BKD WEALTH MANAGEMENT LIMITED

Dissolved Exeter

Life insurance

3 employees website.com
Financial services Life insuranceActivities of insurance agents and brokers
B

BKD WEALTH MANAGEMENT LIMITED

Life insurance

Founded 24 Oct 2012 Dissolved Exeter, United Kingdom 3 employees website.com
Financial services Life insuranceActivities of insurance agents and brokers
Accounts Submitted 29 Jan 2025 Next due 31 Mar 2026 3 months overdue
Confirmation Submitted 23 Oct 2025 Next due 23 Oct 2026 4 months remaining
Net assets £562K £31K 2024 year on year
Total assets £1M £223K 2024 year on year
Total Liabilities £438K £254K 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Ground Floor Eagle House, 1 Babbage Way Exeter Science Park Exeter Devon EX5 2FN United Kingdom

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for BKD WEALTH MANAGEMENT LIMITED (08266483), a dissolved financial services company based in Exeter, United Kingdom. Incorporated 24 Oct 2012. Life insurance. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jul → 30 Jun 2024
Type small
Next accounts 30 Jun 2025
Due by 31 Mar 2026 3 months overdue

Balance Sheet & P&L (2013–2024)

Cash in Bank

£10.98k

Decreased by £185.00k (-94%)

Net Assets

£562.44k

Decreased by £31.41k (-5%)

Total Liabilities

£437.80k

Increased by £253.97k (+138%)

Turnover

£625.09k

Increased by £7.75k (+1%)

Employees

3

Decreased by 2 (-40%)

Debt Ratio

44%

Increased by 20 (+83%)

Financial History

Revenue, profit, EBITDA and key financial figures

2024
30 Jun Year End
2022
31 Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

2 active 1 resigned
Status
Ellis, Peter RobertDirectorBritishEngland5429 May 2020Active
Smith, Sarah JeanDirectorBritishEngland4617 Feb 2022Active

Shareholders

Shareholders (1)

Shipman Financial Planning Limited
100.0%

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased
Active
Notified 29 May 2020
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Brendan Kelly Dixon

Ceased 29 May 2020

Ceased

Group Structure

Group Structure

BKD WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
2 Jun 2026GazetteGazette Dissolved Voluntary
17 Mar 2026GazetteGazette Notice Voluntary
5 Mar 2026DissolutionDissolution Application Strike Off Company
23 Oct 2025Confirmation StatementConfirmation statement made on 9 Oct 2025 with no updates
29 Jan 2025AccountsAnnual accounts made up to 30 Jun 2024
2 Jun 2026 Gazette

Gazette Dissolved Voluntary

17 Mar 2026 Gazette

Gazette Notice Voluntary

5 Mar 2026 Dissolution

Dissolution Application Strike Off Company

23 Oct 2025 Confirmation Statement

Confirmation statement made on 9 Oct 2025 with no updates

29 Jan 2025 Accounts

Annual accounts made up to 30 Jun 2024

Recent Activity

Latest Activity

Gazette Dissolved Voluntary

1 days ago on 2 Jun 2026

Gazette Notice Voluntary

2 months ago on 17 Mar 2026

Dissolution Application Strike Off Company

3 months ago on 5 Mar 2026

Confirmation statement made on 9 Oct 2025 with no updates

7 months ago on 23 Oct 2025

Annual accounts made up to 30 Jun 2024

1 years ago on 29 Jan 2025