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Financial intermediation not elsewhere classified · Penzance
Pioneer Wealth Management
Pioneer Wealth Management Ltd
Private limited company registered in Penzance, 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
Retained reserves
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 | |||||
| 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 sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| of which debtors | ||||
| of which cash | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| 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 | ||||
7 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 2026-10-29
- OwnershipChange of details for Mrs Donna Vivienne Bratt as a person with significant control on 6 April 2016
- OwnershipChange of details for Mr Stuart Martin Bratt as a person with significant control on 6 April 2016
- AccountsTotal exemption full accounts made up to 31 December 2025
- AccountsTotal exemption full accounts made up to 31 December 2024
- AccountsTotal exemption full accounts made up to 31 December 2023
- AccountsTotal exemption full accounts made up to 31 December 2022
- AccountsTotal exemption full accounts made up to 31 December 2021
- AccountsTotal exemption full accounts made up to 31 December 2020
- AccountsTotal exemption full accounts made up to 31 December 2019
- OwnershipChange of details for Mrs Donna Vivienne Bratt as a person with significant control on 5 July 2018 (and 1 more like it since 14 June 2019)
- OwnershipChange of details for Mr Stuart Martin Bratt as a person with significant control on 5 July 2018 (and 1 more like it since 14 June 2019)
- DirectorsDirector's details changed for Mrs Donna Vivienne Bratt on 5 July 2018
13 earlier
- DirectorsDirector's details changed for Mr Stuart Martin Bratt on 5 July 2018
- AccountsTotal exemption full accounts made up to 31 December 2018
- AddressRegistered office address changed from Troika House Fradgan Place Newlyn Penzance Cornwall TR18 5BD to The Retreat 14a Laregan Hill Penzance TR18 4NY on 4 July 2018
- AccountsTotal exemption full accounts made up to 31 December 2017
- AccountsTotal exemption full accounts made up to 31 December 2016
- AccountsTotal exemption small company accounts made up to 31 December 2015
- AccountsTotal exemption small company accounts made up to 31 December 2014
- AccountsTotal exemption small company accounts made up to 31 December 2013
- AccountsTotal exemption small company accounts made up to 31 December 2012
- AccountsTotal exemption small company accounts made up to 31 December 2011
- DirectorsDirector's details changed for Mrs Donna Laity on 5 July 2012
- AccountsPrevious accounting period shortened from 31 July 2012 to 31 December 2011
- IncorporationIncorporation
- Directors
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 Pioneer Wealth Management do?
Private limited company registered in Penzance, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does Pioneer Wealth Management make?
Answered in the full report
›Is Pioneer Wealth Management profitable?
Pioneer Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Pioneer Wealth Management?
Answered in the full report
›Who runs and owns Pioneer Wealth Management?
Its directors are Donna Vivienne Bratt, Stuart Martin Bratt. Its owners are shown to subscribers.
›Where is Pioneer Wealth Management based?
Its registered office is The Retreat 14a, Laregan Hill, Penzance, TR18 4NY, in Penzance.
›When was Pioneer Wealth Management founded?
Pioneer Wealth Management Ltd was incorporated on 4 July 2011.
›Is Pioneer Wealth Management still trading?
The register lists Pioneer Wealth Management Ltd as active.