WILLIAM HIGHBOURNE WEALTH MANAGEMENT LIMITED
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Next accounts due
2026-12-31 (in 7mo)
Last filed for 2025-03-31
Confirmation statement due
2027-03-31 (in 10mo)
Last made up 2026-03-17
Watchouts
None on the register
Cash
£134K
+70.1% highest in 3 filed years
Net assets
£120K
+45.9% highest in 3 filed years
Employees
6
0% vs 2021
Profit before tax
—
Period ending 2022-03-31
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · latest reflected 2022-03-31
Latest accounts filed cover 2025-03-31; financial figures currently reflect up to 2022-03-31.
| Metric | Trend | 2020-03-31 | 2021-03-31 | 2022-03-31 |
|---|---|---|---|---|
| Turnover | — | — | — | |
| Operating profit | — | — | — | |
| Profit before tax | — | — | — | |
| Net profit | — | — | — | |
| Cash | £50,143 | £78,907 | £134,255 | |
| Total assets less current liabilities | £75,966 | £90,079 | £124,616 | |
| Net assets | £63,979 | £82,610 | £120,488 | |
| Equity | — | — | — | |
| Average employees | 7 | 6 | 6 | |
| 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
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Bishop Fleming LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the Company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Significant events
- “The investment side of the business changed its key research tool to Morningstar Direct giving space for better and more automated data retrieval.”
- “Our efforts to improve our client onboarding process was improved but will see a shake up from Artificial Intelligence (Al) being integrated in the process during the coming year.”
- “Accounting and auditing is now settled down with our new providers.”
- “WH employed four wealth managers and four support staff during 24/25 and plans to add three new wealth managers to the business over the next 12 months, the first is due to start training.”
- “The firm has engaged a continuous client survey process with 194 surveys completed to date with the firm achieving a quality of service score of 4.8/5.0.”
- “The firm now has Cyber insurance and is in the process of improving the outsourced IT service with a new provider.”
- “The firm has several sports related sponsorships. In Exmouth it has provided funds for new post protectors for the Exmouth Rugby Football Club. William Highbourne supported the 'Party on the Exe@ to celebrate 150 years of Exmouth Rugby in aid of the Macmillan and anticipate that the firm will do so again in 2025.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 0 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| BURGER, Pieter | Director | 2010-03-17 | Apr 1963 | Dutch |
| HUTTON, Stuart Lee | Director | 2022-03-31 | Dec 1968 | British |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mrs Tanya Louise Burger | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2017-03-17 | Active |
| Mr Pieter Burger | Individual | Shares 75–100%, Voting 75–100%, Appoints directors | 2017-03-17 | Active |
Filing timeline
Last 20 of 40 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-03-23 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-11-28 | AA | accounts | Accounts with accounts type full | |
| 2025-03-26 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-08-09 | AA | accounts | Accounts with accounts type full | |
| 2024-04-25 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-08-15 | AA | accounts | Accounts with accounts type full | |
| 2023-03-31 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2022-09-20 | AA | accounts | Accounts with accounts type total exemption full | |
| 2022-04-28 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2022-04-28 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2022-04-28 | AP01 | officers | Appoint person director company with name date | |
| 2022-04-25 | MA | incorporation | Memorandum articles | |
| 2022-04-25 | SH01 | capital | Capital allotment shares | |
| 2022-04-25 | RESOLUTIONS | resolution | Resolution | |
| 2022-04-25 | RESOLUTIONS | resolution | Resolution | |
| 2022-03-28 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2021-11-08 | AA | accounts | Accounts with accounts type unaudited abridged | |
| 2021-03-30 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2020-12-07 | AA | accounts | Accounts with accounts type unaudited abridged | |
| 2020-03-31 | CS01 | confirmation-statement | Confirmation statement with no updates |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- 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
FY2021 → FY2022 · period ending 2022-03-31 vs 2021-03-31
-
Turnover
—
Not reported
-
Cash
+70.1%
£78,907 £134,255
highest in 3 filed years
-
Net assets
+45.9%
£82,610 £120,488
highest in 3 filed years
-
Employees
0%
6 6
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers