WEALTHIFY LIMITED
Get an alert when WEALTHIFY LIMITED files next
Leroy will email you the moment a new filing lands at Companies House — one short note per filing, nothing else.
Cash
£5.9M
+52.7% vs 2024
Net assets
£8.8M
+121.5% highest in 6 filed years
Employees
132
-7.7% vs 2024
Profit before tax
-£9.5M
+38.2% highest in 5 filed years
Net assets
6-year trend · vs Financials median
Accounts
6-year trend · Δ = latest vs prior filed period · latest reflected 2025-12-31
| Metric | Trend | 2020-12-31 | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Δ vs prior |
|---|---|---|---|---|---|---|---|---|
| Turnover | — | £1,615,707 | £2,430,734 | £2,755,659 | £3,979,130 | £5,978,297 | +50.2% | |
| Operating profit | — | -£10,500,060 | -£13,311,265 | -£16,517,413 | -£15,704,100 | -£9,817,544 | +37.5% | |
| Profit before tax | — | -£10,678,200 | -£13,347,639 | -£16,115,742 | -£15,431,812 | -£9,529,733 | +38.2% | |
| Net profit | -£5,302,445 | -£10,649,432 | -£11,045,487 | -£6,619,952 | -£11,219,551 | -£7,150,519 | +36.3% | |
| Cash | £4,364,069 | £6,169,112 | £9,565,641 | £4,118,142 | £3,838,780 | £5,863,374 | +52.7% | |
| Total assets less current liabilities | £4,076,919 | £3,607,487 | £5,231,094 | £9,674,951 | £5,181,325 | £8,867,971 | +71.2% | |
| Net assets | — | — | £2,387,315 | £8,111,308 | £3,991,757 | £8,841,238 | +121.5% | |
| Equity | £2,182,234 | £1,532,802 | £2,387,315 | £8,111,308 | £3,991,757 | £8,841,238 | +121.5% | |
| Average employees | 42 | 65 | 90 | 113 | 143 | 132 | -7.7% | |
| Wages | — | £3,974,131 | £4,179,308 | £6,005,772 | £7,670,900 | £6,946,184 | -9.4% | |
| Directors' remuneration | £316,326 | £283,647 | £278,224 | £1,101,878 | £380,558 | £545,456 | +43.3% |
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 | 2020-12-31 | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | — | -164.2% | |
| Net margin | — | — | — | — | — | -119.6% | |
| Return on capital employed | — | -291.1% | -254.5% | -170.7% | -303.1% | -110.7% | |
| Gearing (liabilities / total assets) | — | — | — | 36.3% | 44.7% | — | |
| Current ratio | — | — | — | 4.11x | 3.47x | — | |
| Interest cover | — | -58.33x | -73.95x | — | — | — |
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. Margin ratios are hidden where reported turnover is too small relative to profit to yield a meaningful figure — typical of holding companies whose income is mostly subsidiary dividends rather than trading revenue. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- Azets Audit Services
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“In auditing the financial statements, we have concluded that the directors' use of the going concern basis of accounting in the preparation of the financial statements is appropriate. Based on the work we have performed, we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue.”
Significant events
- “We launched an instant access savings account to broaden the set of financial products that we offer our customers.”
- “The Parent Company has provided additional financing to the company during the year as part of an agreed long-term plan.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
6 active · 12 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| AMBROSE, Richard John | Director | 2024-11-26 | Oct 1974 | British |
| ASHFORD, Michael, Mr. | Director | 2016-03-01 | May 1987 | British |
| KOSAGOWSKY, Alessia Maria Emilia | Director | 2022-10-20 | Sep 1969 | British,Italian |
| OESTMANN, Nathalie Marie | Director | 2023-12-13 | Dec 1971 | American |
| SLIDER, Jasmin Islam | Director | 2026-06-04 | Mar 1978 | British |
| WOOD, Christopher Mark, Mr. | Director | 2020-11-30 | Nov 1964 | British |
Show 12 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| AVERY-WRIGHT, Richard Patrick, Mr. | Director | 2015-10-19 | 2020-11-17 |
| BHARGAVA, Akshaya | Director | 2021-05-25 | 2023-07-10 |
| DOULL, Alun Edward Manley | Director | 2015-10-19 | 2017-10-04 |
| LUCKETT, Benjamin Mark | Director | 2019-11-27 | 2023-12-13 |
| PEARCE-BURKE, Michelle Anne | Director | 2015-10-19 | 2025-02-11 |
| PHILLIPS, Joanne Marie | Director | 2024-03-21 | 2025-10-03 |
| RIX, Lindsey Claire | Director | 2018-02-12 | 2021-04-14 |
| ROGERS, David Frederick Swiffen | Director | 2018-02-12 | 2020-10-12 |
| RUSSELL, Andrew Christopher | Director | 2020-08-27 | 2024-07-12 |
| THEODOSSIADES, Richard Byron | Director | 2014-05-12 | 2020-06-04 |
| TONER, Cheryl | Director | 2021-05-27 | 2022-10-20 |
| TURNBULL, Blair Mclaren | Director | 2018-02-12 | 2019-11-27 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Wealthify Group Limited | Corporate entity | Shares 75–100% | 2018-02-09 | Active |
| Mr Richard Byron Theodossiades | Individual | Shares 25–50% | 2016-04-06 | Ceased 2018-02-09 |
Filing timeline
Last 20 of 93 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-06-22 | AA | accounts | Accounts with accounts type full | |
| 2026-06-08 | AP01 | officers | Appoint person director company with name date | |
| 2026-01-29 | SH01 | capital | Capital allotment shares | |
| 2025-10-31 | SH01 | capital | Capital allotment shares | |
| 2025-10-14 | TM01 | officers | Termination director company with name termination date | |
| 2025-09-30 | AA | accounts | Accounts with accounts type full | |
| 2025-08-06 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-02-14 | TM01 | officers | Termination director company | |
| 2025-02-13 | TM01 | officers | Termination director company with name termination date | |
| 2025-01-29 | SH01 | capital | Capital allotment shares | |
| 2025-01-28 | AP01 | officers | Appoint person director company with name date | |
| 2024-09-28 | ANNOTATION | miscellaneous | Legacy | |
| 2024-09-28 | ANNOTATION | miscellaneous | Legacy | |
| 2024-09-27 | AA | accounts | Accounts with accounts type full | |
| 2024-08-14 | RP04SH01 | capital | Second filing capital allotment shares | |
| 2024-07-31 | TM01 | officers | Termination director company with name termination date | |
| 2024-07-26 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-07-26 | SH01 | capital | Capital allotment shares | |
| 2024-05-01 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-04-09 | CH01 | officers | Change person director company with change date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 7
- Capital events
- 5
- Officers appointed
- 1
- 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.