Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 27 March 2027
- Last conf. stmt
- 13 March 2026
The Wealth Group Limited
- Incorporated
- 15 March 2004 (22 years)
- Previously known as
- Allchurch Bailey Investment Consultants Limited (until 31 July 2009)
- Industry
- Financial management (70221)
- Owned by
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- 15 Queens RoadEveshamWR11 4JN
Officers 3 active
Officer details are public data from the Companies House register.
Nicholds, David
Secretary · Appointed 7 April 2010
Director · Appointed 31 July 2009
British
Born December 1965 (60)
Director · Appointed 16 June 2006
British
Born May 1970 (56)
Officer history (7 former)
19 February 2014
19 February 2014
7 April 2010
Appointed Nicholds, David as Secretary
31 July 2009
19 February 2009
19 February 2009
19 February 2009
16 June 2006
16 June 2006
16 June 2006
15 March 2004
15 March 2004
15 March 2004
15 March 2004
15 March 2004
15 March 2004
15 March 2004
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited Company
Reg. no. 06783648
British
Born December 1965 (60)
Nico Kontou-Goymer
Individual · Notified 6 April 2016
Right to appoint and remove directors
British
Born May 1970 (56)
Former controllers (2)
6 April 2016
6 April 2016
Group structure 4 companies
Ownership group derived from the Companies House PSC register
The Wealth Group Limited This company Owns 75–100% of shares
Kendall Wadley Wealth Limited Owns 75–100% of shares
TWG Estate Planning Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Net Assets
- £339,042
- Cash
- £197,250
- Employees
- 12
- Debt Ratio
- 24%
- Current Ratio
- 3.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £86,166 | £115,983 | £153,856 | £2,881 | £480 | £1,522 | £6,617 |
| Current Assets | £361,145 | £209,165 | £222,293 | £380,535 | £338,145 | £255,206 | £243,615 |
| Debtors | £106,159 | £37,947 | £40,173 | £70,592 | |||
| Cash | £197,250 | £129,877 | £116,134 | £322,986 | £300,198 | £215,033 | £173,023 |
| Creditors (< 1 year) | £107,963 | £98,219 | £116,194 | £116,712 | £70,773 | £68,414 | |
| Net Current Assets | £253,182 | £110,946 | £114,291 | £264,341 | £221,433 | £184,433 | £175,201 |
| Net Assets | £339,042 | £223,826 | £261,255 | £266,522 | £221,837 | £185,681 | £180,576 |
| Shareholder Funds | £339,042 | £223,826 | £261,255 | £266,522 | £221,837 | £185,681 | £180,576 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 March 2026 | Total exemption full accounts | 30 June 2025 | ||
| 13 March 2026 | Confirmation statement with no updates | 13 March 2026 | ||
| 23 February 2026 | Change of details for a person with significant control | |||
| 31 March 2025 | Total exemption full accounts | 30 June 2024 | ||
| 19 March 2025 | Confirmation statement with no updates | 13 March 2025 |
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