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
DOLPHIN WEALTH MANAGEMENT LIMITED
Active- 06351279Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- C/O Wheeler Brown, 9 Axium Centre, Dorchester Road Lytchett Minster, Poole, Dorset BH16 6FE
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 28/08/2026View PDF (3 pages)
Confirmation statement made on 2026-08-23 with no updates
- 21/05/2026View PDF (4 pages)
Micro company accounts made up to 2026-03-31
- 03/12/2025View PDF (2 pages)
Change of details for Lee Anthony Roberts as a person with significant control on 2025-12-01
- 03/12/2025View PDF (2 pages)
Change of details for Sally Angela Roberts as a person with significant control on 2025-12-01
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
- 23/08/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures DOLPHIN WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£25.97K2026
12.72%vs 20252025: £23.04K
Total Assets
£69.87K2026
7.64%vs 20252025: £64.91K
Total Liabilities
£43.91K2026
4.85%vs 20252025: £41.88K
Employees
32026
-1vs 20252025: 4
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 7.64% on 2025. See the full financial analysis for DOLPHIN WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through DOLPHIN WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +15.9% 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 moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2022–2026.Plot the figuresNothing estimatedRatios from the filed figures2 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 | 3 | -1 |
| 2025 | 4 | 0 |
| 2024 | 4 | +1 |
| 2023 | 3 | 0 |
| 2022 | 3 | – |
Reported employee count was unchanged at 3 between 2022 and 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
7Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/01/2024–04/09/2025 | 4 | |
| Nominee Secretary | 23/08/2007–24/08/2007 | 36449 | |
| Nominee Director | 23/08/2007–24/08/2007 | 41295 | |
| Director | 23/08/2007–Present | 0 | |
| Director | 23/08/2007–Present | 0 | |
| Secretary | 23/08/2007–Present | 0 | |
| Director | 01/01/2024–04/09/2025 | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 0 | |
| 06/04/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 16 Since 18/04/2023
- Last 12 months
- 4 Same as the year before (4)
- Most recent filing
- 28/08/2026 less than a month ago
What changed in the last year
- Confirmation statementLatest 28/08/2026
- Accounts filedLatest 21/05/2026
- Officer changes (2)Latest 03/12/2025
Filing timeline
- 28/08/2026View PDF (3 pages)
Confirmation statement made on 2026-08-23 with no updates
- 21/05/2026View PDF (4 pages)
Micro company accounts made up to 2026-03-31
- 03/12/2025View PDF (2 pages)
Change of details for Lee Anthony Roberts as a person with significant control on 2025-12-01
- 03/12/2025View PDF (2 pages)
Change of details for Sally Angela Roberts as a person with significant control on 2025-12-01
- 04/09/2025View PDF (1 pages)
Termination of appointment of Charlotte Burt as a director on 2025-09-04
- 04/09/2025View PDF (1 pages)
Termination of appointment of Adam Roberts as a director on 2025-09-04
- 01/09/2025View PDF (3 pages)
Confirmation statement made on 2025-08-23 with no updates
- 16/04/2025View PDF (4 pages)
Micro company accounts made up to 2025-03-31
- 05/09/2024View PDF (3 pages)
Confirmation statement made on 2024-08-23 with no updates
- 04/06/2024View PDF (2 pages)
Director's details changed for Mr Adam Roberts on 2024-05-18
- 01/05/2024View PDF (2 pages)
Director's details changed for Mrs Charlotte Burt on 2024-05-01
- 11/04/2024View PDF (4 pages)
Micro company accounts made up to 2024-03-31
Showing 12 of 16 filings
See when the next accounts and confirmation statement are due
Similar companies
1,448 UK companies are similar to DOLPHIN 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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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 03393310
- Incorporated
- 26/06/1997
- Employees
- 4
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- Incorporated
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- Employees
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MICHELINS PROPERTIES LIMITED
Active88 North Street, Hornchurch RM11 1SR
- Activity
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- Company no.
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MORTIGO LTD
ActiveSunley House, 4 Bedford Park, 318, Third Floor, Croydon, Surrey CR0 2AP
- Activity
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- Company no.
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- Employees
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DRAKE MEMORIAL PARK HOLDINGS LIMITED
Active66 London Road, St. Albans, Hertfordshire AL1 1NW
- Activity
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About DOLPHIN WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
DOLPHIN WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in C/O Wheeler Brown, 9 Axium Centre, Dorchester Road Lytchett Minster, Poole, Dorset BH16 6FE. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 19 years 1 month.
The register currently records it as active. Its 2026 accounts report net assets of £25.97K and 3 employees.
DOLPHIN WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does DOLPHIN WEALTH MANAGEMENT LIMITED do?
Companies House records DOLPHIN WEALTH MANAGEMENT LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is DOLPHIN WEALTH MANAGEMENT LIMITED still active?
DOLPHIN WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 23/08/2007.
What are DOLPHIN WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £25.97K, total assets of £69.87K and total liabilities of £43.91K.
When did DOLPHIN WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 28/08/2026: Confirmation statement made on 2026-08-23 with no updates, less than a month ago.
When are DOLPHIN WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs DOLPHIN WEALTH MANAGEMENT LIMITED?
Companies House lists 7 officers (3 currently in post) and 2 people with significant control.