Wealth Club Limited

Active09831162 Private limited company
Incorporated
19 October 2015 (11 years)
Industry
Activities auxiliary to financial intermediation n.e.c. (66190)
Owned by
Alexander James Fraser Davies
Accounts type
Group
Region
South West
Address
20 Richmond Hill
Bristol
BS8 1BA

Filing status

Accounts due
31 March 2028
Last accounts
30 June 2026
Conf. stmt due
13 September 2027
Last conf. stmt
30 August 2026

Charges

Total
1
Outstanding
0
Part satisfied
0
Satisfied
1

Officers 5 active

Officer details are public data from the Companies House register.

Officer history (4 former)
28 February 2025
Resigned Bowen, Gayle Elizabeth as Director
30 October 2023
Appointed Power, Simon Fredericus Silvester as Director
1 May 2021
Appointed Leech, Sheridan Arthur Harold as Director
1 May 2021
Appointed Richards, Ruth Gillian as Director
12 April 2021
Resigned Bowles, Christopher James as Director
3 April 2017
Resigned Yearsley, Benjamin Terence as Director
4 October 2016
Appointed Bowen, Gayle Elizabeth as Director
4 April 2016
Resigned Suckling, David John as Director
23 March 2016
Appointed Bowles, Christopher James as Director
18 January 2016
Appointed Caricato, Marta as Director
18 January 2016
Appointed Suckling, David John as Director
16 December 2015
Appointed Yearsley, Benjamin Terence as Director
19 October 2015
Appointed Davies, Alexander James Fraser as Director

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
British
Born October 1975 (51)

Group structure 4 companies

Ownership group derived from the Companies House PSC register

Wealth Club Limited This company
Wealth Club Asset Management Limited Owns 75–100% of shares
Wealth Club Nominees Limited Owns 75–100% of shares
Wealth Club Sipp Trustees Limited Owns 75–100% of shares

Financials

Cash
£2,133,695
Profit
£2,536,259
Employees
39
Current Ratio
4.9x
Return on Equity
23%

Trend

Shareholder Funds
£0 £5.0M £10.0M £15.0M 2020 2022 2023 2025 £2,926,298 £7,411,932 £9,672,238 £11,058,378
Balance sheet detail
2025202320222020
Fixed Assets£4,047,842£4,188,142£4,129,886£3,557,625
Current Assets£9,610,216£9,007,065£6,123,253£2,863,035
Debtors£6,976,521£6,195,665£4,940,620
Cash£2,133,695£2,811,400£1,182,633£1,028,930
Creditors (< 1 year)£1,967,346£3,344,079£2,679,646£2,438,673
Creditors (> 1 year)£582,967£151,130£113,165£1,055,689
Net Current Assets£7,642,870£5,662,986£3,443,607£424,362
Net Assets£9,672,238£7,411,932£2,926,298
Shareholder Funds£11,058,378£9,672,238£7,411,932£2,926,298

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
26 October 2026Director's details changed
23 October 2026Group of companies' accounts30 June 2026
1 September 2026Confirmation statement with updates30 August 2026
8 June 2026Director's details changed
18 November 2025Group of companies' accounts30 June 2025
Show all recent filings

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