Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 26 November 2026
- Last conf. stmt
- 12 November 2025
Bloomfield Wealth Management Ltd
- Incorporated
- 12 November 2014 (11 years)
- Industry
- Other activities auxiliary to insurance and pension funding (66290)
- Owned by
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- 22 The TythingWorcesterWR1 1HD
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 3 March 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 12631719
Former controllers (2)
3 March 2025
Ceased Helen Margaret Bloomfield — Owns 25–50% of shares
3 March 2025
Ceased Carl Justin Bloomfield — Owns 75–100% of shares
Group structure 9 companies
Ownership group derived from the Companies House PSC register
Aretian Wealth Management Limited Owns 25–50% of shares
Bespoke-Advice Limited Owns 75–100% of shares
Bloomfield Wealth Management Ltd This company 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
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £119,011
- Employees
- 2
- Debt Ratio
- 7%
- Current Ratio
- 2.7x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £103,775 | £114,152 | £124,530 | £134,907 | £145,285 |
| Current Assets | £24,362 | £90,642 | £82,657 | £127,105 | £163,595 |
| Creditors (< 1 year) | £9,126 | £33,838 | £21,742 | £26,536 | £20,166 |
| Creditors (> 1 year) | £2,050 | ||||
| Net Current Assets | £15,236 | £56,804 | £60,915 | £100,569 | £143,429 |
| Net Assets | £119,011 | £170,956 | £185,445 | £235,476 | £286,664 |
| Shareholder Funds | £119,011 | £170,956 | £185,445 | £235,476 | £286,664 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 19 January 2026 | Confirmation statement with updates | 12 November 2025 | ||
| 14 January 2026 | Appointment of a director | |||
| 14 January 2026 | Termination of appointment of a director | |||
| 14 January 2026 | Notification of a person with significant control | |||
| 14 January 2026 | Termination of appointment of a secretary |
Some other companies at this address
Other companies in this industry
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →