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Activities of financial services holding companies · Bootle
Neptune Wealth Management
Neptune Wealth Management Limited
Private limited company registered in Bootle, classed under “Activities of financial services holding companies” and 1 other activity.
Headline figures
FY to May 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
| £ | 2024 | 2025 |
|---|---|---|
| Profit after tax | — | |
| Turnover | ||
| Net assets | ||
| Cash | ||
| Employees |
Every figure for all 2 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 | 2024 | 2025 |
|---|---|---|
| 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 | ||
4 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 Neptune Wealth Management do?
Private limited company registered in Bootle, classed under “Activities of financial services holding companies” and 1 other activity.
›How much turnover does Neptune Wealth Management make?
Answered in the full report
›Is Neptune Wealth Management profitable?
Neptune Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Neptune Wealth Management?
Answered in the full report
›Where is Neptune Wealth Management based?
Its registered office is C/O Adams Accountants Liverpool Llp, 4 Effingham Street, Bootle, L20 8JX, in Bootle.
›When was Neptune Wealth Management founded?
Neptune Wealth Management Limited was incorporated on 17 March 2023.
›Is Neptune Wealth Management still trading?
The register lists Neptune Wealth Management Limited as active.