WEALTH WIZARDS LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2026-09-24 (in 4mo)
Last made up 2025-09-10
Watchouts
None on the register
Cash
£2M
-12.2% vs 2023
Net assets
-£19M
-46% vs 2023
Employees
99
+8.8% vs 2023
Profit before tax
-£8M
-27.4% vs 2023
Name history
Renamed 1 time since incorporation
- WEALTH WIZARDS LIMITED 2012-10-08 → present
- WAKEHURST WEALTH LIMITED 2009-09-09 → 2012-10-08
Net assets
2-year trend · vs Financials median
Accounts
2-year trend · latest reflected 2024-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Turnover | £5,296,847 | £5,632,333 | |
| Operating profit | -£5,400,813 | -£6,830,328 | |
| Profit before tax | -£6,309,749 | -£8,038,974 | |
| Net profit | -£4,617,020 | -£6,027,628 | |
| Cash | £1,736,271 | £1,524,781 | |
| Total assets less current liabilities | £1,244,075 | -£334,943 | |
| Net assets | -£13,110,371 | -£19,137,999 | |
| Equity | -£13,110,371 | -£19,137,999 | |
| Average employees | 91 | 99 | |
| Wages | £7,072,832 | £7,674,692 |
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 | -102.0% | -121.3% | |
| Net margin | -87.2% | -107.0% | |
| Return on capital employed | -434.1% | 2039.3% | |
| Current ratio | 1.53x | 0.88x | |
| Interest cover | -5.94x | -5.65x |
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
- Consolidated group
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Group incurred a loss for the financial year of £6,027,628, ... and net liabilities of £19,137,999... The financial statements have been prepared on the going concern basis, which assumes that the Group... will continue in operational existence... The company's ultimate parent undertaking, RLMIS, has indicated that it will continue to provide financial support.”
Group structure
- WEALTH WIZARDS LIMITED · parent
- Wealth Wizards Advisers Limited 100%
- Wealth Wizards Benefits Limited 100%
Significant events
- “The financial services industry is going through a significant period of operating market change... The Financial Conduct Authority (FCA) and HM Treasury (HMT) are conducting a review of the regulatory boundary between financial advice and guidance... known as the Advice Guidance Boundary Review (AGBR)... Wealth Wizards are one of twelve companies... to be invited to participate in the AGBR Policy Sprint, commencing in 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
3 active · 21 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ROYAL LONDON MANAGEMENT SERVICES LIMITED | Corporate Secretary | 2021-04-01 | — | — |
| HAMPTON, Benjamin John William | Director | 2023-01-01 | Mar 1985 | British |
| VARNEY, Andrew Scott | Director | 2023-04-13 | May 1981 | British |
Show 21 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DEANS, Tessa | Secretary | 2015-07-21 | 2016-05-12 |
| JOHNSON, Andrew | Secretary | 2016-05-12 | 2018-04-13 |
| JONES, James Anthony | Secretary | 2018-05-09 | 2021-04-01 |
| BENTLEY, Scanes Charles | Director | 2018-01-30 | 2021-03-06 |
| CONNELL, Peter | Director | 2009-09-09 | 2021-03-10 |
| FIRTH, Andrew Charles | Director | 2009-09-09 | 2023-06-23 |
| JONES, James Anthony | Director | 2021-03-10 | 2022-07-31 |
| KADHIM, Mehdi | Director | 2023-02-23 | 2024-10-31 |
| MACHIN, Ashley John | Director | 2023-09-01 | 2025-02-28 |
| MOORE, Philip Wynford | Director | 2015-07-21 | 2017-06-29 |
| MYLADOOR, Kavi | Director | 2021-09-16 | 2023-02-28 |
| PARSONS, Andrew Mark | Director | 2017-06-30 | 2019-06-21 |
| ROGERS, Michael John | Director | 2015-07-21 | 2016-07-28 |
| ROWNEY, Richard Alexander | Director | 2015-07-21 | 2020-01-17 |
| SCOTT, Julie Frances | Director | 2023-02-23 | 2025-12-11 |
| SWEET, Alice | Director | 2021-09-16 | 2022-07-31 |
| TRELOAR, Stephen | Director | 2016-09-19 | 2017-11-29 |
| VAIL, Anthony David | Director | 2009-09-09 | 2015-07-21 |
| WALKER, Christopher | Director | 2020-03-09 | 2021-04-01 |
| WEBSTER, Ben Simon | Director | 2011-12-07 | 2015-07-21 |
| WEBSTER, Ben Simon | Director | 2009-09-09 | 2009-11-03 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Rl Wizard Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2021-04-01 | Active |
| Liverpool Victoria Financial Services Limited | Corporate entity | Shares 75–100%, Voting 75–100%, voting-rights-75-to-100-percent-as-firm, Appoints directors, right-to-appoint-and-remove-directors-as-trust | 2020-01-02 | Ceased 2021-04-01 |
Filing timeline
Last 20 of 131 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-01-26 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-12 | AD01 | address | Change registered office address company with date old address new address | |
| 2025-09-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-08-01 | AA | accounts | Accounts with accounts type group | |
| 2025-06-04 | TM01 | officers | Termination director company with name termination date | |
| 2024-11-14 | TM01 | officers | Termination director company with name termination date | |
| 2024-09-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-09-09 | AA | accounts | Accounts with accounts type group | |
| 2023-09-27 | CH01 | officers | Change person director company with change date | |
| 2023-09-11 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-09-05 | AP01 | officers | Appoint person director company with name date | |
| 2023-08-29 | AA | accounts | Accounts with accounts type group | |
| 2023-06-29 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2023-06-28 | CH04 | officers | Change corporate secretary company with change date | |
| 2023-06-27 | CH04 | officers | Change corporate secretary company with change date | |
| 2023-06-23 | TM01 | officers | Termination director company with name termination date | |
| 2023-04-13 | AP01 | officers | Appoint person director company with name date | |
| 2023-02-28 | TM01 | officers | Termination director company with name termination date | |
| 2023-02-24 | AP01 | officers | Appoint person director company with name date | |
| 2023-02-24 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 5
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 1
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
+6.3%
£5,296,847 £5,632,333
-
Cash
-12.2%
£1,736,271 £1,524,781
-
Net assets
-46%
-£13,110,371 -£19,137,999
-
Employees
+8.8%
91 99
-
Operating profit
-26.5%
-£5,400,813 -£6,830,328
-
Profit before tax
-27.4%
-£6,309,749 -£8,038,974
-
Wages
+8.5%
£7,072,832 £7,674,692
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