UK Companies House feature
P3 WEALTH LTD
Cash
£120K
+49.6% vs 2023
Net assets
£124K
+13% vs 2023
Employees
2
+100% vs 2023
Profit before tax
£18K
-35.5% vs 2023
Profile
- Company number
- 09657102
- Status
- Active
- Incorporation
- 2015-06-25
- Last accounts made up
- 2024-12-31
- Account category
- FULL
- Primary SIC
- 64999
- Hubs
- UK Fintech
Profit before tax
5-year trend · vs UK Fintech median
Accounts
5-year trend · latest 2023-12-31
| Metric | Trend | 2020-06-30 | 2021-06-30 | 2022-06-30 | 2023-06-30 | 2023-12-31 |
|---|---|---|---|---|---|---|
| Turnover | — | — | — | £90,000 | £104,570 | |
| Operating profit | — | — | — | — | — | |
| Profit before tax | — | — | — | £28,133 | £18,136 | |
| Net profit | — | — | — | £26,049 | £14,275 | |
| Cash | £709 | — | — | £80,421 | £120,285 | |
| Total assets less current liabilities | -£27,133 | — | — | £109,703 | £123,978 | |
| Net assets | — | — | — | — | — | |
| Equity | -£27,133 | -£521 | £78,654 | £109,703 | £123,978 | |
| Average employees | 0 | — | — | 1 | 2 | |
| Wages | — | — | — | £17,500 | £22,138 |
Values shown as filed in iXBRL accounts. — indicates the figure was not present in the extracted filing (either not filed under that concept or absent from the period). About these numbers
Audit & accounting basis
From AI-extracted PDF accounts
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- S&W Partners Audit Limited
- 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
- “In April 2024, P3 Wealth Ltd became a subsidiary of P3 Group Holding Ltd (the "Group") following FCA approval of the group structure. This transition enabled closer integration with its sister company, Privat 3 Money Ltd.”
Auditor / going-concern / subsidiary information is extracted from the PDF version of the latest annual accounts and is not tagged in iXBRL. About these numbers
People
1 active · 4 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| TORO, Adam Roger, Mr. | Director | 2023-02-01 | Aug 1980 | British |
Show 4 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GHULATI, Tarun | Director | 2021-11-22 | 2024-06-17 |
| HINDLE, David Mark | Director | 2018-02-08 | 2022-07-19 |
| MARTIN, Jamie | Director | 2024-09-23 | 2025-03-11 |
| PATTERSON, Oliver James David | Director | 2015-06-25 | 2021-05-12 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| P3 Group Holding Ltd | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2024-04-04 | Active |
| Mr. Reda Bedjaoui | Individual | Shares 75–100% | 2021-09-01 | Ceased 2024-04-04 |
| Mr Oliver James David Patterson | Individual | Shares 75–100%, Voting 75–100% | 2016-07-01 | Ceased 2021-09-01 |
Filing timeline
Last 20 of 48 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2026-04-28 | PSC05 | persons-with-significant-control | change to a person with significant control |
| 2026-04-28 | CS01 | confirmation-statement | confirmation statement with updates |
| 2025-06-19 | AA | accounts | accounts with accounts type full |
| 2025-05-09 | CS01 | confirmation-statement | confirmation statement with updates |
| 2025-03-18 | TM01 | officers | termination director company with name termination date |
| 2024-11-14 | AP01 | officers | appoint person director company with name date |
| 2024-07-05 | TM01 | officers | termination director company with name termination date |
| 2024-04-30 | AA | accounts | accounts with accounts type full |
| 2024-04-24 | CS01 | confirmation-statement | confirmation statement with updates |
| 2024-04-24 | PSC07 | persons-with-significant-control | cessation of a person with significant control |
| 2024-04-24 | PSC02 | persons-with-significant-control | notification of a person with significant control |
| 2024-04-05 | RESOLUTIONS | resolution | resolution |
| 2024-03-28 | AA | accounts | accounts with accounts type full |
| 2024-03-28 | CS01 | confirmation-statement | confirmation statement with updates |
| 2023-11-13 | AA01 | accounts | change account reference date company current shortened |
| 2023-09-22 | CS01 | confirmation-statement | confirmation statement with updates |
| 2023-08-22 | CH01 | officers | change person director company with change date |
| 2023-08-22 | PSC04 | persons-with-significant-control | change to a person with significant control |
| 2023-08-22 | AD01 | address | change registered office address company with date old address new address |
| 2023-06-30 | AA | accounts | accounts with accounts type micro entity |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Activity Score
Filings velocity, capital events, officer churn, accounts trajectory