Annual accounts
Total Exemption Full accounts
31/05/2026Filing deadline
Made up to 31/08/2024Due 31/05/2026
- Next accounts made up to
- 31/08/2025
- Last accounts made up to
- 31/08/2024
WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD
Active- 05199159Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- The Old Council Chambers, Halford Street, Tamworth, Staffordshire B79 7RB
- Classification (3 SIC codes)
- Life insurance (65.11 - SIC 2007)Non-life insurance (65.12 - SIC 2007)Pension funding (65.30 - 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
- 04/09/2025View PDF (3 pages)
Confirmation statement made on 2025-08-06 with no updates
- 30/06/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-08-31
- 30/08/2024View PDF (9 pages)
Total exemption full accounts made up to 2023-08-31
- 06/08/2024View PDF (3 pages)
Confirmation statement made on 2024-08-06 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.
117 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 06/08/2026
- Last statement dated
- 31/08/2024
Financial performance
The latest figures WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£1.53K2025
-45.64%vs 20242024: £2.81K
Total Assets
£215.35K2025
3.71%vs 20242024: £207.64K
Cash in Bank
£598.002025
0.17%vs 20242024: £597.00
Total Liabilities
£213.82K2025
4.39%vs 20242024: £204.83K
Employees
52025
0vs 20242024: 5
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Total liabilities moved furthest, up 4.39% on 2024. See the full financial analysis for WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD.
The full financial record
Four ways through WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -87.2% 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 | 5 | 0 |
| 2024 | 5 | 0 |
| 2023 | 5 | 0 |
| 2022 | 5 | +1 |
| 2021 | 4 | – |
Reported employee count increased from 4 in 2021 to 5 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
8Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 06/08/2004–12/08/2004 | 36449 | |
| Nominee Director | 06/08/2004–12/08/2004 | 41295 | |
| Director | 20/08/2012–Present | 2 | |
| Director | 12/08/2004–Present | 8 | |
| Secretary | 13/09/2005–Present | 0 | |
| Secretary | 12/08/2004–18/05/2005 | 0 | |
| Secretary | 18/05/2005–13/09/2005 | 0 | |
| Director | 12/08/2004–18/05/2005 | 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–Present | 2 | |
| 06/04/2016–Present | 8 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 60 Since 06/08/2004
- Last 12 months
- 0 -2 vs the year before
- Most recent filing
- 04/09/2025 1 year ago
Filing timeline
- 04/09/2025View PDF (3 pages)
Confirmation statement made on 2025-08-06 with no updates
- 30/06/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-08-31
- 30/08/2024View PDF (9 pages)
Total exemption full accounts made up to 2023-08-31
- 06/08/2024View PDF (3 pages)
Confirmation statement made on 2024-08-06 with no updates
- 08/02/2024View PDF (27 pages)
Registration of charge 051991590001, created on 2024-02-02
- 10/10/2023View PDF (3 pages)
Confirmation statement made on 2023-08-06 with no updates
- 02/09/2023View PDF (1 pages)
Compulsory strike-off action has been discontinued
- 31/08/2023View PDF (9 pages)
Total exemption full accounts made up to 2022-08-31
- 26/08/2023View PDF (1 pages)
Compulsory strike-off action has been suspended
- 01/08/2023View PDF (1 pages)
First Gazette notice for compulsory strike-off
- 20/10/2022View PDF (3 pages)
Confirmation statement made on 2022-08-06 with no updates
- 31/05/2022View PDF (9 pages)
Total exemption full accounts made up to 2021-08-31
Showing 12 of 60 filings
See when the next accounts and confirmation statement are due
Similar companies
75 UK companies are similar to WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD, sharing the same company status (Active), the same industry sector and activity group (Life insurance) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
LAGROVE INSURANCE BROKERS LTD
Active55 The Green, Southall, Middlesex UB2 4AR
- Activity
- Non-life insurance
- Company no.
- 04010610
- Incorporated
- 08/06/2000
- Employees
- 5
A M S INSURANCE SOLUTIONS LTD
Active2 Minster Court, Mincing Lane, London EC3R 7PD
- Activity
- Non-life insurance
- Company no.
- 06428843
- Incorporated
- 16/11/2007
- Employees
- 6
LAP INSURANCE BROKERS LIMITED
ActiveRepton House Bretby Business Park, Bretby, Burton-On-Trent DE15 0YZ
- Activity
- Non-life insurance
- Company no.
- 05067308
- Incorporated
- 09/03/2004
- Employees
- 5
LAWTON & TAYLOR FINANCIAL SERVICES LIMITED
Active118 Normoss Road, Blackpool, Lancashire FY3 8QP
- Activity
- Life insurance
- Company no.
- 04916952
- Incorporated
- 30/09/2003
- Employees
- 7
A.D.F. INSURANCE BROKERS LIMITED
ActiveThe Creative Industries Centre, Wolverhampton Science Park, Wolverhampton WV10 9TG
- Activity
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- Company no.
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- Employees
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About WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD
A short description of the company, written from its Companies House record.
WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in The Old Council Chambers, Halford Street, Tamworth, Staffordshire B79 7RB. Companies House classifies its business as Life insurance, one of 3 SIC classifications on its record. It has been on the register for 22 years 1 month.
The register currently records it as active. Its 2025 accounts report net assets of £1.53K and 5 employees. Its accounts are past the filing deadline shown on the registry record.
WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD do?
Companies House records WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD under 3 registered business activities: Life insurance (65.11 - SIC 2007), Non-life insurance (65.12 - SIC 2007) and Pension funding (65.30 - SIC 2007).
Is WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD still active?
WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 06/08/2004.
What are WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £1.53K, total assets of £215.35K, cash in bank of £598.00 and total liabilities of £213.82K.
When did WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 04/09/2025: Confirmation statement made on 2025-08-06 with no updates, 1 year ago.
When are WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 31/05/2026, which has passed.
Who runs WEALTHWISE CORPORATE FINANCIAL MANAGEMENT LTD?
Companies House lists 8 officers (3 currently in post) and 2 people with significant control.