CompanyTrack
T

TRUE WEALTH MANAGEMENT LIMITED

Active Plymouth

Financial intermediation not elsewhere classified

2 employees Website
Financial services Financial intermediation not elsewhere classified
T

TRUE WEALTH MANAGEMENT LIMITED

Financial intermediation not elsewhere classified

Founded 12 Jul 2011 Active Plymouth, United Kingdom 2 employees truewm.com
Financial services Financial intermediation not elsewhere classified
Accounts Submitted 12 Dec 2025
Confirmation Statement Submitted 17 May 2025
Net assets £31.40K £8.74K 2024 year on year
Total assets £98.49K £38.81K 2024 year on year
Total Liabilities £67.09K £30.07K 2024 year on year
Charges 1
1 satisfied

AI Analysis

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Contact & Details

Registered Address

The Apex Brest Road Derriford Business Park Derriford Plymouth PL6 5FL United Kingdom

Office (Leeds)

8 Cumberland Rd, Headingley, Leeds LS6 2EF

Website

truewm.com

Credit Report

Discover TRUE WEALTH MANAGEMENT LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2015–2024)

Cash in Bank

N/A

Net Assets

£31.40k

Increased by £8.74k (+39%)

Total Liabilities

£67.09k

Increased by £30.07k (+81%)

Turnover

N/A

Employees

2

Debt Ratio

68%

Increased by 6 (+10%)

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

Share Capital

Share Capital

Share allotments and capital structure

2 Allotments 16,479 Shares £16k Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
30 Oct 202416,470£16k£1
8 Feb 20129£9£9

Officers

Officers

3 active 3 resigned
Status
Michelmores Secretaries LimitedCorporate-secretaryUnited KingdomUnknown30 Sept 2024Active
Stephen David WillisDirectorBritishEngland4630 Oct 2024Active
Susan Marie PuddephattDirectorBritishEngland6330 Oct 2024Active

Shareholders

Shareholders (1)

True Financial Partnerships Limited
100.0%
16,48017 May 2025

Persons with Significant Control

Persons with Significant Control (1)

1 Active 3 Ceased

True Financial Partnerships Limited

United Kingdom

Active
Notified 9 Apr 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

True Wealth Planning Solutions Limited

Ceased 9 Apr 2024

Ceased

Timothy Peter Crew

Ceased 28 Jul 2017

Ceased

John Baxter

Ceased 28 Jul 2017

Ceased

Group Structure

Group Structure

TRUE FINANCIAL PARTNERSHIPS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
TRUE WEALTH PLANNING SOLUTIONS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUCCESSION GROUP LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SUCCESSION HOLDINGS LTD united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA WEALTH HOLDINGS UK LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA LIFE HOLDINGS UK LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA GROUP HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
AVIVA PLC united kingdom
TRUE WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

1 satisfied

Documents

Company Filings

DateCategoryDescriptionDocument
12 Dec 2025AccountsAnnual accounts made up to 2025-10-29View(1 page)
27 Aug 2025AccountsAnnual accounts made up to 2024-10-29View(5 pages)
1 Jul 2025AddressChange Registered Office Address Company With Date Old Address New AddressView(1 page)
1 Jul 2025Persons With Significant ControlChange to True Financial Partnerships Limited as a person with significant control on 2025-07-01View(2 pages)
28 May 2025AccountsAnnual accounts made up to 2025-03-31View(1 page)
12 Dec 2025 Accounts

Annual accounts made up to 2025-10-29

27 Aug 2025 Accounts

Annual accounts made up to 2024-10-29

1 Jul 2025 Address

Change Registered Office Address Company With Date Old Address New Address

1 Jul 2025 Persons With Significant Control

Change to True Financial Partnerships Limited as a person with significant control on 2025-07-01

28 May 2025 Accounts

Annual accounts made up to 2025-03-31

Recent Activity

Latest Activity

Annual accounts made up to 2025-10-29

2 months ago on 12 Dec 2025

Annual accounts made up to 2024-10-29

5 months ago on 27 Aug 2025

Change Registered Office Address Company With Date Old Address New Address

7 months ago on 1 Jul 2025

Change to True Financial Partnerships Limited as a person with significant control on 2025-07-01

7 months ago on 1 Jul 2025

Annual accounts made up to 2025-03-31

8 months ago on 28 May 2025