CompanyTrack
K

KEITH MASON WEALTH MANAGEMENT LIMITED

Active Chorley

Financial management

2 employees
Financial management
K

KEITH MASON WEALTH MANAGEMENT LIMITED

Financial management

Founded 6 Feb 2018 Active Chorley, England 2 employees
Financial management
Accounts Submitted 13 Oct 2025
Confirmation Statement Submitted 18 Feb 2025
Net assets £285.53K £84.73K 2024 year on year
Total assets £320.62K £99.55K 2024 year on year
Total Liabilities £35.09K £14.82K 2024 year on year
Charges None No charges registered

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Contact & Details

Registered Address

Lancaster House Foxhole Road Chorley PR7 1NY England

Credit Report

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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 (2023–2024)

Cash in Bank

N/A

Net Assets

£285.53k

Increased by £84.73k (+42%)

Total Liabilities

£35.09k

Increased by £14.82k (+73%)

Turnover

N/A

Employees

2

Debt Ratio

11%

Increased by 2 (+22%)

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

2 active 2 resigned
Status
David John Philip HeskethDirectorBritishEngland4428 Oct 2024Active
David John Philip HeskethSecretaryUnknownUnknown28 Oct 2024Active

Shareholders

Shareholders (2)

Pfm Group Limited
100.0%
10018 Feb 2025
Keith Mason
0.0%
018 Feb 2025

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

Pfm Group Limited

United Kingdom

Active
Notified 28 Oct 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent
  • Voting Rights 75 To 100 Percent
  • Right To Appoint And Remove Directors

Keith Mason

Ceased 28 Oct 2024

Ceased

Group Structure

Group Structure

PFM GROUP LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
KEITH MASON WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

No charges registered

Documents

Company Filings

DateCategoryDescriptionDocument
13 Oct 2025AccountsAnnual accounts filedView(50 pages)
13 Oct 2025AccountsAnnual accounts made up to 2024-12-31View(8 pages)
23 Sept 2025OtherNotice of agreement to exemption from audit of accounts for period ending 31/12/24View(1 page)
23 Sept 2025OtherAudit exemption statement of guarantee by parent company for period ending 31/12/24View(3 pages)
18 Feb 2025Confirmation StatementConfirmation statement made on 2025-02-17 with updatesView(4 pages)
13 Oct 2025 Accounts

Annual accounts filed

13 Oct 2025 Accounts

Annual accounts made up to 2024-12-31

23 Sept 2025 Other

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

23 Sept 2025 Other

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

18 Feb 2025 Confirmation Statement

Confirmation statement made on 2025-02-17 with updates

Recent Activity

Latest Activity

Annual accounts filed

4 months ago on 13 Oct 2025

Annual accounts made up to 2024-12-31

4 months ago on 13 Oct 2025

Notice of agreement to exemption from audit of accounts for period ending 31/12/24

4 months ago on 23 Sept 2025

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

4 months ago on 23 Sept 2025

Confirmation statement made on 2025-02-17 with updates

12 months ago on 18 Feb 2025