BARTLETT WEALTH MANAGEMENT LTD
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Next accounts due
2026-06-30 (in 1mo)
Last filed for 2024-09-30
Confirmation statement due
2026-05-28 (this month)
Last made up 2025-05-14
Watchouts
Cash
£525K
+23.8% vs 2023
Net assets
£492K
-6.7% vs 2023
Employees
—
Average over period
Profit before tax
£465K
+165% vs 2023
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
1 PSC ceased in last 24 months
Significant control changed hands — see the Ownership section.
Name history
Renamed 2 times since incorporation
- BARTLETT WEALTH MANAGEMENT LTD 2010-09-20 → present
- BARTLETT LIFE & PENSIONS LIMITED 1980-12-31 → 2010-09-20
- BARTLETT & CO.(LIFE & PENSIONS)LIMITED 1965-03-11 → 1980-12-31
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · latest reflected 2024-09-30
| Metric | Trend | 2022-09-30 | 2023-09-30 | 2024-09-30 |
|---|---|---|---|---|
| Turnover | — | £3,453,233 | £3,908,220 | |
| Operating profit | — | £173,416 | £463,403 | |
| Profit before tax | — | £175,384 | £464,826 | |
| Net profit | — | £192,264 | £464,826 | |
| Cash | — | £424,230 | £525,319 | |
| Total assets less current liabilities | — | £526,895 | £491,721 | |
| Net assets | — | £526,895 | £491,721 | |
| Equity | £334,631 | £526,895 | £491,721 | |
| Average employees | — | — | — | |
| Wages | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2022-09-30 | 2023-09-30 | 2024-09-30 |
|---|---|---|---|---|
| Operating margin | — | 5.0% | 11.9% | |
| Net margin | — | 5.6% | 11.9% | |
| Return on capital employed | — | 32.9% | 94.2% | |
| Gearing (liabilities / total assets) | — | 24.3% | 34.4% | |
| Current ratio | — | 4.12x | 2.91x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Forvis Mazars LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making these enquiries, the Directors have a reasonable expectation that the Company has adequate resources to continue in operational existence. Accordingly, they continue to adopt the going concern basis in preparing the annual report and accounts.”
Significant events
- “New hires and investment in technology means we are well placed to meet this demand and we anticipate significant growth over the next 12 months and future years.”
- “The Company however is run on a prudent basis, which allows the Board to be confident that from a position of financial strength the impact of these risks will be absorbed without deflecting it from the strategic developments planned for future years.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
4 active · 16 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| FAULKNER, Jonathan Charles | Secretary | 2025-04-01 | — | — |
| BARTLETT, Andrew Michael | Director | 2016-04-25 | Feb 1979 | British |
| BARTLETT, Richard Frederick | Director | 2013-07-15 | Sep 1980 | British |
| STEWART, Paul Richard | Director | 2023-06-01 | Jan 1976 | British |
Show 16 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| RANSOME, John Howard | Secretary | — | 2025-03-31 |
| BARTLETT, Fred | Director | — | 1994-03-21 |
| BARTLETT, Frederick Michael | Director | — | 2018-03-19 |
| BATES, David Francis | Director | 2010-10-01 | 2023-05-31 |
| BROWN, Robert Graham | Director | — | 2013-02-28 |
| COWELL, Michael Thomas | Director | — | 2011-07-19 |
| FORSYTH, John | Director | 1991-07-02 | 1998-08-21 |
| HOLT, Peter Alexander | Director | 2008-11-01 | 2014-01-31 |
| PARKIN, Adrian | Director | 2003-04-07 | 2007-08-03 |
| RAWNSLEY, Gary | Director | — | 2007-07-25 |
| RIDDICK, Stephen Peter | Director | 2004-04-14 | 2010-03-31 |
| RIDDICK, Stephen Peter | Director | 2004-03-08 | 2004-03-08 |
| SIMPSON, Robert James | Director | 2007-06-01 | 2016-03-14 |
| SPARK, Karen | Director | 2007-06-01 | 2013-01-11 |
| SPENCER, Keith | Director | 2003-04-07 | 2006-10-26 |
| WEATHERS, David Michael | Director | 2010-10-01 | 2021-10-21 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Bartlett Group (Subsidiaries) Limited | Corporate entity | Shares 75–100%, Voting 75–100% | 2024-10-22 | Active |
| Mr Frederick Michael Bartlett | Individual | Appoints directors | 2016-04-06 | Ceased 2024-10-22 |
Filing timeline
Last 20 of 139 total filings
Material constitutional events — rename, articles re-file, resolution
- 2024-09-03 MA Memorandum articles
- 2024-09-03 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-05-22 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-04-02 | AA | accounts | Accounts with accounts type full | |
| 2025-04-01 | AP03 | officers | Appoint person secretary company with name date | |
| 2025-03-31 | TM02 | officers | Termination secretary company with name termination date | |
| 2025-01-27 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2025-01-27 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-09-03 | MA | incorporation | Memorandum articles | |
| 2024-09-03 | RESOLUTIONS | resolution | Resolution | |
| 2024-05-14 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-22 | AA | accounts | Accounts with accounts type full | |
| 2023-06-12 | AA | accounts | Accounts with accounts type full | |
| 2023-06-07 | AP01 | officers | Appoint person director company with name date | |
| 2023-06-07 | TM01 | officers | Termination director company with name termination date | |
| 2023-06-06 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-05-18 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-04-12 | AA | accounts | Accounts with accounts type full | |
| 2021-11-26 | TM01 | officers | Termination director company with name termination date | |
| 2021-06-08 | AA | accounts | Accounts with accounts type full | |
| 2021-05-18 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2020-07-07 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 1
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2023 → FY2024 · period ending 2024-09-30 vs 2023-09-30
-
Turnover
+13.2%
£3,453,233 £3,908,220
-
Cash
+23.8%
£424,230 £525,319
-
Net assets
-6.7%
£526,895 £491,721
-
Employees
—
Not reported
-
Operating profit
+167.2%
£173,416 £463,403
-
Profit before tax
+165%
£175,384 £464,826
Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers