WEALTH WIZARDS LIMITED
Get an alert when WEALTH WIZARDS LIMITED files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Cash
£1.9M
+26% highest in 3 filed years
Net assets
-£19M
-1.9% lowest in 3 filed years
Employees
105
+6.1% highest in 3 filed years
Profit before tax
-£477K
+94.1% highest in 3 filed years
Watchouts
Facts from the Companies House register and the latest accounts — not a rating
-
Negative shareholders' funds
Net assets
3-year trend · vs Financials median
Accounts
3-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|
| Turnover | £5,296,847 | £5,632,333 | £14,154,989 | +151.3% | |
| Operating profit | -£5,400,813 | -£6,830,328 | £886,212 | +113% | |
| Profit before tax | -£6,309,749 | -£8,038,974 | -£476,578 | +94.1% | |
| Net profit | -£4,617,020 | -£6,027,628 | -£361,027 | +94% | |
| Cash | £1,736,271 | £1,524,781 | £1,921,780 | +26% | |
| Total assets less current liabilities | £1,244,075 | -£334,943 | -£8,092,037 | -2,315.9% | |
| Net assets | -£13,110,371 | -£19,137,999 | -£19,499,026 | -1.9% | |
| Equity | -£13,110,371 | — | — | — | |
| Average employees | 91 | 99 | 105 | +6.1% | |
| Wages | £7,072,832 | £7,696,362 | £8,176,646 | +6.2% | |
| Directors' remuneration | £576,818 | £541,069 | £324,135 | -40.1% |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. The Δ column is the change from the prior filed period as a percentage of |prior|; lines a company doesn't report show —. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|
| Operating margin | -102.0% | -121.3% | 6.3% | |
| Net margin | -87.2% | -107.0% | -2.6% | |
| Return on capital employed | -434.1% | — | — | |
| Gearing (liabilities / total assets) | — | 699.1% | 688.5% | |
| Current ratio | 1.53x | 0.88x | 0.28x | |
| Interest cover | -5.94x | -5.65x | 0.65x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Name history
Renamed 1 time since incorporation
- WEALTH WIZARDS LIMITED 2012-10-08 → present
- WAKEHURST WEALTH LIMITED 2009-09-09 → 2012-10-08
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Consolidated group
- Auditor
- KPMG LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“We have not identified, and concur with the directors' assessment that there is not, a material uncertainty related to events or conditions that, individually or collectively, may cast significant doubt on the Group or the Company's ability to continue as a going concern for the going concern period.”
Group structure
- WEALTH WIZARDS LIMITED · parent
- Wealth Wizards Advisers Limited 100%
- Wealth Wizards Benefits Limited 100%
Significant events
- “The conclusion of the FCA and HMT Advice Guidance Boundary Review has resulted in the introduction of a new regime called Targeted Support, which launched in 2026.”
- “As at 31 December 2025, £15,500,000 had been drawn down utilising the first 4 loan facilities in full, and £1,500,000 borrowings from the revolving loan facility was paid in full and the agreement ceased.”
- “On 1 January 2026, the company's lenders agreed to write off total outstanding amounts of £19,682,746, comprising loan principal and accrued interest.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
3 active · 21 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| ROYAL LONDON MANAGEMENT SERVICES LIMITED | Corporate Secretary | 2021-04-01 | — | — |
| HAMPTON, Benjamin John William | Director | 2023-01-01 | Mar 1985 | British |
| VARNEY, Andrew Scott | Director | 2023-04-13 | May 1981 | British |
Show 21 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| DEANS, Tessa | Secretary | 2015-07-21 | 2016-05-12 |
| JOHNSON, Andrew | Secretary | 2016-05-12 | 2018-04-13 |
| JONES, James Anthony | Secretary | 2018-05-09 | 2021-04-01 |
| BENTLEY, Scanes Charles | Director | 2018-01-30 | 2021-03-06 |
| CONNELL, Peter | Director | 2009-09-09 | 2021-03-10 |
| FIRTH, Andrew Charles | Director | 2009-09-09 | 2023-06-23 |
| JONES, James Anthony | Director | 2021-03-10 | 2022-07-31 |
| KADHIM, Mehdi | Director | 2023-02-23 | 2024-10-31 |
| MACHIN, Ashley John | Director | 2023-09-01 | 2025-02-28 |
| MOORE, Philip Wynford | Director | 2015-07-21 | 2017-06-29 |
| MYLADOOR, Kavi | Director | 2021-09-16 | 2023-02-28 |
| PARSONS, Andrew Mark | Director | 2017-06-30 | 2019-06-21 |
| ROGERS, Michael John | Director | 2015-07-21 | 2016-07-28 |
| ROWNEY, Richard Alexander | Director | 2015-07-21 | 2020-01-17 |
| SCOTT, Julie Frances | Director | 2023-02-23 | 2025-12-11 |
| SWEET, Alice | Director | 2021-09-16 | 2022-07-31 |
| TRELOAR, Stephen | Director | 2016-09-19 | 2017-11-29 |
| VAIL, Anthony David | Director | 2009-09-09 | 2015-07-21 |
| WALKER, Christopher | Director | 2020-03-09 | 2021-04-01 |
| WEBSTER, Ben Simon | Director | 2011-12-07 | 2015-07-21 |
| WEBSTER, Ben Simon | Director | 2009-09-09 | 2009-11-03 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Rl Wizard Holdings Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2021-04-01 | Active |
| Liverpool Victoria Financial Services Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Voting 75–100% (as firm), Appoints directors, Appoints directors (as trust) | 2020-01-02 | Ceased 2021-04-01 |
Filing timeline
Last 20 of 132 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-06-26 | AA | accounts | Accounts with accounts type group | |
| 2026-01-26 | TM01 | officers | Termination director company with name termination date | |
| 2025-12-12 | AD01 | address | Change registered office address company with date old address new address | |
| 2025-09-15 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-08-01 | AA | accounts | Accounts with accounts type group | |
| 2025-06-04 | TM01 | officers | Termination director company with name termination date | |
| 2024-11-14 | TM01 | officers | Termination director company with name termination date | |
| 2024-09-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-09-09 | AA | accounts | Accounts with accounts type group | |
| 2023-09-27 | CH01 | officers | Change person director company with change date | |
| 2023-09-11 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-09-05 | AP01 | officers | Appoint person director company with name date | |
| 2023-08-29 | AA | accounts | Accounts with accounts type group | |
| 2023-06-29 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2023-06-28 | CH04 | officers | Change corporate secretary company with change date | |
| 2023-06-27 | CH04 | officers | Change corporate secretary company with change date | |
| 2023-06-23 | TM01 | officers | Termination director company with name termination date | |
| 2023-04-13 | AP01 | officers | Appoint person director company with name date | |
| 2023-02-28 | TM01 | officers | Termination director company with name termination date | |
| 2023-02-24 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 5
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 1
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.