Active14276097Private limited companyWalsall

TOTALITY WEALTH LIMITED

Significant control: Bhavika Patel (25–50%), Sarah Grimley (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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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

Generated from filed data · no estimates

TOTALITY WEALTH LIMITED is an active private limited company (company number 14276097) incorporated on 4 August 2022, registered in Walsall. 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 £280k and cash of £220k, with 4 employees on average. Net assets rose 136% on the prior period (£119k).

Peer position · net assets

By net assets it sits in the top quarter of 655 comparable companies in Birmingham (median £7,842, upper quartile £72k).

02

Ownership and control

2 active
  • Bhavika Patel
    Individual · since 4 August 2022
    • owns 25–50% of shares
    • holds 25–50% of voting rights
  • Sarah Grimley
    Individual · since 31 July 2023
    • 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
4 August 20224 yrs ago
Next accounts due
31 December 2026in 66 days
Confirmation statement due
18 August 2027in 296 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

2 periods on record · latest ending 31 March 2025
Net assets
£280k
+136%vs Mar 2024
Cash at bank
£220k
+323%vs Mar 2024
Turnover
Not reported
Employees
4
+100%vs Mar 2024
Net assets
£280k
Cash at bank
£220k
Average employees
4
Filed accounts by period, newest first
Period endNet assetsCashDebtorsCreditors <1yTurnoverProfitEmployees
31 March 2025£280k£220k£202k———4
31 March 2024£119k£52k£153k———2
Cash per employee£55kCash ÷ 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 £279,972 at 31 March 2025
  • Net assets up 10% or more on the prior period+135.9% vs prior period
  • Cash at bank of £50,000 or moreCash £220,298
  • Incorporated two to five years agoIncorporated 4 August 2022

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. Confirmation statement duein 296 days
  2. Next accounts duein 66 days
  3. Accounts period endNet assets £280k · small accounts
  4. Accounts period endNet assets £119k · small accounts
  5. Incorporated
08

Similar companies in Birmingham

Same activity (financial intermediation not elsewhere classified), closest in incorporation date
09

Reminders for TOTALITY WEALTH LIMITED

Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.

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.