1 January 2025 false No description of principal activity Taxfiler 2024.6 07287601business:PrivateLimitedCompanyLtd2025-01-012025-12-31 072876012024-12-31 072876012025-01-012025-12-31 07287601business:AuditExemptWithAccountantsReport2025-01-012025-12-31 07287601business:FilletedAccounts2025-01-012025-12-31 072876012025-12-31 07287601business:Director12025-01-012025-12-31 07287601business:RegisteredOffice2025-01-012025-12-31 072876012024-12-31 07287601core:WithinOneYear2025-12-31 07287601core:WithinOneYear2024-12-31 07287601core:AfterOneYear2025-12-31 07287601core:AfterOneYear2024-12-31 07287601countries:EnglandWales2025-01-012025-12-31 072876012024-01-012024-12-31 07287601business:Micro-entities2025-01-012025-12-31 iso4217:GBP xbrli:pure
Company Registration No. 07287601 (England and Wales)
Concise Wealth Management LTD Unaudited accounts for the year ended 31 December 2025
Concise Wealth Management LTD Annual report and unaudited accounts for the year ended 31 December 2025
CONTENTS
PAGE
Company information
3
Accountants' report
4
Statement of financial position
5
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Concise Wealth Management LTD Company Information for the year ended 31 December 2025
Director
Louise Worden
Company Number
07287601 (England and Wales)
Registered Office
Wealth and Business Centre 123 Torquay Road Paignton Devon TQ3 2SG England
Accountants
Torbay Accounting and Consultancy Ltd Wealth and Business Centre 123 Torquay Road Paignton Devon TQ3 2SG
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Chartered Certified Accountants' report to the board of directors on the preparation of the unaudited statutory accounts of Concise Wealth Management LTD for the year ended 31 December 2025
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 LTD for the year ended 31 December 2025 as set out on pages 5 - 5 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 25 June 2026
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Concise Wealth Management LTD Statement of Financial Position as at 31 December 2025
2025 
2024 
£ 
£ 
Fixed assets
332,018 
373,511 
Current assets
133,201 
105,512 
Prepayments and accrued income
1,530 
1,930 
Creditors: amounts falling due within one year
(8,564)
(24,007)
Net current assets
126,167 
83,435 
Total assets less current liabilities
458,185 
456,946 
Creditors: amounts falling due after more than one year
(190,916)
(216,946)
Accruals and deferred income
(1,629)
(1,293)
Net assets
265,640 
238,707 
Capital and reserves
265,640 
238,707 
NOTES TO THE ACCOUNTS
1 Statutory information
Concise Wealth Management LTD 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 (2024: 6).
For the year ending 31 December 2025 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 25 June 2026
Louise Worden Director Company Registration No. 07287601
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