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
LIBERTY WEALTH MANAGEMENT LIMITED
Active- 03783537Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 47b High Street, Ongar, Essex CM5 9DT
- 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
- 30/01/2026View PDF (9 pages)
Total exemption full accounts made up to 2025-04-30
- 29/01/2026View PDF (3 pages)
Confirmation statement made on 2026-01-13 with no updates
- 04/02/2025View PDF (3 pages)
Confirmation statement made on 2025-01-13 with no updates
- 29/01/2025View PDF (9 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
- 13/01/2027
- Last statement dated
- 30/04/2025
Financial performance
The latest figures LIBERTY WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£420.19K2025
-18.35%vs 20242024: £514.65K
Total Assets
£575.40K2025
-13.16%vs 20242024: £662.62K
Cash in Bank
£211.56K2025
0.23%vs 20242024: £211.07K
Total Liabilities
£62.76K2025
15.01%vs 20242024: £54.56K
Employees
62025
0vs 20242024: 6
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Net assets moved furthest, down 18.35% on 2024. See the full financial analysis for LIBERTY WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through LIBERTY WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -20.2% 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 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 | 6 | 0 |
| 2024 | 6 | +1 |
| 2023 | 5 | 0 |
| 2022 | 5 | 0 |
| 2021 | 5 | – |
Reported employee count increased from 5 in 2021 to 6 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
7Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 07/06/1999–07/06/1999 | 38039 | |
| Nominee Director | 07/06/1999–07/06/1999 | 36021 | |
| Director | 10/06/2001–Present | 0 | |
| Secretary | 10/06/2001–Present | 0 | |
| Director | 01/02/2010–Present | 0 | |
| Director | 07/06/1999–10/06/2001 | 0 | |
| Secretary | 07/06/1999–10/06/2001 | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 87 Since 07/06/1999
- Last 12 months
- 2 Same as the year before (2)
- Most recent filing
- 30/01/2026 7 months ago
What changed in the last year
- Accounts filedLatest 30/01/2026
- Confirmation statementLatest 29/01/2026
Filing timeline
- 30/01/2026View PDF (9 pages)
Total exemption full accounts made up to 2025-04-30
- 29/01/2026View PDF (3 pages)
Confirmation statement made on 2026-01-13 with no updates
- 04/02/2025View PDF (3 pages)
Confirmation statement made on 2025-01-13 with no updates
- 29/01/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-04-30
- 02/02/2024View PDF (3 pages)
Confirmation statement made on 2024-01-13 with no updates
- 20/12/2023View PDF (9 pages)
Total exemption full accounts made up to 2023-04-30
- 06/02/2023View PDF (3 pages)
Confirmation statement made on 2023-01-13 with no updates
- 31/01/2023View PDF (9 pages)
Total exemption full accounts made up to 2022-04-30
- 02/02/2022View PDF (3 pages)
Confirmation statement made on 2022-01-13 with no updates
- 31/01/2022View PDF (9 pages)
Total exemption full accounts made up to 2021-04-30
- 30/04/2021View PDF (10 pages)
Total exemption full accounts made up to 2020-04-30
- 09/02/2021View PDF (1 pages)
Secretary's details changed for Leroy Devonald on 2021-02-09
Showing 12 of 87 filings
See when the next accounts and confirmation statement are due
Similar companies
221 UK companies are similar to LIBERTY 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.
PROSPERITY FINANCIAL MANAGEMENT LIMITED
Active195 High Street, Northallerton, North Yorkshire DL7 8LF
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04703113
- Incorporated
- 19/03/2003
- Employees
- 6
BLUEGLEN INVESTMENT PARTNERS LIMITED
Active9 Stratford Place, London W1C 1AZ
- Activity
- Fund management activities
- Company no.
- 10494530
- Incorporated
- 24/11/2016
- Employees
- 6
4WEALTH LIMITED
Active361 Rayleigh Road, Leigh-On-Sea, Essex SS9 5PS
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 04668130
- Incorporated
- 17/02/2003
- Employees
- 6
ACTIVE MORTGAGE SERVICES LIMITED
Active3 Highcliff View, Westgate, Guisborough, Cleveland TS14 6AY
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 04600469
- Incorporated
- 26/11/2002
- Employees
- 6
AEGIS FINANCIAL PLANNING LIMITED
Active160 Eureka Park Upper Pemberton, Kennington, Ashford TN25 4AZ
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 08946610
- Incorporated
- 19/03/2014
- Employees
- 6
About LIBERTY WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
LIBERTY WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in 47b High Street, Ongar, Essex CM5 9DT. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 27 years 3 months.
The register currently records it as active. Its 2025 accounts report net assets of £420.19K and 6 employees.
LIBERTY WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does LIBERTY WEALTH MANAGEMENT LIMITED do?
Companies House records LIBERTY WEALTH MANAGEMENT LIMITED under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is LIBERTY WEALTH MANAGEMENT LIMITED still active?
LIBERTY WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 07/06/1999.
What are LIBERTY WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £420.19K, total assets of £575.40K, cash in bank of £211.56K and total liabilities of £62.76K.
When did LIBERTY WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 30/01/2026: Total exemption full accounts made up to 2025-04-30, 7 months ago.
When are LIBERTY WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/01/2027.
Who runs LIBERTY WEALTH MANAGEMENT LIMITED?
Companies House lists 7 officers (3 currently in post) and 1 person with significant control.