Wealthify Limited
Wealthify Limited is an active company incorporated on 12 May 2014 with the registered office located in Penarth, South Glamorgan. Wealthify Limited was registered 11 years ago.
Status
Active
Active since incorporation
Company No
09034828
Private limited company
Age
11 years
Incorporated 12 May 2014
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Confirmation
Submitted
Dated 26 July 2025 (3 months ago)
Next confirmation dated 26 July 2026
Due by 9 August 2026 (9 months remaining)
Last change occurred 2 months 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 (11 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Michelle Anne Pearce-Burke, Andrew Christopher Russell, and 5 more are mutual people.
Active
Mr. Christopher Mark Wood and Joanne Marie Phillips are mutual people.
Active
Mr. Christopher Mark Wood and Joanne Marie Phillips are mutual people.
Active
Mr. Christopher Mark Wood is a mutual person.
Active
Mr. Christopher Mark Wood is a mutual person.
Active
Mr. Christopher Mark Wood is a mutual person.
Active
Mr. Christopher Mark Wood is a mutual person.
Active
Mr. Christopher Mark Wood is a mutual person.
Active
Brands
Wealthify is an online saving and investing service that provides individuals with tools to manage their money and invest with a minimum of £1..
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
£3.84M
Decreased by £279K (-7%)
Turnover
£3.98M
Increased by £1.22M (+44%)
Employees
143
Increased by 30 (+27%)
Total Assets
£7.22M
Decreased by £5.52M (-43%)
Total Liabilities
-£3.23M
Decreased by £1.4M (-30%)
Net Assets
£3.99M
Decreased by £4.12M (-51%)
Debt Ratio (%)
45%
Increased by 8.41% (+23%)
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Repayment History
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