CompanyTrack
L

LGT WEALTH MANAGEMENT UK LLP

Active London
581 employees Website
Financial services
L

LGT WEALTH MANAGEMENT UK LLP

Founded 27 Jun 2007 Active London, United Kingdom 581 employees lgtvestra.com
Financial services
Accounts Submitted 8 Sept 2025
Confirmation Statement Submitted 10 Jul 2025
Net assets £80.55M £19.79M 2024 year on year
Total assets £116.07M £19.78M 2024 year on year
Total Liabilities £35.51M £10.60K 2024 year on year
Charges 2
1 outstanding 1 satisfied

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Contact & Details

Registered Address

14 Cornhill London EC3V 3NR

Office ()

London, England, United Kingdom, Europe

Credit Report

Discover LGT WEALTH MANAGEMENT UK LLP'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

£20.07M

Decreased by £8.83M (-31%)

Net Assets

£80.55M

Increased by £19.79M (+33%)

Total Liabilities

£35.51M

Decreased by £10.60k (-0%)

Turnover

£146.02M

Increased by £11.76M (+9%)

Employees

581

Increased by 127 (+28%)

Debt Ratio

31%

Decreased by 6 (-16%)

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

86 active 108 resigned
Status
Andrew DaviesLlp-memberUnknownEngland531 Jan 2018Active
Andrew GaskellLlp-memberUnknownEngland441 Jan 2022Active
Andrew James PalmerLlp-memberUnknownEngland5019 Dec 2014Active
Andrew NewmanLlp-memberUnknownUnited Kingdom4811 Mar 2016Active
Andrew William ArcherLlp-memberUnknownEngland471 Jan 2024Active
Andy TookerLlp-memberUnknownEngland571 Jan 2021Active
Andy VachaLlp-memberUnknownEngland421 Jan 2023Active
Anthony Charles AllanLlp-memberUnknownEngland561 Nov 2009Active

Shareholders

Shareholders (0)

No shareholder data available

Persons with Significant Control

Persons with Significant Control (1)

1 Active

Lgt Uk Holdings Limited

United Kingdom

Active
Notified 17 Jun 2016
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

Group Structure

Group Structure

LGT UK HOLDINGS LIMITED united kingdom
LGT WEALTH MANAGEMENT UK LLP Current Company
LGT NEWCO LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
VESTRA NOMINEES LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors

Charges

Charges

1 outstanding 1 satisfied

Documents

Company Filings

DateCategoryDescriptionDocument
30 Sept 2025OfficersChange Person Member Limited Liability Partnership With Name Change DateView(2 pages)
8 Sept 2025AccountsAnnual accounts made up to 2024-12-31View(35 pages)
8 Sept 2025OfficersChange Person Member Limited Liability Partnership With Name Change DateView(2 pages)
2 Sept 2025OfficersTermination of Esther Clark as director on 2025-08-31View(1 page)
21 Jul 2025OfficersChange Person Member Limited Liability Partnership With Name Change DateView(2 pages)
30 Sept 2025 Officers

Change Person Member Limited Liability Partnership With Name Change Date

8 Sept 2025 Accounts

Annual accounts made up to 2024-12-31

8 Sept 2025 Officers

Change Person Member Limited Liability Partnership With Name Change Date

2 Sept 2025 Officers

Termination of Esther Clark as director on 2025-08-31

21 Jul 2025 Officers

Change Person Member Limited Liability Partnership With Name Change Date

Recent Activity

Latest Activity

Change Person Member Limited Liability Partnership With Name Change Date

4 months ago on 30 Sept 2025

Annual accounts made up to 2024-12-31

5 months ago on 8 Sept 2025

Change Person Member Limited Liability Partnership With Name Change Date

5 months ago on 8 Sept 2025

Termination of Esther Clark as director on 2025-08-31

5 months ago on 2 Sept 2025

Change Person Member Limited Liability Partnership With Name Change Date

7 months ago on 21 Jul 2025