What Dolphin Wealth Management say about themselves
“Providing Financial Advice and wealth management. Located in Poole, Dorset. Looking after your financial investments, pension and protecting your wealth”
Dolphin Wealth Management Limited
- Incorporated
- 23 August 2007 (19 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Sally Angela Roberts
- Owned by
- Lee Anthony RobertsSally Angela Roberts
- Accounts type
- Micro entity
- Region
- South West
- Address
- C/o Wheeler Brown9 Axium CentreDorchester Road Lytchett MinsterPooleBH16 6FE
Website & contact details
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 6 September 2027
- Last conf. stmt
- 23 August 2026
Officers 3 active
Officer details are public data from the Companies House register.
Roberts, Sally Angela
Director · Appointed 23 August 2007
British
Born June 1965 (61)
Director · Appointed 23 August 2007
British
Born October 1965 (61)
Roberts, Sally Angela
Secretary · Appointed 23 August 2007
British
Officer history (4 former)
4 September 2025
Resigned Burt, Charlotte as Director
4 September 2025
Resigned Roberts, Adam as Director
1 January 2024
Appointed Burt, Charlotte as Director
1 January 2024
Appointed Roberts, Adam as Director
24 August 2007
24 August 2007
23 August 2007
Appointed Roberts, Sally Angela as Director
23 August 2007
23 August 2007
Appointed Roberts, Sally Angela as Secretary
23 August 2007
23 August 2007
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
Has significant influence or control
British
Born October 1965 (61)
Sally Angela Roberts
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Has significant influence or control
British
Born June 1965 (61)
Financials
Balance sheet as at 31 March 2026 · micro entity accounts
- Net Assets
- £25,966
- Employees
- 3
- Debt Ratio
- 63%
- Current Ratio
- 1.2x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £15,234 | £14,685 | £12,216 | £13,252 | £13,409 | £13,059 | £11,062 |
| Current Assets | £54,638 | £50,228 | £49,225 | £44,481 | £38,641 | £43,536 | £43,416 |
| Creditors (< 1 year) | £47,209 | £44,579 | £44,823 | £43,941 | £39,473 | £40,462 | £41,659 |
| Net Current Assets | £10,732 | £8,351 | £7,104 | £3,381 | £2,009 | £6,369 | £4,579 |
| Net Assets | £25,966 | £23,036 | £19,320 | £16,633 | £15,418 | £19,428 | £15,641 |
| Shareholder Funds | £25,966 | £23,036 | £19,320 | £16,633 | £15,418 | £19,428 | £15,641 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 August 2026 | Confirmation statement with no updates | 23 August 2026 | ||
| 21 May 2026 | Micro company accounts | 31 March 2026 | ||
| 3 December 2025 | Change of details for a person with significant control | |||
| 3 December 2025 | Change of details for a person with significant control | |||
| 4 September 2025 | Termination of appointment of a director |
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