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Private limited company registered in Perth, classed under “Financial management”.
Headline figures
FY to Nov 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
5 balance-sheet lines and 2 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Allocate Wealth Management do?
Private limited company registered in Perth, classed under “Financial management”.
›How much turnover does Allocate Wealth Management make?
Answered in the full report
›Is Allocate Wealth Management profitable?
Allocate Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Allocate Wealth Management?
Answered in the full report
›Where is Allocate Wealth Management based?
Its registered office is 3 Easterton Buildings Greenbank Road, Glenfarg, Perth, PH2 9NW, in Perth.
›When was Allocate Wealth Management founded?
Allocate Wealth Management Ltd was incorporated on 5 May 2020.
›Is Allocate Wealth Management still trading?
The register lists Allocate Wealth Management Ltd as active.