Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 19 April 2027
- Last conf. stmt
- 5 April 2026
Leodis Wealth Limited
- Incorporated
- 11 June 2015 (11 years)
- Previously known as
- SJC 2015 Limited (until 29 December 2015)This list may be incomplete. See all names on Companies House
- Industry
- Financial management (70221)
- Directors
- Nicholas CohenDaniel MannNicky Wardle
- Owned by
- Accounts type
- Full
- Region
- Yorkshire
- Address
- 14 Pavilion Business ParkRoyds Hall RoadLeedsLS12 6AJ
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 5 active
Officer details are public data from the Companies House register.
Cohen, Nicholas
Director · Appointed 28 October 2025
British
Born August 1988 (38)
Mann, Daniel
Director · Appointed 28 October 2025
British
Born August 1980 (46)
Wardle, Nicky
Director · Appointed 28 October 2025
British
Born December 1981 (44)
Director · Appointed 3 October 2023
British
Born July 1966 (60)
Cocking, Simon John
Director · Appointed 11 June 2015
British
Born April 1967 (59)
Officer history (3 former)
28 October 2025
Appointed Cohen, Nicholas as Director
28 October 2025
Appointed Mann, Daniel as Director
28 October 2025
Appointed Wardle, Nicky as Director
31 March 2025
3 October 2023
29 June 2022
10 December 2018
5 December 2018
22 December 2015
28 August 2015
11 June 2015
Appointed Cocking, Simon John as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 14 November 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 13845083
Former controllers (3)
11 June 2020
Ceased Simon John Cocking — Has significant influence or control
11 June 2020
5 December 2018
Group structure 60 shown
Ownership group derived from the Companies House PSC register
Amber River Limited Owns 75–100% of shares
Amber River Investment Solutions LLP Holds 75–100% of voting rights
Johnston Financial Asset Management Limited Owns 75–100% of shares
Chancery Financial Planning Holdings Limited Owns 75–100% of shares
Amber River Chancery Ltd Owns 75–100% of shares
Chancery Financial Planning LLP Holds 75–100% of voting rights
H B Cranfield Wealth Management Ltd. Owns 75–100% of shares
John Eames Limited Owns 75–100% of shares
CM Bidco Limited Owns 75–100% of shares
DMWSL 946 Limited Owns 75–100% of shares
CC Topco Limited Owns 75–100% of shares
CC Bidco Limited Owns 75–100% of shares
Charles Cameron and Associates Limited Owns 75–100% of shares
Emery (Ifa) Limited Owns 75–100% of shares
J M Wakeling Independent Financial Advisers Limited Owns 75–100% of shares
The Broughton Wilkins Partnership Ltd Owns 75–100% of shares
Hyacinth Bidco Limited Owns 75–100% of shares
Heritage Financial Limited Owns 75–100% of shares
Jacaranda Bidco Limited Owns 75–100% of shares
Johnston Financial Limited Owns 75–100% of shares
Poise Financial Planning Limited Owns 75–100% of shares
Johnston Campbell Holdings Limited Owns 75–100% of shares
Spring Meadow Investment Ltd Owns 75–100% of shares
Bartholomew & James (Financial Services) Limited Owns 75–100% of shares
Larkspur Bidco Limited Owns 75–100% of shares
Haywood & Co Financial Planning Limited Owns 75–100% of shares
Huntington Ross Financial Services Limited Owns 75–100% of shares
Leodis Wealth Limited This company Owns 75–100% of shares
MSM Independent Financial Services Limited Owns 75–100% of shares
Premier Financial Management Ltd Owns 75–100% of shares
Regrowth Holdings Limited Owns 75–100% of shares
Hugh Davies Associates Limited Owns 75–100% of shares
Kingfurness & Associates Limited Owns 75–100% of shares
RTFP Holdings Limited Owns 75–100% of shares
Sfia 2020 Limited Owns 75–100% of shares
Eastwood Financial Solutions Ltd Owns 75–100% of shares
Sfia Wealth Management Limited Owns 75–100% of shares
Shipman Group Holdings Limited Holds 75–100% of voting rights
Astute Money Financial Planning Ltd Owns 75–100% of shares
Shipman Group Limited Owns 75–100% of shares
Shipman Wealth Management Ltd Owns 75–100% of shares
Whichers Ifa Limited Owns 75–100% of shares
Socium Group Nominee Limited Owns 75–100% of shares
Tam Financial Ltd Owns 50–75% of shares
Tam Asset Management Ltd Owns 75–100% of shares
Tam Work Place Pensions Ltd Owns 75–100% of shares
You Give We Give Ltd Owns 75–100% of shares
Financials
Figures from 2021 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £1,056,905
- up £225,712 (27%)
- Cash
- £724,788
- up £175,679 (32%)
- Turnover
- £1,279,752
- down £17,202 (1%)
- Profit Before Tax
- £366,690
- up £25,690 (8%)
- Employees
- 8
- no change
- 2020: 8 in the 2021 accounts
- Debt Ratio
- 38%
- Current Ratio
- 2.8x
- Profit Margin
- 29%
- Return on Equity
- 29%
Trend
Turnover
Balance sheet detail
| 2021 | 2020 | 2019 | |
|---|---|---|---|
| Fixed Assets | £630,131 | £634,415 | £28,032 |
| Current Assets | £1,068,445 | £788,107 | £820,117 |
| Debtors | £343,657 | £238,998 | £210,441 |
| Cash | £724,788 | £549,109 | £609,676 |
| Creditors (< 1 year) | £377,549 | £370,813 | £182,034 |
| Creditors (> 1 year) | £262,752 | £218,231 | |
| Net Current Assets | £690,896 | £417,294 | £638,083 |
| Net Assets | £1,056,905 | £831,193 | £661,958 |
| Shareholder Funds | £1,056,905 | £831,193 | £661,958 |
| Turnover | £1,279,752 | £1,328,634 | |
| Admin Expenses | £974,671 | £1,017,273 | |
| Staff Costs | £554,793 | £601,247 | |
| Operating Profit | £305,081 | £311,361 | |
| Profit Before Tax | £366,690 | £276,458 | |
| Tax | £60,978 | £56,765 | £68,503 |
| Profit for Period | £305,712 | £284,235 | £207,955 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 8 April 2026 | Confirmation statement with no updates | 5 April 2026 | ||
| 9 January 2026 | Registered office address changed | |||
| 9 January 2026 | Director's details changed | |||
| 17 November 2025 | Appointment of a director | |||
| 17 November 2025 | Appointment of a director |
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