Annual accounts
Micro Entity accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
MERLIN WEALTH MANAGEMENT LIMITED
Active- 07096691Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Lockington House Station Road, Castle Donington, Derby DE74 2NJ
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - 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
- 24/09/2025View PDF (3 pages)
Micro company accounts made up to 2024-12-31
- 05/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-01 with no updates
- 04/12/2024View PDF (1 pages)
Registered office address changed from The Coach House Lockington Hall Lockington DE74 2RH to Lockington House Station Road Castle Donington Derby DE74 2NJ on 2024-12-04
- 15/08/2024View PDF (3 pages)
Confirmation statement made on 2024-08-01 with no updates
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 5 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 01/08/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures MERLIN WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£141.09K2025
33.44%vs 20242024: £105.73K
Total Assets
£419.63K2025
9.56%vs 20242024: £383.01K
Total Liabilities
£278.54K2025
0.46%vs 20242024: £277.28K
Employees
42025
0vs 20242024: 4
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 9.56% on 2024. See the full financial analysis for MERLIN WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through MERLIN WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +2.4% 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 | 4 | 0 |
| 2024 | 4 | 0 |
| 2023 | 4 | 0 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count was unchanged at 4 between 2021 and 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 | 05/12/2009–05/12/2009 | 29012 | |
| Director | 15/07/2010–31/07/2012 | 4 | |
| Director | 01/08/2012–Present | 2 | |
| Director | 01/08/2016–Present | 1 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 0 | |
| 06/04/2016–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 7 Since 01/08/2023
- Last 12 months
- 0 -3 vs the year before
- Most recent filing
- 24/09/2025 1 year ago
Filing timeline
- 24/09/2025View PDF (3 pages)
Micro company accounts made up to 2024-12-31
- 05/08/2025View PDF (3 pages)
Confirmation statement made on 2025-08-01 with no updates
- 04/12/2024View PDF (1 pages)
Registered office address changed from The Coach House Lockington Hall Lockington DE74 2RH to Lockington House Station Road Castle Donington Derby DE74 2NJ on 2024-12-04
- 15/08/2024View PDF (3 pages)
Confirmation statement made on 2024-08-01 with no updates
- 15/08/2024View PDF (3 pages)
Micro company accounts made up to 2023-12-31
- 13/09/2023View PDF (3 pages)
Micro company accounts made up to 2022-12-31
- 01/08/2023View PDF (3 pages)
Confirmation statement made on 2023-08-01 with no updates
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to MERLIN WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities auxiliary to financial intermediation n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
MIDVALE FINANCIAL SERVICES LIMITED
Active96a Drew Street, Brixham TQ5 9JY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04303511
- Incorporated
- 12/10/2001
- Employees
- 3
TAW INSURANCE SOLUTIONS LTD
ActiveOffice F12, Node Cowork, 1 Enterprise Road, Barnstaple, Devon EX31 3YB
- Activity
- Activities of insurance agents and brokers
- Company no.
- 08708209
- Incorporated
- 26/09/2013
- Employees
- 3
LANE FINANCIAL MANAGEMENT LIMITED
Active1 Portchester Rise, Eastleigh SO50 4QS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04252588
- Incorporated
- 16/07/2001
- Employees
- 4
AB INVESTMENT SOLUTIONS LIMITED
Active1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE
- Activity
- Fund management activities
- Company no.
- 09138865
- Incorporated
- 21/07/2014
- Employees
- 4
LEGALRISKS PROFESSIONAL INDEMNITY LIMITED
ActiveCamburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN
- Activity
- Activities of insurance agents and brokers
- Company no.
- 05717891
- Incorporated
- 22/02/2006
- Employees
- 4
About MERLIN WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
MERLIN WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Lockington House Station Road, Castle Donington, Derby DE74 2NJ. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 16 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £141.09K and 4 employees.
MERLIN WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does MERLIN WEALTH MANAGEMENT LIMITED do?
Companies House records MERLIN WEALTH MANAGEMENT LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is MERLIN WEALTH MANAGEMENT LIMITED still active?
MERLIN WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 05/12/2009.
What are MERLIN WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £141.09K, total assets of £419.63K and total liabilities of £278.54K.
When did MERLIN WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 24/09/2025: Micro company accounts made up to 2024-12-31, 1 year ago.
When are MERLIN WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs MERLIN WEALTH MANAGEMENT LIMITED?
Companies House lists 4 officers (2 currently in post) and 2 people with significant control.