Annual accounts
Unaudited abridged accounts
30/09/2027Filing deadline
Made up to 31/12/2025Due 30/09/2027
- Next accounts made up to
- 31/12/2026
- Last accounts made up to
- 31/12/2025
BLUECOAT WEALTH MANAGEMENT LTD
Active- 06828686Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 11 Lady Bee Enterprise Centre, Albion Street, Southwick, West Sussex BN42 4BW
- Classification (SIC)
- Financial management (70.22/1 - SIC 2007)
- Accounts type
- Unaudited abridged
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 13/02/2026View PDF (6 pages)
Unaudited abridged accounts made up to 2025-12-31
- 06/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-06 with no updates
- 04/04/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-12-31
- 12/02/2025View PDF (1 pages)
Previous accounting period shortened from 2025-04-30 to 2024-12-31
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
- 06/08/2026
- Last statement dated
- 31/12/2025
Financial performance
The latest figures BLUECOAT WEALTH MANAGEMENT LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£43.26K2025
-4.87%vs 20242024: £45.47K
Total Assets
£113.93K2025
-14.65%vs 20242024: £133.48K
Cash in Bank
£67.21K2025
-8.67%vs 20242024: £73.59K
Total Liabilities
£55.10K2025
-15.56%vs 20242024: £65.25K
Employees
62025
+1vs 20242024: 5
Of the 4 measures with an earlier filing to compare against, 4 fell. Total assets moved furthest, down 14.65% on 2024. See the full financial analysis for BLUECOAT WEALTH MANAGEMENT LTD.
The full financial record
Four ways through BLUECOAT WEALTH MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +14.6% 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 | 6 | +1 |
| 2024 | 5 | 0 |
| 2023 | 5 | 0 |
| 2022 | 5 | +1 |
| 2021 | 4 | – |
Reported employee count increased from 4 in 2021 to 6 in 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
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 24/02/2009–Present | 2 | |
| Director | 16/07/2020–Present | 5 | |
| Secretary | 24/02/2009–Present | 0 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 24/02/2017–09/10/2020 | 2 | |
| 24/02/2017–Present | 2 | |
| 06/04/2016–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 66 Since 24/02/2009
- Last 12 months
- 1 -2 vs the year before
- Most recent filing
- 13/02/2026 7 months ago
What changed in the last year
- Accounts filedLatest 13/02/2026
Filing timeline
- 13/02/2026View PDF (6 pages)
Unaudited abridged accounts made up to 2025-12-31
- 06/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-06 with no updates
- 04/04/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-12-31
- 12/02/2025View PDF (1 pages)
Previous accounting period shortened from 2025-04-30 to 2024-12-31
- 28/08/2024View PDF (4 pages)
Confirmation statement made on 2024-08-19 with updates
- 14/08/2024View PDF (10 pages)
Total exemption full accounts made up to 2024-04-30
- 30/08/2023View PDF (2 pages)
Director's details changed for Mr David Michael Langley on 2023-08-30
- 23/08/2023View PDF (4 pages)
Confirmation statement made on 2023-08-19 with updates
- 23/08/2023View PDF (2 pages)
Change of details for Mr Robin Nicholas Clarke as a person with significant control on 2020-10-09
- 22/08/2023View PDF (1 pages)
Cessation of Wendy Susan Clarke as a person with significant control on 2020-10-09
- 25/07/2023View PDF (10 pages)
Total exemption full accounts made up to 2023-04-30
- 14/09/2022View PDF (10 pages)
Total exemption full accounts made up to 2022-04-30
Showing 12 of 66 filings
See when the next accounts and confirmation statement are due
Similar companies
663 UK companies are similar to BLUECOAT WEALTH MANAGEMENT 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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- Activity
- Management consultancy activities other than financial management
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- Incorporated
- 03/04/2012
- Employees
- 5
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- Activity
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- Activity
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MIX WORKS LTD
Active35 Berkeley Square, London W1J 5BF
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IRXCRUIT LIMITED
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- Activity
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About BLUECOAT WEALTH MANAGEMENT LTD
A short description of the company, written from its Companies House record.
BLUECOAT WEALTH MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in 11 Lady Bee Enterprise Centre, Albion Street, Southwick, West Sussex BN42 4BW. Companies House classifies its business as Financial management. It has been on the register for 17 years 7 months.
The register currently records it as active. Its 2025 accounts report net assets of £43.26K and 6 employees.
BLUECOAT WEALTH MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does BLUECOAT WEALTH MANAGEMENT LTD do?
Companies House records BLUECOAT WEALTH MANAGEMENT LTD under one registered business activity: Financial management (70.22/1 - SIC 2007).
Is BLUECOAT WEALTH MANAGEMENT LTD still active?
BLUECOAT WEALTH MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 24/02/2009.
What are BLUECOAT WEALTH MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £43.26K, total assets of £113.93K, cash in bank of £67.21K and total liabilities of £55.10K.
When did BLUECOAT WEALTH MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 13/02/2026: Unaudited abridged accounts made up to 2025-12-31, 7 months ago.
When are BLUECOAT WEALTH MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 30/09/2027.
Who runs BLUECOAT WEALTH MANAGEMENT LTD?
Companies House lists 3 officers and 3 people with significant control (2 current).