Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 10 November 2027
- Last conf. stmt
- 27 October 2026
Mulberry Wealth Client Services Limited
- Incorporated
- 13 June 2001 (25 years)
- Previously known as
- Hodge Bakshi Financial Services Limited (until 26 August 2021)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- 366 & 368 Cyncoed RoadCardiffCF23 6SA
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 7 May 2021
British
Born November 1973
Director · Appointed 7 May 2021
British
Born May 1975 (51)
Director · Appointed 7 May 2021
British
Born November 1972
Officer history (8 former)
4 October 2021
7 May 2021
7 May 2021
7 May 2021
7 May 2021
21 January 2020
11 May 2017
1 October 2016
21 June 2016
Resigned Harrington, Peter Roy as Director
12 May 2015
Resigned Newton, Peter Francis as Secretary
12 May 2015
Resigned Newton, Peter Francis as Director
21 July 2004
Appointed Harrington, Peter Roy as Director
13 June 2001
13 June 2001
13 June 2001
13 June 2001
13 June 2001
Appointed Newton, Peter Francis as Secretary
13 June 2001
Appointed Newton, Peter Francis as Director
13 June 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 7 May 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 08640939
Former controllers (1)
7 May 2021
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Hodge Bakshi Wealth Management Ltd Owns 75–100% of shares
Mulberry Wealth Client Services Limited This company Owns 75–100% of shares
Mulberry Wealth Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £156,549
- Cash
- £334,989
- Debt Ratio
- 60%
- Current Ratio
- 1.6x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
| Fixed Assets | £15,410 | £21,817 | £815 | £1,463 | £1,568 | £0 | £288 | £452 |
| Current Assets | £372,485 | £448,074 | £308,530 | £505,512 | £423,645 | £20,969 | £35,887 | £37,927 |
| Debtors | £37,496 | £98,556 | £100,352 | £194,728 | £2,500 | |||
| Cash | £334,989 | £349,518 | £208,178 | £310,784 | £35,315 | |||
| Creditors (< 1 year) | £227,493 | £177,629 | £116,465 | £109,646 | £127,149 | £26,602 | £11,164 | £13,663 |
| Net Current Assets | £144,992 | £270,445 | £192,065 | £395,866 | £296,496 | (£5,633) | £24,723 | £24,264 |
| Net Assets | £156,549 | £286,808 | £192,676 | £397,051 | ||||
| Shareholder Funds | £156,549 | £286,808 | £192,676 | £397,051 | £298,064 | (£5,633) | £25,011 | £24,716 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 October 2026 | Confirmation statement with no updates | 27 October 2026 | ||
| 5 June 2026 | Total exemption full accounts | 31 March 2026 | ||
| 27 October 2025 | Confirmation statement with no updates | 27 October 2025 | ||
| 17 June 2025 | Total exemption full accounts | 31 March 2025 | ||
| 30 October 2024 | Confirmation statement with no updates | 30 October 2024 |
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