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Wealth Dynamics Limited

Wealth Dynamics Limited is an active company incorporated on 3 January 2012 with the registered office located in London, City of London. Wealth Dynamics Limited was registered 14 years ago.
Status
Active
Active since incorporation
Company No
07895806
Private limited company
Age
14 years
Incorporated 3 January 2012
Size
Medium
Turnover is under £54M
Under 250 employees
Confirmation
Submitted
Dated 3 January 2025 (1 year ago)
Next confirmation dated 3 January 2026
Was due on 17 January 2026 (5 days ago)
Last change occurred 2 years ago
Accounts
Submitted
For period 1 Oct30 Sep 2024 (1 year)
Accounts type is Group
Next accounts for period 30 September 2025
Due by 30 June 2026 (5 months remaining)
Contact
Address
Broadwalk House 5 Appold Street
3rd Floor
London
EC2A 2DA
England
Address changed on 8 May 2024 (1 year 8 months ago)
Previous address was 141-145 Curtain Road London EC2A 3AR
Telephone
02037257549
Email
Unreported
People
Officers
6
Shareholders
7
Controllers (PSC)
1
Director • Chief Financial Officer • French • Lives in UK • Born in Apr 1982
Director • Chief Operating Officer • British • Lives in UK • Born in Jun 1966
Director • Chief Digital Officer • French • Lives in France • Born in Jan 1969
Director • Strategy Officer • British • Lives in UK • Born in Jan 1983
Director • Global Head Of Human Resources • French • Lives in France • Born in Dec 1971
Shareholders, PSCs & Group Structure
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Mutual Companies
Active
Brands
Wealth Dynamix
Wealth Dynamix is a provider of Client Lifecycle Management technology for the wealth and asset management industries.
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
£7.17M
Increased by £3.44M (+92%)
Turnover
£19.38M
Increased by £1.21M (+7%)
Employees
131
Decreased by 12 (-8%)
Total Assets
£10.32M
Increased by £2.63M (+34%)
Total Liabilities
-£4.95M
Increased by £603K (+14%)
Net Assets
£5.37M
Increased by £2.03M (+61%)
Debt Ratio (%)
48%
Decreased by 8.54% (-15%)
Latest Activity
Accounting Period Extended
1 Month Ago on 18 Dec 2025
Lise-Marie Diane Odette Adamoff Details Changed
2 Months Ago on 29 Oct 2025
Lise-Marie Diane Odette Adamoff Appointed
2 Months Ago on 29 Oct 2025
Credit Agricole S.A. (PSC) Details Changed
2 Months Ago on 29 Oct 2025
Brent Randall (PSC) Resigned
2 Months Ago on 29 Oct 2025
Gary Robert Linieres (PSC) Resigned
2 Months Ago on 29 Oct 2025
Natalie Eve Levine Appointed
2 Months Ago on 29 Oct 2025
Mr Robert Michael Roome Appointed
2 Months Ago on 29 Oct 2025
Pierre Henri Dulon Resigned
2 Months Ago on 29 Oct 2025
Gary Robert Linieres Resigned
2 Months Ago on 29 Oct 2025
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Documents
Submitted on 14 Jan 2026
Current accounting period extended from 30 September 2026 to 31 December 2026
Submitted on 18 Dec 2025
Change of share class name or designation
Submitted on 7 Nov 2025
Memorandum and Articles of Association
Submitted on 3 Nov 2025
Resolutions
Submitted on 3 Nov 2025
Appointment of Mr Robert Michael Roome as a director on 29 October 2025
Submitted on 30 Oct 2025
Termination of appointment of Gary Robert Linieres as a director on 29 October 2025
Submitted on 30 Oct 2025
Termination of appointment of Brent Randall as a director on 29 October 2025
Submitted on 30 Oct 2025
Termination of appointment of Pierre Henri Dulon as a director on 29 October 2025
Submitted on 30 Oct 2025
Appointment of Natalie Eve Levine as a director on 29 October 2025
Submitted on 30 Oct 2025
Repayment History
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