£1,019
−83%vs Nov 2024Active09289697Private limited companyBournemouth
ELMS WEALTH MANAGEMENT LIMITED
Significant control: Robert Julian Fellows (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Fund management activities (SIC 66300). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
ELMS WEALTH MANAGEMENT LIMITED is an active private limited company (company number 09289697) incorporated on 31 October 2014, registered in Bournemouth. Its registered activity is fund management activities (SIC 66300). Latest small accounts cover the period ending 30 November 2025, showing net assets of £1,019 and cash of £27k, with 1 employee on average. Net assets fell 83% on the prior period (£6,017).
Peer position · net assets
By net assets it sits in the lower half of 187 comparable companies in Other (median £2,355, upper quartile £99k).
02
Ownership and control
- Mr Robert Julian Fellows
- owns 75–100% of shares
- holds 75–100% 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
- 31 October 201411 yrs ago
- Next accounts due
- 30 August 2027in 307 days
- Confirmation statement due
- 14 November 2026in 18 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66300
- Fund management activities
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£27k
+6%vs Nov 2024Not reported
1
No changevs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £1,019 | £27k | £236k | £258k | — | — | 1 |
| 30 November 2024 | £6,017 | £25k | £249k | £255k | — | — | 1 |
Current ratio1.02Current assets ÷ creditors within one year
Cash per employee£27kCash ÷ 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 £1,019 at 30 November 2025
- Net assets down 25% or more on the prior period-83.1% vs prior period
- Incorporated five or more years agoIncorporated 31 October 2014
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 307 days
- Confirmation statement duein 18 days
- Accounts period endNet assets £1,019 · small accounts
- Accounts period endNet assets £6,017 · small accounts
- Incorporated
08
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- BLUE LABEL WEALTH MANAGEMENT LIMITEDPoole · inc. Jan 2015
- COTSWOLD WEALTH SOLUTIONS LTDTetbury · inc. Jan 2015
- STEPHENSON WEALTH LIMITEDHarrogate · inc. Jul 2014
- EXCALIBUR INVESTMENTS LTDWick · inc. Feb 2015
- SGW MANAGEMENT LTDCottingham · inc. Feb 2015
All companies incorporated on 31 October 2014 · in Oct 2014.
09
Reminders for ELMS WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.