Verified AccountantsUK firms, verified against the public record
Balance Accountancy Services Limited website icon

Balance Accountancy Services Limited

Chartered Accountants in Wallasey CH45

Verified & RegulatedTrust Score96/100Excellent

Companies House: 0540413227 Broadway Avenue, Wallasey, CH45 6TBData updated 07 Jul 2026

In the local market

Balance Accountancy Services Limited is one of 10 accountancy practices we verify in Wallasey. Incorporated in 2005, it is among the longest-established of them. It is the only ICAEW-regulated firm among them, rather than under the default HMRC scheme. It advertises a wider range of services than most firms we list in Wallasey.

Verified Accountants assessment

Balance Accountancy Services Limited is a UK limited company based in Wallasey, incorporated in 2005 and trading for 21 years.

Public records confirm it is anti-money-laundering supervised by ICAEW, a member firm of ICAEW, up to date with its accounts (last filed 31 Mar 2025), and running a confirmed website. Its website shows it handles Self Assessment, VAT, Payroll, and Bookkeeping.

How we verify →

Verification record and Trust Score

96/100

Trust Score

Excellent
Public record
AML supervised · ICAEW
Active company
Filing compliant
Trading 21 years
Professional qualification
  • ICAEW
  • ACCA
  • AAT
Contact
Website
Phone
Emailpending

The Trust Score is the share of the applicable public signals we have verified, scored out of 100 - fully deterministic, never subjective. How it is scored, and every signal's points →

Companies HouseActiveno. 05404132 (opens in new tab)incorporated 2005Companies House · checked 07 Jul
Registered activity
  • SIC 69201 - Accounting and auditing
The business activity the firm registered with Companies House (its Standard Industrial Classification).Companies House · checked 07 Jul
Filing complianceAccounts filed on timelast accounts 31 Mar 2025 (opens in new tab)Companies House · checked 07 Jul
Professional bodyMember firm of ICAEWInstitute of Chartered Accountants in England and Wales (ICAEW) is a UK professional accountancy body. Member firms must meet its qualification and conduct standards and can be disciplined by it.firm website · checked 13 Jul
Anti-money-launderingSupervised by ICAEWICAEW is one of the professional bodies approved to supervise accountants for anti-money-laundering. Every UK accountant must be supervised, by HMRC or an approved professional body, so this confirms the firm is monitored and operating legitimately.firm website · checked 13 Jul
Sources: Companies House (opens in new tab), firm website (opens in new tab)
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Good fit for

  • Handles Self Assessment, VAT, Payroll and Bookkeeping

Specialisms and services

Services
AccountantSelf AssessmentVATPayrollBookkeepingLimited company accountsContractorManagement Accounts

Message this firm

Send an enquiry and we will pass it to Balance Accountancy Services Limited. No account needed - just your contact details and what you need help with.

We share your message with this firm to answer your enquiry.

People at Balance Accountancy Services Limited

Directors and officers (1)

  • LLOYD, NeilSecretary · since 2005

Persons with significant control (1)

  • Mrs Tracy Jane LloydOwns 75-100% of shares, 75-100% of voting rights

Source: Companies House register (opens in new tab).

Financials (as filed)

Companies House filing history (opens in new tab) | 2014 to 2025
Current assets
£11k
as at 31 Mar 2025-£21k vs 2024
Cash at bank
£535
as at 31 Mar 2025-£31k vs 2024
Average employees
3
as at 31 Mar 2025
Current assets (cash, debtors, other) and net assets by year, in £. Latest year first.
202520242023202220212020201920182017201620152014
CashDebtorsNet assets
Full figures
As filed31 Mar 202531 Mar 202431 Mar 202331 Mar 202231 Mar 202131 Mar 202031 Mar 201931 Mar 201831 Mar 201731 Mar 201631 Mar 201531 Mar 2014
Average employees333333333
Cash at bank£535£31,454£1,352£294£1,233£575£101£7,925
Current assets£10,503£31,454£7,723£9,669£11,170£10,553£9,134£15,995£12,839£11,725
Debtors£9,968£6,371£9,375£9,937£9,978£9,134£15,894£4,914£11,725£10,975£8,090
Shareholders equity£20£15,293£3£983£2,051£5,852£1,855£146£886£22£256£639

Figures as reported in this firm's accounts filed at Companies House. Net assets is total assets less what the company owes; a figure below zero means recorded liabilities exceed assets. Small companies may file abbreviated accounts that omit turnover and profit. Public record, reproduced as facts.

Timeline

  1. 2005Company incorporated
  2. 2025Latest accounts filed
  3. 2026Verified on this directory

Frequently asked questions

Is Balance Accountancy Services Limited a regulated accountant?

Yes. Balance Accountancy Services Limited is a member firm of ICAEW, and is supervised for anti-money-laundering by ICAEW. Every UK accountant must be supervised for anti-money-laundering, by HMRC or an approved professional body, so this confirms the firm is authorised to practise and monitored for compliance.

Is Balance Accountancy Services Limited a chartered accountant?

Yes. Balance Accountancy Services Limited is a member firm of ICAEW, so it can use the title Chartered Accountants. "Chartered" and "Chartered Certified" are legally protected UK terms that only members of these bodies may use.

What services does Balance Accountancy Services Limited offer?

Based on its own website, Balance Accountancy Services Limited offers Self Assessment, VAT, Payroll, Bookkeeping, Limited company accounts, and Contractor. Confirm current services and availability with the firm before engaging. Message this firm →

How long has Balance Accountancy Services Limited been established?

Balance Accountancy Services Limited was incorporated at Companies House in 2005, so it has been on the register for about 21 years. A longer trading history is one sign of an established, accountable firm, though a newer firm is not necessarily less capable.

Does Balance Accountancy Services Limited file its accounts on time?

Yes. According to Companies House, Balance Accountancy Services Limited's most recent statutory accounts were filed by their due date. On-time filing is a basic sign that a company is being administered properly.

How do you verify Balance Accountancy Services Limited?

We build this record only from public, authoritative sources - for this firm, Companies House and firm website, and stamp every claim with its source and the date we last checked it. We show only what we can verify and say so plainly when we cannot. How we verify →

How is the Trust Score calculated?

The Trust Score is fully deterministic: fixed points for public, verified signals - an active company, anti-money-laundering supervision, filing compliance, a confirmed website and trading history. Balance Accountancy Services Limited scores 96/100. Nothing in the score is subjective, and every rule is listed on this page. How we verify →

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