Annual accounts
Total Exemption Full accounts
31/01/2027Filing deadline
- Next accounts made up to
- 30/04/2026
- Last accounts made up to
- 30/04/2025
Reference data exactly as held at Companies House.
Every document filed at Companies House for this company.
Total exemption full accounts made up to 2026-04-30
What Pre-Score will tell you

The two filings Companies House requires every year, and where each one stands against its deadline today.
Total Exemption Full accounts
31/01/2027Filing deadline
Confirms the registry record is up to date
The latest figures ADVICE ON WEALTH LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
2024: £594.31K
Total Assets
2024: £873.78K
Cash in Bank
2024: £114.59K
Total Liabilities
2024: £261.54K
Employees
2024: 5
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Total assets moved furthest, up 83.43% on 2024. See the full financial analysis for ADVICE ON WEALTH LTD.
The full financial record
Four ways through ADVICE ON WEALTH LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 5 | 0 |
| 2024 | 5 | -1 |
| 2023 | 6 | +1 |
| 2022 | 5 | 0 |
| 2021 | 5 | – |
Reported employee count was unchanged at 5 between 2021 and 2025. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 28/01/2005–28/01/2005 | 99601 | |
| Director | 28/01/2005–10/02/2026 | 22 | |
| Director | 03/08/2011–10/02/2026 | 2 | |
| Secretary | 04/04/2012–10/02/2026 | 0 | |
| Secretary | 28/01/2005–04/04/2012 | 0 | |
| Director | 10/02/2026–Present | 4 | |
| Secretary | 10/02/2026–Present | 0 |
Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–10/02/2026 | 22 | |
| 06/04/2016–Present | 22 | |
| 06/04/2016–Present | 2 | |
| 06/04/2016–10/02/2026 | 2 | |
| 10/02/2026–Present | 1 |
Every document on the Companies House record, newest first.
Total exemption full accounts made up to 2026-04-30
See when the next accounts and confirmation statement are due
663 UK companies are similar to ADVICE ON WEALTH LTD, sharing the same company status (Active), the same industry sector and activity group (Financial management) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
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35 Berkeley Square, London W1J 5BF
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A short description of the company, written from its Companies House record.
ADVICE ON WEALTH LTD is a private limited company registered in the United Kingdom, based in Kingston House Lydiard Fields, Great Western Way, Swindon SN5 8UB. Companies House classifies its business as Financial management. It has been on the register for 21 years 7 months.
The register currently records it as active. Its 2025 accounts report net assets of £1.30M and 5 employees.
Answered from this company's own registry record and filed figures.
Companies House records ADVICE ON WEALTH LTD under one registered business activity: Financial management (70.22/1 - SIC 2007).
ADVICE ON WEALTH LTD is recorded as active on the Companies House register, and has been on it since 28/01/2005.
The most recent accounts Okredo holds cover 2025 and report net assets of £1.30M, total assets of £1.60M, cash in bank of £81.22K and total liabilities of £289.95K.
The most recent document on the record is dated 21/09/2026: Total exemption full accounts made up to 2026-04-30, less than a month ago.
On the current registry record, accounts are due by 31/01/2027.
Companies House lists 7 officers (2 currently in post) and 5 people with significant control (3 current).