WEALTH CLUB LIMITED
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Next accounts due
2027-03-31 (in 10mo)
Last filed for 2025-06-30
Confirmation statement due
2026-09-13 (in 4mo)
Last made up 2025-08-30
Watchouts
None on the register
Cash
£2M
+143.7% vs 2024
Net assets
£12M
+3.4% highest in 5 filed years
Employees
39
+18.2% highest in 5 filed years
Profit before tax
—
Period ending 2025-06-30
Net assets
8-year trend · vs Financials median
Accounts
8-year trend · latest reflected 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 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
- 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.”
Group structure
- WEALTH CLUB LIMITED · parent
- Wealth Club Asset Management Limited 100%
- Wealth Club Nominees Limited 100%
Significant events
- “In July 2025, the Company entered into a new operating lease agreement in relation to a property in Bristol.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. 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 |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 1
- 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
FY2024 → FY2025 · period ending 2025-06-30 vs 2024-06-30
-
Turnover
—
Not reported
-
Cash
+143.7%
£875,470 £2,133,695
-
Net assets
—
Not reported
-
Employees
+18.2%
33 39
highest in 5 filed years
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