Wealth Club Limited
Wealth Club Limited is an active company incorporated on 19 October 2015 with the registered office located in Bristol, Bristol. Wealth Club Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09831162
Private limited company
Age
10 years
Incorporated 19 October 2015
Size
Small
Turnover is under £15M
Under 50 employees
Confirmation
Submitted
Dated 30 August 2025 (2 months ago)
Next confirmation dated 30 August 2026
Due by 13 September 2026 (10 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Jul ⟶ 30 Jun 2024 (1 year)
Accounts type is Group
Next accounts for period 30 June 2025
Due by 31 March 2026 (4 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Miss Marta Caricato, Mr Alexander James Fraser Davies, and 4 more are mutual people.
Active
Miss Marta Caricato, Mr Alexander James Fraser Davies, and 4 more are mutual people.
Active
Brands
Wealth Club is an investment service for high net worth and sophisticated investors, offering tax-efficient investment opportunities such as VCT, EIS, and SEIS.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2024)
Period Ended
30 Jun 2024
For period 30 Jun ⟶ 30 Jun 2024
Traded for 12 months
Cash in Bank
£2.01M
Decreased by £2.3M (-53%)
Turnover
£7.94M
Decreased by £118K (-1%)
Employees
33
Increased by 4 (+14%)
Total Assets
£10.91M
Decreased by £462K (-4%)
Total Liabilities
-£2.59M
Decreased by £674K (-21%)
Net Assets
£8.32M
Increased by £212K (+3%)
Debt Ratio (%)
24%
Decreased by 4.97% (-17%)
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Repayment History
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