Annual accounts
Total Exemption Full accounts
31/01/2027Filing deadline
Made up to 30/04/2025Due 31/01/2027
- Next accounts made up to
- 30/04/2026
- Last accounts made up to
- 30/04/2025
DTE WEALTH MANAGEMENT LIMITED
Active- 10054532Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Exchange, 5 Bank Street, Bury BL9 0DN
- Classification (SIC)
- Activities of other holding companies n.e.c. (64.20/9 - 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
- 10/03/2026View PDF (3 pages)
Confirmation statement made on 2026-03-09 with no updates
- 30/01/2026View PDF (7 pages)
Total exemption full accounts made up to 2025-04-30
- 01/12/2025View PDF (2 pages)
Change of details for Mr Matthew Nicholas Fail as a person with significant control on 2025-12-01
- 30/04/2025View PDF (8 pages)
Total exemption full accounts made up to 2024-04-30
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
- 09/03/2027
- Last statement dated
- 30/04/2025
Financial performance
The latest figures DTE WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£1.02M2025
18.22%vs 20242024: £866.65K
Total Assets
£699.30K2025
29.07%vs 20242024: £541.82K
Cash in Bank
£474.27K2025
-12.46%vs 20242024: £541.79K
Total Liabilities
£351.37K2025
-0.12%vs 20242024: £351.78K
Employees
02025
0vs 20242024: 0
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Net assets moved furthest, up 18.22% on 2024. See the full financial analysis for DTE WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through DTE WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +18.6% 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 | 0 | 0 |
| 2024 | 0 | -3 |
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count decreased from 3 in 2021 to 0 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 | 10/03/2016–Present | 15 | |
| Director | 10/03/2016–Present | 15 | |
| Director | 10/03/2016–Present | 8 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 09/03/2017–Present | 15 | |
| 09/03/2017–Present | 15 | |
| 09/03/2017–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 8 Since 15/03/2023
- Last 12 months
- 3 +2 vs the year before
- Most recent filing
- 10/03/2026 6 months ago
What changed in the last year
- Confirmation statementLatest 10/03/2026
- Accounts filedLatest 30/01/2026
- Officer changesLatest 01/12/2025
Filing timeline
- 10/03/2026View PDF (3 pages)
Confirmation statement made on 2026-03-09 with no updates
- 30/01/2026View PDF (7 pages)
Total exemption full accounts made up to 2025-04-30
- 01/12/2025View PDF (2 pages)
Change of details for Mr Matthew Nicholas Fail as a person with significant control on 2025-12-01
- 30/04/2025View PDF (8 pages)
Total exemption full accounts made up to 2024-04-30
- 11/03/2024View PDF (3 pages)
Confirmation statement made on 2024-03-09 with no updates
- 31/01/2024View PDF (8 pages)
Total exemption full accounts made up to 2023-04-30
- 25/04/2023View PDF (9 pages)
Total exemption full accounts made up to 2022-04-30
- 15/03/2023View PDF (3 pages)
Confirmation statement made on 2023-03-09 with no updates
See when the next accounts and confirmation statement are due
Similar companies
487 UK companies are similar to DTE WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities of other holding companies n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
CHELTMED LIMITED
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 11912519
- Incorporated
- 29/03/2019
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A & J WEALTH MANAGEMENT LIMITED
ActiveAfh House Buntsford Drive, Stoke Heath, Bromsgrove B60 4JE
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 05105933
- Incorporated
- 19/04/2004
- Employees
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ENVESTIR LTD
Active168 Bath Street, Glasgow G2 4TP
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- SC655311
- Incorporated
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- Employees
- 0
TWIGDEN ASSET MANAGEMENT LIMITED
ActiveProspect Place, 23 Osier Way, Olney MK46 5FP
- Activity
- Financial intermediation not elsewhere classified
- Company no.
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- Incorporated
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- Employees
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WESTCOURT GROUP LIMITED
Active2 Queen Street, Leeds LS1 2TW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
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- Incorporated
- 28/07/1994
- Employees
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About DTE WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
DTE WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in The Exchange, 5 Bank Street, Bury BL9 0DN. Companies House classifies its business as Activities of other holding companies n.e.c.. It has been on the register for 10 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £1.02M and 0 employees.
DTE WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does DTE WEALTH MANAGEMENT LIMITED do?
Companies House records DTE WEALTH MANAGEMENT LIMITED under one registered business activity: Activities of other holding companies n.e.c. (64.20/9 - SIC 2007).
Is DTE WEALTH MANAGEMENT LIMITED still active?
DTE WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 10/03/2016.
What are DTE WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £1.02M, total assets of £699.30K, cash in bank of £474.27K and total liabilities of £351.37K.
When did DTE WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 10/03/2026: Confirmation statement made on 2026-03-09 with no updates, 6 months ago.
When are DTE WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/01/2027.
Who runs DTE WEALTH MANAGEMENT LIMITED?
Companies House lists 3 officers and 3 people with significant control.