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Companies House/Colchester/Company profile

ADEPT WEALTH MANAGEMENT LIMITED

Active
11604901·incorporated 2018-10-04

ADEPT WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 4 October 2018 at Companies House (number 11604901; OpenRegistry canonical ID GB-11604901-adept-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 31,002 active UK entities in that code and one of 17,035 active companies registered in Colchester, Essex (postcode CO3). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2018-10-04
Registered Address
UNIT 4 99 LONDON ROAD, STANWAY, COLCHESTER, ESSEX, CO3 0NY, UNITED KINGDOM
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

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Accounts

Last filed accounts made up to 2024-10-31. Next accounts due 2026-07-31. Financial year-end: 31/10. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-10-03. Next confirmation statement due 2026-10-17.

Persons with significant control

ADEPT WEALTH MANAGEMENT LIMITED has 1 person with significant control on file:

  • Mr Adam Daniel Ernest Patten born 1971 resident in United Kingdom, British national. Notified 2018-10-04.
    • Owns 50–75% of shares
    • Holds 50–75% of voting rights
    • Has the right to appoint and remove directors

Previous names

ADEPT WEALTH MANAGEMENT LIMITED has previously traded as:

  • ADVANCE WEALTH MANAGEMENT LIMITED (until 2018-10-24)

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Colchester:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/11604901.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.