WEALTH AT WORK LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-05-13
Overdue
Watchouts
Cash
£12M
+9.1% vs 2023
Net assets
£27M
+3.8% vs 2023
Employees
356
+10.6% vs 2023
Profit before tax
£10M
+70.9% vs 2023
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
Confirmation statement overdue
Due 2026-05-13.
Name history
Renamed 2 times since incorporation
- WEALTH AT WORK LIMITED 2009-08-03 → present
- JPMORGAN INVEST (UK) LIMITED 2004-10-13 → 2009-08-03
- AMBEROCEAN LIMITED 2004-09-08 → 2004-10-13
Net assets
2-year trend · vs Industrials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £41,484,000 | £48,469,000 | |
| Operating profit | £5,941,000 | £10,108,000 | |
| Profit before tax | £6,099,000 | £10,426,000 | |
| Net profit | £5,898,000 | £10,003,000 | |
| Cash | £11,437,000 | £12,474,000 | |
| Total assets less current liabilities | £26,247,000 | £27,238,000 | |
| Net assets | £26,122,000 | £27,125,000 | |
| Equity | £26,122,000 | £27,125,000 | |
| Average employees | 322 | 356 | |
| Wages | £16,350,000 | £18,178,000 |
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 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating margin | 14.3% | 20.9% | |
| Net margin | 14.2% | 20.6% | |
| Return on capital employed | 22.6% | 37.1% | |
| Gearing (liabilities / total assets) | 22.5% | 20.3% | |
| Current ratio | 4.07x | 4.52x |
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
- RSM UK Audit LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“After making enquiries and reviewing forecast trading activity in light of the above, including the liquidity and capital position of the Company, the Directors have concluded that the Company has adequate resources to continue in operational existence for the foreseeable future. The Company has a strong cash position with £12,474,000 held at the year end date (2023: £11,437,000), which the Directors consider adequate in light of currently available information, and for this reason the Directors continue to adopt the going concern basis in preparing the financial statements.”
Group structure
- WEALTH AT WORK LIMITED · parent
- Marshall Zoing Ltd 100%
- Life Academy Ltd 100%
Significant events
- “The successful launch of several new digital initiatives to enhance client engagement, streamline services, and ensure future growth.”
- “Strong revenue growth driven by favourable equity market conditions.”
- “A 69% increase in EBITDA.”
- “Significant increase in demand for the Group's services from both new and existing client's reflected in 29% increase in enquiries.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
9 active · 12 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| HUTCHINSON, Mark Leonard | Secretary | 2009-07-31 | — | British |
| CASSIDY, David Frederick | Director | 2004-10-04 | Jul 1955 | British |
| COPELIN, Ian James | Director | 2009-08-06 | Jul 1971 | British |
| GAGIE, David | Director | 2025-11-01 | Feb 1955 | British |
| HUTCHINSON, Mark Leonard | Director | 2009-08-06 | Apr 1956 | British |
| MORTON, Paul Eric | Director | 2009-08-06 | Feb 1969 | British |
| PAYNE, Stuart Murray | Director | 2009-09-22 | May 1974 | British |
| WATTS LAY, Jonathan Roy | Director | 2004-10-04 | Jan 1966 | British |
| WHALLEY, Alan Keith | Director | 2013-02-06 | Feb 1956 | British |
Show 12 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CHALFEN SECRETARIES LIMITED | Corporate Nominee Secretary | 2004-09-08 | 2004-10-04 |
| J.P. MORGAN SECRETARIES (UK) LIMITED | Corporate Secretary | 2004-10-04 | 2009-07-31 |
| ALTMANN, Rosalind Miriam | Director | 2010-04-01 | 2010-07-29 |
| BESCHIZZA, Graham | Director | 2009-08-06 | 2011-09-22 |
| BISSETT, Graeme | Director | 2010-03-12 | 2011-05-19 |
| BRODERICK, James Baldridge, Mr. | Director | 2005-08-25 | 2009-07-31 |
| BROWN, Clive Stuart | Director | 2006-02-01 | 2009-07-31 |
| FLEMING, Campbell David | Director | 2005-07-20 | 2009-07-31 |
| HINE, Geoffrey John | Director | 2004-10-04 | 2006-09-29 |
| STALEY, James Edward | Director | 2007-05-01 | 2009-07-31 |
| THOMPSON, Roger Martin James | Director | 2005-07-14 | 2009-07-31 |
| CHALFEN NOMINEES LIMITED | Corporate Nominee Director | 2004-09-08 | 2004-10-04 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Wealth At Work Midco Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2016-04-06 | Active |
Filing timeline
Last 20 of 162 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2025-11-07 | AP01 | officers | Appoint person director company with name date | |
| 2025-05-09 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-05-06 | AA | accounts | Accounts with accounts type full | |
| 2024-08-18 | AA | accounts | Accounts with accounts type full | |
| 2024-05-13 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-04-02 | CH01 | officers | Change person director company with change date | |
| 2023-10-09 | AA | accounts | Accounts with accounts type full | |
| 2023-05-11 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-03-09 | CH01 | officers | Change person director company with change date | |
| 2023-02-20 | CH01 | officers | Change person director company with change date | |
| 2023-02-20 | CH01 | officers | Change person director company with change date | |
| 2023-02-17 | CH01 | officers | Change person director company with change date | |
| 2023-02-16 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2023-02-16 | CH01 | officers | Change person director company with change date | |
| 2023-02-10 | CH01 | officers | Change person director company with change date | |
| 2023-02-10 | CH01 | officers | Change person director company with change date | |
| 2023-02-10 | CH03 | officers | Change person secretary company with change date | |
| 2023-02-09 | CH01 | officers | Change person director company with change date | |
| 2023-02-06 | AD01 | address | Change registered office address company with date old address new address | |
| 2022-10-06 | AA | accounts | Accounts with accounts type full |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 1
- 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 2024-12-31 vs 2023-12-31
-
Turnover
+16.8%
£41,484,000 £48,469,000
-
Cash
+9.1%
£11,437,000 £12,474,000
-
Net assets
+3.8%
£26,122,000 £27,125,000
-
Employees
+10.6%
322 356
-
Operating profit
+70.1%
£5,941,000 £10,108,000
-
Profit before tax
+70.9%
£6,099,000 £10,426,000
-
Wages
+11.2%
£16,350,000 £18,178,000
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