Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 5 May 2027
- Last conf. stmt
- 21 April 2026
James Barkell Wealth Management Limited
- Incorporated
- 21 April 2015 (11 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Keira BassettJames Barkell
- Accounts type
- Micro entity
- Region
- South West
- Address
- 29-30 Fleet StreetTorquayTQ1 1BB
Officers
Not loaded yet. See them on Companies House
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Keira Bassett
Individual · Notified 1 May 2019
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born August 1989 (37)
James Barkell
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born January 1981 (45)
Financials
Balance sheet as at 30 April 2025 · micro entity accounts
- Net Assets
- £450
- Employees
- 1
- Debt Ratio
- 99%
- Current Ratio
- 0.9x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £30,597 | £20,494 | £20,145 | £14,167 | ||
| Current Assets | £42,845 | £41,571 | £42,843 | £66,960 | £67,339 | £23,301 |
| Creditors (< 1 year) | £50,250 | £31,335 | £28,545 | £41,962 | £16,315 | £23,162 |
| Creditors (> 1 year) | £21,846 | £27,478 | £33,092 | £38,670 | £50,000 | |
| Net Current Assets | (£7,405) | £10,236 | £14,298 | £24,998 | £51,024 | £139 |
| Net Assets | £450 | £2,356 | £354 | £495 | £1,024 | £139 |
| Shareholder Funds | £450 | £2,356 | £354 | £495 | £1,024 | £139 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 April 2026 | Confirmation statement with updates | 21 April 2026 | ||
| 23 April 2026 | Change of details for a person with significant control | |||
| 15 April 2026 | Registered office address changed | |||
| 15 April 2026 | Director's details changed | |||
| 15 April 2026 | Change of details for a person with significant control |
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