Active16188555Private limited companyBristol

B E WEALTH MANAGEMENT LTD

Significant control: Joshua Jonathan Evans (25–50%), Richard James Kirk Brown (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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Summary

Generated from filed data · no estimates

B E WEALTH MANAGEMENT LTD is an active private limited company (company number 16188555) incorporated on 16 January 2025, registered in Bristol. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 31 March 2026, showing net assets of £219k and cash of £87k, with 4 employees on average.

Peer position · net assets

By net assets it sits in the top quarter of 238 comparable companies in Bristol (median £4,067, upper quartile £41k).

Ownership and control

2 active

JJ
Mr Joshua Jonathan Evans
Individual · since 16 January 2025
- owns 25–50% of shares
- holds 25–50% of voting rights
- can appoint or remove directors
25–50%
RJ
Mr Richard James Kirk Brown
Individual · since 24 April 2025
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
50–75%

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.

Key dates

Incorporated: 16 January 20251 yr ago
Next accounts due: 31 December 2027in 434 days
Confirmation statement due: 30 January 2027in 99 days

Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.

Activity

SIC 70221: Financial management
Accounts type: Total Exemption Full
Size band: MicroCompanies Act thresholds

Financials

1 period on record · latest ending 31 March 2026

Net assets

£219k

1 period on record

Cash at bank

£87k

1 period on record

Turnover

Not reported

Employees

1 period on record

Filed accounts by period, newest first
Period end	Net assets	Cash	Debtors	Creditors <1y	Turnover	Profit	Employees
31 March 2026	£219k	£87k	£167k	£135k	—	—	4

Current ratio1.89Current assets ÷ creditors within one year

Cash per employee£22kCash ÷ average employees

Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.

Filing and accounts signals

Facts from the register · no rating

Net assets above zeroNet assets £219,103 at 31 March 2026
Current assets at least 1.5× creditors within one yearCurrent ratio 1.89
Cash at bank of £50,000 or moreCash £86,656
Incorporated less than two years agoIncorporated 16 January 2025; no accounts due yet

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.

Timeline

Newest first

31 Dec 2027Next accounts duein 434 days
30 Jan 2027Confirmation statement duein 99 days
31 Mar 2026Accounts period endNet assets £219k · small accounts
16 Jan 2025Incorporated

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Reminders for B E WEALTH MANAGEMENT LTD

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