Annual accounts
Micro Entity accounts
30/11/2026Filing deadline
Made up to 28/02/2025Due 30/11/2026
- Next accounts made up to
- 28/02/2026
- Last accounts made up to
- 28/02/2025
HODGE BAKSHI WEALTH MANAGEMENT LTD
Active- 12445842Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Churchgate House 3 Church Road, Whitchurch, Cardiff, South Glamorgan CF14 2DX
- 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
- 25/11/2025View PDF (5 pages)
Micro company accounts made up to 2025-02-28
- 14/05/2025View PDF (3 pages)
Confirmation statement made on 2025-05-01 with no updates
- 23/10/2024View PDF (5 pages)
Confirmation statement made on 2024-05-01 with updates
- 23/10/2024View PDF (1 pages)
Cessation of Pankaj Shantilal Bakshi as a person with significant control on 2024-03-26
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.
Due in 65 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 01/05/2026
- Last statement dated
- 28/02/2025
Financial performance
The latest figures HODGE BAKSHI WEALTH MANAGEMENT LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£137.02K2025
29.57%vs 20242024: £105.76K
Total Assets
£167.27K2025
44.58%vs 20242024: £115.70K
Total Liabilities
£30.25K2025
204.25%vs 20242024: £9.94K
Employees
22025
-2vs 20242024: 4
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 44.58% on 2024. See the full financial analysis for HODGE BAKSHI WEALTH MANAGEMENT LTD.
The full financial record
Four ways through HODGE BAKSHI WEALTH MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +29.2% 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 moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2025.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 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 2 | -2 |
| 2024 | 4 | 0 |
| 2023 | 4 | 0 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count decreased from 4 in 2021 to 2 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
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 06/02/2020–02/04/2024 | 23 | |
| Director | 06/02/2020–08/04/2024 | 8 | |
| Director | 06/02/2020–Present | 13 | |
| Director | 06/02/2020–Present | 5 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/02/2020–26/03/2024 | 23 | |
| 06/02/2020–Present | 23 | |
| 06/02/2020–Present | 13 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 12 Since 28/11/2022
- Last 12 months
- 1 -4 vs the year before
- Most recent filing
- 25/11/2025 10 months ago
What changed in the last year
- Accounts filedLatest 25/11/2025
Filing timeline
- 25/11/2025View PDF (5 pages)
Micro company accounts made up to 2025-02-28
- 14/05/2025View PDF (3 pages)
Confirmation statement made on 2025-05-01 with no updates
- 23/10/2024View PDF (5 pages)
Confirmation statement made on 2024-05-01 with updates
- 23/10/2024View PDF (1 pages)
Cessation of Pankaj Shantilal Bakshi as a person with significant control on 2024-03-26
- 23/10/2024View PDF (2 pages)
Change of details for Mr Sameer Pankaj Bakshi as a person with significant control on 2024-03-26
- 14/10/2024View PDF (5 pages)
Micro company accounts made up to 2024-02-29
- 26/06/2024View PDF (1 pages)
Termination of appointment of Philip James Payne as a director on 2024-04-08
- 08/05/2024View PDF (1 pages)
Termination of appointment of Pankaj Shantilal Bakshi as a director on 2024-04-02
- 08/05/2024View PDF (4 pages)
Confirmation statement made on 2024-04-30 with updates
- 22/11/2023View PDF (5 pages)
Micro company accounts made up to 2023-02-28
- 16/05/2023View PDF (3 pages)
Confirmation statement made on 2023-04-30 with no updates
- 28/11/2022View PDF (5 pages)
Micro company accounts made up to 2022-02-28
See when the next accounts and confirmation statement are due
Similar companies
186 UK companies are similar to HODGE BAKSHI WEALTH MANAGEMENT LTD, 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.
- 12330779
- Incorporated
- 25/11/2019
- Employees
- 2
GEORGE HORNE LIMITED
ActiveFlat 1 Sir Peter Thompson House, 25 Market Close, Poole, Dorset BH15 1NE
- Activity
- Security dealing on own account
- Company no.
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- Incorporated
- 09/12/1957
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STABILITY HOLDINGS GROUP LIMITED
Active111 Park Street, London W1K 7JF
- Activity
- Activities of other holding companies n.e.c.
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24/7 INVESTMENT MANAGEMENT LTD
ActiveUnit 1 Hilliards Court, Chester Business Park, Chester, Cheshire CH4 9QP
- Activity
- Financial intermediation not elsewhere classified
- Company no.
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- Incorporated
- 21/08/2019
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3L CARE HOLDINGS LIMITED
ActiveWindsor House, Bayshill Road, Cheltenham, Gloucestershire GL50 3AT
- Activity
- Activities of other holding companies n.e.c.
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About HODGE BAKSHI WEALTH MANAGEMENT LTD
A short description of the company, written from its Companies House record.
HODGE BAKSHI WEALTH MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in Churchgate House 3 Church Road, Whitchurch, Cardiff, South Glamorgan CF14 2DX. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 6 years 7 months.
The register currently records it as active. Its 2025 accounts report net assets of £137.02K and 2 employees.
HODGE BAKSHI WEALTH MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does HODGE BAKSHI WEALTH MANAGEMENT LTD do?
Companies House records HODGE BAKSHI WEALTH MANAGEMENT LTD under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is HODGE BAKSHI WEALTH MANAGEMENT LTD still active?
HODGE BAKSHI WEALTH MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 06/02/2020.
What are HODGE BAKSHI WEALTH MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £137.02K, total assets of £167.27K and total liabilities of £30.25K.
When did HODGE BAKSHI WEALTH MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 25/11/2025: Micro company accounts made up to 2025-02-28, 10 months ago.
When are HODGE BAKSHI WEALTH MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 30/11/2026.
Who runs HODGE BAKSHI WEALTH MANAGEMENT LTD?
Companies House lists 4 officers (2 currently in post) and 3 people with significant control (2 current).