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Company No. 11191214 · Incorporated 6 Feb 2018

Keith Mason Wealth Management Limited

Registered name: KEITH MASON WEALTH MANAGEMENT LIMITED

Part of Perspective Financial Group Limited group

Keith Mason Wealth Management Limited does not publish its revenue or profit. Its accounts to 29 Feb 2024 show net assets of £286k and 2 employees.

Keith Mason Wealth Management 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 29 Feb 2024 showed net assets of £286k and 2 employees. The company is classified under “financial management” and is based in Chorley; we hold 3 years of its filed accounts.

Balance sheet onlySection M · Professional, scientific and technical activitiesSIC 70221Financial management
Status
Active
Location
Chorley, North West
Age
8 yrs · since 2018
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.

Latest accounts · year to 29 Feb 2024

Key figures

Small team

Revenue not disclosed

Keith Mason Wealth Management Limited’s accounts for the year to 29 Feb 2024 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
2
Net assets
£286k

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

3 filed years

Financial history

Multi-year financials, oldest to newest
Year to28 Feb 202228 Feb 202329 Feb 2024
DisclosureNo P&LNo P&LNo P&L
Profit & loss
Revenue (turnover)———
Profit (best available)———
Employees (average)322
Ratios
Profit margin———
Growth (year on year)
Headcount growth—▼33.3%0%
Balance sheet — indirect signals, not revenue
Net assets£172k£201k£286k
Current assets£191k£221k£321k
SourceFullAccounts · bulk data Nov 2023FullAccounts · bulk data Nov 2023FullAccounts · bulk data Jun 2024
Indirect — not revenue

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
▲42%
Now £286k
Cash at bank
—
Now —
Headcount
0%
Now 2
Deferred income
—
Now —
Fixed assets
—
Now —
Corporate ownership

Group structure

Ownership chain

  1. Perspective Financial Group Limitedultimate parent75–100%
  2. PFM Group Limited75–100%
  3. Keith Mason Wealth Management Limitedthis company

Bands show the share of ownership each company holds in the one below it.

Sister companies (101)

From the Persons with Significant Control register (corporate controllers only).

Same industry, similar size

Similar profitable businesses

Industry benchmarks →

Sources

Companies House profile Filing history & original accounts

Latest figures from FullAccounts for the year to 29 Feb 2024, from the Companies House accounts bulk data published Jun 2024. 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.