£32k
+69%vs Apr 2024Active13338908Private limited companyCardiff
WELLESLEY WEALTH MANAGEMENT LTD
Significant control: Richard David Huw Watkins (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
WELLESLEY WEALTH MANAGEMENT LTD is an active private limited company (company number 13338908) incorporated on 15 April 2021, registered in Cardiff. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 30 April 2025, showing net assets of £32k and cash of £29k, with 2 employees on average. Net assets rose 69% on the prior period (£19k).
Peer position · net assets
By net assets it sits in the upper half of 155 comparable companies in Cardiff (median £4,450, upper quartile £47k).
02
Ownership and control
- Mr Richard David Huw Watkins
- owns 50–75% of shares
- holds 50–75% 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
- 15 April 20215 yrs ago
- Next accounts due
- 30 January 2027in 97 days
- Confirmation statement due
- 29 April 2027in 186 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
£29k
+50%vs Apr 2024Not reported
2
No changevs Apr 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 April 2025 | £32k | £29k | £16k | — | — | — | 2 |
| 30 April 2024 | £19k | £20k | £14k | — | — | — | 2 |
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 £32,013 at 30 April 2025
- Net assets up 10% or more on the prior period+69.4% vs prior period
- Incorporated five or more years agoIncorporated 15 April 2021
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 They are not a rating, a prediction or advice, and may be incomplete or out of date.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 186 days
- Next accounts duein 97 days
- Accounts period endNet assets £32k · small accounts
- Accounts period endNet assets £19k · small accounts
- Incorporated
08
Similar companies in Cardiff
- CONSTRUCTION PAYMENT SCHEME LIMITEDCardiff · inc. Apr 2021
- GRL WEALTH MANAGEMENT LTDAberdare · inc. May 2021
- EUREKA CAPITAL ALLOWANCES LIMITEDNewport · inc. May 2021
- THOMAS WEALTH MANAGEMENT LIMITEDNewport · inc. Mar 2021
- PWB HOLDINGS LTDCardiff · inc. Feb 2021
- NTM WEALTH MANAGEMENT LIMITEDCardiff · inc. Jun 2021
All companies incorporated on 15 April 2021 · in Apr 2021.
09
Reminders for WELLESLEY WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.