Annual accounts
Total Exemption Full accounts
30/09/2026Filing deadline
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
Reference data exactly as held at Companies House.
The 4 most recent documents filed at Companies House.
Previous accounting period shortened from 2025-12-31 to 2025-12-16
Termination of appointment of David John Philip Hesketh as a director on 2026-08-14
Termination of appointment of Ian Mitcheal Wilkinson as a director on 2026-08-14
Appointment of Mr Sam Philip Ward as a director on 2026-08-14
What Pre-Score will tell you

The two filings Companies House requires every year, and where each one stands against its deadline today.
Total Exemption Full accounts
30/09/2026Filing deadline
Confirms the registry record is up to date
The latest figures WEALTH EXPERTS HOLDINGS LIMITED filed. Okredo holds filed accounts data for 2021–2023; the year-by-year record is on the financials page.
Net Assets
2022: £4.25M
Cash in Bank
2022: £0.00
Total Liabilities
2022: £0.00
Employees
2022: 4
Of the 3 measures with an earlier filing to compare against, 2 rose and 1 was unchanged. Net assets moved furthest, up 6.60% on 2022. See the full financial analysis for WEALTH EXPERTS HOLDINGS LIMITED.
The full financial record
Three ways through WEALTH EXPERTS HOLDINGS LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Headcount as reported to Companies House for 2021–2023.
| Year | Employees | Change |
|---|---|---|
| 2023 | 3 | -1 |
| 2022 | 4 | 0 |
| 2021 | 4 | – |
Reported employee count decreased from 4 in 2021 to 3 in 2023. 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.
Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 09/04/2020–16/12/2025 | 112 | |
| Director | 16/07/2021–16/12/2025 | 35 | |
| Director | 16/12/2025–14/08/2026 | 80 | |
| Director | 16/07/2021–01/03/2024 | 16 | |
| Director | 09/04/2020–16/12/2025 | 13 | |
| Director | 16/12/2025–14/08/2026 | 132 | |
| Director | 14/08/2026–Present | 106 | |
| Secretary | 16/12/2025–Present | 0 | |
| Secretary | 16/12/2025–16/12/2025 | 0 |
Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 09/04/2020–07/07/2021 | 112 | |
| 09/04/2020–Present | 112 | |
| 16/12/2025–Present | 64 | |
| 01/03/2024–16/12/2025 | 6 | |
| 01/03/2024–Present | 6 | |
| 01/03/2024–Present | 35 | |
| 01/03/2024–16/12/2025 | 35 | |
| 09/04/2020–Present | 13 | |
| 09/04/2020–07/07/2021 | 13 | |
| 01/03/2024–Present | 0 | |
| 01/03/2024–16/12/2025 | 0 |
Every document on the Companies House record, newest first.
Previous accounting period shortened from 2025-12-31 to 2025-12-16
Termination of appointment of David John Philip Hesketh as a director on 2026-08-14
Termination of appointment of Ian Mitcheal Wilkinson as a director on 2026-08-14
Appointment of Mr Sam Philip Ward as a director on 2026-08-14
Confirmation statement made on 2026-06-23 with updates
See when the next accounts and confirmation statement are due
1,448 UK companies are similar to WEALTH EXPERTS HOLDINGS LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities of other holding companies n.e.c.) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
5 Eton House, School Lane, Egham, Surrey TW20 9GE
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66 London Road, St. Albans, Hertfordshire AL1 1NW
A short description of the company, written from its Companies House record.
WEALTH EXPERTS HOLDINGS LIMITED is a private limited company registered in the United Kingdom, based in Lancaster House Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY. Companies House classifies its business as Activities of other holding companies n.e.c.. It has been on the register for 6 years 5 months.
The register currently records it as active. Its 2023 accounts report net assets of £4.53M and 3 employees.
Answered from this company's own registry record and filed figures.
Companies House records WEALTH EXPERTS HOLDINGS LIMITED under one registered business activity: Activities of other holding companies n.e.c. (64.20/9 - SIC 2007).
WEALTH EXPERTS HOLDINGS LIMITED is recorded as active on the Companies House register, and has been on it since 09/04/2020.
The most recent accounts Okredo holds cover 2023 and report net assets of £4.53M, cash in bank of £939.00 and total liabilities of £0.00.
The most recent document on the record is dated 25/09/2026: Previous accounting period shortened from 2025-12-31 to 2025-12-16, less than a month ago.
On the current registry record, accounts are due by 30/09/2026.
Companies House lists 9 officers (2 currently in post) and 11 people with significant control (6 current).