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Hodge Bakshi Wealth Management Ltd

Hodge Bakshi Wealth Management Ltd is an active company incorporated on 6 February 2020 with the registered office located in Cardiff, South Glamorgan. Hodge Bakshi Wealth Management Ltd was registered 5 years ago.
Status
Active
Active since incorporation
Company No
12445842
Private limited company
Age
5 years
Incorporated 6 February 2020
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 1 May 2025 (4 months ago)
Next confirmation dated 1 May 2026
Due by 15 May 2026 (8 months remaining)
Last change occurred 10 months ago
Accounts
Submitted
For period 1 Mar29 Feb 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 28 February 2025
Due by 30 November 2025 (2 months remaining)
Contact
Address
Churchgate House 3 Church Road
Whitchurch
Cardiff
South Glamorgan
CF14 2DX
Wales
Same address since incorporation
Telephone
029 20529529
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
Director • British • Lives in Wales • Born in Nov 1973
Director • British • Lives in Wales • Born in Nov 1972
Director • British • Lives in Wales • Born in Jan 1986
Mr Sameer Pankaj Bakshi
PSC • British • Lives in Wales • Born in Jan 1986
Shareholders, PSCs & Group Structure
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Mutual Companies
Mulberry Wealth Client Services Limited
Philip James Payne and Mr Richard Pendrice Bevington are mutual people.
Active
Mulberry Wealth Management Limited
Philip James Payne and Mr Richard Pendrice Bevington are mutual people.
Active
Mulberry Wealth Management No2 Limited
Philip James Payne and Mr Richard Pendrice Bevington are mutual people.
Active
Prisam Properties Limited
Sameer Pankaj Bakshi is a mutual person.
Active
Hodge Bakshi Limited
Sameer Pankaj Bakshi is a mutual person.
Active
R S Bakshi Limited
Sameer Pankaj Bakshi is a mutual person.
Active
RSB Investments Limited
Sameer Pankaj Bakshi is a mutual person.
Active
P4C Properties Limited
Philip James Payne is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2021–2024)
Period Ended
29 Feb 2024
For period 1 Mar29 Feb 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£115.7K
Increased by £3.53K (+3%)
Total Liabilities
-£9.94K
Decreased by £20.18K (-67%)
Net Assets
£105.76K
Increased by £23.71K (+29%)
Debt Ratio (%)
9%
Decreased by 18.26% (-68%)
Latest Activity
Confirmation Submitted
3 Months Ago on 14 May 2025
Confirmation Submitted
10 Months Ago on 23 Oct 2024
Micro Accounts Submitted
10 Months Ago on 14 Oct 2024
Confirmation Submitted
1 Year 4 Months Ago on 8 May 2024
Philip James Payne Resigned
1 Year 5 Months Ago on 8 Apr 2024
Pankaj Shantilal Bakshi Resigned
1 Year 5 Months Ago on 2 Apr 2024
Mr Sameer Pankaj Bakshi (PSC) Details Changed
1 Year 5 Months Ago on 26 Mar 2024
Pankaj Shantilal Bakshi (PSC) Resigned
1 Year 5 Months Ago on 26 Mar 2024
Micro Accounts Submitted
1 Year 9 Months Ago on 22 Nov 2023
Confirmation Submitted
2 Years 3 Months Ago on 16 May 2023
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Documents
Confirmation statement made on 1 May 2025 with no updates
Submitted on 14 May 2025
Confirmation statement made on 1 May 2024 with updates
Submitted on 23 Oct 2024
Change of details for Mr Sameer Pankaj Bakshi as a person with significant control on 26 March 2024
Submitted on 23 Oct 2024
Cessation of Pankaj Shantilal Bakshi as a person with significant control on 26 March 2024
Submitted on 23 Oct 2024
Micro company accounts made up to 29 February 2024
Submitted on 14 Oct 2024
Termination of appointment of Philip James Payne as a director on 8 April 2024
Submitted on 26 Jun 2024
Termination of appointment of Pankaj Shantilal Bakshi as a director on 2 April 2024
Submitted on 8 May 2024
Confirmation statement made on 30 April 2024 with updates
Submitted on 8 May 2024
Micro company accounts made up to 28 February 2023
Submitted on 22 Nov 2023
Confirmation statement made on 30 April 2023 with no updates
Submitted on 16 May 2023
Repayment History
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