Gresham Wealth Management (FS) Limited
Registered name: GRESHAM WEALTH MANAGEMENT (FS) LIMITED
Part of Sovereign Capital V Limited Partnership groupGresham Wealth Management (FS) Limited does not publish its revenue or profit. Its accounts to 31 Mar 2026 show net assets of £1.2m and 12 employees.
Gresham Wealth Management (FS) Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 Mar 2026 showed net assets of £1.2m and 12 employees. The company is classified under “financial management” and is based in Altrincham; we hold 5 years of its filed accounts.
- Status
- Active
- Location
- Altrincham, North West
- Age
- 12 yrs · since 2014
- Type
- Private Limited Company
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently. From the filing: “Gresham Wealth Management Holdings Limited”
Key figures
Revenue not disclosed
Gresham Wealth Management (FS) Limited’s accounts for the year to 31 Mar 2026 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 12
- Net assets
- £1.2m
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2022 | 31 Mar 2023 | 31 Mar 2024 | 31 Mar 2025 | 31 Mar 2026 |
|---|---|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L | No P&L | No P&L |
| Profit & loss | |||||
| Revenue (turnover) | — | — | — | — | — |
| Profit (best available) | — | — | — | — | — |
| Employees (average) | 12 | 12 | 13 | 13 | 12 |
| Ratios | |||||
| Profit margin | — | — | — | — | — |
| Growth (year on year) | |||||
| Headcount growth | — | 0% | ▲8.3% | 0% | ▼7.7% |
| Balance sheet — indirect signals, not revenue | |||||
| Cash at bank | £414k | £454k | £408k | £448k | £337k |
| Net assets | £506k | £643k | £738k | £866k | £1.2m |
| Fixed assets | £13k | £11k | £8.6k | £7.5k | £7.1k |
| Current assets | £691k | £803k | £908k | £1.1m | £1.4m |
| Debtors | £277k | £350k | £500k | £643k | £1.1m |
| Source | Accounts · bulk data Oct 2023 | Accounts · bulk data Oct 2023 | AbridgedAccounts · bulk data Dec 2024 | AbridgedAccounts · bulk data Oct 2025 | AbridgedAccounts · bulk data Jul 2026 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▲34%
- Now £1.2m
- Cash at bank
- ▼25%
- Now £337k
- Headcount
- ▼8%
- Now 12
- Deferred income
- —
- Now —
- Fixed assets
- ▼5%
- Now £7.1k
Group structure
Ownership chain
- Sovereign Capital V Limited Partnershipultimate parent75–100%
- Equilibrium Financial Planning Holdco Ltd75–100%
- Gresham Wealth Management (FS) Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (2)
- Equilibrium Financial Planning LLPFigures not disclosed
- Gresham Wealth Management Holdings LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
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Sources
Latest figures from AbridgedAccounts for the year to 31 Mar 2026, from the Companies House accounts bulk data published Jul 2026. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.