UK Companies House feature
WEALTH CLUB LIMITED
Cash
£2M
+143.7% vs 2024
Net assets
£12M
+3.4% vs 2024
Employees
39
+18.2% vs 2024
Profit before tax
—
Period ending 2025-06-30
Profile
- Company number
- 09831162
- Status
- Active
- Incorporation
- 2015-10-19
- Last accounts made up
- 2025-06-30
- Account category
- GROUP
- Primary SIC
- 66190
- Hubs
- UK Fintech
Net assets
8-year trend · vs UK Fintech median
Accounts
8-year trend · latest 2025-06-30
| Metric | Trend | 2020-07-01 | 2021-06-30 | 2021-07-01 | 2022-06-30 | 2023-06-30 | 2023-07-01 | 2024-06-30 | 2025-06-30 |
|---|---|---|---|---|---|---|---|---|---|
| Turnover | — | — | — | — | — | — | — | — | |
| Operating profit | — | — | — | — | — | — | — | — | |
| Profit before tax | — | — | — | — | — | — | — | — | |
| Net profit | — | £2,173,980 | — | £2,554,509 | £2,760,385 | — | £3,249,516 | £2,536,259 | |
| Cash | — | £1,649,002 | — | £1,182,633 | £2,811,400 | — | £875,470 | £2,133,695 | |
| Total assets less current liabilities | — | £5,958,978 | — | £7,573,493 | £9,851,128 | — | £11,305,443 | £11,690,712 | |
| Net assets | — | £4,857,423 | — | £7,411,932 | £9,672,238 | — | — | — | |
| Equity | £2,926,298 | £4,857,423 | £4,857,423 | £7,411,932 | £9,672,238 | £9,672,238 | £10,621,722 | £11,058,378 | |
| Average employees | — | 21 | — | 26 | 29 | — | 33 | 39 | |
| Wages | — | — | — | — | — | — | — | — |
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
- Consolidated (group)
- Auditor
- Bishop Fleming 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 Group's or the parent 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.”
Subsidiaries
- Wealth Club Asset Management Limited · 100% held
- Wealth Club Nominees Limited · 100% held
Significant events
- “In July 2025, the Company entered into a new operating lease agreement in relation to a property in Bristol.”
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
5 active · 4 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| CARICATO, Marta | Director | 2016-01-18 | Oct 1975 | Italian |
| DAVIES, Alexander James Fraser | Director | 2015-10-19 | Oct 1975 | British |
| LEECH, Sheridan Arthur Harold | Director | 2021-05-01 | Jan 1993 | British |
| POWER, Simon Fredericus Silvester | Director | 2023-10-30 | Dec 1977 | British |
| RICHARDS, Ruth Gillian | Director | 2021-05-01 | Mar 1975 | British |
Show 4 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BOWEN, Gayle Elizabeth | Director | 2016-10-04 | 2025-02-28 |
| BOWLES, Christopher James | Director | 2016-03-23 | 2021-04-12 |
| SUCKLING, David John | Director | 2016-01-18 | 2016-04-04 |
| YEARSLEY, Benjamin Terence | Director | 2015-12-16 | 2017-04-03 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Mr Alexander James Fraser Davies | Individual | Shares 75–100%, Voting 75–100% | 2016-04-06 | Active |
Filing timeline
Last 20 of 76 total filings
| Date | Type | Category | Description |
|---|---|---|---|
| 2025-11-18 | AA | accounts | accounts with accounts type group |
| 2025-09-01 | CS01 | confirmation-statement | confirmation statement with updates |
| 2025-05-27 | CH01 | officers | change person director company with change date |
| 2025-03-05 | TM01 | officers | termination director company with name termination date |
| 2024-10-30 | AA | accounts | accounts with accounts type group |
| 2024-09-24 | CH01 | officers | change person director company with change date |
| 2024-09-09 | RESOLUTIONS | resolution | resolution |
| 2024-09-06 | SH08 | capital | capital name of class of shares |
| 2024-08-30 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2023-11-21 | AP01 | officers | appoint person director company with name date |
| 2023-11-14 | AA | accounts | accounts with accounts type group |
| 2023-08-30 | CS01 | confirmation-statement | confirmation statement with no updates |
| 2023-03-28 | CS01 | confirmation-statement | confirmation statement with updates |
| 2023-03-28 | SH01 | capital | capital allotment shares |
| 2022-11-04 | AA | accounts | accounts with accounts type group |
| 2022-08-30 | CS01 | confirmation-statement | confirmation statement with updates |
| 2022-07-22 | MR04 | mortgage | mortgage satisfy charge full |
| 2021-12-02 | AA | accounts | accounts with accounts type group |
| 2021-11-23 | MA | incorporation | memorandum articles |
| 2021-11-23 | RESOLUTIONS | resolution | resolution |
Credit score
Altman Z″ — composite of working capital, retained earnings, EBIT, and leverage
Activity Score
Composite activity score · components 0–100 · reference 2026-05-10
29.5
COLD
/ 100
- Filings velocity 25
- Capital events 20
- Officer churn 0
- Headcount trajectory 68
- Accounts trajectory 53
- 3 filing(s) in last 12 months
- 1 capital event(s) in last 24 months
- Employees +18% YoY
- Total Assets Less Current Liabilities +3% YoY