£485k
+7%vs Sept 2024Active03875327Private limited companyLiskeard
BATEMAN WEALTH MANAGEMENT LIMITED
Significant control: Elaine Bateman (25–50%), Richard Lionel Bateman (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
BATEMAN WEALTH MANAGEMENT LIMITED is an active private limited company (company number 03875327) incorporated on 11 November 1999, registered in Liskeard. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 September 2025, showing net assets of £485k and cash of £247k, with 1 employee on average. Net assets rose 7% on the prior period (£453k).
Peer position · net assets
By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Mrs Elaine Bateman
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Richard Lionel Bateman
- owns 25–50% of shares
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 11 November 199926 yrs ago
- Next accounts due
- 30 June 2027in 246 days
- Confirmation statement due
- 25 November 2026in 29 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- SIC 82990
- Other business support service activities n.e.c.
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£247k
+20%vs Sept 2024Not reported
1
No changevs Sept 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £485k | £247k | £43k | — | — | — | 1 |
| 30 September 2024 | £453k | £205k | £54k | — | — | — | 1 |
Cash per employee£247kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £484,589 at 30 September 2025
- Cash at bank of £50,000 or moreCash £246,629
- Incorporated five or more years agoIncorporated 11 November 1999
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 246 days
- Confirmation statement duein 29 days
- Accounts period endNet assets £485k · small accounts
- Accounts period endNet assets £453k · small accounts
- Incorporated
08
Similar companies in the UK
- NEALES FINANCIAL MANAGEMENT LIMITEDWotton-Under-Edge · inc. Nov 1999
- TEAM FINANCIAL SERVICES LIMITEDExeter · inc. Nov 1999
- STEPHENSON SMART FINANCIAL SERVICES LIMITEDPeterborough · inc. Nov 1999
- INVESTMENT TECHNIQUE LIMITEDEast Yorkshire · inc. Nov 1999
- LIBERATE WEALTH (TAUNTON) LIMITEDTaunton · inc. Oct 1999
- BERKLEY SQUARE MORTGAGE CLIENTS LIMITEDChippenham · inc. Dec 1999
All companies incorporated on 11 November 1999 · in Nov 1999.
09
Reminders for BATEMAN WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.