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Financial intermediation not elsewhere classified · Truro, Cornwall
Paul Morgan and Associates Wealth Management
Paul Morgan and Associates Wealth Management Ltd
Private limited company registered in Truro, classed under “Financial intermediation not elsewhere classified” and 1 other activity.
Headline figures
FY to Aug 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 Paul Morgan and Associates Wealth Management do?
Private limited company registered in Truro, classed under “Financial intermediation not elsewhere classified” and 1 other activity.
›How much turnover does Paul Morgan and Associates Wealth Management make?
Answered in the full report
›Is Paul Morgan and Associates Wealth Management profitable?
Paul Morgan and Associates Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Paul Morgan and Associates Wealth Management?
Answered in the full report
›Where is Paul Morgan and Associates Wealth Management based?
Its registered office is 22 Old Coach Road, Playing Place, Truro, Cornwall, TR3 6ER, in Truro, Cornwall.
›When was Paul Morgan and Associates Wealth Management founded?
Paul Morgan and Associates Wealth Management Ltd was incorporated on 21 August 2018.
›Is Paul Morgan and Associates Wealth Management still trading?
The register lists Paul Morgan and Associates Wealth Management Ltd as active.