NAVIGATION WEALTH MANAGEMENT LIMITED
Company number 11953339 · Monitor this company
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Shareholders' funds
£5,166,824
Balance sheet as at 2025-10-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2019-04-18
- Employees
- 28 (2025 accounts · was 24 in 2024)
- Registered office
- Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, United Kingdom, B90 8AH
- Postcode
- B90 8AH
- Capital
- 121 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-10-31
- Next due by
- 2027-07-31
- Financial year end
- 31 October
Confirmation statement
- Last statement dated
- 2026-04-17
- Next due by
- 2027-05-01
Nature of business (SIC)
- 70221 Financial management
Officers 3 current
Group structure 1 subsidiary
-
CBR WEALTH MANAGEMENT LTD Dissolved
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — ZA537964 (Tier 2), registered since 2019.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Previous company names
| Name | Date changed |
|---|---|
| NAVIGATION WEALTH MANAGEMENT HOLDINGS LIMITED | 2019-10-01 |
Previous registered addresses 1
| Address | Changed on |
|---|---|
| ONE ELEVEN EDMUND STREET, BIRMINGHAM, B3 2HJ, UNITED KINGDOM | 2020-05-28 |
Among its peers
Top 5%
by shareholders' funds, of 257 similar companies in B
The largest employer among its local peers (28 staff).
Trading since 2019.
No.4 of the largest financial management companies in Birmingham →
Competitors Birmingham
This company ranks 4 among financial management in Birmingham.
The class of 2019
29%
of the 3,104 companies in this sector incorporated in 2019 are still active today; 67% have since been dissolved.
A fact about the year, not a forecast for this company.