SAPIENT WEALTH MANAGEMENT LTD
Company number 05699366 · Monitor this company
Free AI analysis
Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.
Shareholders' funds
£198,671
Balance sheet as at 2025-06-30
Overview
- Company type
- Private Limited Company
- Incorporated
- 2006-02-06
- Employees
- 4 (2025 accounts)
- Registered office
- Lancaster House Ackhurst Business Park, Foxhole Road, Chorley, England, PR7 1NY
- Postcode
- PR7 1NY
- Capital
- 100 GBP
- Accounts category
- Audit Exemption Subsidiary
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-02-06
- Next due by
- 2027-02-20
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current · 7 resigned
Group structure
Controlled by PFM GROUP LIMITED — since 2025-07-11
From persons-with-significant-control filings on the public register.
Contact details
- Phone
- 03452265357
Sapient Wealth Management specialise in strategic financial planning for private clients wanting a higher level of personalised attention to their wealth.
Previous company names
| Name | Date changed |
|---|---|
| YOUR MONEY ADVISER LTD | 2012-07-17 |
Among its peers
Top 25%
by shareholders' funds, of 176 similar companies in PR
Among the biggest employers among its local peers (4 staff).
Among the oldest 25% of its local peers, trading since 2006.
Competitors Preston
This company ranks 31 among financial intermediation not elsewhere classified in Preston.
The class of 2006
32%
of the 1,679 companies in this sector incorporated in 2006 are still active today; 65% 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.