£4,392
−58%vs Oct 2023Active10423367Private limited companyOldham
BERTELLI WEALTH MANAGEMENT LTD
Significant control: Michael Francis Bertelli (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
BERTELLI WEALTH MANAGEMENT LTD is an active private limited company (company number 10423367) incorporated on 12 October 2016, registered in Oldham. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 31 October 2024, showing net assets of £4,392, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 58% on the prior period (£11k).
Peer position · net assets
By net assets it sits in the lower half of 551 comparable companies in Manchester (median £5,093, upper quartile £52k).
02
Ownership and control
- Mr Michael Francis Bertelli
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
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
- 12 October 201610 yrs ago
- Next accounts due
- 31 July 202684 days overdue
- Confirmation statement due
- 26 October 2027in 368 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 70221
- Financial management
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Oct 2023| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 October 2024 | £4,392 | — | — | £17k | — | — | 2 |
| 31 October 2023 | £11k | — | — | £19k | — | — | 2 |
Current ratio1.21Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £4,392 at 31 October 2024
- Net assets down 25% or more on the prior period-58.4% vs prior period
- Incorporated five or more years agoIncorporated 12 October 2016
- Accounts past their due dateDue 31 July 2026
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
- Confirmation statement duein 368 days
- Next accounts due84 days overdue
- Accounts period endNet assets £4,392 · micro accounts
- Accounts period endNet assets £11k · micro accounts
- Incorporated
08
Similar companies in Manchester
- ENNENGA CONSULTANT LIMITEDManchester · inc. Sept 2016
- MATTLEX LIMITEDManchester · inc. Sept 2016
- ASHLAND WEALTH MANAGEMENT LIMITEDBolton · inc. Nov 2016
- ATEN ADVISORY LTDSale · inc. Sept 2016
- HJB WEALTH MANAGEMENT LIMITEDStockport · inc. Nov 2016
- MERCURY STORM LTDWarrington · inc. Nov 2016
All companies incorporated on 12 October 2016 · in Oct 2016.
09
Reminders for BERTELLI WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.