LEWINGTON WEALTH MANAGEMENT LIMITED

Active Cirencester

Activities of insurance agents and brokers

29 employees website.com
Financial services Activities of insurance agents and brokers
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LEWINGTON WEALTH MANAGEMENT LIMITED

Activities of insurance agents and brokers

Founded 20 Sept 2001 Active Cirencester, United Kingdom 29 employees website.com
Financial services Activities of insurance agents and brokers

Previous Company Names

JAMIE LEWINGTON & CO. LIMITED 20 Sept 2001 — 1 Nov 2021
Accounts Submitted 10 Jun 2025 Next due 30 Sept 2026 4 months remaining
Confirmation Submitted 23 Jun 2025 Next due 27 Jun 2026 1 month remaining
Net assets £833K £65K 2024 year on year
Total assets £2M £280K 2024 year on year
Total Liabilities £946K £215K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

St James's Place House 1 Tetbury Road Cirencester GL7 1FP United Kingdom

Website

www.example.com

Full company profile for LEWINGTON WEALTH MANAGEMENT LIMITED (04290504), an active financial services company based in Cirencester, United Kingdom. Incorporated 20 Sept 2001. Activities of insurance agents and brokers. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type audit-exemption-subsidiary
Next accounts 31 Dec 2025
Due by 30 Sept 2026 4 months remaining

Balance Sheet & P&L (2013–2024)

Cash in Bank

£878.49k

Increased by £217.68k (+33%)

Net Assets

£833.15k

Increased by £64.88k (+8%)

Total Liabilities

£946.23k

Increased by £215.10k (+29%)

Turnover

£4.35M

Increased by £469.25k (+12%)

Employees

29

Increased by 4 (+16%)

Debt Ratio

53%

Increased by 4 (+8%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
31 Dec Year End
2023
31 Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

2 active 1 resigned
Status
Jonathan Peter ClaridgeDirectorBritishEngland4329 Apr 2024Active
St. James's Place Corporate Secretary LimitedCorporate-secretaryUnited KingdomUnknown4 Jan 2021Active

Shareholders

Shareholders (2)

St. James's Place Acquisition Services Limited
75.0%
75,000
Lewington Wealth Holdings Limited
25.0%
25,000

Persons with Significant Control

Persons with Significant Control (1)

1 Active 3 Ceased
Notified 4 Jan 2021
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors
Ceased

Jamie Lewington

Ceased 4 Jan 2021

Ceased

Anne Lewington

Ceased 4 Jan 2021

Ceased

Group Structure

Group Structure

LEWINGTON WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
1 Jul 2025OfficersTermination of John Richard Owen as director on 24 Jun 2025
23 Jun 2025Confirmation StatementConfirmation statement made on 13 Jun 2025 with updates
10 Jun 2025AccountsAnnual accounts made up to 31 Dec 2024
10 Jun 2025OtherAudit exemption statement of guarantee by parent company for period ending 31/12/24
10 Jun 2025AccountsAnnual accounts filed
1 Jul 2025 Officers

Termination of John Richard Owen as director on 24 Jun 2025

23 Jun 2025 Confirmation Statement

Confirmation statement made on 13 Jun 2025 with updates

10 Jun 2025 Accounts

Annual accounts made up to 31 Dec 2024

10 Jun 2025 Other

Audit exemption statement of guarantee by parent company for period ending 31/12/24

10 Jun 2025 Accounts

Annual accounts filed

Recent Activity

Latest Activity

Termination of John Richard Owen as director on 24 Jun 2025

10 months ago on 1 Jul 2025

Confirmation statement made on 13 Jun 2025 with updates

11 months ago on 23 Jun 2025

Annual accounts made up to 31 Dec 2024

11 months ago on 10 Jun 2025

Audit exemption statement of guarantee by parent company for period ending 31/12/24

11 months ago on 10 Jun 2025

Annual accounts filed

11 months ago on 10 Jun 2025