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Bartlett Wealth Management Ltd

Bartlett Wealth Management Ltd is an active company incorporated on 11 March 1965 with the registered office located in Leeds, West Yorkshire. Bartlett Wealth Management Ltd was registered 60 years ago.
Status
Active
Active since incorporation
Company No
00840614
Private limited company
Age
60 years
Incorporated 11 March 1965
Size
Micro
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 14 May 2025 (3 months ago)
Next confirmation dated 14 May 2026
Due by 28 May 2026 (8 months remaining)
Last change occurred 3 months ago
Accounts
Submitted
For period 1 Oct30 Sep 2024 (1 year)
Accounts type is Full
Next accounts for period 30 September 2025
Due by 30 June 2026 (9 months remaining)
Contact
Address
Broadway Hall
Horsforth
Leeds
LS18 4RS
Same address since incorporation
Telephone
01132585711
Email
Available in Endole App
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Director • Financial Advisor • British • Lives in England • Born in Jan 1976
Director • British • Lives in England • Born in Sep 1980
Director • Business Executive • British • Lives in England • Born in Feb 1979
Secretary • British
Shareholders, PSCs & Group Structure
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Mutual Companies
Bartlett & Company Limited
John Howard Ransome and are mutual people.
Active
Sunbridge Finance Limited
John Howard Ransome is a mutual person.
Active
Bartlett Group Limited
John Howard Ransome is a mutual person.
Active
The Bartlett Foundation
John Howard Ransome is a mutual person.
Active
Bartlett Group (Subsidiaries) Limited
John Howard Ransome is a mutual person.
Active
Bartlett Trustee Limited
John Howard Ransome is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Sep 2024
For period 30 Sep30 Sep 2024
Traded for 12 months
Cash in Bank
£525.32K
Increased by £101.09K (+24%)
Turnover
£3.91M
Increased by £454.99K (+13%)
Employees
Unreported
Same as previous period
Total Assets
£749.07K
Increased by £53.26K (+8%)
Total Liabilities
-£257.35K
Increased by £88.44K (+52%)
Net Assets
£491.72K
Decreased by £35.17K (-7%)
Debt Ratio (%)
34%
Increased by 10.08% (+42%)
Latest Activity
Confirmation Submitted
3 Months Ago on 22 May 2025
Full Accounts Submitted
5 Months Ago on 2 Apr 2025
Mr Jonathan Charles Faulkner Appointed
5 Months Ago on 1 Apr 2025
John Howard Ransome Resigned
5 Months Ago on 31 Mar 2025
Bartlett Group (Subsidiaries) Limited (PSC) Appointed
10 Months Ago on 22 Oct 2024
Frederick Michael Bartlett (PSC) Resigned
10 Months Ago on 22 Oct 2024
Confirmation Submitted
1 Year 3 Months Ago on 14 May 2024
Full Accounts Submitted
1 Year 4 Months Ago on 22 Apr 2024
Full Accounts Submitted
2 Years 2 Months Ago on 12 Jun 2023
David Francis Bates Resigned
2 Years 3 Months Ago on 31 May 2023
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Documents
Confirmation statement made on 14 May 2025 with updates
Submitted on 22 May 2025
Full accounts made up to 30 September 2024
Submitted on 2 Apr 2025
Appointment of Mr Jonathan Charles Faulkner as a secretary on 1 April 2025
Submitted on 1 Apr 2025
Termination of appointment of John Howard Ransome as a secretary on 31 March 2025
Submitted on 31 Mar 2025
Cessation of Frederick Michael Bartlett as a person with significant control on 22 October 2024
Submitted on 27 Jan 2025
Notification of Bartlett Group (Subsidiaries) Limited as a person with significant control on 22 October 2024
Submitted on 27 Jan 2025
Resolutions
Submitted on 3 Sep 2024
Memorandum and Articles of Association
Submitted on 3 Sep 2024
Confirmation statement made on 14 May 2024 with no updates
Submitted on 14 May 2024
Full accounts made up to 30 September 2023
Submitted on 22 Apr 2024
Repayment History
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