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Wealth Design Holdings Limited

Wealth Design Holdings Limited is an active company incorporated on 8 November 2019 with the registered office located in Warrington, Cheshire. Wealth Design Holdings Limited was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12305473
Private limited company
Age
5 years
Incorporated 8 November 2019
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 29 November 2024 (9 months ago)
Next confirmation dated 29 November 2025
Due by 13 December 2025 (3 months remaining)
Last change occurred 1 year 9 months ago
Accounts
Submitted
For period 1 May31 Mar 2024 (11 months)
Accounts type is Unaudited Abridged
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
750 Mandarin Court
Warrington
WA1 1GG
England
Address changed on 11 May 2023 (2 years 4 months ago)
Previous address was No1 Parkside Court Greenhough Road Lichfield Staffordshire WS13 7FE United Kingdom
Telephone
01543 751238
Email
Unreported
Website
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Secretary • Director • British • Lives in England • Born in Jul 1969
Director • British • Lives in England • Born in Jul 1973
Corbel Partners Limited
PSC
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Mutual Companies
Revelstone Financial Planning Limited
David Anthony O'Hara is a mutual person.
Active
Orchid Financial Services Limited
David Anthony O'Hara is a mutual person.
Active
LJ Financial Planning (GB) Limited
David Anthony O'Hara and Mr Paul Heath are mutual people.
Dissolved
Brands
Wealth Design
Wealth Design is an independent financial planning firm established in 2019.
Financials
Net Assets, Total Assets & Total Liabilities (2021–2024)
Period Ended
31 Mar 2024
For period 1 May31 Mar 2024
Traded for 11 months
Cash in Bank
£11.48K
Decreased by £26.15K (-69%)
Turnover
Unreported
Same as previous period
Employees
5
Decreased by 1 (-17%)
Total Assets
£138.89K
Increased by £92.65K (+200%)
Total Liabilities
-£35.32K
Decreased by £2.07K (-6%)
Net Assets
£103.56K
Increased by £94.71K (+1070%)
Debt Ratio (%)
25%
Decreased by 55.43% (-69%)
Latest Activity
Abridged Accounts Submitted
8 Months Ago on 19 Dec 2024
Confirmation Submitted
9 Months Ago on 29 Nov 2024
Confirmation Submitted
1 Year 9 Months Ago on 1 Dec 2023
Accounting Period Shortened
1 Year 9 Months Ago on 24 Nov 2023
Amended Full Accounts Submitted
1 Year 10 Months Ago on 9 Nov 2023
Full Accounts Submitted
2 Years 2 Months Ago on 6 Jul 2023
Accounting Period Extended
2 Years 2 Months Ago on 5 Jul 2023
David William Philips (PSC) Resigned
2 Years 4 Months Ago on 28 Apr 2023
Corbel Partners Limited (PSC) Appointed
2 Years 4 Months Ago on 28 Apr 2023
Mr David Anthony O'hara Appointed
2 Years 4 Months Ago on 28 Apr 2023
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Documents
Unaudited abridged accounts made up to 31 March 2024
Submitted on 19 Dec 2024
Confirmation statement made on 29 November 2024 with no updates
Submitted on 29 Nov 2024
Confirmation statement made on 29 November 2023 with updates
Submitted on 1 Dec 2023
Current accounting period shortened from 30 April 2024 to 31 March 2024
Submitted on 24 Nov 2023
Amended total exemption full accounts made up to 30 April 2023
Submitted on 9 Nov 2023
Total exemption full accounts made up to 30 April 2023
Submitted on 6 Jul 2023
Previous accounting period extended from 31 March 2023 to 30 April 2023
Submitted on 5 Jul 2023
Resolutions
Submitted on 20 May 2023
Termination of appointment of David William Philips as a director on 28 April 2023
Submitted on 11 May 2023
Appointment of Mr Paul Heath as a director on 28 April 2023
Submitted on 11 May 2023
Repayment History
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