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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.
Watch Company
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
(2 months ago)
Next confirmation dated
23 August 2026
Due by
6 September 2026
(10 months remaining)
Last change occurred
8 years ago
Accounts
Submitted
For period
1 Apr
⟶
31 Mar 2025
(12 months)
Accounts type is
Micro Entity
Next accounts for period
31 March 2026
Due by
31 December 2026
(1 year 1 month remaining)
Learn more about Dolphin Wealth Management Limited
Contact
Update Details
Address
C/O Wheeler Brown, 9 Axium Centre
Dorchester Road Lytchett Minster
Poole
Dorset
BH16 6FE
Same address for the past
17 years
Companies in BH16 6FE
Telephone
01202737370
Email
Available in Endole App
Website
Dolphinwealthmanagement.com
See All Contacts
People
Officers
5
Shareholders
2
Controllers (PSC)
2
Sally Angela Roberts
Director • Secretary • PSC • Administrative Secretary • British • Lives in UK • Born in Jun 1965
Lee Anthony Roberts
Director • PSC • Financial Adviser • British • Lives in UK • Born in Oct 1965
Charlotte Burt
Director • British • Lives in UK • Born in Apr 1989
Adam Roberts
Director • British • Lives in UK • Born in Jan 1991
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
AR & Aw Limited
Adam Roberts is a mutual person.
Dissolved
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period
31 Mar
⟶
31 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%)
See 10 Year Full Financials
Latest Activity
Adam Roberts Resigned
1 Month Ago on 4 Sep 2025
Charlotte Burt Resigned
1 Month Ago on 4 Sep 2025
Confirmation Submitted
2 Months Ago on 1 Sep 2025
Micro Accounts Submitted
6 Months Ago on 16 Apr 2025
Confirmation Submitted
1 Year 1 Month Ago on 5 Sep 2024
Mr Adam Roberts Details Changed
1 Year 5 Months Ago on 18 May 2024
Mrs Charlotte Burt Details Changed
1 Year 6 Months Ago on 1 May 2024
Micro Accounts Submitted
1 Year 6 Months Ago on 11 Apr 2024
Mr Adam Roberts Appointed
1 Year 10 Months Ago on 1 Jan 2024
Mrs Charlotte Burt Appointed
1 Year 10 Months Ago on 1 Jan 2024
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Get Credit Report
Discover Dolphin Wealth Management Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
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
Appointment of Mrs Charlotte Burt as a director on 1 January 2024
Submitted on 12 Jan 2024
Appointment of Mr Adam Roberts as a director on 1 January 2024
Submitted on 12 Jan 2024
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Repayment History
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See All Charges & CCJs