WKM WEALTH LIMITED
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Next accounts due
2027-09-30 (in 1y)
Last filed for 2025-12-31
Confirmation statement due
2026-10-05 (in 5mo)
Last made up 2025-09-21
Watchouts
None on the register
Cash
£139K
+4.1% highest in 3 filed years
Net assets
£186K
+8.3% highest in 6 filed years
Employees
10
+11.1% highest in 6 filed years
Profit before tax
£1M
+17.9% highest in 3 filed years
Net assets
8-year trend · vs Financials median
Accounts
8-year trend · latest reflected 2025-12-31
| Metric | Trend | 2020-12-31 | 2021-12-31 | 2022-12-31 | 2023-01-01 | 2023-12-31 | 2024-01-01 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|---|---|---|---|---|
| Turnover | — | — | — | — | £1,218,250 | — | £1,518,863 | £1,715,601 | |
| Operating profit | — | — | — | — | £638,641 | — | £910,045 | £1,071,140 | |
| Profit before tax | — | — | — | — | £639,750 | — | £912,976 | £1,076,125 | |
| Net profit | — | — | — | — | £486,696 | — | £686,386 | £806,691 | |
| Cash | — | — | — | — | £92,674 | — | £133,350 | £138,812 | |
| Total assets less current liabilities | £118,080 | £125,220 | £124,614 | — | £121,147 | — | £227,441 | £231,313 | |
| Net assets | £102,931 | £115,766 | £112,764 | — | £121,147 | — | £171,485 | £185,696 | |
| Equity | £102,931 | £115,766 | £112,764 | £112,764 | £121,147 | £121,147 | £171,485 | £185,696 | |
| Average employees | 5 | 5 | 7 | — | 8 | — | 9 | 10 | |
| Wages | — | — | — | — | £219,618 | — | £195,493 | £235,647 |
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 | 2020-12-31 | 2021-12-31 | 2022-12-31 | 2023-01-01 | 2023-12-31 | 2024-01-01 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | 52.4% | — | 59.9% | 62.4% | |
| Net margin | — | — | — | — | 40.0% | — | 45.2% | 47.0% | |
| Return on capital employed | — | — | — | — | 527.2% | — | 400.1% | 463.1% | |
| Interest cover | — | — | — | — | 296.90x | — | 209.59x | 174.14x |
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
- Standalone (parent only)
- Auditor
- WR Partners
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors have undertaken an exercise to review the appropriateness of the continued use of the Going Concern basis that underpins the preparation of the financial statements, following the review the Directors are confident that the Company can continue trading for at least 12 months and therefore continue to adopt the going concern basis.”
Significant events
- “Further growth in client numbers and assets under management, combined with the significant contributions of a great number of people throughout the business, and strong partnerships, enabled a strong performance for the year.”
- “The Company and the Group continue to support good causes, both locally and nationally. Part of the 1% pledge initiative to which WKM participates, the company strives to donate profit and time to good causes.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
5 active · 0 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| KIRBY, Timothy Allan | Director | 2020-04-01 | May 1982 | British |
| MEE, Adrian | Director | 2020-04-01 | Feb 1979 | British |
| PARTRIDGE, Daniel John | Director | 2022-09-14 | Jun 1978 | British |
| WATTAM, Benjamin John | Director | 2020-04-01 | Jul 1983 | British |
| WATTAM, Neil John | Director | 2018-08-21 | Jul 1981 | British |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Wkm Wealth Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100% | 2023-09-20 | Active |
| Mr Benjamin John Wattam | Individual | Significant influence | 2022-03-22 | Ceased 2023-09-20 |
| Mr Timothy Allan Kirby | Individual | Significant influence | 2022-03-22 | Ceased 2023-09-20 |
| Mr Adrian Mee | Individual | Significant influence | 2022-03-22 | Ceased 2023-09-20 |
| Mr Neil John Wattam | Individual | Significant influence | 2018-08-21 | Ceased 2023-09-20 |
Filing timeline
Last 20 of 71 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-02-13 | AA | accounts | Accounts with accounts type full | |
| 2025-10-03 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-03-28 | AA | accounts | Accounts with accounts type full | |
| 2024-12-11 | AAMD | accounts | Accounts amended with accounts type full | |
| 2024-09-26 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-09-26 | RP04CS01 | confirmation-statement | Second filing of confirmation statement with made up date | |
| 2024-08-08 | RESOLUTIONS | resolution | Resolution | |
| 2024-07-31 | MA | incorporation | Memorandum articles | |
| 2024-07-11 | SH10 | capital | Capital variation of rights attached to shares | |
| 2024-07-03 | RP04SH01 | capital | Second filing capital allotment shares | |
| 2024-03-21 | AA | accounts | Accounts with accounts type micro entity | |
| 2023-09-21 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-09-21 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2023-09-21 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-09-21 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-09-21 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-09-21 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-09-21 | RESOLUTIONS | resolution | Resolution | |
| 2023-09-21 | MA | incorporation | Memorandum articles | |
| 2023-09-20 | SH10 | capital | Capital variation of rights attached to shares |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 2
- Capital events
- 2
- 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 2025-12-31 vs 2024-12-31
-
Turnover
+13%
£1,518,863 £1,715,601
highest in 3 filed years
-
Cash
+4.1%
£133,350 £138,812
highest in 3 filed years
-
Net assets
+8.3%
£171,485 £185,696
highest in 6 filed years
-
Employees
+11.1%
9 10
highest in 6 filed years
-
Operating profit
+17.7%
£910,045 £1,071,140
highest in 3 filed years
-
Profit before tax
+17.9%
£912,976 £1,076,125
highest in 3 filed years
-
Wages
+20.5%
£195,493 £235,647
highest in 3 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