Annual accounts
Total Exemption Full accounts
30/12/2026Filing deadline
Made up to 31/03/2025Due 30/12/2026
- Next accounts made up to
- 30/03/2026
- Last accounts made up to
- 31/03/2025
DIRECT WEALTH MANAGEMENT LIMITED
Active- 10376509Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Riverside, Mountbatten Way, Congleton CW12 1DY
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - 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
- 24/07/2026View PDF (7 pages)
Total exemption full accounts made up to 2026-03-31
- 05/02/2026View PDF (5 pages)
Confirmation statement made on 2026-02-03 with updates
- 18/12/2025View PDF (6 pages)
Total exemption full accounts made up to 2025-03-31
- 23/10/2025View PDF (1 pages)
Termination of appointment of Michael Chandler as a director on 2025-10-22
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
- 03/02/2027
- Last statement dated
- 31/03/2025
Financial performance
The latest figures DIRECT WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£132.27K2026
-17.96%vs 20252025: £161.23K
Total Assets
£133.23K2026
-17.88%vs 20252025: £162.23K
Cash in Bank
£30.95K2026
-33.17%vs 20252025: £46.31K
Total Liabilities
£954.002026
-4.12%vs 20252025: £995.00
Employees
42026
-6vs 20252025: 10
Of the 4 measures with an earlier filing to compare against, 4 fell. Total assets moved furthest, down 17.88% on 2025. See the full financial analysis for DIRECT WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through DIRECT WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -16.4% a year (CAGR)Three-year trend, 2024–2026Every measure end to end across 2024, 2025 and 2026, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2022–2026.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 2022–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 4 | -6 |
| 2025 | 10 | 0 |
| 2024 | 10 | 0 |
| 2023 | 10 | +5 |
| 2022 | 5 | – |
Reported employee count decreased from 5 in 2022 to 4 in 2026. 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 | 22/10/2025–22/10/2025 | 9 | |
| Corporate Secretary | 11/06/2021–Present | 452 | |
| Director | 15/09/2016–23/07/2020 | 5 | |
| Director | 23/07/2020–Present | 6 | |
| Director | 22/10/2025–22/10/2025 | 15 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 23/07/2020–Present | 6 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 19 Since 17/05/2022
- Last 12 months
- 8 +5 vs the year before
- Most recent filing
- 24/07/2026 2 months ago
What changed in the last year
- Accounts filed (2)Latest 24/07/2026
- Confirmation statementLatest 05/02/2026
- Officer changes (5)Latest 23/10/2025
Filing timeline
- 24/07/2026View PDF (7 pages)
Total exemption full accounts made up to 2026-03-31
- 05/02/2026View PDF (5 pages)
Confirmation statement made on 2026-02-03 with updates
- 18/12/2025View PDF (6 pages)
Total exemption full accounts made up to 2025-03-31
- 23/10/2025View PDF (1 pages)
Termination of appointment of Michael Chandler as a director on 2025-10-22
- 23/10/2025View PDF (1 pages)
Termination of appointment of Toni Cheryl Haynes as a director on 2025-10-22
- 22/10/2025View PDF (2 pages)
Appointment of Mrs Toni Cheryl Haynes as a director on 2025-10-22
- 22/10/2025View PDF (2 pages)
Appointment of Mr Michael Chandler as a director on 2025-10-22
- 21/10/2025View PDF (1 pages)
Secretary's details changed for Adrem Accounting Ltd on 2025-09-01
- 03/02/2025View PDF (3 pages)
Confirmation statement made on 2025-02-03 with no updates
- 28/10/2024View PDF (7 pages)
Total exemption full accounts made up to 2024-03-31
- 07/10/2024View PDF (1 pages)
Secretary's details changed for Wincham Accountancy Limited on 2024-04-02
- 26/02/2024View PDF (3 pages)
Confirmation statement made on 2024-02-03 with no updates
Showing 12 of 19 filings
See when the next accounts and confirmation statement are due
Similar companies
1,448 UK companies are similar to DIRECT WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) 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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Active5 Eton House, School Lane, Egham, Surrey TW20 9GE
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 03393310
- Incorporated
- 26/06/1997
- Employees
- 4
WELL ABLE LIMITED
ActiveLindum House Beels Road, Stallingborough, Grimsby DN41 8DN
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 11625794
- Incorporated
- 16/10/2018
- Employees
- 3
MICHELINS PROPERTIES LIMITED
Active88 North Street, Hornchurch RM11 1SR
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 08735994
- Incorporated
- 17/10/2013
- Employees
- 4
MORTIGO LTD
ActiveSunley House, 4 Bedford Park, 318, Third Floor, Croydon, Surrey CR0 2AP
- Activity
- Activities of mortgage finance companies
- Company no.
- 12922261
- Incorporated
- 02/10/2020
- Employees
- 3
DRAKE MEMORIAL PARK HOLDINGS LIMITED
Active66 London Road, St. Albans, Hertfordshire AL1 1NW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
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- Incorporated
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- Employees
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About DIRECT WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
DIRECT WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Riverside, Mountbatten Way, Congleton CW12 1DY. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 10 years.
The register currently records it as active. Its 2026 accounts report net assets of £132.27K and 4 employees.
DIRECT WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does DIRECT WEALTH MANAGEMENT LIMITED do?
Companies House records DIRECT WEALTH MANAGEMENT LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is DIRECT WEALTH MANAGEMENT LIMITED still active?
DIRECT WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 15/09/2016.
What are DIRECT WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £132.27K, total assets of £133.23K, cash in bank of £30.95K and total liabilities of £954.00.
When did DIRECT WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 24/07/2026: Total exemption full accounts made up to 2026-03-31, 2 months ago.
When are DIRECT WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 30/12/2026.
Who runs DIRECT WEALTH MANAGEMENT LIMITED?
Companies House lists 5 officers (2 currently in post) and 1 person with significant control.