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Financial intermediation not elsewhere classified · Paignton, Devon
Concise Wealth Management
Concise Wealth Management Ltd
Private limited company registered in Paignton, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Dec 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. * 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 sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Creditors due after a year | ||||
| 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 | ||||
6 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 Concise Wealth Management do?
Private limited company registered in Paignton, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does Concise Wealth Management make?
Answered in the full report
›Is Concise Wealth Management profitable?
Concise Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Concise Wealth Management?
Answered in the full report
›Where is Concise Wealth Management based?
Its registered office is Wealth And Business Centre, 123 Torquay Road, Paignton, Devon, TQ3 2SG, in Paignton, Devon.
›When was Concise Wealth Management founded?
Concise Wealth Management Ltd was incorporated on 17 June 2010.
›Is Concise Wealth Management still trading?
The register lists Concise Wealth Management Ltd as active.