Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 1 August 2027
- Last conf. stmt
- 18 July 2026
WB Financial Management Limited
- Incorporated
- 18 July 2002 (24 years)
- Industry
- Other service activities n.e.c. (96090)
- Accounts type
- Unaudited abridged
- Region
- North West
- Address
- 207 Knutsford RoadGrappenhallWarringtonCheshireWA4 2QL
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 1 May 2008
British
Born July 1973 (53)
Director · Appointed 1 May 2008
British
Born July 1969 (57)
Director · Appointed 1 May 2008
British
Born July 1961 (65)
Secretary · Appointed 10 September 2004
British
Officer history (4 former)
19 August 2025
1 October 2021
1 May 2008
1 May 2008
1 May 2008
1 May 2008
1 May 2008
30 April 2008
10 September 2004
10 September 2004
18 July 2002
18 July 2002
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2021
Owns 25–50% of shares
Holds 25–50% of voting rights
Private Limited Company
Reg. no. 07374968
Limited Company
Reg. no. 05280582
Former controllers (1)
6 April 2021
Ceased Helen Claire Begley — Owns 25–50% of shares
Group structure 10 companies
Ownership group derived from the Companies House PSC register
Bristol & West Financial Services Limited Owns 75–100% of shares
Capital J Limited Owns 75–100% of shares
DJB Wealth Management Ltd Owns 75–100% of shares
Mandarin Wealth Limited Owns 75–100% of shares
Orchid Financial Services Limited Owns 75–100% of shares
Parkway Financial Services Limited Owns 75–100% of shares
Revelstone Financial Planning Limited Owns 75–100% of shares
WB Financial Management Limited This company Owns 25–50% of shares
Wealth Design Holdings Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 September 2025 · unaudited abridged accounts
- Cash
- £16,344
- Employees
- 6
- Current Ratio
- 1.9x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Current Assets | £17,690 | ||||||
| Debtors | £1,346 | ||||||
| Cash | £16,344 | £26,238 | £22,725 | £21,524 | £28,693 | £15,064 | £22,378 |
| Creditors (< 1 year) | £9,245 | £5,763 | £11,410 | £16,130 | £13,911 | £10,635 | £16,146 |
| Net Current Assets | £8,445 | £20,475 | £11,315 | £5,394 | £14,782 | £4,429 | £6,232 |
| Shareholder Funds | £8,445 | £20,475 | £11,315 | £5,394 | £14,782 | £4,429 | £6,232 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 24 July 2026 | Confirmation statement with no updates | 18 July 2026 | ||
| 30 June 2026 | Unaudited abridged accounts | 30 September 2025 | ||
| 29 May 2026 | Change of details for a person with significant control | |||
| 29 May 2026 | Notification of a person with significant control | |||
| 19 August 2025 | Termination of appointment of a director |
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