ADEPT WEALTH MANAGEMENT ADVISORY LTD

Company number 15055270 ·

Active

The most recent accounts indicate this company is dormant and not trading.

Executive summary

Adept Wealth Management Advisory Ltd is a nascent financial intermediation firm with strong founder control but currently dormant operational status and minimal financial resources. Its strategic advantage lies in agility and direct oversight, presenting opportunities to establish a niche advisory service within a competitive and regulated market. Key strategic priorities include activating operations with prudent capital allocation, building credibility, and mitigating risks related to scale, regulatory complexity, and founder concentration.

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Shareholders' funds

£100

Balance sheet as at 2025-08-31

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Overview

Company type
Private Limited Company
Incorporated
2023-08-07
Employees
0 (2025 accounts)
Registered office
Unit 22 95 Miles Road, Mitcham, England, CR4 3FH
Postcode
CR4 3FH
Accounts category
Dormant

Accounts

Last made up to
2025-08-31
Next due by
2027-05-31
Financial year end
31 August

Confirmation statement

Last statement dated
2026-08-06
Next due by
2027-08-20
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Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified

Officers 1 current

Subscribers only Director
Subscribers only Appointed 2023-08-07

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At this address

468

companies are registered at this postcode →

Competitors Croydon

This company ranks 74 among financial intermediation not elsewhere classified in Croydon.

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This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.