UNITY WEALTH MANAGEMENT LIMITED
Company number 06250715 · Monitor this company
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Shareholders' funds
£635,484
Balance sheet as at 2025-09-30
Overview
- Company type
- Private Limited Company
- Incorporated
- 2007-05-17
- Employees
- 9 (2025 accounts)
- Registered office
- 7 The Gardens, Fareham, Hampshire, PO16 8SS
- Postcode
- PO16 8SS
- Capital
- 6,866 GBP
- Accounts category
- Total Exemption Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-09-30
- Next due by
- 2027-06-30
- Financial year end
- 30 September
Confirmation statement
- Last statement dated
- 2026-06-17
- Next due by
- 2027-07-01
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 4 current · 1 resigned
Group structure
Controlled by UNITY WEALTH HOLDINGS LIMITED — since 2020-01-09
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z1001828 (Tier 1), registered since 2007.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- unitywealthmanagement.co.uk
- Phone
- 0800 023 4567, 088826067
We're a family run lifestyle financial planning & wealth management firm based in Hampshire & pride ourselves on delivering genuine honest financial advice.
Previous company names
| Name | Date changed |
|---|---|
| S & S FINANCIAL SOLUTIONS LIMITED | 2010-11-12 |
Previous registered addresses 1
| Address | Changed on |
|---|---|
| THE FAIRWAYS, 11 SOVEREIGN, CRESCENT, FAREHAM, HANTS, PO14 4LT | 2013-06-05 |
Among its peers
Top 10%
by shareholders' funds, of 212 similar companies in PO
Among the biggest employers among its local peers (9 staff).
Among the oldest 25% of its local peers, trading since 2007.
No.14 of the largest financial intermediation not elsewhere classified companies in Portsmouth →
Competitors Portsmouth
This company ranks 14 among financial intermediation not elsewhere classified in Portsmouth.
The class of 2007
31%
of the 1,684 companies in this sector incorporated in 2007 are still active today; 67% 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.