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Other service activities n.e.c. · Newport

Personal Wealth Management (South Wales)

Personal Wealth Management (South Wales) Ltd

Staff up 20%ActiveLatest figures: 2026Abridged accountsCompany only9 years on the register

Private limited company registered in Newport, classed under “Other service activities n.e.c.”.

Headline figures

FY to Jul 2026 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

Retained reserves

For subscribers

What the numbers say

3 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
£202220232024*2025*2026
Profit after tax—
Turnover
Net assets
Cash
Employees
Retained reserves

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 sheet2023202420252026
Fixed assets
Current assets
of which debtors
of which cash
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
Cash ratioCash for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

8 balance-sheet lines and 3 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.

Timeline

Checked 2026-11-03

  1. Accounts
    Unaudited abridged accounts made up to 31 July 2026
  2. Accounts
    Unaudited abridged accounts made up to 31 July 2025
  3. Charges
    Registration of charge 108527800001, created on 14 October 2025
  4. Accounts
    Amended accounts made up to 31 July 2024
  5. Accounts
    Micro company accounts made up to 31 July 2024
  6. Accounts
    Micro company accounts made up to 31 July 2023
  7. Accounts
    Micro company accounts made up to 31 July 2022
  8. Accounts
    Micro company accounts made up to 31 July 2021
  9. Accounts
    Micro company accounts made up to 31 July 2020
  10. Accounts
    Micro company accounts made up to 31 July 2019
  11. Accounts
    Micro company accounts made up to 31 July 2018
  12. Address
    Registered office address changed from Ty Camlas Maesderwen Rd Pontypool NP4 5LF Wales to 20 High Street Newbridge Newport NP11 4EZ on 27 February 2019
  13. 2 earlier
    1. Shares
      Statement of capital following an allotment of shares on 26 October 2017 · GBP 4,000
    2. Incorporation
      Incorporation

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Personal Wealth Management (South Wales) do?

Private limited company registered in Newport, classed under “Other service activities n.e.c.”.

›How much turnover does Personal Wealth Management (South Wales) make?

Answered in the full report

›Is Personal Wealth Management (South Wales) profitable?

Personal Wealth Management (South Wales)'s profit isn't public: small companies may file without a profit and loss account.

›How many people work at Personal Wealth Management (South Wales)?

Answered in the full report

›Who runs and owns Personal Wealth Management (South Wales)?

Its directors are Ian Paul Rosser, Ian Paul Rosser. Its owners are shown to subscribers.

›Where is Personal Wealth Management (South Wales) based?

Its registered office is 20 High Street, Newbridge, Newport, NP11 4EZ, in Newport.

›When was Personal Wealth Management (South Wales) founded?

Personal Wealth Management (South Wales) Ltd was incorporated on 6 July 2017.

›Is Personal Wealth Management (South Wales) still trading?

The register lists Personal Wealth Management (South Wales) Ltd as active.

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