£23k
+407%vs Mar 2024Active10852119Private limited companyBlackwood
IWM WEALTH MANAGEMENT LTD
Significant control: Andrew James Thomas Parry (25–50%), Lewis Parry (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
IWM WEALTH MANAGEMENT LTD is an active private limited company (company number 10852119) incorporated on 5 July 2017, registered in Blackwood. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2025, showing net assets of £23k and cash of £59k, with 4 employees on average. Net assets rose 407% on the prior period (£4,469).
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 Andrew James Thomas Parry
- owns 25–50% of shares
- Mr Lewis Parry
- owns 50–75% of shares
- holds 50–75% 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
- 5 July 20179 yrs ago
- Next accounts due
- 31 December 2026in 64 days
- Confirmation statement due
- 19 July 2027in 264 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
£59k
+16%vs Mar 2024Not reported
4
+33%vs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £23k | £59k | £4,594 | — | — | — | 4 |
| 31 March 2024 | £4,469 | £51k | £3,117 | — | — | — | 3 |
Cash per employee£15kCash ÷ 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 £22,645 at 31 March 2025
- Net assets up 10% or more on the prior period+406.7% vs prior period
- Cash at bank of £50,000 or moreCash £58,902
- Incorporated five or more years agoIncorporated 5 July 2017
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 264 days
- Next accounts duein 64 days
- Accounts period endNet assets £23k · small accounts
- Accounts period endNet assets £4,469 · small accounts
- Incorporated
08
Similar companies in Cardiff
- KICKER FINANCE GROUP LIMITEDCardiff · inc. Jul 2017
- TWIBLI LIMITEDBridgend · inc. May 2017
- RESOURCE CONVERSION FINANCIAL ENGINEERING SERVICES LTDCardiff · inc. May 2017
- SDA BUSINESS RESCUE LIMITEDLlantwit Major · inc. Aug 2017
- NATIONWIDE FINANCIAL ASSISTANCE LTDCardiff · inc. May 2017
- LENNON CONNECT LIMITEDCardiff · inc. Aug 2017
All companies incorporated on 5 July 2017 · in Jul 2017.
09
Reminders for IWM WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.