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CONCISE WEALTH MANAGEMENT LTD Active

Financial Services


Contact information


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Financial statements of CONCISE WEALTH MANAGEMENT LTD

According to CONCISE WEALTH MANAGEMENT LTD latest financial report submitted on 2025-12-31, the company has a Total-Assets of £465,219.00, Working-Capital of £124,637.00 while the Total-Liabilities is £199,480.00. Compared with the previous year, the company reported a Total-Assets decrease of -62.39%, which is an equivalent of 290251. At the same time, the Working-Capital went up by 258.62%, or by -322331.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 124637

Total Liabilities

CONCISE WEALTH MANAGEMENT LTD Business Credit Report

A Business Credit Report for CONCISE WEALTH MANAGEMENT LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for CONCISE WEALTH MANAGEMENT LTD, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CONCISE WEALTH MANAGEMENT LTD

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

CONCISE WEALTH MANAGEMENT LTD Directors and key executives

CONCISE WEALTH MANAGEMENT LTD currently employs 6 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at CONCISE WEALTH MANAGEMENT LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

6

100%

1y growth

86%

2y growth

Management Level


50

Middle

50

Operational

Employee Job Title Email Phone Country
Andrew Worden Director
-
- GB
Patrick Jervis Lead Paraplanner
-
- GB
Louise Worden Director
******@concisewealth.com
- GB
Kay Mayer Ifa Client Support Administrator
-
- GB

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CONCISE WEALTH MANAGEMENT LTD Ownership and Group Structure

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CONCISE WEALTH MANAGEMENT LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 4 people with significant control at CONCISE WEALTH MANAGEMENT LTD. One of of major shareholders of CONCISE WEALTH MANAGEMENT LTD is LOUISE CHERYL WORDEN, which owns 260 ORDINARY A shares, with a total value of 260 GBP and ANDREW WORDEN, which owns 100 ORDINARY B shares, with a total value of 100 GBP and EUAN WORDEN, which owns 20 ORDINARY D shares, with a total value of 20 GBP and JACK WORDEN, which owns 20 ORDINARY C shares, with a total value of 20 GBP.


Name Quantity Share Type Value
LOUISE CHERYL WORDEN
260 ORDINARY A 260 GBP
ANDREW WORDEN
100 ORDINARY B 100 GBP
EUAN WORDEN
20 ORDINARY D 20 GBP
JACK WORDEN
20 ORDINARY C 20 GBP

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CONCISE WEALTH MANAGEMENT LTD competitors:

Top 5 similar companies of CONCISE WEALTH MANAGEMENT LTD are EVRIMA PLC, NORTHERN VENTURE TRUST PLC, LMS CAPITAL PLC, ALPHA GROWTH PLC, HICL INFRASTRUCTURE PLC. View and export all the competitor list of CONCISE WEALTH MANAGEMENT LTD by upgrading your account here.


EVRIMA PLC


Revenue
6,667.0
Age
18 years
Employees
3
Industry
View Services
Website
View http://www.ev************

NORTHERN VENTURE TRUST PLC


Revenue
-966,000.0
Age
31 years
Employees
1-10
Industry
View Finance & Insurance
Website
View https://www.nvm.co.uk/i**********************

LMS CAPITAL PLC


Revenue
-3,941,000.0
Age
20 years
Employees
7
Industry
View Property Development
Website
View https://www.lm*************

ALPHA GROWTH PLC


Revenue
4,854,679.0
Age
11 years
Employees
4
Industry
View Services
Website
View http://www.a***********

HICL INFRASTRUCTURE PLC


Revenue
277,400,000.0
Age
8 years
Employees
1-10
Industry
View Real Estate Investment Trusts
Website
View https://www**********

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CONCISE WEALTH MANAGEMENT LTD news & activities:


Employees

CONCISE WEALTH MANAGEMENT LTD number of employees has decreased by 0% compared with previous year and now represents a total number of 6.

uk.globaldatabase.com

2025-12-31

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Frequently Asked Questions regarding CONCISE WEALTH MANAGEMENT LTD


Where is CONCISE WEALTH MANAGEMENT LTD registered office?

CONCISE WEALTH MANAGEMENT LTD is located at Wealth And Business Centre 123 Torquay Road, United Kingdom.

How can I contact CONCISE WEALTH MANAGEMENT LTD?

You can call CONCISE WEALTH MANAGEMENT LTD at the following number +441803******

What is the website of CONCISE WEALTH MANAGEMENT LTD?

CONCISE WEALTH MANAGEMENT LTD website is http://www.concisewealth.com/

How many people work at CONCISE WEALTH MANAGEMENT LTD?

According to the latest account statement, there are currently 6 of employees working for CONCISE WEALTH MANAGEMENT LTD.

What is the Business Credit Score of CONCISE WEALTH MANAGEMENT LTD and how reliable is the company?

In order to check the business credit score of CONCISE WEALTH MANAGEMENT LTD, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CONCISE WEALTH MANAGEMENT LTD pay their invoices on time?

By requesting a Business Credit Report for CONCISE WEALTH MANAGEMENT LTD, you will be able to gain more insights about the CONCISE WEALTH MANAGEMENT LTD payment trends.

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