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Wealth At Work Limited

Wealth At Work Limited is an active company incorporated on 8 September 2004 with the registered office located in Liverpool, Merseyside. Wealth At Work Limited was registered 21 years ago.
Status
Active
Active since incorporation
Company No
05225819
Private limited company
Age
21 years
Incorporated 8 September 2004
Size
Large
Balance sheet is over £27M
Over 250 employees
Confirmation
Submitted
Dated 29 April 2025 (4 months ago)
Next confirmation dated 29 April 2026
Due by 13 May 2026 (8 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (1 year remaining)
Learn more about Wealth At Work Limited
Contact
Address
Third Floor
5 St Paul's Square
Liverpool
L3 9SJ
United Kingdom
Address changed on 6 Feb 2023 (2 years 7 months ago)
Previous address was , 5 Temple Square Temple Street, Liverpool, Merseyside, L2 5RH
Telephone
01512553400
Email
Available in Endole App
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People
Officers
8
Shareholders
1
Controllers (PSC)
1
Mark Leonard Hutchinson
Director • Secretary • Company Secretary • British • Lives in England • Born in Apr 1956
David Frederick Cassidy
Director • British • Lives in England • Born in Jul 1955
Paul Eric Morton
Director • British • Lives in UK • Born in Feb 1969
Alan Keith Whalley
Director • Non Executive Director • British • Lives in England • Born in Feb 1956
Jonathan Roy Watts Lay
Director • Marketing And Sales Director • British • Lives in UK • Born in Jan 1966
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Shareholders, PSCs & Group Structure
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Mutual Companies
Wealth At Work Midco Limited
Paul Eric Morton, Stuart Murray Payne, and 4 more are mutual people.
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Wealth At Work Holdings Limited
Paul Eric Morton, Stuart Murray Payne, and 3 more are mutual people.
Active
My Wealth Limited
Paul Eric Morton, Stuart Murray Payne, and 4 more are mutual people.
Active
My Wealth Online Limited
Paul Eric Morton, Stuart Murray Payne, and 4 more are mutual people.
Active
Affinity Connect Limited
Paul Eric Morton, Stuart Murray Payne, and 3 more are mutual people.
Active
Affinity Financial Awareness Limited
Paul Eric Morton, Stuart Murray Payne, and 3 more are mutual people.
Active
My Wealth Estate Planning Limited
Paul Eric Morton, Stuart Murray Payne, and 3 more are mutual people.
Active
The Farleigh Group Limited
Paul Eric Morton, Stuart Murray Payne, and 3 more are mutual people.
Active
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Brands
WEALTH at work
WEALTH at work is a financial wellbeing and retirement specialist that provides financial education and guidance services to employees and pension scheme members.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£12.47M
Increased by £1.04M (+9%)
Turnover
£48.47M
Increased by £6.99M (+17%)
Employees
356
Increased by 34 (+11%)
Total Assets
£34.05M
Increased by £348K (+1%)
Total Liabilities
-£6.93M
Decreased by £655K (-9%)
Net Assets
£27.13M
Increased by £1M (+4%)
Debt Ratio (%)
20%
Decreased by 2.15% (-10%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
4 Months Ago on 9 May 2025
Full Accounts Submitted
4 Months Ago on 6 May 2025
Full Accounts Submitted
1 Year Ago on 18 Aug 2024
Confirmation Submitted
1 Year 3 Months Ago on 13 May 2024
Mr Mark Leonard Hutchinson Details Changed
1 Year 8 Months Ago on 1 Jan 2024
Full Accounts Submitted
1 Year 11 Months Ago on 9 Oct 2023
Confirmation Submitted
2 Years 3 Months Ago on 11 May 2023
Jonathan Roy Watts Lay Details Changed
2 Years 7 Months Ago on 6 Feb 2023
Mr Stuart Murray Payne Details Changed
2 Years 7 Months Ago on 6 Feb 2023
Mr Alan Keith Whalley Details Changed
2 Years 9 Months Ago on 1 Dec 2022
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Documents
Confirmation statement made on 29 April 2025 with no updates
Submitted on 9 May 2025
Full accounts made up to 31 December 2024
Submitted on 6 May 2025
Full accounts made up to 31 December 2023
Submitted on 18 Aug 2024
Confirmation statement made on 29 April 2024 with no updates
Submitted on 13 May 2024
Director's details changed for Mr Mark Leonard Hutchinson on 1 January 2024
Submitted on 2 Apr 2024
Full accounts made up to 31 December 2022
Submitted on 9 Oct 2023
Confirmation statement made on 29 April 2023 with no updates
Submitted on 11 May 2023
Director's details changed for Mr Alan Keith Whalley on 1 December 2022
Submitted on 9 Mar 2023
Director's details changed for Mr Stuart Murray Payne on 6 February 2023
Submitted on 20 Feb 2023
Director's details changed for Jonathan Roy Watts Lay on 6 February 2023
Submitted on 20 Feb 2023
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Repayment History
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