£44k
vs Mar 2025Liquidation09264619Private limited companyCardiff
WEALTH MANAGEMENT (WALES) LTD
Significant control: Steve Jenkins (25–50%)
In liquidationThe company is being wound up. A liquidator deals with its affairs, assets and creditors' claims. Status as shown on the Companies House register at 31 August 2026; it may have changed since. Check the live record.
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
WEALTH MANAGEMENT (WALES) LTD is a liquidation private limited company (company number 09264619) incorporated on 15 October 2014, registered in Cardiff. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 November 2025, showing net assets of £44k and cash of £94k, with 1 employee on average. Net assets rose 1211% on the prior period (−£3,972). Across the last 3 periods on record the net-asset trend is rising.
Peer position · net assets
By net assets it sits in the upper half of 362 comparable companies in Cardiff (median £7,206, upper quartile £58k).
02
Ownership and control
- Mr Steve Jenkins
- owns 25–50% of shares
- Mrs Kim Louise Jenkins
- owns 25–50% 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
- 15 October 201412 yrs ago
- Next accounts due
- 30 August 2027in 306 days
- Confirmation statement due
- 29 October 2026in 1 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
£94k
Not reported the period beforeNot reported
1
No changevs Mar 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £44k | £94k | £29k | — | — | — | 1 |
| 31 March 2025 | −£3,972 | — | — | — | — | — | 1 |
| 31 March 2024 | −£7,931 | — | — | — | — | — | 1 |
Cash per employee£94kCash ÷ 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 £44,112 at 30 November 2025
- Net assets up 10% or more on the prior period+1210.6% vs prior period
- Cash at bank of £50,000 or moreCash £93,516
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 15 October 2014
- Register status is not ActiveLiquidation
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 306 days
- Confirmation statement duein 1 days
- Accounts period endNet assets £44k · small accounts
- Accounts period endNet liabilities £3,972 · small accounts
- Accounts period endNet liabilities £7,931 · small accounts
- Incorporated
08
Similar companies in Cardiff
- BUSINESS FINANCE AND LEASING LIMITEDCardiff · inc. Oct 2014
- BRIGHT FINANCIAL AFFILIATES LTDNewport · inc. Oct 2014
- HYPERION TRUSTEES LIMITEDBridgend · inc. Oct 2014
- JLW FINANCIAL SOLUTIONS LTDCardiff · inc. Oct 2014
- FINANCIAL LIFE PLANNING LIMITEDCardiff · inc. Nov 2014
- H KHAN LIMITEDCardiff · inc. Sept 2014
All companies incorporated on 15 October 2014 · in Oct 2014.
09
Reminders for WEALTH MANAGEMENT (WALES) LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.