£1.84m
+115%vs Mar 2025Active07239722Private limited companyBromsgrove
AVIDITY WEALTH MANAGEMENT LIMITED
Significant control: Avidity Wealth Management Holdings Ltd (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
AVIDITY WEALTH MANAGEMENT LIMITED is an active private limited company (company number 07239722) incorporated on 29 April 2010, registered in Bromsgrove. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest abridged accounts cover the period ending 22 October 2025, showing net assets of £1.84m and cash of £1.65m, with 22 employees on average. As abridged accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 115% on the prior period (£855k).
Peer position · net assets
By net assets it sits in the top quarter of 655 comparable companies in Birmingham (median £7,842, upper quartile £72k).
02
Ownership and control
- Avidity Wealth Management Holdings Ltd
- owns 75–100% of shares
- Mr Tim John Yates
- has significant influence or control
- Mr Peter David Rex Ambrose
- has significant influence or control
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
- 29 April 201016 yrs ago
- Next accounts due
- 22 July 2027in 268 days
- Confirmation statement due
- 13 May 2027in 198 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
- Unaudited Abridged
- Size band
- SmallCompanies Act thresholds
05
Financials
£1.65m
−1%vs Mar 2025Not disclosed
22
No changevs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 22 October 2025 | £1.84m | £1.65m | £621k | — | — | — | 22 |
| 31 March 2025 | £855k | £1.66m | £1.84m | — | — | — | 22 |
Cash per employee£75kCash ÷ 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 £1,838,656 at 22 October 2025
- Net assets up 10% or more on the prior period+114.9% vs prior period
- Cash at bank of £50,000 or moreCash £1,653,138
- Incorporated five or more years agoIncorporated 29 April 2010
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 268 days
- Confirmation statement duein 198 days
- Accounts period endNet assets £1.84m · abridged accounts
- Accounts period endNet assets £855k · abridged accounts
- Incorporated
08
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- STEP-BY-STEP FINANCIAL PLANNERS LIMITEDRugeley · inc. Apr 2010
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- PURPLE SAILOR LIMITEDWolverhampton · inc. Jun 2010
- INSTANT BUSINESS MANAGER LIMITEDDudley · inc. Mar 2010
- ALEXANDER JAMES WEALTH MANAGEMENT LIMITEDWolverhampton · inc. Mar 2010
- CENSUS WEALTH MANAGEMENT LIMITEDSutton Coldfield · inc. Feb 2010
All companies incorporated on 29 April 2010 · in Apr 2010.
09
Reminders for AVIDITY WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.