W1M WEALTH PLANNING LLP

Active Edinburgh
31 employees website.com
Financial services
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W1M WEALTH PLANNING LLP

Founded 1 Jul 2010 Active Edinburgh, Scotland 31 employees website.com
Financial services

Previous Company Names

WAVERTON WEALTH PLANNING LLP 15 Sept 2021 — 5 Jun 2025
CORNERSTONE ASSET MANAGEMENT LLP 1 Jul 2010 — 15 Sept 2021
Accounts Submitted 24 Sept 2025 Next due 30 Sept 2026 5 months remaining
Confirmation Submitted 11 Jul 2025 Next due 15 Jul 2026 2 months remaining
Net assets £711K £94K 2024 year on year
Total assets £2M £36K 2024 year on year
Total Liabilities £944K £130K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Exchange Tower Canning Street Edinburgh EH3 8EG Scotland

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for W1M WEALTH PLANNING LLP (SO302894), an active financial services company based in Edinburgh, Scotland. Incorporated 1 Jul 2010. 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 Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Balance Sheet & P&L (2014–2024)

Cash in Bank

£977.40k

Decreased by £6.47k (-1%)

Net Assets

£710.87k

Decreased by £94.07k (-12%)

Total Liabilities

£944.23k

Increased by £129.86k (+16%)

Turnover

£4.49M

Employees

31

Increased by 2 (+7%)

Debt Ratio

57%

Increased by 7 (+14%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
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

0 active 3 resigned
Status

No officers found

No officers found

Shareholders

Shareholders (0)

No shareholder data available

Persons with Significant Control

Persons with Significant Control (2)

2 Active 1 Ceased
Notified 13 Sept 2021
Nature of Control
  • Voting Rights 75 To 100 Percent Limited Liability Partnership,right To Share Surplus Assets 75 To 100 Percent Limited Liability Partnership,right To Appoint And Remove Members Limited Liability Partnership
Active
Notified 13 Sept 2021
Nature of Control
  • Voting Rights 75 To 100 Percent Limited Liability Partnership
  • Right To Share Surplus Assets 75 To 100 Percent Limited Liability Partnership
  • Right To Appoint And Remove Members Limited Liability Partnership

Cornerstone Exchange No.2 Llp

Ceased 13 Sept 2021

Ceased

Group Structure

Group Structure

W1M HOLDINGS LIMITED united kingdom
W1M WEALTH PLANNING LLP Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
26 Mar 2026Persons With Significant ControlChange To A Person With Significant Control Limited Liability Partnership
26 Mar 2026OfficersChange Corporate Member Limited Liability Partnership With Name Change Date
26 Mar 2026AddressChange Registered Office Address Limited Liability Partnership With Date Old Address New Address
24 Sept 2025AccountsAnnual accounts made up to 2024-12-31
11 Jul 2025Confirmation StatementConfirmation statement made on 2025-07-01 with no updates
26 Mar 2026 Persons With Significant Control

Change To A Person With Significant Control Limited Liability Partnership

26 Mar 2026 Officers

Change Corporate Member Limited Liability Partnership With Name Change Date

26 Mar 2026 Address

Change Registered Office Address Limited Liability Partnership With Date Old Address New Address

24 Sept 2025 Accounts

Annual accounts made up to 2024-12-31

11 Jul 2025 Confirmation Statement

Confirmation statement made on 2025-07-01 with no updates

Recent Activity

Latest Activity

Change To A Person With Significant Control Limited Liability Partnership

3 weeks ago on 26 Mar 2026

Change Corporate Member Limited Liability Partnership With Name Change Date

3 weeks ago on 26 Mar 2026

Change Registered Office Address Limited Liability Partnership With Date Old Address New Address

3 weeks ago on 26 Mar 2026

Annual accounts made up to 2024-12-31

6 months ago on 24 Sept 2025

Confirmation statement made on 2025-07-01 with no updates

9 months ago on 11 Jul 2025