Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 25 June 2027
- Last conf. stmt
- 11 June 2026
Margetts Wealth Management Limited
- Incorporated
- 11 June 2002 (24 years)
- Industry
- Administration of financial markets (66110)
- Directors
- Ian Butler
- Owned by
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- Office 150-54 St Paul's SquareBirminghamB3 1QS
Charges
- Total
- 4
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 2
Officers 3 active
Officer details are public data from the Companies House register.
British
Born May 1982 (44)
Butler, Ian
Director · Appointed 3 April 2017
British
Born March 1979 (47)
Director · Appointed 18 April 2013
British
Born November 1962
Officer history (9 former)
24 October 2024
21 April 2021
3 April 2017
Appointed Butler, Ian as Director
22 June 2015
22 June 2015
30 September 2013
Resigned Devaney, Samantha as Director
18 April 2013
18 April 2013
Appointed Devaney, Samantha as Director
18 April 2013
15 September 2009
15 September 2009
15 September 2009
15 September 2009
12 April 2006
11 August 2003
11 June 2003
11 June 2003
11 June 2003
11 June 2003
11 June 2002
11 June 2002
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 25 October 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 15995424
Former controllers (1)
25 October 2024
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Margetts Wealth Management Limited This company Owns 75–100% of shares
Red Lion Financial Planning Limited Owns 25–50% of shares
Financials
Balance sheet as at 30 September 2025 · total exemption full accounts
- Cash
- £232,644
- Employees
- 11
- Current Ratio
- 4.1x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £131,470 | £2,710 | £1,941 | £366 | £732 | £961 |
| Current Assets | £1,384,909 | £1,195,078 | £952,346 | £871,340 | £1,027,937 | £487,061 |
| Debtors | £1,152,265 | £925,185 | £795,294 | £579,596 | £367,935 | £313,853 |
| Cash | £232,644 | £269,893 | £157,052 | £291,744 | £660,002 | £173,208 |
| Creditors (< 1 year) | £337,397 | £393,444 | £165,785 | £171,816 | £251,011 | £254,536 |
| Creditors (> 1 year) | £0 | £270,721 | £10,457 | |||
| Net Current Assets | £1,047,512 | £801,634 | £786,561 | £699,524 | £776,926 | £232,525 |
| Net Assets | £699,890 | £506,937 | £223,029 | |||
| Shareholder Funds | £1,178,982 | £804,344 | £788,502 | £699,890 | £506,937 | £223,029 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 15 September 2026 | Director's details changed | |||
| 23 June 2026 | Confirmation statement with no updates | 11 June 2026 | ||
| 9 June 2026 | Total exemption full accounts | 30 September 2025 | ||
| 11 June 2025 | Confirmation statement with updates | 11 June 2025 | ||
| 10 June 2025 | Total exemption full accounts | 30 September 2024 |
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