W1M WEALTH PLANNING LLP
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-07-15 (in 2mo)
Last made up 2025-07-01
Watchouts
None on the register
Cash
£977K
-0.7% vs 2023
Net assets
£711K
-11.7% vs 2023
Employees
31
+6.9% highest in 6 filed years
Profit before tax
-£164K
-387.2% vs 2023
Net assets
6-year trend · vs Unclassified median
Accounts
6-year trend · latest reflected 2024-12-31
| Metric | Trend | 2019-07-31 | 2020-07-31 | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|---|
| Turnover | — | — | — | — | £3,911,592 | £4,489,334 | |
| Operating profit | — | — | — | — | £57,140 | -£181,849 | |
| Profit before tax | — | — | — | — | £57,140 | -£164,111 | |
| Net profit | — | — | — | — | — | -£164,111 | |
| Cash | £389,049 | £422,442 | £403,417 | £776,312 | £983,876 | £977,402 | |
| Total assets less current liabilities | £649,568 | £620,690 | £707,764 | £830,037 | £864,581 | £747,956 | |
| Net assets | — | — | — | — | £804,943 | £710,869 | |
| Equity | — | — | — | — | £804,943 | £710,869 | |
| Average employees | 19 | 14 | 19 | 28 | 29 | 31 | |
| Wages | — | — | — | — | £2,274,987 | £2,709,923 | |
| Directors' remuneration | — | — | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
+14.8%
£3,911,592 £4,489,334
-
Cash
-0.7%
£983,876 £977,402
-
Net assets
-11.7%
£804,943 £710,869
-
Employees
+6.9%
29 31
highest in 6 filed years
-
Operating profit
-418.3%
£57,140 -£181,849
-
Profit before tax
-387.2%
£57,140 -£164,111
-
Wages
+19.1%
£2,274,987 £2,709,923
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2019-07-31 | 2020-07-31 | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | 1.5% | -4.1% | |
| Net margin | — | — | — | — | — | -3.7% | |
| Return on capital employed | — | — | — | — | 6.6% | -24.3% | |
| Gearing (liabilities / total assets) | — | — | — | — | 50.3% | 57.0% | |
| Current ratio | — | — | — | — | 2.03x | 1.76x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 2 times since incorporation — the current trading name was adopted 2025-06-05
- W1M WEALTH PLANNING LLP 2025-06-05 → present
- WAVERTON WEALTH PLANNING LLP 2021-09-15 → 2025-06-05
- CORNERSTONE ASSET MANAGEMENT LLP 2010-07-01 → 2021-09-15
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Saffery LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the members' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the limited liability partnership's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Significant events
- “Up until 28 June 2024, the ultimate parent company was Somers Limited, a company incorporated and registered in Bermuda. Following a change in control, this is now Sabrina Topco Limited, a company incorporated and registered in Jersey.”
- “Since 28 June 2024, the Company is now ultimately controlled by Lovell Minnick Partners LLC, an entity incorporated and registered in the United States, as a result of controlling 66.5% of the voting shares of the parent.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
3 active · 10 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| 140 LTD | Corporate Llp Designated Member | 2011-07-25 | — | — |
| W1M HOLDINGS LIMITED | Corporate Llp Designated Member | 2021-09-13 | — | — |
| J2 SCOTLAND LIMITED | Corporate Llp Member | 2011-07-25 | — | — |
Show 10 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GILSON, Glen Douglas | Llp Designated Member | 2010-07-01 | 2011-07-25 |
| MCPHERSON, Malcolm Henry | Llp Designated Member | 2010-07-01 | 2021-09-13 |
| BOLTACHAN LLP | Corporate Llp Designated Member | 2011-07-25 | 2021-09-13 |
| HBJ GATELEY WAREING (SCOTLAND) LLP | Corporate Llp Designated Member | 2010-07-01 | 2011-07-25 |
| HALL, Stephen James | Llp Member | 2019-04-06 | 2021-09-13 |
| REID, Alan John | Llp Member | 2017-08-01 | 2021-09-13 |
| SNEDDEN, Scott Alexander | Llp Member | 2019-04-06 | 2021-09-13 |
| WIGGLESWORTH, Simon Ian | Llp Member | 2019-04-06 | 2021-09-13 |
| CORNERSTONE EXCHANGE LLP | Corporate Llp Member | 2011-07-25 | 2012-05-01 |
| CORNERSTONE EXCHANGE NO.2 LLP | Corporate Llp Member | 2012-05-01 | 2021-09-13 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| W1m Holdings Limited | Corporate entity | voting-rights-75-to-100-percent-limited-liability-partnership, right-to-share-surplus-assets-75-to-100-percent-limited-liability-partnership, right-to-appoint-and-remove-members-limited-liability-partnership | 2021-09-13 | Active |
| Cornerstone Exchange No.2 Llp | Corporate entity | voting-rights-25-to-50-percent-limited-liability-partnership, right-to-share-surplus-assets-25-to-50-percent-limited-liability-partnership | 2016-06-30 | Ceased 2021-09-13 |
Filing timeline
Last 20 of 65 total filings
Material constitutional events — rename, articles re-file, resolution
- 2025-06-05 CERTNM Certificate change of name company
- 2025-06-05 LLNM01 Change of name notice limited liability partnership
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-26 | LLPSC05 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2026-03-26 | LLCH02 | officers | Change corporate member limited liability partnership with name change date | |
| 2026-03-26 | LLAD01 | address | Change registered office address limited liability partnership with date old address new address | |
| 2025-09-24 | AA | accounts | Accounts with accounts type full | |
| 2025-07-11 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-07-10 | LLPSC05 | persons-with-significant-control | Change to a person with significant control limited liability partnership | |
| 2025-06-05 | CERTNM | change-of-name | Certificate change of name company | |
| 2025-06-05 | LLNM01 | change-of-name | Change of name notice limited liability partnership | |
| 2024-08-02 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-05-17 | AA | accounts | Accounts with accounts type small | |
| 2023-07-12 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-05-12 | AA | accounts | Accounts with accounts type small | |
| 2022-08-10 | LLCS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-05-30 | AA | accounts | Accounts with accounts type small | |
| 2021-12-14 | LLAA01 | accounts | Change account reference date limited liability partnership current extended | |
| 2021-09-24 | LLPSC02 | persons-with-significant-control | Notification of a person with significant control limited liability partnership | |
| 2021-09-23 | LLPSC07 | persons-with-significant-control | Cessation of a person with significant control limited liability partnership | |
| 2021-09-23 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2021-09-23 | LLTM01 | officers | Termination member limited liability partnership with name termination date | |
| 2021-09-23 | LLTM01 | officers | Termination member limited liability partnership with name termination date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 8
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.