Website & contact details
- Website
Wealth Club Asset Management Limited
- Incorporated
- 30 August 2002 (24 years)
- Previously known as
- Clubfinance Ltd. (until 30 March 2019)
- Industry
- Financial intermediation not elsewhere classified (64999) Accounting and auditing activities (69201)Financial management (70221)Combined office administrative service activities (82110)
- Directors
- Owned by
- Accounts type
- Full
- Region
- South West
- Address
- 20 Richmond HillBristolBS8 1BA
Filing status
- Accounts due
- 31 March 2028
- Last accounts
- 30 June 2026
- Conf. stmt due
- 13 September 2027
- Last conf. stmt
- 30 August 2026
Officers 5 active
Officer details are public data from the Companies House register.
Director · Appointed 30 October 2023
British
Born December 1977 (48)
Director · Appointed 1 May 2021
British
Born March 1975 (51)
Director · Appointed 1 May 2021
British
Born January 1993 (33)
Director · Appointed 9 January 2018
Italian
Born October 1975 (51)
Director · Appointed 9 January 2018
British
Born October 1975 (51)
Officer history (6 former)
28 February 2025
30 January 2024
30 October 2023
1 May 2021
1 May 2021
12 April 2021
9 January 2018
9 January 2018
9 January 2018
9 January 2018
9 January 2018
9 January 2018
9 January 2018
9 January 2018
30 August 2002
30 August 2002
30 August 2002
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 9 January 2018
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Company Limited By Shares
Reg. no. 09831162
Former controllers (2)
9 January 2018
9 January 2018
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Wealth Club Asset Management Limited This company Owns 75–100% of shares
Wealth Club Nominees Limited Owns 75–100% of shares
Wealth Club Sipp Trustees Limited Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 30 June 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £1,309,701
- Cash
- £1,329,827
- Turnover
- £859,539
- Profit Before Tax
- £195,062
- Employees
- 6
- Debt Ratio
- 14%
- Current Ratio
- 7.0x
- Profit Margin
- 23%
- Return on Equity
- 11%
Trend
Turnover
Balance sheet detail
| 2025 | 2023 | 2022 | 2020 | |
|---|---|---|---|---|
| Fixed Assets | £1 | £18 | ||
| Current Assets | £1,529,399 | £2,433,080 | £2,157,439 | £2,189,014 |
| Cash | £1,329,827 | £1,506,053 | £875,583 | £523,632 |
| Creditors (< 1 year) | £219,699 | £526,755 | £300,689 | £412,826 |
| Net Current Assets | £1,309,700 | £1,906,325 | £1,856,750 | £1,776,188 |
| Net Assets | £1,309,701 | £1,906,325 | £1,856,750 | £1,776,206 |
| Shareholder Funds | £1,309,701 | £1,906,325 | £1,856,750 | £1,776,206 |
| Turnover | £859,539 | £587,876 | £749,352 | |
| Cost of Sales | £102,035 | £237,165 | £391,539 | |
| Gross Profit | £757,504 | £350,711 | £357,813 | |
| Admin Expenses | £637,503 | £308,518 | £296,535 | |
| Operating Profit | £120,001 | £42,193 | £61,278 | |
| Profit Before Tax | £195,062 | £62,355 | £61,315 | |
| Tax | £53,981 | £12,780 | £11,650 | |
| Profit for Period | £141,081 | £49,575 | £49,665 | |
Filings 90
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 October 2026 | Director's details changed | |||
| 23 October 2026 | Full accounts | 30 June 2026 | ||
| 1 September 2026 | Confirmation statement with updates | 30 August 2026 | ||
| 8 June 2026 | Director's details changed | |||
| 18 November 2025 | Full accounts | 30 June 2025 |
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