£157k
−45%vs Mar 2025Active04233677Private limited companyCardiff
MULBERRY WEALTH CLIENT SERVICES LIMITED
Significant control: Mulberry Wealth Management No2 Limited (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
MULBERRY WEALTH CLIENT SERVICES LIMITED is an active private limited company (company number 04233677) incorporated on 13 June 2001, registered in Cardiff. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2026, showing net assets of £157k and cash of £335k, with 19 employees on average. Net assets fell 45% on the prior period (£287k).
Peer position · net assets
By net assets it sits in the top quarter of 362 comparable companies in Cardiff (median £7,206, upper quartile £58k).
02
Ownership and control
- Mulberry Wealth Management No2 Limited
- owns 75–100% of shares
- holds 75–100% of voting rights
- Pankaj Shantilal Bakshi
- owns 75–100% of shares
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
- 13 June 200125 yrs ago
- Next accounts due
- 31 December 2027in 430 days
- Confirmation statement due
- 27 June 2027in 243 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
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£335k
−4%vs Mar 2025Not reported
19
+6%vs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2026 | £157k | £335k | £37k | £227k | — | — | 19 |
| 31 March 2025 | £287k | £350k | £99k | £178k | — | — | 18 |
Current ratio1.64Current assets ÷ creditors within one year
Cash per employee£18kCash ÷ 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 £156,549 at 31 March 2026
- Net assets down 25% or more on the prior period-45.4% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.64
- Cash at bank of £50,000 or moreCash £334,989
- Incorporated five or more years agoIncorporated 13 June 2001
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 430 days
- Confirmation statement duein 243 days
- Accounts period endNet assets £157k · small accounts
- Accounts period endNet assets £287k · small accounts
- Incorporated
08
Similar companies in Cardiff
- WESLEY CLOVER WALES LIMITEDNewport · inc. Aug 2001
- VALIDPATH LIMITEDCardiff · inc. Aug 2001
- BROADLANDS PARTNERSHIP LTDCardiff · inc. Apr 2001
- DORRELL OLIVER FINANCIAL SERVICES LIMITEDAbergavenny · inc. Mar 2001
- CHAPELWOOD FINANCIAL PLANNING LIMITEDNewport · inc. Feb 2001
- BEAUFORCE CORPORATION LIMITEDGwehelog · inc. Nov 2001
All companies incorporated on 13 June 2001 · in Jun 2001.
09
Reminders for MULBERRY WEALTH CLIENT SERVICES LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.