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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 (7 months ago)
Next confirmation dated 1 May 2026
Due by 15 May 2026 (5 months remaining)
Last change occurred 1 year 1 month ago
Accounts
Submitted
For period 1 Mar28 Feb 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 28 February 2026
Due by 30 November 2026 (11 months remaining)
Address
Churchgate House 3 Church Road
Whitchurch
Cardiff
South Glamorgan
CF14 2DX
Wales
Same address since incorporation
Telephone
029 20529529
Email
Unreported
People
Officers
2
Shareholders
1
Controllers (PSC)
1
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
Prisam Properties Limited
Sameer Pankaj Bakshi is a mutual person.
Active
Mulberry Wealth Client Services Limited
Richard Pendrice Bevington is a mutual person.
Active
Mulberry Wealth Management Limited
Richard Pendrice Bevington is a mutual person.
Active
Hodge Bakshi Limited
Sameer Pankaj Bakshi is a mutual person.
Active
Mulberry Wealth Management No2 Limited
Richard Pendrice Bevington 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
RFR DB Ltd
Sameer Pankaj Bakshi is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2021–2025)
Period Ended
28 Feb 2025
For period 28 Feb28 Feb 2025
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Decreased by 2 (-50%)
Total Assets
£167.27K
Increased by £51.57K (+45%)
Total Liabilities
-£30.25K
Increased by £20.3K (+204%)
Net Assets
£137.02K
Increased by £31.27K (+30%)
Debt Ratio (%)
18%
Increased by 9.49% (+110%)
Latest Activity
Micro Accounts Submitted
13 Days Ago on 25 Nov 2025
Confirmation Submitted
6 Months Ago on 14 May 2025
Confirmation Submitted
1 Year 1 Month Ago on 23 Oct 2024
Micro Accounts Submitted
1 Year 1 Month Ago on 14 Oct 2024
Confirmation Submitted
1 Year 7 Months Ago on 8 May 2024
Philip James Payne Resigned
1 Year 8 Months Ago on 8 Apr 2024
Pankaj Shantilal Bakshi Resigned
1 Year 8 Months Ago on 2 Apr 2024
Mr Sameer Pankaj Bakshi (PSC) Details Changed
1 Year 8 Months Ago on 26 Mar 2024
Pankaj Shantilal Bakshi (PSC) Resigned
1 Year 8 Months Ago on 26 Mar 2024
Micro Accounts Submitted
2 Years Ago on 22 Nov 2023
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Documents
Micro company accounts made up to 28 February 2025
Submitted on 25 Nov 2025
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
Repayment History
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