COPESTONE WEALTH MANAGEMENT LIMITED

13426924
Active London

Financial intermediation not elsewhere classified

12 employees website.com
Financial services Financial intermediation not elsewhere classified
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COPESTONE WEALTH MANAGEMENT LIMITED

13426924

Financial intermediation not elsewhere classified

Founded 28 May 2021 Active London, United Kingdom 12 employees website.com
Financial services Financial intermediation not elsewhere classified
Accounts Submitted 2 Mar 2026 Next due 31 Dec 2025 7 months overdue
Confirmation Submitted 9 Jun 2026 Next due 10 Jun 2027 11 months remaining
Net assets £924K £129K 2024 year on year
Total assets £3M £752K 2024 year on year
Total Liabilities £2M £881K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Acre House 11/15 William Road London NW1 3ER United Kingdom

Telephone

0800 000 0000

Website

www.example.com

Full company profile for COPESTONE WEALTH MANAGEMENT LIMITED (13426924), an active financial services company based in London, United Kingdom. Incorporated 28 May 2021. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Apr → 31 Mar 2025
Type total-exemption-full
Next accounts 31 Mar 2025
Due by 31 Dec 2025 7 months overdue

Net Assets, Total Assets & Total Liabilities (2021–2024)

Cash in Bank

£405.89k

Decreased by £142.92k (-26%)

Net Assets

£923.84k

Increased by £129.45k (+16%)

Total Liabilities

£1.71M

Decreased by £881.03k (-34%)

Turnover

N/A

Employees

12

Increased by 2 (+20%)

Debt Ratio

65%

Decreased by 12 (-16%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
31 Mar Year End
2023
31 Mar Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

3 active
Status
Bessent, Alexander JamesDirectorBritishUnited Kingdom4728 May 2021Active
Brand, Richard JamesDirectorBritishUnited Kingdom4628 May 2021Active
Nathan, RussellDirectorBritishEngland6328 May 2021Active

Shareholders

Shareholders (1)

Copestone Group Limited
100.0%

Persons with Significant Control

Persons with Significant Control (1)

1 Active
Active
Notified 28 May 2021
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Group Structure

Group Structure

COPESTONE WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
9 Jun 2026Confirmation StatementConfirmation statement made on 27 May 2026 with no updates
4 Mar 2026GazetteGazette Filings Brought Up To Date
3 Mar 2026GazetteGazette Notice Compulsory
2 Mar 2026AccountsAnnual accounts made up to 31 Mar 2025
29 May 2025Confirmation StatementConfirmation statement made on 27 May 2025 with no updates
9 Jun 2026 Confirmation Statement

Confirmation statement made on 27 May 2026 with no updates

4 Mar 2026 Gazette

Gazette Filings Brought Up To Date

3 Mar 2026 Gazette

Gazette Notice Compulsory

2 Mar 2026 Accounts

Annual accounts made up to 31 Mar 2025

29 May 2025 Confirmation Statement

Confirmation statement made on 27 May 2025 with no updates

Recent Activity

Latest Activity

Confirmation statement made on 27 May 2026 with no updates

4 weeks ago on 9 Jun 2026

Gazette Filings Brought Up To Date

4 months ago on 4 Mar 2026

Gazette Notice Compulsory

4 months ago on 3 Mar 2026

Annual accounts made up to 31 Mar 2025

4 months ago on 2 Mar 2026

Confirmation statement made on 27 May 2025 with no updates

1 years ago on 29 May 2025