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CONCISE WEALTH MANAGEMENT LTD

ACTIVE
Company number
07287601
Incorporated
2010-06-17
Last updated
12 Sept 2026
Registered office
WEALTH AND BUSINESS CENTRE, 123 TORQUAY ROAD, PAIGNTON, DEVON, TQ3 2SG, ENGLAND
SIC
64999
CONCISE WEALTH MANAGEMENT LIMITED

No share issues or funding rounds.

Shareholders (as of 2026-02-02)

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ShareholderShare classSharesHolding
LOUISE CHERYL WORDENORDINARY A, ORDINARY C, ORDINARY D26065.0%

3 more shareholders on file , sign up free to see.

Financial Data

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Period ending 2025-12-31

Total Assets
Net Assets
Turnover
Profit/Loss
Cash at Bank
Total Equity
Employees

Fundraising by Year

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Active Officers (2)

Andrew Worden
directorsince 2019-07-01
Louise Worden
directorsince 2010-06-17

PSCs (1)

Mrs Louise Cheryl Worden
Individual person with significant control · Notified: 2016-04-06
  • Ownership of shares 50 to 75 percent
  • Voting rights 50 to 75 percent
  • Right to appoint and remove directors

Ceased (1)

Mr Andrew Worden
Individual person with significant control · Ceased: 2025-11-29

Capital Raised per Employee (Last 6 Months)

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Capital raised per employee divides the equity CONCISE WEALTH MANAGEMENT LTD raised in the last six months by the headcount in its most recent filed accounts. It is a rough read on how capital-intensive the business is: a high figure means the company is raising a lot relative to the number of people it employs, which is typical of hardware, biotech and other research-heavy businesses. Headcount comes from annual accounts and so lags the funding date, often by a year or more.

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£0 raised in last 6 months • 6 employees (FY ending 2025-12-31)

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