Website & contact details
- Website
Aretian Wealth Management Limited
- Incorporated
- 10 December 2009 (16 years)
- Previously known as
- The Wealth Guild Limited (until 18 September 2020)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Michelle HarsumPaul Harsum
- Owned by
- Michelle HarsumPaul David Harsum
- Accounts type
- Total exemption full
- Region
- Greater London
- Address
- C/o Two Matts LLP151 Wardour StreetLondonW1F 8WE
Filing status
- Accounts due
- 28 February 2027
- Last accounts
- 31 May 2025
- Conf. stmt due
- 24 December 2026
- Last conf. stmt
- 10 December 2025
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 1 April 2026
British
Born August 1967 (59)
Harsum, Michelle
Director · Appointed 10 December 2009
British
Born February 1981 (45)
Harsum, Paul
Director · Appointed 10 December 2009
British
Born June 1980 (46)
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 April 2026
Owns 25–50% of shares
Holds 25–50% of voting rights
Private Company Limited By Shares
Reg. no. 12631719
Michelle Harsum
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born February 1981 (45)
Paul David Harsum
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born June 1980 (46)
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Aretian Wealth Management Limited This company Owns 25–50% of shares
Bespoke-Advice Limited Owns 75–100% of shares
Bloomfield Wealth Management Ltd Owns 75–100% of shares
Cardan (PFP) Ltd Owns 75–100% of shares
Cardan Wealth Management LLP Holds 50–75% of voting rights
Premier Financial Planning Limited Owns 75–100% of shares
Woods Financial Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 May 2025 · total exemption full accounts
- Net Assets
- £292,242
- Cash
- £352,895
- Employees
- 9
- Debt Ratio
- 35%
- Current Ratio
- 2.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £74,024 | £89,995 | £23,218 | £38,256 | £52,762 | £57,789 |
| Current Assets | £374,884 | £576,941 | £359,677 | £215,268 | ||
| Debtors | £21,989 | £441,319 | £293,005 | £149,651 | ||
| Cash | £352,895 | £209,940 | £163,817 | £135,622 | £66,672 | £65,617 |
| Creditors (< 1 year) | £150,681 | £129,159 | £77,745 | £82,793 | £142,106 | £76,887 |
| Creditors (> 1 year) | £5,985 | £48,897 | £25,797 | £35,670 | £4,878 | £14,635 |
| Net Current Assets | £224,203 | £80,781 | £86,072 | £494,148 | £217,571 | £138,381 |
| Net Assets | £292,242 | £121,879 | £83,493 | £496,734 | £265,455 | £181,535 |
| Shareholder Funds | £292,242 | £121,879 | £83,493 | £496,734 | £265,455 | £181,535 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 19 April 2026 | Memorandum and Articles of Association | |||
| 19 April 2026 | Resolutions | |||
| 2 April 2026 | Appointment of a director | |||
| 2 April 2026 | Notification of a person with significant control | |||
| 13 January 2026 | Statement of capital following an allotment of shares |
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