Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 10 August 2027
- Last conf. stmt
- 27 July 2026
MGB Wealth Management Limited
- Incorporated
- 27 July 2012 (14 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Sophie Brunt
- Owned by
- Martin Gareth BruntSophie BruntMartin Gareth Brunt
- Accounts type
- Total exemption full
- Region
- South West
- Address
- Faulkner House31 West StreetWimborneBH21 1JS
Charges
- Total
- 2
- Outstanding
- 1
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Brunt, Sophie
Director · Appointed 1 April 2016
British
Born January 1971 (55)
Director · Appointed 27 July 2012
British
Born December 1962 (63)
Ownership 4 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born December 1962 (63)
Sophie Brunt
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
British
Born January 1971 (55)
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
Has significant influence or control
British
Born December 1962 (63)
Sophie Brunt
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
Has significant influence or control
British
Born January 1971 (55)
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £40,468
- Cash
- £161,268
- Employees
- 2
- Debt Ratio
- 92%
- Current Ratio
- 0.8x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £249,041 | £244,804 | £149,789 | £241,362 | £323,543 | |
| Current Assets | £262,742 | £232,149 | £212,628 | £197,969 | £137,962 | |
| Debtors | £101,474 | £130,774 | £109,635 | £162,438 | £133,476 | |
| Cash | £161,268 | £101,375 | £102,993 | £35,531 | £4,486 | |
| Creditors (< 1 year) | £330,170 | £27,547 | £19,358 | £16,749 | £5,820 | £45,418 |
| Creditors (> 1 year) | £123,264 | £442,538 | £458,897 | £338,129 | £346,800 | £346,802 |
| Net Current Assets | (£67,428) | £204,602 | £195,879 | £192,149 | £92,544 | |
| Net Assets | £40,468 | £272 | £7,355 | £86,466 | £68,959 | |
| Shareholder Funds | £40,468 | £272 | £7,355 | £86,466 | £68,959 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 August 2026 | Confirmation statement with no updates | 27 July 2026 | ||
| 20 December 2025 | Total exemption full accounts | 31 March 2025 | ||
| 10 December 2025 | Director's details changed | |||
| 9 December 2025 | Registered office address changed | |||
| 9 December 2025 | Director's details changed |
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