Filing status
- Accounts due
- 25 December 2026
- Last accounts
- 31 December 2024
- Conf. stmt due
- 7 July 2027
- Last conf. stmt
- 23 June 2026
Wealth Experts Holdings Limited
- Incorporated
- 9 April 2020 (6 years)
- Previously known as
- DJH Wealth Management Limited (until 22 March 2022)Wealth Experts Limited (until 2 November 2021)This list may be incomplete. See all names on Companies House
- Industry
- Activities of other holding companies n.e.c. (64209)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 14 August 2026
British
Born May 1986 (40)
Officer history (2 former)
14 August 2026
14 August 2026
14 August 2026
16 December 2025
16 December 2025
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 16 December 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 05091707
Former controllers (5)
16 December 2025
Ceased PWDZJD Limited — Owns 25–50% of shares
16 December 2025
Ceased Scott Heath (Holdings) Limited — Owns 25–50% of shares
16 December 2025
Ceased Paul David Hulme — Owns 25–50% of shares
7 July 2021
Ceased Scott Daniel Heath — Owns 25–50% of shares
7 July 2021
Ceased Paul William Darley — Owns 25–50% of shares
Group structure 22 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
Wealth Experts Holdings Limited This company Owns 75–100% of shares
Wealth Experts Group Limited Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2024 · total exemption full accounts
- Cash
- £32,062
- Employees
- 3
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2021 | |
|---|---|---|---|---|---|
| Fixed Assets | £4,254,869 | ||||
| Debtors | £228,000 | £0 | |||
| Cash | £32,062 | £939 | |||
| Creditors (< 1 year) | (£185,250) | £93,950 | £22,950 | ||
| Net Current Assets | £260,062 | £186,189 | (£93,950) | (£22,950) | |
| Net Assets | £100 | ||||
| Shareholder Funds | £4,600,062 | £4,526,189 | £4,246,050 | £4,231,919 | £100 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 17 August 2026 | Appointment of a director | |||
| 17 August 2026 | Termination of appointment of a director | |||
| 17 August 2026 | Termination of appointment of a director |
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