Annual accounts
Micro Entity accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
BKL WEALTH MANAGEMENT LIMITED
Active- 08375209Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Fairchild House, Redbourne Avenue, Finchley, London N3 2BP
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 18/08/2026View PDF (2 pages)
Director's details changed for Mr Robert Andrew Stein on 2025-10-15
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 08/01/2027
- Last statement dated
- 31/03/2025
Financial performance
The latest figures BKL WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£20.41K2025
5.89K%vs 20242024: £341.00
Total Assets
£59.77K2025
-23.01%vs 20242024: £77.63K
Cash in Bank
£22.58K2022
-41.46%vs 20212021: £38.57K
Total Liabilities
£39.36K2025
-49.08%vs 20242024: £77.29K
Employees
42025
0vs 20242024: 4
Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Total liabilities moved furthest, down 49.08% on 2024. See the full financial analysis for BKL WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through BKL WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +143% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 4 | 0 |
| 2024 | 4 | 0 |
| 2023 | 4 | 0 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count was unchanged at 4 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.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/12/2013–Present | 18 | |
| Director | 01/12/2013–29/04/2019 | 20 | |
| Director | 25/01/2013–Present | 41 | |
| Director | 25/01/2013–Present | 43 | |
| Director | 29/04/2019–Present | 47 |
Persons with significant control
5Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 07/01/2025–Present | 2 | |
| 09/01/2017–07/01/2025 | 41 | |
| 09/01/2017–Present | 41 | |
| 09/01/2017–07/01/2025 | 43 | |
| 09/01/2017–Present | 43 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 1 Since 18/08/2026
- Last 12 months
- 1
- Most recent filing
- 18/08/2026 1 month ago
What changed in the last year
- Officer changesLatest 18/08/2026
Filing timeline
- 18/08/2026View PDF (2 pages)
Director's details changed for Mr Robert Andrew Stein on 2025-10-15
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to BKL WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities auxiliary to financial intermediation n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
MIDVALE FINANCIAL SERVICES LIMITED
Active96a Drew Street, Brixham TQ5 9JY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04303511
- Incorporated
- 12/10/2001
- Employees
- 3
TAW INSURANCE SOLUTIONS LTD
ActiveOffice F12, Node Cowork, 1 Enterprise Road, Barnstaple, Devon EX31 3YB
- Activity
- Activities of insurance agents and brokers
- Company no.
- 08708209
- Incorporated
- 26/09/2013
- Employees
- 3
LANE FINANCIAL MANAGEMENT LIMITED
Active1 Portchester Rise, Eastleigh SO50 4QS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04252588
- Incorporated
- 16/07/2001
- Employees
- 4
AB INVESTMENT SOLUTIONS LIMITED
Active1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE
- Activity
- Fund management activities
- Company no.
- 09138865
- Incorporated
- 21/07/2014
- Employees
- 4
LEGALRISKS PROFESSIONAL INDEMNITY LIMITED
ActiveCamburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN
- Activity
- Activities of insurance agents and brokers
- Company no.
- 05717891
- Incorporated
- 22/02/2006
- Employees
- 4
About BKL WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
BKL WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Fairchild House, Redbourne Avenue, Finchley, London N3 2BP. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 13 years 8 months.
The register currently records it as active. Its 2025 accounts report net assets of £20.41K and 4 employees.
BKL WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does BKL WEALTH MANAGEMENT LIMITED do?
Companies House records BKL WEALTH MANAGEMENT LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is BKL WEALTH MANAGEMENT LIMITED still active?
BKL WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 25/01/2013.
What are BKL WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £20.41K, total assets of £59.77K, cash in bank of £22.58K and total liabilities of £39.36K.
When did BKL WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 18/08/2026: Director's details changed for Mr Robert Andrew Stein on 2025-10-15, 1 month ago.
When are BKL WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs BKL WEALTH MANAGEMENT LIMITED?
Companies House lists 5 officers (4 currently in post) and 5 people with significant control (3 current).