YORWEALTH LTD
Company number 12938859 · Monitor this company
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Shareholders' funds
£294,360
Balance sheet as at 2025-03-31
What it does
The principal activity of the company during the year under review was financial management services.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2020-10-08
- Employees
- 7 (2025 accounts · was 5 in 2024)
- Registered office
- Studio 7 Forest Farm Business Park, Fulford, York, England, YO19 4RH
- Postcode
- YO19 4RH
- Capital
- 300 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2025-12-26
- Next due by
- 2027-01-09
Nature of business (SIC)
- 70221 Financial management
Officers 3 current · 3 resigned
Data protection registration
Registered with the ICO as a data protection fee payer — ZB891643 (Tier 2), registered since 2022.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- yorwealth.co.uk
- Phone
- 01904623888
YorWealth's independent financial advisers support with family finances, pension plans, savings, and wealth management in York.
Previous company names
| Name | Date changed |
|---|---|
| GLOBE FINANCIAL LTD | 2020-11-04 |
Previous registered addresses 2
| Address | Changed on |
|---|---|
| 20-22 WENLOCK ROAD, LONDON, N1 7GU, ENGLAND | 2020-11-18 |
| 20-22 WENLOCK ROAD, LONDON, N1 7GU, ENGLAND | 2020-11-17 |
Among its peers
Top 5%
by shareholders' funds, of 77 similar companies in YO
Among the biggest employers among its local peers (7 staff).
Trading since 2020.
No.3 of the largest financial management companies in York →
Competitors York
This company ranks 3 among financial management in York.
The class of 2020
36%
of the 2,631 companies in this sector incorporated in 2020 are still active today; 61% have since been dissolved.
A fact about the year, not a forecast for this company.