Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 25 March 2027
- Last conf. stmt
- 11 March 2026
Ellis Wealth Management Limited
- Incorporated
- 31 March 2010 (16 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Francesca Ellis
- Owned by
- Francesca EllisAdam Ellis
- Accounts type
- Total exemption full
- Region
- East Midlands
- Address
- Bubnell Hall Bubnell LaneBubnellBaslowDE45 1RL
Officers 2 active
Officer details are public data from the Companies House register.
Ellis, Francesca
Director · Appointed 3 April 2010
British
Born May 1984 (42)
Director · Appointed 31 March 2010
British
Born September 1977 (49)
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Francesca Ellis
Individual · Notified 17 June 2016
Owns 25–50% of shares
English
Born May 1984 (42)
Adam Ellis
Individual · Notified 17 June 2016
Owns 25–50% of shares
English
Born September 1977 (49)
Holdings 1
Companies where Ellis Wealth Management Limited is registered as a person with significant control
Owns 25–50% of shares
Active
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £151,865
- Cash
- £91,451
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £304,619 | £314,559 | £300,872 | £301,962 | £483 | |
| Current Assets | £9,874 | £9,057 | ||||
| Debtors | £0 | £7,000 | ||||
| Cash | £91,451 | £34,730 | £16,794 | £9,874 | £2,057 | |
| Creditors (< 1 year) | £9,205 | £8,857 | £8,442 | £23,136 | £22,829 | £3,530 |
| Creditors (> 1 year) | £235,000 | £235,000 | £235,000 | £220,000 | £220,000 | |
| Net Current Assets | £82,246 | £25,873 | (£6,342) | (£12,955) | £5,527 | |
| Net Assets | £151,865 | £105,432 | £74,530 | £69,007 | ||
| Shareholder Funds | £151,865 | £105,432 | £74,530 | £69,007 | £6,010 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 15 September 2026 | Total exemption full accounts | 31 March 2026 | ||
| 16 March 2026 | Confirmation statement with no updates | 11 March 2026 | ||
| 17 June 2025 | Total exemption full accounts | 31 March 2025 | ||
| 23 March 2025 | Confirmation statement with no updates | 11 March 2025 | ||
| 16 October 2024 | Total exemption full accounts | 31 March 2024 |
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