Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 27 February 2027
- Last conf. stmt
- 13 February 2026
Mulberry Wealth Management Limited
- Incorporated
- 24 February 2009 (17 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- 366 & 368 Cyncoed RoadCyncoedCardiffCF23 6SA
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 24 February 2009
British
Born November 1972
Director · Appointed 24 February 2009
British
Born May 1975 (51)
Director · Appointed 24 February 2009
British
Born November 1973
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Limited Company
Reg. no. 08640939
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Hodge Bakshi Wealth Management Ltd Owns 75–100% of shares
Mulberry Wealth Client Services Limited Owns 75–100% of shares
Mulberry Wealth Management Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £361,995
- Cash
- £524,996
- Debt Ratio
- 40%
- Current Ratio
- 2.5x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £21,353 | £38,556 | £56,880 | £76,020 | £94,346 | £113,050 | £132,189 |
| Current Assets | £582,552 | £482,574 | £431,787 | £376,502 | £366,322 | £555,364 | £392,842 |
| Debtors | £57,556 | £60,636 | £46,584 | £40,076 | £72,450 | £131,697 | £172,074 |
| Cash | £524,996 | £421,938 | £385,203 | £336,426 | £293,872 | £423,667 | £220,768 |
| Creditors (< 1 year) | £237,086 | £218,865 | £230,178 | £244,207 | £237,025 | £143,230 | £107,554 |
| Creditors (> 1 year) | £0 | £85,183 | £0 | ||||
| Net Current Assets | £345,466 | £263,709 | £201,609 | £132,295 | £129,297 | £412,134 | £285,288 |
| Net Assets | £361,995 | £294,013 | £249,614 | £196,938 | £209,763 | £423,656 | £398,445 |
| Shareholder Funds | £361,995 | £294,013 | £249,614 | £196,938 | £209,763 | £423,656 | £398,445 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 5 June 2026 | Total exemption full accounts | 31 March 2026 | ||
| 19 February 2026 | Confirmation statement with updates | 13 February 2026 | ||
| 17 June 2025 | Total exemption full accounts | 31 March 2025 | ||
| 13 February 2025 | Confirmation statement with updates | 13 February 2025 | ||
| 6 June 2024 | Total exemption full accounts | 31 March 2024 |
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