CompanyCore
UK company intelligence
Company profile report
Prepared 26 May 2026
ADEPT WEALTH MANAGEMENT LIMITED
11604901 · ltd · incorporated 2018-10-04
1. Company facts
- Status
- active
- Lifecycle
- 🏛️ Established — Profitable, stable, 5+ years of trading. Classic SME profile.
- Jurisdiction
- england-wales
- Registered office
- Unit 4 99 London Road, Stanway, Colchester, CO3 0NY, United Kingdom
- SIC codes
- 64999 — Financial intermediation not elsewhere classified
- Accounts next due
- 2026-07-31
- Confirmation statement next due
- 2026-10-17
2. Directors (2 active)
- LAMBETH, Tracy Anne
- director · appointed 2018-10-04 · born 5/1973 (age 53)
- PATTEN, Adam Daniel Ernest
- director · appointed 2018-10-04 · born 1/1971 (age 55)
3. Shareholders (1 active)
- Mr Adam Daniel Ernest Patten
- 50-75% shares · 50-75% voting · board control
Headline verdict
- Opportunity score
- 72/100 (Strong)
- Owner dependency
- high — 63/100
- Red flags
- 0 high · 0 medium · 0 low