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Elms Wealth Management Limited

Elms Wealth Management Limited is an active company incorporated on 31 October 2014 with the registered office located in Bournemouth, Dorset. Elms Wealth Management Limited was registered 11 years ago.
Status
Active
Active since incorporation
Company No
09289697
Private limited company
Age
11 years
Incorporated 31 October 2014
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 31 October 2025 (2 months ago)
Next confirmation dated 31 October 2026
Due by 14 November 2026 (9 months remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Dec30 Nov 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 November 2025
Due by 31 August 2026 (7 months remaining)
Contact
Address
Unit 1, St Stephens Court
15 - 17 St Stephens Road
Bournemouth
Dorset
BH2 6LA
United Kingdom
Address changed on 23 Oct 2024 (1 year 3 months ago)
Previous address was 5th Floor Waverley House 115 - 119 Holdenhurst Road Bournemouth Dorset BH8 8DY United Kingdom
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in England • Born in Sep 1966
Mr Robert Julian Fellows
PSC • British • Lives in England • Born in Sep 1966
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Nov 2024
For period 30 Nov30 Nov 2024
Traded for 12 months
Cash in Bank
£25.06K
Decreased by £23.24K (-48%)
Turnover
Unreported
Same as previous period
Employees
1
Decreased by 1 (-50%)
Total Assets
£277.17K
Decreased by £15.18K (-5%)
Total Liabilities
-£271.15K
Decreased by £4.91K (-2%)
Net Assets
£6.02K
Decreased by £10.28K (-63%)
Debt Ratio (%)
98%
Increased by 3.4% (+4%)
Latest Activity
Confirmation Submitted
2 Months Ago on 10 Nov 2025
Mr Robert Julian Fellows (PSC) Details Changed
2 Months Ago on 30 Oct 2025
Mr Robert Julian Fellows Details Changed
2 Months Ago on 30 Oct 2025
Full Accounts Submitted
5 Months Ago on 28 Jul 2025
Confirmation Submitted
1 Year 2 Months Ago on 8 Nov 2024
Registered Address Changed
1 Year 3 Months Ago on 23 Oct 2024
Mr Robert Julian Fellows (PSC) Details Changed
1 Year 3 Months Ago on 21 Oct 2024
Full Accounts Submitted
1 Year 9 Months Ago on 19 Apr 2024
Confirmation Submitted
2 Years 2 Months Ago on 14 Nov 2023
Full Accounts Submitted
2 Years 9 Months Ago on 18 Apr 2023
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Documents
Confirmation statement made on 31 October 2025 with no updates
Submitted on 10 Nov 2025
Change of details for Mr Robert Julian Fellows as a person with significant control on 30 October 2025
Submitted on 3 Nov 2025
Director's details changed for Mr Robert Julian Fellows on 30 October 2025
Submitted on 3 Nov 2025
Total exemption full accounts made up to 30 November 2024
Submitted on 28 Jul 2025
Confirmation statement made on 31 October 2024 with no updates
Submitted on 8 Nov 2024
Registered office address changed from 5th Floor Waverley House 115 - 119 Holdenhurst Road Bournemouth Dorset BH8 8DY United Kingdom to Unit 1, St Stephens Court 15 - 17 st Stephens Road Bournemouth Dorset BH2 6LA on 23 October 2024
Submitted on 23 Oct 2024
Change of details for Mr Robert Julian Fellows as a person with significant control on 21 October 2024
Submitted on 23 Oct 2024
Total exemption full accounts made up to 30 November 2023
Submitted on 19 Apr 2024
Confirmation statement made on 31 October 2023 with no updates
Submitted on 14 Nov 2023
Total exemption full accounts made up to 30 November 2022
Submitted on 18 Apr 2023
Repayment History
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