Registration number: 09489781

Keswick Wealth Management Limited

Contents

Company Information	1
Balance Sheet	2 to 3
Notes to the Unaudited Financial Statements	2

Keswick Wealth Management Limited

Company Information

Director

Mr I Plant

Company secretary

Mrs S Plant

Registered office

Council Offices 50 Main Street Keswick Cumbria CA12 5JP

Accountants

Stables Thompson & Briscoe Limited Chartered Accountants & Business AdvisersUnit 27, Cumberland House Kirkby Stephen Business Park St Luke’s Road Kirkby Stephen Cumbria CA17 4HT

Keswick Wealth Management Limited

(Registration number: 09489781)
Balance Sheet as at 30 June 2025

	2025 £	2024 £
Fixed assets	275	393
Current assets	12,185	15,810
Creditors: Amounts falling due within one year	(6,006)	(5,240)
Net current assets	6,179	10,570
Total assets less current liabilities	6,454	10,963
Accruals and deferred income	(960)	(960)
	5,494	10,003
Capital and reserves	5,494	10,003

1	General information

The company is a private company limited by share capital, incorporated in England & Wales.

The address of its registered office is:
Council Offices
50 Main Street
Keswick
Cumbria
CA12 5JP

These financial statements were authorised for issue by the director on 5 December 2025.

2	Staff numbers

The average number of persons employed by the company (including the director) during the year, was 2 (2024 - 2).

For the financial year ending 30 June 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Director's responsibilities:

•	The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and
•	The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the micro entities regime and delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the director has not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the director on 5 December 2025
 

Keswick Wealth Management Limited

(Registration number: 09489781)
Balance Sheet as at 30 June 2025

......................................... Mr I Plant Director