Annual accounts
Total Exemption Full accounts
30/06/2027Filing deadline
Made up to 30/09/2025Due 30/06/2027
- Next accounts made up to
- 30/09/2026
- Last accounts made up to
- 30/09/2025
CITRUS WEALTH MANAGEMENT LIMITED
Active- 05362909Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Orwell House The Strand, Wherstead, Ipswich, Suffolk IP2 8NJ
- Classification (SIC)
- Activities of insurance agents and brokers (66.22 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 10/03/2026View PDF (5 pages)
Total exemption full accounts made up to 2025-09-30
- 09/03/2026View PDF (3 pages)
Confirmation statement made on 2026-02-14 with no updates
- 14/02/2025View PDF (3 pages)
Confirmation statement made on 2025-02-14 with no updates
- 31/12/2024View PDF (5 pages)
Total exemption full accounts made up to 2024-09-30
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
- 14/02/2027
- Last statement dated
- 30/09/2025
Financial performance
The latest figures CITRUS WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2023; the year-by-year record is on the financials page.
Net Assets
£260.02K2023
1.37%vs 20222022: £256.50K
Cash in Bank
£477.002023
52.40%vs 20222022: £313.00
Employees
42023
0vs 20222022: 4
Of the 2 measures with an earlier filing to compare against, 2 rose. Net assets moved furthest, up 1.37% on 2022. See the full financial analysis for CITRUS WEALTH MANAGEMENT LIMITED.
The full financial record
Three ways through CITRUS WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +31.4% a year (CAGR)Three-year trend, 2021–2023Every measure end to end across 2021, 2022 and 2023, with the compound rate behind each one.See what moved3 chartsCharts by indicator3 filed indicators plotted year by year, 2021–2023.Plot the figures5 × 3 yearsEvery figure by yearAll 5 measures Okredo tracks across 3 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2023.
| Year | Employees | Change |
|---|---|---|
| 2023 | 4 | 0 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count was unchanged at 4 between 2021 and 2023. 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 | 14/02/2005–Present | 3 | |
| Secretary | 19/10/2005–Present | 19 | |
| Director | 04/01/2016–Present | 1 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–07/04/2016 | 3 | |
| 06/04/2016–Present | 3 | |
| 06/04/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 61 Since 14/02/2005
- Last 12 months
- 2 Same as the year before (2)
- Most recent filing
- 10/03/2026 6 months ago
What changed in the last year
- Accounts filedLatest 10/03/2026
- Confirmation statementLatest 09/03/2026
Filing timeline
- 10/03/2026View PDF (5 pages)
Total exemption full accounts made up to 2025-09-30
- 09/03/2026View PDF (3 pages)
Confirmation statement made on 2026-02-14 with no updates
- 14/02/2025View PDF (3 pages)
Confirmation statement made on 2025-02-14 with no updates
- 31/12/2024View PDF (5 pages)
Total exemption full accounts made up to 2024-09-30
- 10/05/2024View PDF (5 pages)
Total exemption full accounts made up to 2023-09-30
- 27/02/2024View PDF (3 pages)
Confirmation statement made on 2024-02-14 with no updates
- 26/09/2023View PDF (1 pages)
Cessation of Steven Charles Hutchinson as a person with significant control on 2016-04-07
- 26/09/2023View PDF (2 pages)
Notification of Noble Wealth Holdings Ltd as a person with significant control on 2016-04-06
- 11/05/2023View PDF (5 pages)
Total exemption full accounts made up to 2022-09-30
- 13/02/2023View PDF (3 pages)
Confirmation statement made on 2023-02-14 with no updates
- 25/02/2022View PDF (3 pages)
Confirmation statement made on 2022-02-14 with no updates
- 24/11/2021View PDF (5 pages)
Total exemption full accounts made up to 2021-09-30
Showing 12 of 61 filings
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to CITRUS WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities of insurance agents and brokers) 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 CITRUS WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
CITRUS WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Orwell House The Strand, Wherstead, Ipswich, Suffolk IP2 8NJ. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 21 years 7 months.
The register currently records it as active. Its 2023 accounts report net assets of £260.02K and 4 employees.
CITRUS WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CITRUS WEALTH MANAGEMENT LIMITED do?
Companies House records CITRUS WEALTH MANAGEMENT LIMITED under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is CITRUS WEALTH MANAGEMENT LIMITED still active?
CITRUS WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 14/02/2005.
What are CITRUS WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2023 and report net assets of £260.02K and cash in bank of £477.00.
When did CITRUS WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 10/03/2026: Total exemption full accounts made up to 2025-09-30, 6 months ago.
When are CITRUS WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 30/06/2027.
Who runs CITRUS WEALTH MANAGEMENT LIMITED?
Companies House lists 3 officers and 3 people with significant control (2 current).