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Dolphin Wealth Management Limited

Dolphin Wealth Management Limited is an active company incorporated on 23 August 2007 with the registered office located in Poole, Dorset. Dolphin Wealth Management Limited was registered 18 years ago.
Status
Active
Active since incorporation
Company No
06351279
Private limited company
Age
18 years
Incorporated 23 August 2007
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 23 August 2025 (4 months ago)
Next confirmation dated 23 August 2026
Due by 6 September 2026 (8 months remaining)
Last change occurred 8 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year remaining)
Contact
Address
C/O Wheeler Brown, 9 Axium Centre
Dorchester Road Lytchett Minster
Poole
Dorset
BH16 6FE
Same address for the past 17 years
Telephone
01202737370
Email
Available in Endole App
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • Administrative Secretary • British • Lives in UK • Born in Jun 1965
Director • Financial Adviser • British • Lives in UK • Born in Oct 1965
Lee Anthony Roberts
PSC • British • Lives in UK • Born in Oct 1965
Sally Angela Roberts
PSC • British • Lives in UK • Born in Jun 1965
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£67.62K
Increased by £3.47K (+5%)
Total Liabilities
-£44.58K
Decreased by £244 (-1%)
Net Assets
£23.04K
Increased by £3.72K (+19%)
Debt Ratio (%)
66%
Decreased by 3.95% (-6%)
Latest Activity
Sally Angela Roberts (PSC) Details Changed
28 Days Ago on 1 Dec 2025
Lee Anthony Roberts (PSC) Details Changed
28 Days Ago on 1 Dec 2025
Adam Roberts Resigned
3 Months Ago on 4 Sep 2025
Charlotte Burt Resigned
3 Months Ago on 4 Sep 2025
Confirmation Submitted
3 Months Ago on 1 Sep 2025
Micro Accounts Submitted
8 Months Ago on 16 Apr 2025
Confirmation Submitted
1 Year 3 Months Ago on 5 Sep 2024
Mr Adam Roberts Details Changed
1 Year 7 Months Ago on 18 May 2024
Mrs Charlotte Burt Details Changed
1 Year 8 Months Ago on 1 May 2024
Micro Accounts Submitted
1 Year 8 Months Ago on 11 Apr 2024
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Documents
Change of details for Lee Anthony Roberts as a person with significant control on 1 December 2025
Submitted on 3 Dec 2025
Change of details for Sally Angela Roberts as a person with significant control on 1 December 2025
Submitted on 3 Dec 2025
Termination of appointment of Charlotte Burt as a director on 4 September 2025
Submitted on 4 Sep 2025
Termination of appointment of Adam Roberts as a director on 4 September 2025
Submitted on 4 Sep 2025
Confirmation statement made on 23 August 2025 with no updates
Submitted on 1 Sep 2025
Micro company accounts made up to 31 March 2025
Submitted on 16 Apr 2025
Confirmation statement made on 23 August 2024 with no updates
Submitted on 5 Sep 2024
Director's details changed for Mr Adam Roberts on 18 May 2024
Submitted on 4 Jun 2024
Director's details changed for Mrs Charlotte Burt on 1 May 2024
Submitted on 1 May 2024
Micro company accounts made up to 31 March 2024
Submitted on 11 Apr 2024
Repayment History
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