ALTANA WEALTH LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-09-09 (in 4mo)
Last made up 2025-08-26
Watchouts
None on the register
Cash
£418K
-40% vs 2023
Net assets
£529K
-72.7% vs 2023
Employees
17
+6.3% vs 2023
Profit before tax
-£6M
-37.2% vs 2023
Net assets
2-year trend · vs Industrials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £1,726,991 | £1,652,873 | |
| Operating profit | -£4,117,916 | -£5,644,659 | |
| Profit before tax | -£4,096,341 | -£5,618,526 | |
| Net profit | -£4,096,341 | -£5,618,526 | |
| Cash | £696,046 | £417,610 | |
| Total assets less current liabilities | £1,937,165 | £1,528,639 | |
| Net assets | £1,937,165 | £528,639 | |
| Equity | £1,937,165 | £528,639 | |
| Average employees | 16 | 17 | |
| Wages | £2,192,486 | £2,308,311 |
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
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | -238.4% | -341.5% | |
| Net margin | -237.2% | -339.9% | |
| Return on capital employed | -212.6% | -369.3% | |
| Current ratio | 5.91x | 2.90x |
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.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Grant Thornton UK LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The parent company has provided an undertaking to continue to provide financial support, for a further period of 12 months from the date of this report.”
Group structure
- ALTANA WEALTH LIMITED · parent
- PSSIF (GP) LLP 51%
- PSSIF Carried Interest LLP 30%
Significant events
- “Altana Wealth Limited and Lee Robinson have been involved in litigation with IlliquidX in the UK High Court since July 2020 regarding a potential breach of NDA and copyright infringement. On the 13 February 2025, judgement was handed down which found Altana Wealth to have breached the NDA and misused IIliquidX's confidential information and trade secrets in setting up and operating the Altana Credit Opportunities fund, which focused on Venezuelan government debt. The claim for copyright infringement failed. Lee Robinson was exonerated of the misuse of confidential information. The company will be seeking permission to appeal the judgement. The potential outcome could be claims for damages by IlliquidX and awards of costs for both sides.”
- “It was determined that further share capital would be needed in Quarter 1, 2024. Consequently, share issues for £1,100,000 took place on 27th February 2025, for £2,400,000 on 25th March 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
3 active · 4 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| PANCHEN, Neil | Director | 2023-05-22 | Oct 1969 | British |
| ROBINSON, Charlotte Lucinda | Director | 2010-08-26 | Mar 1972 | British |
| ROBINSON, Lee | Director | 2010-08-26 | Oct 1969 | British,Australian |
Show 4 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| LINGARD, Antony | Secretary | 2011-06-14 | 2015-12-29 |
| ROBINSON, Charlotte Lucinda | Secretary | 2010-08-26 | 2011-06-14 |
| GUNNER, Ian | Director | 2010-09-09 | 2023-05-22 |
| LINGARD, Antony | Director | 2011-07-12 | 2015-12-29 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Lee Robinson | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 151 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-28 | SH01 | capital | Capital allotment shares | |
| 2026-03-31 | SH01 | capital | Capital allotment shares | |
| 2026-01-30 | SH01 | capital | Capital allotment shares | |
| 2026-01-09 | SH01 | capital | Capital allotment shares | |
| 2025-12-02 | SH01 | capital | Capital allotment shares | |
| 2025-11-12 | SH01 | capital | Capital allotment shares | |
| 2025-10-06 | SH01 | capital | Capital allotment shares | |
| 2025-09-16 | AA | accounts | Accounts with accounts type full | |
| 2025-09-09 | SH01 | capital | Capital allotment shares | |
| 2025-08-29 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-08-14 | SH01 | capital | Capital allotment shares | |
| 2025-07-11 | SH01 | capital | Capital allotment shares | |
| 2025-04-17 | SH01 | capital | Capital allotment shares | |
| 2025-04-01 | SH01 | capital | Capital allotment shares | |
| 2025-03-21 | MR04 | mortgage | Mortgage satisfy charge full | |
| 2024-12-20 | SH01 | capital | Capital allotment shares | |
| 2024-11-12 | SH01 | capital | Capital allotment shares | |
| 2024-10-18 | AA | accounts | Accounts with accounts type full | |
| 2024-10-11 | SH01 | capital | Capital allotment shares | |
| 2024-09-10 | SH01 | capital | Capital allotment shares |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 12
- Capital events
- 16
- 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.
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
-
Turnover
-4.3%
£1,726,991 £1,652,873
-
Cash
-40%
£696,046 £417,610
-
Net assets
-72.7%
£1,937,165 £528,639
-
Employees
+6.3%
16 17
-
Operating profit
-37.1%
-£4,117,916 -£5,644,659
-
Profit before tax
-37.2%
-£4,096,341 -£5,618,526
-
Wages
+5.3%
£2,192,486 £2,308,311
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