What Wellesbourne Wealth say about themselves
“Independent financial planners providing tailored wealth management, investment, retirement and estate planning for individuals and businesses.”
Wellesbourne Wealth Limited
- Incorporated
- 19 July 2017 (9 years)
- Previously known as
- Five Financial Limited (until 12 June 2025)Wellesbourne Wealth Limited (until 9 May 2025)Five Financial Limited (until 30 April 2025)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Carl Hobbins
- Accounts type
- Unaudited abridged
- Region
- West Midlands
- Address
- Lake View HouseWilton DriveWarwickCV34 6RG
Website & contact details
- Website
Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 2 June 2027
- Last conf. stmt
- 19 May 2026
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Carl Hobbins
Individual · Notified 19 July 2017
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born October 1987 (39)
Financials
Balance sheet as at 31 March 2026 · unaudited abridged accounts
- Cash
- £1,431
- Employees
- 3
- Current Ratio
- 0.5x
Trend
Shareholder Funds
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £4,823 | £4,311 | £1,146 | £1,025 | £553 | ||
| Current Assets | £2,921 | £24,245 | £47,888 | £29,283 | £22,480 | £25,464 | |
| Debtors | £0 | £30,000 | |||||
| Cash | £1,431 | £17,745 | £3 | £19,433 | £19,485 | ||
| Creditors (< 1 year) | £5,354 | £11,695 | £28,863 | £29,509 | £9,336 | £8,434 | £15,129 |
| Net Current Assets | (£2,433) | £12,550 | £19,025 | (£226) | £10,149 | £14,046 | £10,335 |
| Net Assets | £14,046 | £10,335 | |||||
| Shareholder Funds | £2,390 | £16,861 | £20,171 | £799 | £10,702 | £14,046 | £10,335 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 19 June 2026 | Unaudited abridged accounts | 31 March 2026 | ||
| 19 May 2026 | Confirmation statement with no updates | 19 May 2026 | ||
| 17 July 2025 | Unaudited abridged accounts | 31 March 2025 | ||
| 18 June 2025 | Confirmation statement with updates | 18 June 2025 | ||
| 12 June 2025 | Certificate of change of name |
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