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THE WEALTH OFFICE LTD Active

Financial Services


Contact information


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Financial statements of THE WEALTH OFFICE LTD

According to THE WEALTH OFFICE LTD latest financial report submitted on 2024-06-30, the company has a Cash of £47,756.00, Total-Assets of £873,041.00 while the Working-Capital is £516,073.00. Compared with the previous year, the company reported a Cash increase of 15.87%, which is an equivalent of -7577. At the same time, the Total-Assets went down by -1.51%, or by 13150.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 516073

EBITDA

THE WEALTH OFFICE LTD Business Credit Report

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

THE WEALTH OFFICE 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

THE WEALTH OFFICE LTD Directors and key executives

THE WEALTH OFFICE LTD currently employs 4 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 THE WEALTH OFFICE LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

4

100%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Kenneth McKenzie Director
-
- GB
Laura McKie Director
-
- GB
Taylor McKenzie Director
-
- GB
Kenny Mckenzie Founding Director & Chartered Financial Planner
-
- GB

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THE WEALTH OFFICE LTD Ownership and Group Structure

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THE WEALTH OFFICE LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 3 people with significant control at THE WEALTH OFFICE LTD. One of of major shareholders of THE WEALTH OFFICE LTD is SUSIE MCKENZIE, which owns 78 ORDINARY A shares, with a total value of 78 GBP and KENNETH MCKENZIE, which owns 112 ORDINARY shares, with a total value of 112 GBP and LAURA ANNE MCKIE, which owns 10 ORDINARY B shares, with a total value of 10 GBP.


Name Quantity Share Type Value
SUSIE MCKENZIE
78 ORDINARY A 78 GBP
KENNETH MCKENZIE
112 ORDINARY 112 GBP
LAURA ANNE MCKIE
10 ORDINARY B 10 GBP

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THE WEALTH OFFICE LTD competitors:

Top 5 similar companies of THE WEALTH OFFICE LTD are INVESTEC PLC, BOOTS PENSIONS LIMITED, MOBIUS LIFE LIMITED, ABSOLUTE INSURANCE BROKERS LIMITED, AVIVA LIFE & PENSIONS UK LIMITED. View and export all the competitor list of THE WEALTH OFFICE LTD by upgrading your account here.


INVESTEC PLC


Revenue
1,990,430,000.0
Age
27 years
Employees
10001-10
Industry
View Financial Services
Website
View http://investec.**************

BOOTS PENSIONS LIMITED


Revenue
-
Age
90 years
Employees
1-10
Industry
View Finance & Insurance
Website
View http://ahb-ukpens****************

MOBIUS LIFE LIMITED


Revenue
-
Age
30 years
Employees
11-50
Industry
View Financial Services
Website
View https://mobiu************

ABSOLUTE INSURANCE BROKERS LIMITED


Revenue
-
Age
17 years
Employees
11-50
Industry
View Foreign Insurance Company Representatives
Website
View https://absoluteinsu*******************

AVIVA LIFE & PENSIONS UK LIMITED


Revenue
-
Age
29 years
Employees
9
Industry
View Financial Services
Website
View https://avi*********

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THE WEALTH OFFICE LTD news & activities:


EBITDA

The THE WEALTH OFFICE LTD-based company said the adjusted EBITDA is now £66,667.00, compared with the previous year of 66667.

uk.globaldatabase.com

2024-06-30

Employees

THE WEALTH OFFICE LTD number of employees has decreased by 0% compared with previous year and now represents a total number of 4.

uk.globaldatabase.com

2024-06-30

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Frequently Asked Questions regarding THE WEALTH OFFICE LTD


Where is THE WEALTH OFFICE LTD registered office?

THE WEALTH OFFICE LTD is located at 220 St. Vincent Street, United Kingdom.

How can I contact THE WEALTH OFFICE LTD?

You can call THE WEALTH OFFICE LTD at the following number +442030******

What is the website of THE WEALTH OFFICE LTD?

THE WEALTH OFFICE LTD website is https://www.thewealthoffice.co.uk/

How many people work at THE WEALTH OFFICE LTD?

According to the latest account statement, there are currently 4 of employees working for THE WEALTH OFFICE LTD.

What is THE WEALTH OFFICE LTD EBITDA?

For 2024, THE WEALTH OFFICE LTD has reported an EBITDA of £66,667.00, which went down by 0.0% compared to previous year.

What is the Business Credit Score of THE WEALTH OFFICE LTD and how reliable is the company?

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

Does THE WEALTH OFFICE LTD pay their invoices on time?

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

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