Annual accounts
Total Exemption Full accounts
30/06/2027Filing deadline
Made up to 30/09/2025Due 30/06/2027
- Next accounts made up to
- 30/09/2026
- Last accounts made up to
- 30/09/2025
UNITY WEALTH MANAGEMENT LIMITED
Active- 06250715Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 7 The Gardens, Fareham, Hampshire PO16 8SS
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - 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
- 30/06/2026View PDF (4 pages)
Confirmation statement made on 2026-06-17 with updates
- 31/10/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-09-30
- 25/06/2025View PDF (4 pages)
Confirmation statement made on 2025-06-17 with updates
- 02/06/2025View PDF (7 pages)
Registration of charge 062507150002, created on 2025-05-22
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
- 17/06/2026
- Last statement dated
- 30/09/2025
Financial performance
The latest figures UNITY WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£642.35K2025
-15.15%vs 20242024: £757.06K
Total Assets
£1.19M2025
-24.01%vs 20242024: £1.57M
Cash in Bank
£119.42K2025
-70.60%vs 20242024: £406.16K
Total Liabilities
£546.62K2025
-32.30%vs 20242024: £807.43K
Employees
92025
0vs 20242024: 9
Of the 4 measures with an earlier filing to compare against, 4 fell. Total assets moved furthest, down 24.01% on 2024. See the full financial analysis for UNITY WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through UNITY WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +12.9% 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 | 9 | 0 |
| 2024 | 9 | 0 |
| 2023 | 9 | +1 |
| 2022 | 8 | +1 |
| 2021 | 7 | – |
Reported employee count increased from 7 in 2021 to 9 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
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 17/05/2007–17/01/2020 | 1 | |
| Director | 17/05/2007–Present | 1 | |
| Secretary | 17/05/2007–Present | 0 | |
| Director | 18/03/2021–Present | 0 | |
| Director | 20/12/2019–Present | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–09/01/2020 | 0 | |
| 06/04/2016–09/01/2020 | 1 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 10 Since 26/10/2022
- Last 12 months
- 2 -1 vs the year before
- Most recent filing
- 30/06/2026 2 months ago
What changed in the last year
- Confirmation statementLatest 30/06/2026
- Accounts filedLatest 31/10/2025
Filing timeline
- 30/06/2026View PDF (4 pages)
Confirmation statement made on 2026-06-17 with updates
- 31/10/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-09-30
- 25/06/2025View PDF (4 pages)
Confirmation statement made on 2025-06-17 with updates
- 02/06/2025View PDF (7 pages)
Registration of charge 062507150002, created on 2025-05-22
- 08/01/2025View PDF (8 pages)
Total exemption full accounts made up to 2024-09-30
- 17/06/2024View PDF (4 pages)
Confirmation statement made on 2024-06-17 with updates
- 26/01/2024View PDF (8 pages)
Total exemption full accounts made up to 2023-09-30
- 20/06/2023View PDF (4 pages)
Confirmation statement made on 2023-06-17 with updates
- 02/11/2022View PDF (8 pages)
Total exemption full accounts made up to 2022-09-30
- 26/10/2022View PDF (68 pages)
Registration of charge 062507150001, created on 2022-10-20
See when the next accounts and confirmation statement are due
Similar companies
189 UK companies are similar to UNITY WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
SA BEAUTY LTD
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13310592
- Incorporated
- 03/04/2021
- Employees
- 8
KIND WEALTH LIMITED
Active39 Foregate Street, Worcester WR1 1DJ
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08431437
- Incorporated
- 06/03/2013
- Employees
- 8
GVO MONTI LIMITED
ActiveMalverleys Fullers Lane, East End, Newbury RG20 0AA
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 10403880
- Incorporated
- 30/09/2016
- Employees
- 9
SOUND FINANCIAL PLANNING LIMITED
Active16 Heronsgate Trading Estate, Paycocke Road, Basildon, Essex SS14 3EU
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 03980161
- Incorporated
- 26/04/2000
- Employees
- 10
3 W EQUITY LTD
Active25a Park Square West, Leeds, West Yorkshire LS1 2PW
- Activity
- Activities of venture and development capital companies
- Company no.
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- Incorporated
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- Employees
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About UNITY WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
UNITY WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in 7 The Gardens, Fareham, Hampshire PO16 8SS. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 19 years 4 months.
The register currently records it as active. Its 2025 accounts report net assets of £642.35K and 9 employees.
UNITY WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does UNITY WEALTH MANAGEMENT LIMITED do?
Companies House records UNITY WEALTH MANAGEMENT LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is UNITY WEALTH MANAGEMENT LIMITED still active?
UNITY WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 17/05/2007.
What are UNITY WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £642.35K, total assets of £1.19M, cash in bank of £119.42K and total liabilities of £546.62K.
When did UNITY WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 30/06/2026: Confirmation statement made on 2026-06-17 with updates, 2 months ago.
When are UNITY WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 30/06/2027.
Who runs UNITY WEALTH MANAGEMENT LIMITED?
Companies House lists 5 officers (4 currently in post) and 2 people with significant control (0 current).