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PUNTER SOUTHALL WEALTH LIMITED Active

Financial Services


Contact information


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Financial statements of PUNTER SOUTHALL WEALTH LIMITED

According to PUNTER SOUTHALL WEALTH LIMITED latest financial report submitted on 2025-03-31, the company has a Cash of £971,000.00, Total-Assets of £1M while the Working-Capital is £641,000.00. Compared with the previous year, the company reported a Cash increase of 41.27%, which is an equivalent of -400750. At the same time, the Total-Assets went down by -532.19%, or by 7.5 million.


Year:
2024 Not available
2023 Not available
2021 Not available
2020 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Profit after Tax

    £ 80000

  • Working Capital

    £ 641000

Profit after Tax

PUNTER SOUTHALL WEALTH LIMITED Business Credit Report

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

PUNTER SOUTHALL WEALTH 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

PUNTER SOUTHALL WEALTH LIMITED Directors and key executives

PUNTER SOUTHALL WEALTH LIMITED currently employs 135 people. Compared with the previous year, the company has reported a staff decrease of 11%, which is an equivalent of 16 employees.
In order to view contact information, including emails and phone numbers for all the employees working at PUNTER SOUTHALL WEALTH LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

135

89%

1y growth

99%

2y growth

Management Level


10

Top

52

Middle

24

Operational

Employee Job Title Email Phone Country
Jill McAleenan Director
-
- GB
Nick Grant Investment Director
-
- GB
Callum Ward Investment Associate
-
- GB
Nick Lacey Business Development Director
-
- GB
Julie Keeling Head Of Client Services
-
- GB

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PUNTER SOUTHALL WEALTH LIMITED Ownership and Group Structure


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PUNTER SOUTHALL WEALTH LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 5 people with significant control at PUNTER SOUTHALL WEALTH LIMITED. One of of major shareholders of PUNTER SOUTHALL WEALTH LIMITED is CANACCORD GENUITY WEALTH LIMITED, which owns 412290 ORDINARY A shares, with a total value of 412,290 GBP and CANACCORD GENUITY WEALTH LIMITED, which owns 412290 ORDINARY A shares, with a total value of 412,290 GBP and CG WEALTH PLANNING LIMITED, which owns 179146 ORDINARY B shares, with a total value of 179,146 GBP and CANACCORD GENUITY WEALTH LIMITED, which owns 2 DEFERRED shares, with a total value of 2 GBP and CG WEALTH PLANNING LIMITED, which owns 1 DEFERRED shares, with a total value of 1 GBP.


Name Quantity Share Type Value
CANACCORD GENUITY WEALTH LIMITED
412290 ORDINARY A 412290 GBP
CANACCORD GENUITY WEALTH LIMITED
412290 ORDINARY A 412290 GBP
CG WEALTH PLANNING LIMITED
179146 ORDINARY B 179146 GBP
CANACCORD GENUITY WEALTH LIMITED
2 DEFERRED 2 GBP
CG WEALTH PLANNING LIMITED
1 DEFERRED 1 GBP

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PUNTER SOUTHALL WEALTH LIMITED competitors:

Top 5 similar companies of PUNTER SOUTHALL WEALTH LIMITED are BARONSMEAD VENTURE TRUST PLC, FORESIGHT VCT PLC, COLUMBIA THREADNEEDLE CAPITAL (UK) LIMITED, HEATHCOAT PROPERTY MANAGEMENT COMPANY LIMITED, MILESTONE INSURANCE CONSULTANTS LIMITED. View and export all the competitor list of PUNTER SOUTHALL WEALTH LIMITED by upgrading your account here.


BARONSMEAD VENTURE TRUST PLC


Revenue
1,789.0
Age
28 years
Employees
357
Industry
View Real Estate Investment Trusts
Website
View https://www.baronsmeadvcts.co.uk/page/88/Baronsme***********************************************

FORESIGHT VCT PLC


Revenue
672,000.0
Age
29 years
Employees
20
Industry
View Financial Services
Website
View https://www.foresightgroup.eu***************************

COLUMBIA THREADNEEDLE CAPITAL (UK) LIMITED


Revenue
996,000.0
Age
29 years
Employees
70
Industry
View Financial Services
Website
View http://fa********

HEATHCOAT PROPERTY MANAGEMENT COMPANY LIMITED


Revenue
194,000.0
Age
57 years
Employees
450
Industry
View Real Estate Investment Trusts
Website
View https://www.hea*************

MILESTONE INSURANCE CONSULTANTS LIMITED


Revenue
1,852,209.0
Age
24 years
Employees
55
Industry
View Foreign Insurance Company Representatives
Website
View https://www.mile***************

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PUNTER SOUTHALL WEALTH LIMITED news & activities:


EBITDA

The PUNTER SOUTHALL WEALTH LIMITED-based company said the adjusted EBITDA is now £49,000.00, compared with the previous year of -2882506.

uk.globaldatabase.com

2025-03-31

Employees

PUNTER SOUTHALL WEALTH LIMITED number of employees has decreased by -11% compared with previous year and now represents a total number of 135.

uk.globaldatabase.com

2025-03-31

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Frequently Asked Questions regarding PUNTER SOUTHALL WEALTH LIMITED


Where is PUNTER SOUTHALL WEALTH LIMITED registered office?

PUNTER SOUTHALL WEALTH LIMITED is located at 88 Wood Street, United Kingdom.

How can I contact PUNTER SOUTHALL WEALTH LIMITED?

You can call PUNTER SOUTHALL WEALTH LIMITED at the following number +442033******

What is the website of PUNTER SOUTHALL WEALTH LIMITED?

PUNTER SOUTHALL WEALTH LIMITED website is http://puntersouthallwealth.com/

How many people work at PUNTER SOUTHALL WEALTH LIMITED?

According to the latest account statement, there are currently 135 of employees working for PUNTER SOUTHALL WEALTH LIMITED.

What is PUNTER SOUTHALL WEALTH LIMITED EBITDA?

For 2025, PUNTER SOUTHALL WEALTH LIMITED has reported an EBITDA of £49,000.00, which went down by -5982.67% compared to previous year.

What is the Business Credit Score of PUNTER SOUTHALL WEALTH LIMITED and how reliable is the company?

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

Does PUNTER SOUTHALL WEALTH LIMITED pay their invoices on time?

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

Who is the Ultimate Parent of the PUNTER SOUTHALL WEALTH LIMITED?

Information about the ultimate beneficial ownership CANACCORD GENUITY WEALTH GROU*************************** of PUNTER SOUTHALL WEALTH LIMITED is available when you order a business credit report.

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