SWAN WEALTH MANAGEMENT LIMITED
Company number 07444470 · Monitor this company
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Shareholders' funds
£1,871,809
Balance sheet as at 2025-12-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2010-11-18
- Employees
- 5 (2025 accounts)
- Registered office
- Barley Wood Barn The Walled Garden, Long Lane, Wrington, Bristol, England, BS40 5SA
- Postcode
- BS40 5SA
- Capital
- 10 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2025-09-23
- Next due by
- 2026-10-07
Nature of business (SIC)
- 70221 Financial management
Officers 2 current
Contact details
- Website
- swanwealthmanagement.co.uk
Helping clients enjoy fulfilling lives by enabling them to achieve their financial goals.
Previous registered addresses 2
| Address | Changed on |
|---|---|
| C/O FOUR FIFTY PARTNERSHIP BATH STREET, CHEDDAR, SOMERSET, BS27 3AA | 2021-02-26 |
| CHAUCER COTTAGE STATION ROAD, WRINGTON, NORTH SOMERSET, BS40 5LG | 2014-02-27 |
Among its peers
Top 5%
by shareholders' funds, of 162 similar companies in BS
Among the biggest employers among its local peers (5 staff).
Among the oldest 25% of its local peers, trading since 2010.
No.2 of the largest financial management companies in Bristol →
Competitors Bristol
-
6. PHILALY LTD
This company ranks 2 among financial management in Bristol.
The class of 2010
29%
of the 802 companies in this sector incorporated in 2010 are still active today; 69% have since been dissolved.
A fact about the year, not a forecast for this company.