Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 23 March 2027
- Last conf. stmt
- 9 March 2026
Dte Wealth Management Limited
- Incorporated
- 10 March 2016 (10 years)
- Industry
- Activities of other holding companies n.e.c. (64209)
- Owned by
- Richard Ian TaylorNicholas James FailMatthew Nicholas Beckley
- Accounts type
- Total exemption full
- Region
- North West
- Address
- The Exchange5 Bank StreetBuryBL9 0DN
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers
Not loaded yet. See them on Companies House
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Richard Ian Taylor
Individual · Notified 9 March 2017
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born June 1965 (61)
Nicholas James Fail
Individual · Notified 9 March 2017
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born February 1962 (64)
Matthew Nicholas Beckley
Individual · Notified 9 March 2017
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born December 1965 (60)
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Dte Wealth Management Limited This company
Dte Risk and Financial Management Limited Owns 75–100% of shares
Downham Rose Nominees Limited Owns 75–100% of shares
Dte Insurance Brokers Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 April 2025 · total exemption full accounts
- Cash
- £474,272
- Current Ratio
- 2.0x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £676,617 | £676,617 | ||||
| Current Assets | £699,296 | £541,815 | £424,506 | £138,727 | £102,729 | |
| Debtors | £225,024 | £24 | £24 | £24 | £98,225 | |
| Cash | £474,272 | £541,791 | £424,482 | £138,703 | £4,504 | |
| Creditors (< 1 year) | £351,365 | £351,782 | £407,077 | £457,961 | £400,937 | £403,906 |
| Creditors (> 1 year) | £0 | |||||
| Net Current Assets | £347,931 | £190,033 | (£33,455) | (£262,210) | (£301,177) | |
| Net Assets | £375,440 | |||||
| Shareholder Funds | £1,024,548 | £866,650 | £643,162 | £414,407 | £375,440 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 10 March 2026 | Confirmation statement with no updates | 9 March 2026 | ||
| 30 January 2026 | Total exemption full accounts | 30 April 2025 | ||
| 1 December 2025 | Change of details for a person with significant control | |||
| 30 April 2025 | Total exemption full accounts | 30 April 2024 | ||
| 10 March 2025 | Confirmation statement with no updates | 9 March 2025 |
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