Filing status
- Accounts due
- 30 November 2026
- Last accounts
- 28 February 2025
- Conf. stmt due
- 15 May 2027
- Last conf. stmt
- 1 May 2026
Hodge Bakshi Wealth Management Ltd
- Incorporated
- 6 February 2020 (6 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Micro entity
- Region
- Wales
- Address
- 366 & 368 Cyncoed RoadCyncoedCardiffCF23 6SA
Officers
Current officers not loaded yet. See them on Companies House
Officer details are public data from the Companies House register.
Officer history (1 former)
29 October 2026
6 February 2020
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 29 October 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 08640939
Former controllers (2)
29 October 2026
26 March 2024
Ceased Pankaj Shantilal Bakshi — Owns 50–75% of shares
Group structure 4 companies
Ownership group derived from the Companies House PSC register
Hodge Bakshi Wealth Management Ltd This company Owns 75–100% of shares
Mulberry Wealth Client Services Limited Owns 75–100% of shares
Mulberry Wealth Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 28 February 2025 · micro entity accounts
- Employees
- 2
- Current Ratio
- 5.5x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Fixed Assets | £54 | £67 | £84 | £147 | £214 |
| Current Assets | £167,215 | £115,630 | £112,084 | £87,375 | £53,541 |
| Creditors (< 1 year) | £30,245 | £9,941 | £30,120 | £31,825 | £15,476 |
| Net Current Assets | £136,970 | £105,689 | £81,964 | £55,550 | £38,065 |
| Shareholder Funds | £137,024 | £105,756 | £82,048 | £55,697 | £38,279 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 29 October 2026 | Termination of appointment of a director | |||
| 29 October 2026 | Registered office address changed | |||
| 29 October 2026 | Notification of a person with significant control | |||
| 29 October 2026 | Cessation of a person with significant control | |||
| 29 October 2026 | Previous accounting period shortened |
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