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MARGETTS WEALTH MANAGEMENT LIMITED Active

Financial Services


Contact information


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Financial statements of MARGETTS WEALTH MANAGEMENT LIMITED

According to MARGETTS WEALTH MANAGEMENT LIMITED latest financial report submitted on 2025-09-30, the company has a Cash of £232,644.00, Total-Assets of £2M while the Working-Capital is £1M. Compared with the previous year, the company reported a Cash decrease of -25.4%, which is an equivalent of 59100. At the same time, the Total-Assets went up by 42.51%, or by -644673.


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

    £ 1.0 million

Total Liabilities

MARGETTS WEALTH MANAGEMENT LIMITED Business Credit Report

A Business Credit Report for MARGETTS WEALTH MANAGEMENT LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for MARGETTS WEALTH MANAGEMENT LIMITED, 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

MARGETTS WEALTH MANAGEMENT LIMITED

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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

MARGETTS WEALTH MANAGEMENT LIMITED Directors and key executives

MARGETTS WEALTH MANAGEMENT LIMITED currently employs 11 people. Compared with the previous year, the company has reported a staff decrease of 8%, which is an equivalent of 1 employees.
In order to view contact information, including emails and phone numbers for all the employees working at MARGETTS WEALTH MANAGEMENT LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

11

92%

1y growth

100%

2y growth

Management Level


63

Middle

38

Operational

Employee Job Title Email Phone Country
Jack Bowden Financial Administrator
***********@margettswealth.co.uk
- GB
Romilly Woolner Client Relationship Coordinator
***************@margettswealth.co.uk
- GB
Jamie Ellis Mortgage Advisor And Paraplanner
******@margettswealth.co.uk
- GB
Myles Smith Trainee Paraplanner
***********@margettswealth.co.uk
- GB
Bethan Morris Finance Administrator
*******@margettswealth.co.uk
- GB

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MARGETTS WEALTH MANAGEMENT LIMITED Ownership and Group Structure


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MARGETTS WEALTH MANAGEMENT LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 5 people with significant control at MARGETTS WEALTH MANAGEMENT LIMITED. One of of major shareholders of MARGETTS WEALTH MANAGEMENT LIMITED is KEVIN SMITH, which owns 21200 ORDINARY A shares, with a total value of 21,200 GBP and ST PAULS PROPERTY INVESTMENT LTD, which owns 8000 ORDINARY A shares, with a total value of 8,000 GBP and SAMANTHA SMITH, which owns 4800 ORDINARY B shares, with a total value of 4,800 GBP and JAMES VICKERS, which owns 2000 ORDINARY E shares, with a total value of 2,000 GBP and IAN BUTLER, which owns 2000 ORDINARY C shares, with a total value of 2,000 GBP.


Name Quantity Share Type Value
KEVIN SMITH
21200 ORDINARY A 21200 GBP
ST PAULS PROPERTY INVESTMENT LTD
8000 ORDINARY A 8000 GBP
SAMANTHA SMITH
4800 ORDINARY B 4800 GBP
JAMES VICKERS
2000 ORDINARY E 2000 GBP
IAN BUTLER
2000 ORDINARY C 2000 GBP

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MARGETTS WEALTH MANAGEMENT LIMITED competitors:

Top 5 similar companies of MARGETTS WEALTH MANAGEMENT LIMITED are INVESTEC PLC, TIME FINANCE PLC, RIT CAPITAL PARTNERS PLC, MARECHALE CAPITAL PLC, VSA CAPITAL GROUP PLC. View and export all the competitor list of MARGETTS WEALTH MANAGEMENT LIMITED by upgrading your account here.


INVESTEC PLC


Revenue
86,414,000.0
Age
28 years
Employees
10001-10
Industry
View Financial Services
Website
View http://investec.**************

TIME FINANCE PLC


Revenue
37,094,000.0
Age
20 years
Employees
142
Industry
View Financial Services
Website
View http://timef***********

RIT CAPITAL PARTNERS PLC


Revenue
500,600,000.0
Age
39 years
Employees
61
Industry
View Real Estate Investment Trusts
Website
View http://www.r**********

MARECHALE CAPITAL PLC


Revenue
409,413.0
Age
28 years
Employees
4
Industry
View Financial Services
Website
View http://www.marech***************

VSA CAPITAL GROUP PLC


Revenue
2,420,153.0
Age
23 years
Employees
17
Industry
View Management Services
Website
View https://www.vs*************

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MARGETTS WEALTH MANAGEMENT LIMITED news & activities:


Employees

MARGETTS WEALTH MANAGEMENT LIMITED number of employees has decreased by -8% compared with previous year and now represents a total number of 11.

uk.globaldatabase.com

2025-09-30

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Frequently Asked Questions regarding MARGETTS WEALTH MANAGEMENT LIMITED


Where is MARGETTS WEALTH MANAGEMENT LIMITED registered office?

MARGETTS WEALTH MANAGEMENT LIMITED is located at Office 1 50-54 St Paul's Square, United Kingdom.

How can I contact MARGETTS WEALTH MANAGEMENT LIMITED?

You can call MARGETTS WEALTH MANAGEMENT LIMITED at the following number +441212******

What is the website of MARGETTS WEALTH MANAGEMENT LIMITED?

MARGETTS WEALTH MANAGEMENT LIMITED website is http://www.margettswealth.co.uk/

How many people work at MARGETTS WEALTH MANAGEMENT LIMITED?

According to the latest account statement, there are currently 11 of employees working for MARGETTS WEALTH MANAGEMENT LIMITED.

What is the Business Credit Score of MARGETTS WEALTH MANAGEMENT LIMITED and how reliable is the company?

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

Does MARGETTS WEALTH MANAGEMENT LIMITED pay their invoices on time?

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

Who is the Ultimate Parent of the MARGETTS WEALTH MANAGEMENT LIMITED?

Information about the ultimate beneficial ownership SBV HOLDING********* of MARGETTS WEALTH MANAGEMENT LIMITED is available when you order a business credit report.

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