{"name":"BREESE WEALTH MANAGEMENT LIMITED","company_number":"14784303","status":"Active - Proposal to Strike off","type":"Private Limited Company","incorporated":"2023-04-06","dissolved":null,"registered_office":"8 Camberwell Way, Doxford International Business Park, Sunderland, United Kingdom, SR3 3XN","postcode":"SR3 3XN","sic_codes":[{"code":70221,"description":"Financial management"}],"principal_activity":null,"previous_names":[],"warnings":[],"accounts":{"category":"Total Exemption Full","year_end":"18 February","last_made_up_to":"2026-02-18","next_due":"2027-11-18"},"employees":{"count":2,"accounts_date":"2026-02-18"},"financials":[{"financial_date":"2026-02-18","net_assets":1,"cash":100,"average_employees":2},{"financial_date":"2025-03-31","net_assets":280,"cash":2166,"average_employees":3},{"financial_date":"2024-03-31","net_assets":159,"cash":154}],"officers":{"current":3,"resigned":2,"complete":true,"note":"Names and details of individual officers are on the People page (subscriber-only on this site) and free at Companies House."},"charges":{"total":null,"outstanding":null},"gazette_notices":[],"insolvency_outcome":null,"ai_summary":"Breese Wealth Management Limited is a micro-sized, boutique financial management firm newly established in 2023, operating in a highly regulated and competitive UK sector. Its initial financial position reflects typical startup constraints with minimal assets and limited equity, positioning it as a niche player focused on personalised advisory services. Industry trends such as regulatory demands and digital innovation present both hurdles and growth opportunities for this firm as it seeks to establish a foothold in the wealth management market.","website":null,"links":{"page":"https://www.companiesintheuk.co.uk/ltd/breese-wealth-management","people":"https://www.companiesintheuk.co.uk/company/breese-wealth-management/people","filing_history":"https://www.companiesintheuk.co.uk/company/breese-wealth-management/filing-history","companies_house":"https://find-and-update.company-information.service.gov.uk/company/14784303","financials":"https://www.companiesintheuk.co.uk/company/breese-wealth-management/financial","control":"https://www.companiesintheuk.co.uk/company/breese-wealth-management/control","ai_analysis":"https://www.companiesintheuk.co.uk/company/breese-wealth-management/analysis"},"source":"CompaniesInTheUK, from Companies House, The Gazette and other public registers (see /support/about). Cite as: CompaniesInTheUK, https://www.companiesintheuk.co.uk/ltd/breese-wealth-management"}