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SYMES WEALTH MANAGEMENT LTD Active

Management Services


Contact information


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Financial statements of SYMES WEALTH MANAGEMENT LTD

According to SYMES WEALTH MANAGEMENT LTD latest financial report submitted on 2025-09-30, the company has a Cash of £169,661.00, Total-Assets of £2M while the Working-Capital is -£81,800.00. Compared with the previous year, the company reported a Cash increase of 51.5%, which is an equivalent of -87377. At the same time, the Total-Assets went up by 72.75%, or by -1426186.


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

    £ -81800

Total Liabilities

SYMES WEALTH MANAGEMENT LTD Business Credit Report

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

SYMES 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

SYMES WEALTH MANAGEMENT LTD Directors and key executives

SYMES WEALTH MANAGEMENT LTD currently employs 11 people. Compared with the previous year, the company has reported a staff increase of 22%, which is an equivalent of 2 employees.
In order to view contact information, including emails and phone numbers for all the employees working at SYMES 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

11

122%

1y growth

100%

2y growth

Management Level


40

Middle

20

Operational

Employee Job Title Email Phone Country
Oliver Batt Financial Planner
***********@goadsby.com
- GB
Jo Webb Administrative Assistant
-
- GB
Tracy Virrill Administrative Assistant
-
- GB
Michelle Clement Paraplanner
-
- GB
Jason Deverill Chartered Financial Planner
-
- GB

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SYMES WEALTH MANAGEMENT LTD Ownership and Group Structure

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

There are currently 2 people with significant control at SYMES WEALTH MANAGEMENT LTD. One of of major shareholders of SYMES WEALTH MANAGEMENT LTD is MRS SHEENA SYMES, which owns 1000 ORDINARY shares, with a total value of 1,000 GBP and MR SCOTT SYMES, which owns 1000 ORDINARY shares, with a total value of 1,000 GBP.


Name Quantity Share Type Value
MRS SHEENA SYMES
1000 ORDINARY 1000 GBP
MR SCOTT SYMES
1000 ORDINARY 1000 GBP

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SYMES WEALTH MANAGEMENT LTD competitors:

Top 5 similar companies of SYMES WEALTH MANAGEMENT LTD are VSA CAPITAL GROUP PLC, VINTAGE WEALTH MANAGEMENT LIMITED, THE F D CENTRE LIMITED, WOODROW-UNIVERSAL LIMITED, FREEMAN JONES LIMITED. View and export all the competitor list of SYMES WEALTH MANAGEMENT LTD by upgrading your account here.


VSA CAPITAL GROUP PLC


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

VINTAGE WEALTH MANAGEMENT LIMITED


Revenue
-
Age
15 years
Employees
86
Industry
View Financial Services
Website
View https://www.vinta***************

THE F D CENTRE LIMITED


Revenue
34,536,000.0
Age
25 years
Employees
66
Industry
View Financial Services
Website
View http://www.thef**************

WOODROW-UNIVERSAL LIMITED


Revenue
-
Age
91 years
Employees
80
Industry
View Project Management Services
Website
View https://www.b************

FREEMAN JONES LIMITED


Revenue
4,508,023.0
Age
24 years
Employees
53
Industry
View Financial Services
Website
View http://freema***********

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SYMES WEALTH MANAGEMENT LTD news & activities:


Employees

SYMES WEALTH MANAGEMENT LTD number of employees has increased by 22% 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 SYMES WEALTH MANAGEMENT LTD


Where is SYMES WEALTH MANAGEMENT LTD registered office?

SYMES WEALTH MANAGEMENT LTD is located at 204a Lower Blandford Road, United Kingdom.

How can I contact SYMES WEALTH MANAGEMENT LTD?

You can call SYMES WEALTH MANAGEMENT LTD at the following number +441202******

What is the website of SYMES WEALTH MANAGEMENT LTD?

SYMES WEALTH MANAGEMENT LTD website is http://www.scottsymeswm.co.uk/

How many people work at SYMES WEALTH MANAGEMENT LTD?

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

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

In order to check the business credit score of SYMES 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 SYMES WEALTH MANAGEMENT LTD pay their invoices on time?

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

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