Filing status
- Accounts due
- 31 January 2028
- Last accounts
- 30 April 2026
- Conf. stmt due
- 14 July 2027
- Last conf. stmt
- 30 June 2026
B3 Wealth Management Limited
- Incorporated
- 10 April 2007 (19 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- David Mark Atack
- Accounts type
- Micro entity
- Region
- East Midlands
- Address
- Suites 4 & 5S18 HubCallywhite LaneDronfieldS18 2XP
Officers 2 active
Officer details are public data from the Companies House register.
Atack, Clare Miriam
Secretary · Appointed 10 April 2007
British
Director · Appointed 10 April 2007
British
Born August 1972 (54)
Officer history (1 former)
30 April 2026
Resigned Atack, Clare Miriam as Director
1 October 2024
Appointed Atack, Clare Miriam as Director
10 April 2007
Appointed Atack, Clare Miriam as Secretary
10 April 2007
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born August 1972 (54)
Financials
Balance sheet as at 30 April 2026 · micro entity accounts
- Net Assets
- £425,949
- Employees
- 2
- Debt Ratio
- 6%
- Current Ratio
- 8.0x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £17,397 | £19,527 | £45,674 | £60,433 | £8,621 | ||
| Current Assets | £434,365 | £353,220 | £292,182 | £209,559 | £162,815 | ||
| Creditors (< 1 year) | £54,357 | £32,967 | £66,491 | £46,334 | £21,246 | ||
| Net Current Assets | £412,941 | £337,031 | £234,544 | £169,275 | £147,021 | ||
| Net Assets | £425,949 | £350,197 | £276,936 | £226,021 | £152,753 | ||
| Shareholder Funds | £425,949 | £350,197 | £276,936 | £226,021 | £152,753 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 3 July 2026 | Micro company accounts | 30 April 2026 | ||
| 1 July 2026 | Confirmation statement with updates | 30 June 2026 | ||
| 30 April 2026 | Termination of appointment of a director | |||
| 16 March 2026 | Change of details for a person with significant control | |||
| 26 August 2025 | Micro company accounts | 30 April 2025 |
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