Annual accounts
Total Exemption Full accounts
30/06/2026Filing deadline
Made up to 30/09/2024Due 30/06/2026
- Next accounts made up to
- 30/09/2025
- Last accounts made up to
- 30/09/2024
MARGETTS WEALTH MANAGEMENT LIMITED
Active- 04458263Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Office 1 50-54 St Paul's Square, Birmingham B3 1QS
- Classification (SIC)
- Administration of financial markets (66.11 - 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
- 15/09/2026View PDF (2 pages)
Director's details changed for Mr James Vickers on 2026-09-15
- 11/06/2025View PDF (7 pages)
Confirmation statement made on 2025-06-11 with updates
- 10/06/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-09-30
- 24/02/2025View PDF (1 pages)
Satisfaction of charge 044582630002 in full
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.
88 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 11/06/2026
- Last statement dated
- 30/09/2024
Financial performance
The latest figures MARGETTS WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£1.18M2025
46.58%vs 20242024: £804.34K
Total Assets
£1.52M2025
26.46%vs 20242024: £1.20M
Cash in Bank
£232.64K2025
-13.80%vs 20242024: £269.89K
Total Liabilities
£337.40K2025
-14.25%vs 20242024: £393.44K
Employees
112025
-1vs 20242024: 12
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Net assets moved furthest, up 46.58% on 2024. See the full financial analysis for MARGETTS WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through MARGETTS WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +22.3% 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 | 11 | -1 |
| 2024 | 12 | 0 |
| 2023 | 12 | +1 |
| 2022 | 11 | +2 |
| 2021 | 9 | – |
Reported employee count increased from 9 in 2021 to 11 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
12Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 18/04/2013–Present | 19 | |
| Director | 24/10/2024–Present | 4 | |
| Nominee Secretary | 11/06/2002–11/06/2003 | 68517 | |
| Nominee Director | 11/06/2002–11/06/2003 | 67500 | |
| Director | 11/06/2003–18/04/2013 | 4 | |
| Director | 11/08/2003–21/04/2021 | 5 | |
| Director | 12/04/2006–15/09/2009 | 3 | |
| Director | 18/04/2013–30/09/2013 | 1 | |
| Director | 03/04/2017–Present | 2 | |
| Secretary | 15/09/2009–22/06/2015 | 0 | |
| Director | 15/09/2009–22/06/2015 | 4 | |
| Secretary | 11/06/2003–15/09/2009 | 1 |
Persons with significant control
3Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 12/06/2016–25/10/2024 | 19 | |
| 12/06/2016–Present | 19 | |
| 25/10/2024–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 16 Since 29/06/2023
- Last 12 months
- 1 -9 vs the year before
- Most recent filing
- 15/09/2026 less than a month ago
What changed in the last year
- Officer changesLatest 15/09/2026
Filing timeline
- 15/09/2026View PDF (2 pages)
Director's details changed for Mr James Vickers on 2026-09-15
- 11/06/2025View PDF (7 pages)
Confirmation statement made on 2025-06-11 with updates
- 10/06/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-09-30
- 24/02/2025View PDF (1 pages)
Satisfaction of charge 044582630002 in full
- 18/02/2025View PDF (32 pages)
Registration of charge 044582630004, created on 2025-02-18
- 17/02/2025View PDF (59 pages)
Registration of charge 044582630003, created on 2025-02-13
- 14/11/2024View PDF (1 pages)
Cessation of Kevin Smith as a person with significant control on 2024-10-25
- 14/11/2024View PDF (2 pages)
Notification of Sbv Holdings Limited as a person with significant control on 2024-10-25
- 14/11/2024View PDF (33 pages)
Registration of charge 044582630002, created on 2024-10-25
- 25/10/2024View PDF (2 pages)
Director's details changed for Mr James Vickers on 2024-10-25
- 24/10/2024View PDF (2 pages)
Appointment of Mr James Vickers as a director on 2024-10-24
- 29/06/2024View PDF (10 pages)
Total exemption full accounts made up to 2023-09-30
Showing 12 of 16 filings
See when the next accounts and confirmation statement are due
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About MARGETTS WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
MARGETTS WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Office 1 50-54 St Paul's Square, Birmingham B3 1QS. Companies House classifies its business as Administration of financial markets. It has been on the register for 24 years 3 months.
The register currently records it as active. Its 2025 accounts report net assets of £1.18M and 11 employees. Its accounts are past the filing deadline shown on the registry record.
MARGETTS WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does MARGETTS WEALTH MANAGEMENT LIMITED do?
Companies House records MARGETTS WEALTH MANAGEMENT LIMITED under one registered business activity: Administration of financial markets (66.11 - SIC 2007).
Is MARGETTS WEALTH MANAGEMENT LIMITED still active?
MARGETTS WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 11/06/2002.
What are MARGETTS WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £1.18M, total assets of £1.52M, cash in bank of £232.64K and total liabilities of £337.40K.
When did MARGETTS WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 15/09/2026: Director's details changed for Mr James Vickers on 2026-09-15, less than a month ago.
When are MARGETTS WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 30/06/2026, which has passed.
Who runs MARGETTS WEALTH MANAGEMENT LIMITED?
Companies House lists 12 officers (3 currently in post) and 3 people with significant control (2 current).