PRIMERA WEALTH MANAGEMENT LIMITED

Company number 10728499 ·

Active

The most recent accounts indicate this company is dormant and not trading.

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Shareholders' funds

£770,038

Balance sheet as at 2023-09-30

View full accounts →

Overview

Company type
Private Limited Company
Incorporated
2017-04-19
Employees
10 (2023 accounts)
Registered office
Lancaster House Ackhurst Business Park, Foxhole Road, Chorley, England, PR7 1NY
Postcode
PR7 1NY
Capital
5,000 GBP
Accounts category
Dormant

Accounts

Last made up to
2025-12-31
Next due by
2027-09-30
Financial year end
31 December

Confirmation statement

Last statement dated
2026-04-18
Next due by
2027-05-02
View filing history →

Nature of business (SIC)

  • 66190 Activities auxiliary to financial intermediation not elsewhere classified

Officers 3 current · 5 resigned

Appointed 2023-11-15
Appointed 2023-11-15
Appointed 2023-11-15

View all officers and resignations →

Group structure

Controlled by PFM GROUP LIMITED — since 2023-11-15

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

Contact details

Website
primerawealthmanagement.co.uk
Phone
03001239123, 08000234567, 03300539349

Based in Ford End near Chelmsford, Essex, Perspective (Chelmsford) provides financial advice and wealth management in the surrounding area, and wider UK.

Among its peers

Top 5%

by shareholders' funds, of 51 similar companies in PR

3rd largest employer among its local peers (10 staff).

Trading since 2017.

No.2 of the largest activities auxiliary to financial intermediation not elsewhere classified companies in Preston →

230 companies are registered at this postcode →

Competitors Preston

This company ranks 2 among activities auxiliary to financial intermediation not elsewhere classified in Preston.

Full league table →

The class of 2017

31%

of the 1,050 companies in this sector incorporated in 2017 are still active today; 66% 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.