Active12052654Private limited companyLymm

BUSHELL HOLT WEALTH MANAGEMENT LIMITED

Significant control: Shaun Anthony Holt (25–50%), Karen Jane Bushell (25–50%)

Companies HouseCompanies House

From public filings as at 31 Aug 2026; may contain errors or be out of date.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

Generated from filed data · no estimates

BUSHELL HOLT WEALTH MANAGEMENT LIMITED is an active private limited company (company number 12052654) incorporated on 14 June 2019, registered in Lymm. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 31 December 2025, showing net assets of £306k and cash of £159k, with 10 employees on average. Net assets fell 2% on the prior period (£313k).

Peer position · net assets

By net assets it sits in the top quarter of 551 comparable companies in Manchester (median £5,093, upper quartile £52k).

02

Ownership and control

2 active
  • Mr Shaun Anthony Holt
    Individual · since 14 June 2019
    • holds 25–50% of voting rights
  • Mrs Karen Jane Bushell
    Individual · since 10 March 2020
    • owns 25–50% of shares
    • holds 25–50% 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
14 June 20197 yrs ago
Next accounts due
30 September 2027in 337 days
Confirmation statement due
28 June 2027in 243 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
Total Exemption Full
Size band
MicroCompanies Act thresholds
05

Financials

2 periods on record · latest ending 31 December 2025
Net assets
£306k
−2%vs Dec 2024
Cash at bank
£159k
+58%vs Dec 2024
Turnover
Not reported
Employees
10
No changevs Dec 2024
Net assets
£306k
Cash at bank
£159k
Average employees
10
Filed accounts by period, newest first
Period endNet assetsCashDebtorsCreditors <1yTurnoverProfitEmployees
31 December 2025£306k£159k£84k———10
31 December 2024£313k£101k£58k———10
Cash per employee£16kCash ÷ 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

Facts from the register · no rating
  • Net assets above zeroNet assets £306,375 at 31 December 2025
  • Cash at bank of £50,000 or moreCash £159,215
  • Incorporated five or more years agoIncorporated 14 June 2019

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

Newest first
  1. Next accounts duein 337 days
  2. Confirmation statement duein 243 days
  3. Accounts period endNet assets £306k · small accounts
  4. Accounts period endNet assets £313k · small accounts
  5. Incorporated
08

Similar companies in Manchester

Same activity (financial management), closest in incorporation date
09

Reminders for BUSHELL HOLT WEALTH MANAGEMENT LIMITED

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Source: Companies House register, snapshot 2026-08-31; accounts from the Companies House accounts data product. Open Government Licence v3.0. View on Companies House. Methodology · About · Markdown. Contact us about this company.