Website & contact details
- Website
Wealthify Limited
- Incorporated
- 12 May 2014 (12 years)
- Industry
- Fund management activities (66300)
- Owned by
- Accounts type
- Full
- Region
- Wales
- Address
- Tec MarinaTerra Nova WayPenarthCF64 1SA
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 9 August 2027
- Last conf. stmt
- 26 July 2026
Officers 6 active
Officer details are public data from the Companies House register.
Director · Appointed 4 June 2026
British
Born March 1978 (48)
Director · Appointed 26 November 2024
Also at Wealthify Group Limited · more companies
British
Born October 1974 (52)
Director · Appointed 13 December 2023
Also at Wealthify Group Limited · more companies
American
Born December 1971 (54)
British,Italian
Born September 1969 (57)
Director · Appointed 30 November 2020
British
Born November 1964
Ashford, Michael, Mr.
Director · Appointed 1 March 2016
British
Born May 1987 (39)
Officer history (12 former)
4 June 2026
3 October 2025
11 February 2025
26 November 2024
12 July 2024
21 March 2024
13 December 2023
13 December 2023
10 July 2023
20 October 2022
20 October 2022
27 May 2021
25 May 2021
14 April 2021
30 November 2020
17 November 2020
Resigned Avery-Wright, Richard Patrick, Mr. as Director
12 October 2020
27 August 2020
4 June 2020
27 November 2019
Resigned Turnbull, Blair Mclaren as Director
27 November 2019
12 February 2018
Appointed Turnbull, Blair Mclaren as Director
12 February 2018
12 February 2018
4 October 2017
1 March 2016
Appointed Ashford, Michael, Mr. as Director
19 October 2015
19 October 2015
19 October 2015
Appointed Avery-Wright, Richard Patrick, Mr. as Director
12 May 2014
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Private Limited Company
Reg. no. 7853934
Former controllers (1)
9 February 2018
Financials
Balance sheet as at 31 December 2025 · full accounts
- Net Assets
- £8,841,238
- Cash
- £5,863,374
- Profit Before Tax
- (£9,529,733)
- Debt Ratio
- 17%
- Current Ratio
- 5.8x
- Return on Equity
- -81%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £109,630 | £141,862 | £161,674 | £156,961 | £190,369 | £193,362 | £57,202 |
| Current Assets | £10,590,926 | £7,077,300 | £12,573,721 | £10,567,669 | £7,289,790 | £5,038,624 | £6,032,101 |
| Debtors | £4,727,552 | £8,455,579 | £1,002,028 | £1,120,678 | £674,555 | £671,746 | |
| Cash | £5,863,374 | £3,838,780 | £4,118,142 | £9,565,641 | £6,169,112 | £4,364,069 | £5,360,355 |
| Creditors (< 1 year) | £1,832,585 | £2,037,837 | £3,060,444 | £5,493,536 | £3,872,672 | £1,155,067 | £604,624 |
| Creditors (> 1 year) | £0 | £1,189,568 | £1,563,643 | £2,843,779 | |||
| Net Current Assets | £8,758,341 | £5,039,463 | £9,513,277 | £5,074,133 | £3,417,118 | £3,883,557 | £5,427,477 |
| Net Assets | £8,841,238 | £3,991,757 | £8,111,308 | ||||
| Shareholder Funds | £8,841,238 | £3,991,757 | £8,111,308 | £2,387,315 | £1,532,802 | £2,182,234 | £5,484,679 |
| Turnover | £2,430,734 | ||||||
| Cost of Sales | £6,531,444 | £8,193,825 | £6,131,771 | ||||
| Gross Profit | (£3,701,037) | ||||||
| Admin Expenses | £13,961,068 | £13,151,787 | £11,079,247 | £9,610,228 | |||
| Staff Costs | £8,212,507 | £9,103,963 | £7,060,290 | £4,952,246 | |||
| Operating Profit | (£13,311,265) | ||||||
| Profit Before Tax | (£9,529,733) | (£15,431,812) | (£16,115,742) | (£13,347,639) | |||
| Tax | (£2,379,214) | (£4,212,261) | (£9,495,790) | (£2,302,152) | |||
| Profit for Period | (£7,150,519) | (£11,219,551) | (£6,619,952) | (£11,045,487) | (£10,649,432) | (£5,302,445) | (£4,844,066) |
Filings 94
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 7 August 2026 | Confirmation statement with updates | 26 July 2026 | ||
| 22 June 2026 | Full accounts | 31 December 2025 | ||
| 8 June 2026 | Appointment of a director | |||
| 29 January 2026 | Statement of capital following an allotment of shares | |||
| 31 October 2025 | Statement of capital following an allotment of shares |
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