KESWICK WEALTH MANAGEMENT LIMITED

KESWICK WEALTH MANAGEMENT LIMITED is an active private limited company, incorporated on 13 March 2015. The nature of the business is Financial intermediation not elsewhere classified. The company's registered office is on Main Street, Keswick. The company's accounts were last made up to 30 June 2023, are next due on 31 March 2025, and fall under the accounts category: Micro Entity. KESWICK WEALTH MANAGEMENT LIMITED previously had the company name PROFESSIONAL WEALTH MANAGEMENT (CUMBRIA) LIMITED. The company has no mortgage charges, outstanding or otherwise.

Registered Office

Address Line 1	COUNCIL OFFICES
Address Line 2	50 MAIN STREET
Post Town	KESWICK
Country	ENGLAND
Postcode	CA12 5JS

Accounts

Accounting Reference Date	30^th June
Accounts Next Due Date	31/03/2025
Accounts Last Made Up Date	30/06/2023
Accounts Category	MICRO ENTITY

Confirmation Statement

Next Due Date	27/03/2025
Last Made Up Date	13/03/2024

Return

Next Due Date	10/04/2017
Last Made Up Date	13/03/2016

Mortgages

Number of Mortgage Charges	0
Number of Outstanding Charges	0
Number of Satisfied Charges	0
Number of Partially Satisfied Charges	0

Nature of Business (SIC Codes)

64999 - Financial intermediation not elsewhere classified

Company Name History

From 30/06/2020 onwards:

KESWICK WEALTH MANAGEMENT LIMITED

Prior to 30/06/2020:

PROFESSIONAL WEALTH MANAGEMENT (CUMBRIA) LIMITED

Directors

(The company's officers)

MR IAN PLANT

(~62 year old British national)

1 LAMBTON ROAD JESMOND, NEWCASTLE UPON TYNE, TYNE AND WEAR, NE2 4RX, UNITED KINGDOM

Current Director
Gives occupation as INDEPENDENT FINANCIAL ADVISOR
Usually resident in UNITED KINGDOM

Appointed on 13/03/2015

MR IAN PLANT

(~62 year old British national)

COUNCIL OFFICES 50 MAIN STREET, KESWICK, CA12 5JS, ENGLAND

Current Director
Gives occupation as INDEPENDENT FINANCIAL ADVISOR
Usually resident in UNITED KINGDOM

Appointed on 13/03/2015

MRS SUSAN PLANT

COUNCIL OFFICES 50 MAIN STREET, KESWICK, CA12 5JS, ENGLAND

Current Secretary

Appointed on 13/03/2015

Shareholders

(Persons of Significant Control)

Mr Ian Plant

(~62 year old British national)

Council Offices, 50 Main Street, Keswick, CA12 5JS, England

Owns between 50% and 75% of the shares.
Holds between 50% and 75% of the voting rights.

Notified on 06/04/2016

Connections

(Shared officers)

ST JOHNS GATE MANAGEMENT COMPANY LIMITED

MR IAN PLANT

Source: Companies House

Licence: Supplied under section 47 and 50 of the Copyright, Designs and Patents Act 1988 and Schedule 1 of the Database Regulations (SI 1997/3032)