Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 22 April 2027
- Last conf. stmt
- 8 April 2026
DJB Wealth Management Ltd
- Incorporated
- 9 April 2009 (17 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Micro entity
- Region
- North West
- Address
- 750 750 Mandarin CourtWarringtonWA1 1GG
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 31 March 2026
British
Born July 1969 (57)
Officer history (2 former)
31 March 2026
31 March 2026
Resigned Bradburn, David Joseph as Director
12 November 2009
9 April 2009
9 April 2009
Appointed Bradburn, David Joseph as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 31 March 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited Company
Reg. no. 05280582
Former controllers (1)
31 March 2026
Ceased David Bradburn — Owns 75–100% of shares
Group structure 10 companies
Ownership group derived from the Companies House PSC register
Bristol & West Financial Services Limited Owns 75–100% of shares
Capital J Limited Owns 75–100% of shares
DJB Wealth Management Ltd This company Owns 75–100% of shares
Mandarin Wealth Limited Owns 75–100% of shares
Orchid Financial Services Limited Owns 75–100% of shares
Parkway Financial Services Limited Owns 75–100% of shares
Revelstone Financial Planning Limited Owns 75–100% of shares
WB Financial Management Limited Owns 25–50% of shares
Wealth Design Holdings Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2025 · micro entity accounts
- Net Assets
- £29,543
- Employees
- 2
- Debt Ratio
- 33%
- Current Ratio
- 2.8x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £2,366 | £1,199 | £1,498 | £1,872 | £2,340 | £2,013 |
| Current Assets | £41,871 | £22,673 | £29,338 | £31,681 | £27,769 | £15,757 |
| Creditors (< 1 year) | £14,694 | £8,449 | £10,699 | £13,205 | £13,504 | £11,880 |
| Net Current Assets | £27,177 | £14,224 | £18,639 | £18,476 | £14,265 | £3,877 |
| Net Assets | £29,543 | £15,423 | £20,137 | £20,348 | £16,605 | £5,890 |
| Shareholder Funds | £29,543 | £15,423 | £20,137 | £20,348 | £16,605 | £5,890 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 13 April 2026 | Registered office address changed | |||
| 13 April 2026 | Appointment of a director | |||
| 13 April 2026 | Notification of a person with significant control | |||
| 13 April 2026 | Termination of appointment of a director | |||
| 13 April 2026 | Cessation of a person with significant control |
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