Annual accounts
Total Exemption Full accounts
31/05/2026Filing deadline
Made up to 31/08/2024Due 31/05/2026
- Next accounts made up to
- 31/08/2025
- Last accounts made up to
- 31/08/2024
IBA WEALTH MANAGEMENT LIMITED
Active- 05305744Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- First Floor, Unit 8,, Campbell's Business Park, Campbell Meadow, King's Lynn, Norfolk PE30 4YR
- 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
- 01/08/2025View PDF (5 pages)
Confirmation statement made on 2025-07-27 with updates
- 31/07/2025View PDF (3 pages)
Statement of capital following an allotment of shares on 2025-01-08
- 29/04/2025View PDF (8 pages)
Total exemption full accounts made up to 2024-08-31
- 19/02/2025View PDF (4 pages)
Purchase of own shares.
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.
118 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 27/07/2026
- Last statement dated
- 31/08/2024
Financial performance
The latest figures IBA WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£54.07K2025
-28.79%vs 20242024: £75.92K
Total Assets
£186.39K2025
-36.57%vs 20242024: £293.85K
Cash in Bank
£124.42K2025
30.08%vs 20242024: £95.65K
Total Liabilities
£132.32K2025
-39.28%vs 20242024: £217.93K
Employees
82025
+2vs 20242024: 6
Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Total assets moved furthest, down 36.57% on 2024. See the full financial analysis for IBA WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through IBA WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -25.9% 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 | 8 | +2 |
| 2024 | 6 | 0 |
| 2023 | 6 | -1 |
| 2022 | 7 | 0 |
| 2021 | 7 | – |
Reported employee count increased from 7 in 2021 to 8 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
8Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 06/12/2004–30/04/2019 | 9 | |
| Director | 08/04/2019–08/01/2025 | 3 | |
| Nominee Secretary | 06/12/2004–09/12/2004 | 6011 | |
| Nominee Director | 06/12/2004–09/12/2004 | 6028 | |
| Director | 06/12/2004–30/04/2019 | 7 | |
| Director | 03/01/2018–Present | 0 | |
| Director | 09/09/2024–Present | 5 | |
| Secretary | 06/12/2004–Present | 1 |
Persons with significant control
5Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 30/04/2019–26/07/2024 | 0 | |
| 06/04/2016–30/04/2019 | 9 | |
| 06/04/2016–30/04/2019 | 7 | |
| 24/11/2020–Present | 0 | |
| 26/07/2024–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 14 Since 08/12/2022
- Last 12 months
- 0 -6 vs the year before
- Most recent filing
- 01/08/2025 1 year 1 month ago
Filing timeline
- 01/08/2025View PDF (5 pages)
Confirmation statement made on 2025-07-27 with updates
- 31/07/2025View PDF (3 pages)
Statement of capital following an allotment of shares on 2025-01-08
- 29/04/2025View PDF (8 pages)
Total exemption full accounts made up to 2024-08-31
- 19/02/2025View PDF (4 pages)
Purchase of own shares.
- 11/02/2025View PDF (4 pages)
Cancellation of shares. Statement of capital on 2025-01-08
- 09/01/2025View PDF (1 pages)
Termination of appointment of Richard Faulkner as a director on 2025-01-08
- 10/09/2024View PDF (2 pages)
Notification of Lewis Charles Investments Ltd as a person with significant control on 2024-07-26
- 10/09/2024View PDF (1 pages)
Cessation of Barrett and Sainty Investments Ltd as a person with significant control on 2024-07-26
- 09/09/2024View PDF (2 pages)
Appointment of Mr Lewis Charles Richardson as a director on 2024-09-09
- 06/08/2024View PDF (5 pages)
Confirmation statement made on 2024-07-27 with updates
- 29/05/2024View PDF (9 pages)
Total exemption full accounts made up to 2023-08-31
- 23/08/2023View PDF (5 pages)
Confirmation statement made on 2023-08-23 with updates
Showing 12 of 14 filings
See when the next accounts and confirmation statement are due
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107 UK companies are similar to IBA 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.
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- Activity
- Activities of insurance agents and brokers
- Company no.
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- Incorporated
- 22/01/2001
- Employees
- 8
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3 DIMENSIONAL INSURANCE LTD
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L&P TRUSTEE SERVICES (UK) LIMITED
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LANGTON LONDON INSURANCE BROKERS LTD
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About IBA WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
IBA WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in First Floor, Unit 8,, Campbell's Business Park, Campbell Meadow, King's Lynn, Norfolk PE30 4YR. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 21 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £54.07K and 8 employees. Its accounts are past the filing deadline shown on the registry record.
IBA WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does IBA WEALTH MANAGEMENT LIMITED do?
Companies House records IBA WEALTH MANAGEMENT LIMITED under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is IBA WEALTH MANAGEMENT LIMITED still active?
IBA WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 06/12/2004.
What are IBA WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £54.07K, total assets of £186.39K, cash in bank of £124.42K and total liabilities of £132.32K.
When did IBA WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 01/08/2025: Confirmation statement made on 2025-07-27 with updates, 1 year 1 month ago.
When are IBA WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/05/2026, which has passed.
Who runs IBA WEALTH MANAGEMENT LIMITED?
Companies House lists 8 officers (3 currently in post) and 5 people with significant control (2 current).