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Activities auxiliary to financial intermediation n.e.c. · Worthing

Concierge Wealth Management

Concierge Wealth Management Limited

ActiveLatest figures: 2025Abridged accountsCompany only15 years on the register

Private limited company registered in Worthing, classed under “Activities auxiliary to financial intermediation n.e.c.”.

Headline figures

FY to Sept 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

Pro
£202120222023*20242025
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. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2022202320242025
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 Concierge Wealth Management do?

Private limited company registered in Worthing, classed under “Activities auxiliary to financial intermediation n.e.c.”.

›How much turnover does Concierge Wealth Management make?

Answered in the full report

›Is Concierge Wealth Management profitable?

Concierge Wealth Management's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Concierge Wealth Management?

Answered in the full report

›Where is Concierge Wealth Management based?

Its registered office is 196 Findon Road, Worthing, BN14 0EJ, in Worthing.

›When was Concierge Wealth Management founded?

Concierge Wealth Management Limited was incorporated on 7 July 2011.

›Is Concierge Wealth Management still trading?

The register lists Concierge Wealth Management Limited as active.