P3 WEALTH LTD
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-04-18 (in 11mo)
Last made up 2026-04-04
Watchouts
None on the register
Cash
£191K
highest in 4 filed years
Net assets
£136K
highest in 4 filed years
Employees
2
Average over period
Profit before tax
£52K
highest in 3 filed years
Net assets
6-year trend · vs Financials median
Accounts
6-year trend · latest reflected 2024-12-31
| Metric | Trend | 2020-06-30 | 2021-06-30 | 2022-06-30 | 2023-06-30 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|---|
| Turnover | — | — | — | £90,000 | £104,570 | £293,703 | |
| Operating profit | — | — | — | — | £18,136 | £51,884 | |
| Profit before tax | — | — | — | £28,133 | £18,136 | £51,884 | |
| Net profit | — | — | — | £26,049 | £14,275 | £51,936 | |
| Cash | £709 | — | — | £80,421 | £120,285 | £190,685 | |
| Total assets less current liabilities | -£27,133 | — | — | £109,703 | £123,978 | £135,914 | |
| Net assets | — | — | — | — | £123,978 | £135,914 | |
| Equity | -£27,133 | -£521 | £78,654 | £109,703 | £123,978 | £135,914 | |
| Average employees | 0 | — | — | 1 | 2 | 2 | |
| Wages | — | — | — | £17,500 | £22,138 | £68,875 | |
| Directors' remuneration | — | — | — | £17,500 | £21,000 | £78,823 |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Year-on-year
FY2023 → FY2024 · period ending 2024-12-31 vs 2023-12-31
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2020-06-30 | 2021-06-30 | 2022-06-30 | 2023-06-30 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|---|---|---|---|
| Operating margin | — | — | — | — | 17.3% | 17.7% | |
| Net margin | — | — | — | 28.9% | 13.7% | 17.7% | |
| Return on capital employed | — | — | — | — | 14.6% | 38.2% | |
| Current ratio | — | — | — | — | 1.70x | 2.55x |
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
- P3 WEALTH LTD 2021-10-12 → present
- OLTAN CAPITAL LTD 2015-06-25 → 2021-10-12
Audit & accounting basis
- Accounting basis
- FRS 102
- Reporting scope
- Standalone (parent only)
- Auditor
- S&W Partners Audit Limited
- 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
- “In April 2024, P3 Wealth Ltd became a subsidiary of P3 Group Holding Ltd (the "Group") following FCA approval of the group structure. This transition enabled closer integration with its sister company, Privat 3 Money Ltd.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
1 active · 4 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| TORO, Adam Roger, Mr. | Director | 2023-02-01 | Aug 1980 | British |
Show 4 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| GHULATI, Tarun | Director | 2021-11-22 | 2024-06-17 |
| HINDLE, David Mark | Director | 2018-02-08 | 2022-07-19 |
| MARTIN, Jamie | Director | 2024-09-23 | 2025-03-11 |
| PATTERSON, Oliver James David | Director | 2015-06-25 | 2021-05-12 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| P3 Group Holding Ltd | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2024-04-04 | Active |
| Mr. Reda Bedjaoui | Individual | Shares 75–100% | 2021-09-01 | Ceased 2024-04-04 |
| Mr Oliver James David Patterson | Individual | Shares 75–100%, Voting 75–100% | 2016-07-01 | Ceased 2021-09-01 |
Filing timeline
Last 20 of 48 total filings
Material constitutional events — rename, articles re-file, resolution
- 2024-04-05 RESOLUTIONS Resolution
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-04-28 | PSC05 | persons-with-significant-control | Change to a person with significant control | |
| 2026-04-28 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-06-19 | AA | accounts | Accounts with accounts type full | |
| 2025-05-09 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2025-03-18 | TM01 | officers | Termination director company with name termination date | |
| 2024-11-14 | AP01 | officers | Appoint person director company with name date | |
| 2024-07-05 | TM01 | officers | Termination director company with name termination date | |
| 2024-04-30 | AA | accounts | Accounts with accounts type full | |
| 2024-04-24 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2024-04-24 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2024-04-24 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2024-04-05 | RESOLUTIONS | resolution | Resolution | |
| 2024-03-28 | AA | accounts | Accounts with accounts type full | |
| 2024-03-28 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-11-13 | AA01 | accounts | Change account reference date company current shortened | |
| 2023-09-22 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2023-08-22 | CH01 | officers | Change person director company with change date | |
| 2023-08-22 | PSC04 | persons-with-significant-control | Change to a person with significant control | |
| 2023-08-22 | AD01 | address | Change registered office address company with date old address new address | |
| 2023-06-30 | AA | accounts | Accounts with accounts type micro entity |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 4
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
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.