021
Accounts

Latest annual accounts were to 31 December 2023

Next annual accounts are due by 30 September 2025

Company financial year end is on 31 December 2025

Confirmation statement

Latest confirmation statement statement dated 20 December 2024

Next statement due by 3 January 2026

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Nature of business (SIC)

64999 - Financial intermediation not elsewhere classified

70221 - Financial management

74909 - Other professional, scientific and technical activities not elsewhere classified

Latest company documents
DateDescription
20/12/2420 December 2024 Confirmation statement made on 2024-12-20 with no updates

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01/11/241 November 2024 Accounts for a small company made up to 2023-12-31

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27/02/2427 February 2024 Appointment of Mr Carl Duncan Lundberg as a director on 2024-02-27

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27/02/2427 February 2024 Appointment of Mr Deval Shashikant Patel as a director on 2024-02-27

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20/12/2320 December 2023 Confirmation statement made on 2023-12-20 with no updates

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