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Home > England & Wales Companies > APOGEE WEALTH MANAGEMENT LIMITED
Company Information for

APOGEE WEALTH MANAGEMENT LIMITED

NO.1 BOOTHS PARK, CHELFORD ROAD, KNUTSFORD, CHESHIRE, WA16 8GS,
Company Registration Number
06925283
Private Limited Company
Active

Company Overview

About Apogee Wealth Management Ltd
APOGEE WEALTH MANAGEMENT LIMITED was founded on 2009-06-05 and has its registered office in Knutsford. The organisation's status is listed as "Active". Apogee Wealth Management Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as UNAUDITED ABRIDGED
Key Data
Company Name
APOGEE WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
NO.1 BOOTHS PARK
CHELFORD ROAD
KNUTSFORD
CHESHIRE
WA16 8GS
Other companies in WA16
 
Filing Information
Company Number 06925283
Company ID Number 06925283
Date formed 2009-06-05
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 30/04/2024
Account next due 31/01/2026
Latest return 03/01/2016
Return next due 31/01/2017
Type of accounts UNAUDITED ABRIDGED
Last Datalog update: 2024-07-06 00:20:48
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for APOGEE WEALTH MANAGEMENT LIMITED
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Companies with same name APOGEE WEALTH MANAGEMENT LIMITED
The following companies were found which have the same name as APOGEE WEALTH MANAGEMENT LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
APOGEE WEALTH MANAGEMENT LLC Georgia Unknown

Company Officers of APOGEE WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
DAVID PETER CLEWLOW
 Director 2009-06-05
SIMON GERALD HARDSTAFF
 Director 2009-06-05
PAUL CHRISTOPHER ROWLING
 Director 2009-06-05

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
DAVID PETER CLEWLOW APOGEE HOLDINGS LIMITED Director 2018-03-13 CURRENT 2018-03-13 Active
PAUL CHRISTOPHER ROWLING APOGEE HOLDINGS LIMITED Director 2018-03-13 CURRENT 2018-03-13 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-06-27Unaudited abridged accounts made up to 2024-04-30
2024-01-26CONFIRMATION STATEMENT MADE ON 03/01/24, WITH NO UPDATES
2023-01-04CONFIRMATION STATEMENT MADE ON 03/01/23, WITH NO UPDATES
2023-01-04CS01CONFIRMATION STATEMENT MADE ON 03/01/23, WITH NO UPDATES
2022-06-22Unaudited abridged accounts made up to 2022-04-30
2022-01-12STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 069252830001
2022-01-12MR04 STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 069252830001
2022-01-11CONFIRMATION STATEMENT MADE ON 03/01/22, WITH NO UPDATES
2022-01-11CS01CONFIRMATION STATEMENT MADE ON 03/01/22, WITH NO UPDATES
2021-12-22REGISTRATION OF A CHARGE / CHARGE CODE 069252830003
2021-12-22MR01REGISTRATION OF A CHARGE / CHARGE CODE 069252830003
2021-12-01MR04 STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 069252830002
2021-01-21CS01CONFIRMATION STATEMENT MADE ON 03/01/21, WITH NO UPDATES
2020-01-08CS01CONFIRMATION STATEMENT MADE ON 03/01/20, WITH NO UPDATES
2019-10-24MR01REGISTRATION OF A CHARGE / CHARGE CODE 069252830002
2019-01-14CS01CONFIRMATION STATEMENT MADE ON 03/01/19, WITH UPDATES
2019-01-12PSC02Notification of Apogee Holdings Limited as a person with significant control on 2018-08-10
2018-10-01MR01REGISTRATION OF A CHARGE / CHARGE CODE 069252830001
2018-02-12LATEST SOC12/02/18 STATEMENT OF CAPITAL;GBP 600
2018-02-12CS01CONFIRMATION STATEMENT MADE ON 03/01/18, WITH UPDATES
2017-08-17AA30/04/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-02-14LATEST SOC14/02/17 STATEMENT OF CAPITAL;GBP 600
2017-02-14CS01CONFIRMATION STATEMENT MADE ON 03/01/17, WITH UPDATES
2016-08-09AA30/04/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-01-17AA30/04/15 ACCOUNTS TOTAL EXEMPTION SMALL
2016-01-17LATEST SOC17/01/16 STATEMENT OF CAPITAL;GBP 600
2016-01-17AR0103/01/16 ANNUAL RETURN FULL LIST
2015-01-08AA30/04/14 ACCOUNTS TOTAL EXEMPTION SMALL
2015-01-08LATEST SOC08/01/15 STATEMENT OF CAPITAL;GBP 600
2015-01-08AR0103/01/15 ANNUAL RETURN FULL LIST
2014-07-07LATEST SOC07/07/14 STATEMENT OF CAPITAL;GBP 600
2014-07-07AR0105/06/14 ANNUAL RETURN FULL LIST
2013-12-10AA30/04/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-07-24AR0105/06/13 ANNUAL RETURN FULL LIST
2013-07-24AD04Register(s) moved to registered office address
2012-11-07AA30/04/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-07-30AR0105/06/12 ANNUAL RETURN FULL LIST
2012-07-30AD02Register inspection address changed from C/O Ascendis 2Nd Floor 683 - 693 Wilmslow Road Didsbury Manchester M20 6RE
2011-10-20RP04Second filing of form AR01 previously delivered to Companies House made up to 2011-06-05
2011-10-20ANNOTATIONClarification
2011-10-05AA30/04/11 ACCOUNTS TOTAL EXEMPTION SMALL
2011-07-11AR0105/06/11 ANNUAL RETURN FULL LIST
2010-12-08SH0101/12/10 STATEMENT OF CAPITAL GBP 600
2010-08-11AA30/04/10 ACCOUNTS TOTAL EXEMPTION SMALL
2010-06-08AR0105/06/10 ANNUAL RETURN FULL LIST
2010-06-08AD03REGISTER(S) MOVED TO SAIL ADDRESS 114-REG MEM 162-REG DIR 275-REG SEC 358-REC OF RES ETC
2010-06-08AD02SAIL ADDRESS CREATED
2010-06-07CH01DIRECTOR'S CHANGE OF PARTICULARS / MR PAUL CHRISTOPHER ROWLING / 05/06/2010
2010-06-07CH01DIRECTOR'S CHANGE OF PARTICULARS / MR SIMON GERALD HARDSTAFF / 05/06/2010
2010-06-07CH01DIRECTOR'S CHANGE OF PARTICULARS / MR DAVID PETER CLEWLOW / 05/06/2010
2009-10-16AA01CURRSHO FROM 30/06/2010 TO 30/04/2010
2009-10-12AD01REGISTERED OFFICE CHANGED ON 12/10/2009 FROM 3 HOLLYCROFT BRERETON HEATH LANE SOMERFORD CONGLETON CHESHIRE CW12 4SH
2009-06-05NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to APOGEE WEALTH MANAGEMENT LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against APOGEE WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 3
Mortgages/Charges outstanding 1
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 2
Details of Mortgagee Charges
We do not yet have the details of APOGEE WEALTH MANAGEMENT LIMITED's previous or outstanding mortgage charges.
Creditors
Creditors Due Within One Year 2012-05-01 £ 160,941

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2013-04-30
Annual Accounts
2014-04-30
Annual Accounts
2015-04-30
Annual Accounts
2017-04-30
Annual Accounts
2018-04-30
Annual Accounts
2019-04-30
Annual Accounts
2020-04-30
Annual Accounts
2021-04-30
Annual Accounts
2022-04-30

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on APOGEE WEALTH MANAGEMENT LIMITED

Financial Assets
Balance Sheet
Called Up Share Capital 2012-05-01 £ 600
Cash Bank In Hand 2012-05-01 £ 170,130
Current Assets 2012-05-01 £ 235,781
Debtors 2012-05-01 £ 65,651
Fixed Assets 2012-05-01 £ 652
Shareholder Funds 2012-05-01 £ 75,492
Tangible Fixed Assets 2012-05-01 £ 652

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of APOGEE WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for APOGEE WEALTH MANAGEMENT LIMITED
Trademarks
We have not found any records of APOGEE WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for APOGEE WEALTH MANAGEMENT LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as APOGEE WEALTH MANAGEMENT LIMITED are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED £ 5,053,043
ABRDN FUND MANAGERS LIMITED £ 3,017,531
PICTET ASSET MANAGEMENT LIMITED £ 647,110
DORSET HOUSE LTD £ 572,427
ALLPAY LIMITED £ 461,876
ARLINGCLOSE LIMITED £ 227,102
FIL PENSIONS MANAGEMENT £ 105,751
ASSET ADVANTAGE GROUP LIMITED £ 92,418
CLOSE INVOICE FINANCE LIMITED £ 61,134
3C PAYMENT UK LTD £ 37,584
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
No properties were found where APOGEE WEALTH MANAGEMENT LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded APOGEE WEALTH MANAGEMENT LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded APOGEE WEALTH MANAGEMENT LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode WA16 8GS