Website & contact details
- Group website
- The site of this company’s group or brand.
Accumulate Wealth Management (Kent) Ltd
- Incorporated
- 21 March 2013 (13 years)
- Industry
- Activities of insurance agents and brokers (66220)
- Directors
- Robert Matthew CaplanAnthony James Villis
- Owned by
- Accounts type
- Total exemption full
- Region
- Greater London
- Address
- 1 Beauchamp Court10 Victors WayBarnetEN5 5TZ
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 4 April 2027
- Last conf. stmt
- 21 March 2026
Officers 2 active
Officer details are public data from the Companies House register.
Caplan, Robert Matthew
Director · Appointed 2 October 2026
British
Born June 1980 (46)
Villis, Anthony James
Director · Appointed 2 October 2026
British
Born July 1974 (52)
Officer history (2 former)
2 October 2026
Appointed Caplan, Robert Matthew as Director
2 October 2026
Appointed Villis, Anthony James as Director
2 October 2026
2 October 2026
21 March 2013
21 March 2013
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 2 October 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 11343740
Former controllers (2)
2 October 2026
2 October 2026
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Accumulate Wealth Management (Kent) Ltd This company Owns 75–100% of shares
First Wealth Ltd Owns 75–100% of shares
Thrive Money Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2026 · total exemption full accounts
- Net Assets
- £791,975
- Cash
- £129,845
- Employees
- 6
- Debt Ratio
- 19%
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £791,459 | £761,222 | £678,982 | £551,767 | £410,056 | £255,659 | £146,359 |
| Current Assets | £189,982 | £73,542 | £44,307 | £156,568 | £180,825 | £175,614 | £86,068 |
| Debtors | £60,137 | £50,733 | £44,307 | £47,918 | £47,616 | £46,630 | |
| Cash | £129,845 | £22,809 | £0 | £108,650 | £133,209 | £128,984 | |
| Creditors (< 1 year) | £78,483 | £81,020 | £64,783 | £68,239 | £61,707 | £54,328 | |
| Creditors (> 1 year) | £31,552 | £38,740 | £0 | £50,000 | |||
| Net Current Assets | £81,183 | (£4,941) | (£36,713) | £91,785 | £112,586 | £113,907 | £31,740 |
| Net Assets | £791,975 | £675,986 | £622,610 | £628,585 | £512,901 | £319,566 | £174,851 |
| Shareholder Funds | £628,585 | £512,901 | £319,566 | £174,851 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 May 2026 | Total exemption full accounts | 31 March 2026 | ||
| 15 April 2026 | Confirmation statement with no updates | 21 March 2026 | ||
| 14 April 2026 | Director's details changed | |||
| 22 September 2025 | Total exemption full accounts | 31 March 2025 | ||
| 1 April 2025 | Confirmation statement with no updates | 21 March 2025 |
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