Scotia Wealth Management Ltd.

General information

Name:

Scotia Wealth Management Limited.

Office Address:

36-38 Salamander Street EH6 7HZ Edinburgh

Number: SC267795

Incorporation date: 2004-05-12

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

Scotia Wealth Management Ltd. can be found at Edinburgh at 36-38 Salamander Street. You can find the company by its postal code - EH6 7HZ. This company has been operating on the British market for 20 years. This enterprise is registered under the number SC267795 and company's official status is active. The name is Scotia Wealth Management Ltd.. This firm's previous associates may know the company also as Retirement Solutions & Financial Options, which was in use up till 2011/01/28. This firm's Standard Industrial Classification Code is 64999 and their NACE code stands for Financial intermediation not elsewhere classified. The latest financial reports cover the period up to 2022-03-31 and the latest confirmation statement was filed on 2023-05-12.

On 23rd February 2016, the firm was searching for a Financial Advisor to fill a full time position in the financial sector in Edinburgh, Scotland. All the applications should include job offer code BS/IFA1.

According to the latest data, there seems to be only one managing director in the company: William S. (since 2008/05/26). The following firm had been managed by Benjamin H. until 2008. Furthermore a different director, namely Margaret H. quit in May 2008.

  • Previous company's names
  • Scotia Wealth Management Ltd. 2011-01-28
  • Retirement Solutions & Financial Options Ltd. 2004-05-12

Financial data based on annual reports

Company staff

William S.

Role: Director

Appointed: 26 May 2008

Latest update: 25 March 2024

People with significant control

Executives who control the firm include: William S. owns over 3/4 of company shares. William S. owns over 3/4 of company shares.

William S.
Notified on 30 May 2016
Nature of control:
over 3/4 of shares
William S.
Notified on 6 April 2016
Nature of control:
over 3/4 of shares

Accounts Documents

Account next due date 31 December 2023
Account last made up date 31 March 2022
Confirmation statement next due date 26 May 2024
Confirmation statement last made up date 12 May 2023
Annual Accounts 14 December 2013
Start Date For Period Covered By Report 2012-04-01
End Date For Period Covered By Report 2013-03-31
Date Approval Accounts 14 December 2013
Annual Accounts 10 November 2014
Start Date For Period Covered By Report 2013-04-01
End Date For Period Covered By Report 2014-03-31
Date Approval Accounts 10 November 2014
Annual Accounts 31 October 2015
Start Date For Period Covered By Report 2014-04-01
End Date For Period Covered By Report 2015-03-31
Date Approval Accounts 31 October 2015
Annual Accounts 14 December 2016
Start Date For Period Covered By Report 2015-04-01
End Date For Period Covered By Report 2016-03-31
Date Approval Accounts 14 December 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
End Date For Period Covered By Report 31 March 2017
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
End Date For Period Covered By Report 31 March 2017
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
End Date For Period Covered By Report 31 March 2017
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
End Date For Period Covered By Report 31 March 2017
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
End Date For Period Covered By Report 31 March 2017

Jobs and Vacancies at Scotia Wealth Management Limited.

Financial Advisor in Edinburgh, posted on Tuesday 23rd February 2016
Region / City Scotland, Edinburgh
Industry Financial sector
Job type full time
Job reference code BS/IFA1
 

Company filings

Filing category

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Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Mortgage Officers Persons with significant control
Free Download
On 5th March 2021 director's details were changed (CH01)
filed on: 12th, March 2021
officers
Free Download Download filing (2 pages)

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Services (by SIC Code)

  • 64999 : Financial intermediation not elsewhere classified
20
Company Age

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