Annual accounts
Total Exemption Full 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
ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED
Active- 07749880Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 5-11 Mortimer Street, London W1T 3HS
- Classification (SIC)
- Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 23/09/2026View PDF (7 pages)
Total exemption full accounts made up to 2025-12-31
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 4 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 23/08/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£48.14K2024
51.25%vs 20232023: £31.83K
Total Assets
£245.29K2024
18.78%vs 20232023: £206.52K
Cash in Bank
£7.86K2024
-85.74%vs 20232023: £55.12K
Total Liabilities
£138.21K2024
-20.65%vs 20232023: £174.18K
Employees
32024
-1vs 20232023: 4
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Cash in bank moved furthest, down 85.74% on 2023. See the full financial analysis for ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -18.3% a year (CAGR)Three-year trend, 2022–2024Every measure end to end across 2022, 2023 and 2024, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2024.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 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 3 | -1 |
| 2023 | 4 | 0 |
| 2022 | 4 | -1 |
| 2021 | 5 | – |
Reported employee count decreased from 5 in 2021 to 3 in 2024. 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
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 26/06/2025–Present | 2 | |
| Director | 23/08/2011–08/11/2023 | 9 | |
| Director | 23/08/2011–Present | 2 |
Persons with significant control
6Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/12/2016–Present | 2 | |
| 01/07/2016–Present | 0 | |
| 01/07/2016–08/11/2023 | 0 | |
| 01/07/2016–02/11/2023 | 9 | |
| 01/07/2016–Present | 9 | |
| 01/07/2016–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 1 Since 23/09/2026
- Last 12 months
- 1
- Most recent filing
- 23/09/2026 less than a month ago
What changed in the last year
- Accounts filedLatest 23/09/2026
Filing timeline
- 23/09/2026View PDF (7 pages)
Total exemption full accounts made up to 2025-12-31
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to ROBERT SAUNDERSON 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 ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in 5-11 Mortimer Street, London W1T 3HS. Companies House classifies its business as Activities auxiliary to financial intermediation n.e.c.. It has been on the register for 15 years 1 month.
The register currently records it as active. Its 2024 accounts report net assets of £48.14K and 3 employees.
ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED do?
Companies House records ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED under one registered business activity: Activities auxiliary to financial intermediation n.e.c. (66.19 - SIC 2007).
Is ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED still active?
ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 23/08/2011.
What are ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £48.14K, total assets of £245.29K, cash in bank of £7.86K and total liabilities of £138.21K.
When did ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 23/09/2026: Total exemption full accounts made up to 2025-12-31, less than a month ago.
When are ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs ROBERT SAUNDERSON WEALTH MANAGEMENT LIMITED?
Companies House lists 3 officers (2 currently in post) and 6 people with significant control (4 current).