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Wealth Club Asset Management Limited

Wealth Club Asset Management Limited is an active company incorporated on 30 August 2002 with the registered office located in Bristol, Bristol. Wealth Club Asset Management Limited was registered 23 years ago.
Status
Active
Active since incorporation
Company No
04522114
Private limited company
Age
23 years
Incorporated 30 August 2002
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 30 August 2025 (4 months ago)
Next confirmation dated 30 August 2026
Due by 13 September 2026 (8 months remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Jul ⟶ 30 Jun 2025 (12 months)
Accounts type is Full
Next accounts for period 30 June 2026
Due by 31 March 2027 (1 year 2 months remaining)
Learn more about Wealth Club Asset Management Limited
Contact
Address
20 Richmond Hill
Bristol
BS8 1BA
United Kingdom
Same address for the past 4 years
Telephone
01442217287
Email
Available in Endole App
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People
Officers
5
Shareholders
1
Controllers (PSC)
1
Alexander James Fraser Davies
Director • British • Lives in England • Born in Oct 1975
Ruth Gillian Richards
Director • British • Lives in UK • Born in Mar 1975
Marta Caricato
Director • Marketing Director • Italian • Lives in UK • Born in Oct 1975
Simon Fredericus Silvester Power
Director • Finance Director • British • Lives in England • Born in Dec 1977
Sheridan Arthur Harold Leech
Director • British • Lives in UK • Born in Jan 1993
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Shareholders, PSCs & Group Structure
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Mutual Companies
Wealth Club Limited
Marta Caricato, Alexander James Fraser Davies, and 3 more are mutual people.
Active
Wealth Club Nominees Limited
Marta Caricato, Alexander James Fraser Davies, and 3 more are mutual people.
Active
Wealth Club Sipp Trustees Limited
Marta Caricato, Sheridan Arthur Harold Leech, and 2 more are mutual people.
Active
AJF Davies Limited
Alexander James Fraser Davies is a mutual person.
Active
Fraser James Properties Limited
Alexander James Fraser Davies is a mutual person.
Active
Cherry Tree (Bristol) Limited
Alexander James Fraser Davies is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Jun 2025
For period 30 Jun ⟶ 30 Jun 2025
Traded for 12 months
Cash in Bank
£1.33M
Increased by £191.68K (+17%)
Turnover
£859.54K
Increased by £253.13K (+42%)
Employees
6
Same as previous period
Total Assets
£1.53M
Increased by £187.31K (+14%)
Total Liabilities
-£219.7K
Increased by £46.22K (+27%)
Net Assets
£1.31M
Increased by £141.08K (+12%)
Debt Ratio (%)
14%
Increased by 1.44% (+11%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
1 Month Ago on 18 Nov 2025
Confirmation Submitted
4 Months Ago on 1 Sep 2025
Sheridan Arthur Harold Leech Details Changed
7 Months Ago on 23 May 2025
Gayle Elizabeth Bowen Resigned
10 Months Ago on 28 Feb 2025
Full Accounts Submitted
1 Year 2 Months Ago on 30 Oct 2024
Ms Gayle Elizabeth Bowen Details Changed
1 Year 3 Months Ago on 23 Sep 2024
Confirmation Submitted
1 Year 4 Months Ago on 30 Aug 2024
Roxburgh Milkins Limited Resigned
1 Year 11 Months Ago on 30 Jan 2024
Full Accounts Submitted
2 Years 2 Months Ago on 10 Nov 2023
Mr Simon Fredericus Silvester Power Appointed
2 Years 2 Months Ago on 30 Oct 2023
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Get Credit Report
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Documents
Full accounts made up to 30 June 2025
Submitted on 18 Nov 2025
Confirmation statement made on 30 August 2025 with no updates
Submitted on 1 Sep 2025
Director's details changed for Sheridan Arthur Harold Leech on 23 May 2025
Submitted on 27 May 2025
Termination of appointment of Gayle Elizabeth Bowen as a director on 28 February 2025
Submitted on 5 Mar 2025
Full accounts made up to 30 June 2024
Submitted on 30 Oct 2024
Director's details changed for Ms Gayle Elizabeth Bowen on 23 September 2024
Submitted on 24 Sep 2024
Confirmation statement made on 30 August 2024 with no updates
Submitted on 30 Aug 2024
Termination of appointment of Roxburgh Milkins Limited as a secretary on 30 January 2024
Submitted on 30 Jan 2024
Appointment of Mr Simon Fredericus Silvester Power as a director on 30 October 2023
Submitted on 21 Nov 2023
Full accounts made up to 30 June 2023
Submitted on 10 Nov 2023
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Repayment History
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