# WELLESLEY WEALTH MANAGEMENT LTD (13338908)

> 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).

- Status: Active
- Incorporated: 2021-04-15
- Registered office: Cardiff, CF5 6TQ
- SIC 70221: Financial management
- Next accounts due: 2027-01-30
- Confirmation statement due: 2027-04-29
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the upper half of 155 comparable companies in Cardiff (median £4,450, upper quartile £47k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-04-30 | £32k | £29k | £16k | — | — | — | 2 |
| 2024-04-30 | £19k | £20k | £14k | — | — | — | 2 |

size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net 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 ago: Incorporated 15 April 2021

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mr Richard David Huw Watkins — owns 50–75% of shares; holds 50–75% of voting rights; can appoint or remove directors, since 2021-04-15

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/13338908
HTML: https://firmoscan.com/company/13338908-wellesley-wealth-management-ltd