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BKD Wealth Management Limited

BKD Wealth Management Limited is an active company incorporated on 24 October 2012 with the registered office located in Exeter, Devon. BKD Wealth Management Limited was registered 12 years ago.
Status
Active
Active since incorporation
Company No
08266483
Private limited company
Age
12 years
Incorporated 24 October 2012
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Due Soon
Dated 9 October 2024 (1 year ago)
Next confirmation dated 9 October 2025
Due by 23 October 2025 (2 days remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jan30 Jun 2024 (1 year 6 months)
Accounts type is Small
Next accounts for period 30 June 2025
Due by 31 March 2026 (5 months remaining)
Address
Ground Floor Eagle House, 1 Babbage Way
Exeter Science Park
Exeter
Devon
EX5 2FN
United Kingdom
Same address for the past 4 years
Telephone
02085665550
Email
Available in Endole App
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • Financial Controller • British • Lives in England • Born in May 1980
Director • Financial Planner • British • Lives in England • Born in Sep 1971
Shipman Financial Planning Limited
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Whichers Ifa Limited
Peter Robert Ellis and Sarah Jean Smith are mutual people.
Active
Feron Spires I.F.C Limited
Peter Robert Ellis and Sarah Jean Smith are mutual people.
Active
Redland Wealth Management Group Limited
Peter Robert Ellis and Sarah Jean Smith are mutual people.
Active
Shipman Wealth Management Ltd
Peter Robert Ellis is a mutual person.
Active
Shipman Group Limited
Peter Robert Ellis is a mutual person.
Active
Shipman Financial Planning Limited
Peter Robert Ellis is a mutual person.
Active
Monahans Holdings Limited
Peter Robert Ellis is a mutual person.
Active
Shipman Group Holdings Limited
Peter Robert Ellis is a mutual person.
Active
Brands
BKD Wealth Management
BKD Wealth Management is a wealth management firm based in West London, providing a service tailored to individual financial needs.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
30 Jun 2024
For period 30 Dec30 Jun 2024
Traded for 18 months
Cash in Bank
£10.98K
Decreased by £185K (-94%)
Turnover
£625.09K
Increased by £7.75K (+1%)
Employees
3
Decreased by 2 (-40%)
Total Assets
£1M
Increased by £222.55K (+29%)
Total Liabilities
-£437.8K
Increased by £253.97K (+138%)
Net Assets
£562.44K
Decreased by £31.42K (-5%)
Debt Ratio (%)
44%
Increased by 20.13% (+85%)
Latest Activity
Small Accounts Submitted
8 Months Ago on 29 Jan 2025
Confirmation Submitted
1 Year Ago on 10 Oct 2024
Accounting Period Extended
1 Year 5 Months Ago on 29 Apr 2024
Confirmation Submitted
2 Years Ago on 12 Oct 2023
Small Accounts Submitted
2 Years Ago on 5 Oct 2023
Confirmation Submitted
3 Years Ago on 11 Oct 2022
Full Accounts Submitted
3 Years Ago on 7 Oct 2022
Mrs Sarah Jean Smith Appointed
3 Years Ago on 17 Feb 2022
Confirmation Submitted
4 Years Ago on 15 Oct 2021
Registered Address Changed
4 Years Ago on 12 Jul 2021
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Documents
Accounts for a small company made up to 30 June 2024
Submitted on 29 Jan 2025
Confirmation statement made on 9 October 2024 with no updates
Submitted on 10 Oct 2024
Current accounting period extended from 31 December 2023 to 30 June 2024
Submitted on 29 Apr 2024
Confirmation statement made on 9 October 2023 with no updates
Submitted on 12 Oct 2023
Accounts for a small company made up to 31 December 2022
Submitted on 5 Oct 2023
Confirmation statement made on 9 October 2022 with no updates
Submitted on 11 Oct 2022
Full accounts made up to 31 December 2021
Submitted on 7 Oct 2022
Appointment of Mrs Sarah Jean Smith as a director on 17 February 2022
Submitted on 17 Feb 2022
Confirmation statement made on 9 October 2021 with updates
Submitted on 15 Oct 2021
Change of details for Shipman Financial Planning Limited as a person with significant control on 12 July 2021
Submitted on 12 Jul 2021
Repayment History
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