Company Registration No. 07287601 (England and Wales)
Concise Wealth Management Limited
Unaudited accounts
for the year ended 31 December 2024
Chartered Certified Accountants' report to the board of directors on the preparation of the unaudited statutory accounts of
Concise Wealth Management Limited
for the year ended 31 December 2024
In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the accounts of
Concise Wealth Management Limited for the year ended
31 December 2024 as set out on pages
3 -
3 from the Company's accounting records and from information and explanations you have given us.
As a practising member firm of the Association of Chartered Certified Accountants, we are subject to its ethical and other professional requirements which are detailed at https://www.accaglobal.com/uk/en/about-us/regulation/rulebook.html
Our work has been undertaken in accordance with the requirements of the Association of Chartered Certified Accountants as detailed at http://www.accaglobal.com/content/dam/ACCA_Global/Technical/fact/technical-factsheet-163.pdf.
Torbay Accounting and Consultancy Ltd
Chartered Certified Accountants
Wealth and Business Centre
123 Torquay Road
Paignton
Devon
TQ3 2SG
28 March 2025
Concise Wealth Management Limited
Statement of Financial Position
as at 31 December 2024
Fixed assets
360,513
409,389
Current assets
105,512
94,391
Prepayments and accrued income
1,930
1,530
Creditors: amounts falling due within one year
(24,007)
(40,605)
Net current assets
83,435
55,316
Total assets less current liabilities
443,948
464,705
Creditors: amounts falling due after more than one year
(216,946)
(229,548)
Accruals and deferred income
(1,293)
(1,293)
Net assets
225,709
233,864
Capital and reserves
225,709
233,864
Concise Wealth Management Limited is a private company, limited by shares, registered in England and Wales, registration number 07287601. The registered office is Wealth and Business Centre, 123 Torquay Road, Paignton, Devon, TQ3 2SG, England.
2 Average number of employees
During the year the average number of employees was 6 (2023: 7).
For the year ending 31 December 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The director acknowledges her responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and FRS 105, The Financial Reporting Standard applicable to the Micro-entities Regime. The accounts have been delivered in accordance with the provisions applicable to companies subject to the small companies regime. The profit and loss account has not been delivered to the Registrar of Companies.
Approved by the board on 28 March 2025
Louise Worden
Director
Company Registration No. 07287601