Not reported
Active11438844Private limited companyBarry
HALEN WEALTH LIMITED
Significant control: Jonathan George Lowry (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
Watch this company
Get an email when Companies House records a change for Halen Wealth Limited: status, filings, accounts, officers or owners. Free.
Not live yet: alerts start by 15 December 2026. We store your email and this company number only, for these alerts. If alerts don’t launch, we tell you and delete your address. Privacy
Coming soon · product and service lists
What does Halen Wealth Limited sell?
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.
One email, only about this. If we don’t launch within 60 days we’ll tell you. Privacy
01
Summary
HALEN WEALTH LIMITED is an active private limited company (company number 11438844) incorporated on 28 June 2018, registered in Barry. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 June 2026 and cash of £69k, with 1 employee on average.
There are 362 companies in financial intermediation not elsewhere classified in Cardiff with filed accounts; the median reports net assets of £7,206 and is 11 years old.
02
Ownership and control
- Mr Jonathan George Lowry
- 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
- 28 June 20188 yrs ago
- Next accounts due
- 30 March 2028in 522 days
- Confirmation statement due
- 12 July 2027in 260 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
£69k
+28%vs Jun 2025Not reported
1
No changevs Jun 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2026 | — | £69k | £375 | £34k | — | — | 1 |
| 30 June 2025 | — | £54k | £0 | £30k | — | — | 1 |
Current ratio2.05Current assets ÷ creditors within one year
Cash per employee£69kCash ÷ 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
- Current assets at least 1.5× creditors within one yearCurrent ratio 2.05
- Cash at bank of £50,000 or moreCash £69,456
- Incorporated five or more years agoIncorporated 28 June 2018
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 522 days
- Confirmation statement duein 260 days
- Accounts period end
- Accounts period end
- Incorporated
08
Similar companies in Cardiff
- ARC CORPORATE FINANCE BROKERS LTDCardiff · inc. Jul 2018
- FALCO FINANCIAL PLANNING LTDCowbridge · inc. Jul 2018
- SK PROPERTY AND INVESTMENTS LIMITEDCardiff · inc. Jun 2018
- M H A BUSINESS CONSULTANCY SERVICES LTDCardiff · inc. Jul 2018
- PAYROLL ASSIST LTDCardiff · inc. Jul 2018
- STACK CAP LTDCardiff · inc. Jul 2018
All companies incorporated on 28 June 2018 · in Jun 2018.
09
Reminders for HALEN WEALTH LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.