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BKD WEALTH MANAGEMENT LIMITED

Active Exeter

Life insurance

3 employees Website
Financial services Life insuranceActivities of insurance agents and brokers
B

BKD WEALTH MANAGEMENT LIMITED

Life insurance

Founded 24 Oct 2012 Active Exeter, United Kingdom 3 employees bkdfinancial.net
Financial services Life insuranceActivities of insurance agents and brokers
Accounts Submitted 29 Jan 2025
Confirmation Statement Submitted 23 Oct 2025
Net assets £562.44K £31.41K 2024 year on year
Total assets £1.00M £222.55K 2024 year on year
Total Liabilities £437.80K £253.97K 2024 year on year
Charges None No charges registered

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Contact & Details

Contact

Update Details

Registered Address

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

Office (London)

44 Mountfield Rd, London W5 2NQ

Telephone

0208 566 5550

Credit Report

Discover BKD WEALTH MANAGEMENT LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

See All Mutual Companies

Financials

Financials

Period 1 Jan → 31 Dec 2024
Type Total Exemption Full
Next accounts 31 December 2025
Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (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

Debt Ratio

44%

Increased by 20 (+83%)
See 10 Year Full Financials

Financial History

Revenue, profit, EBITDA and key financial figures

2024
Dec Year End
2023
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
Peter Robert EllisDirectorBritishEngland5429 May 2020Active
Sarah Jean SmithDirectorBritishEngland4517 Feb 2022Active

Shareholders

Shareholders (1)

Shipman Financial Planning Limited
100.0%
115 Oct 2021

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

Shipman Financial Planning Limited

United Kingdom

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
See All Controllers

Group Structure

Group Structure

SHIPMAN FINANCIAL PLANNING LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SHIPMAN HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SHIPMAN GROUP LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
SHIPMAN GROUP HOLDINGS LIMITED united kingdom voting rights 75 to 100 percent, appoint/remove directors
AMBER RIVER GROUP LIMITED united kingdom voting rights 25 to 50 percent
SOCIUM GROUP NOMINEE LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
PENTA CAPITAL LLP united kingdom voting rights 25 to 50 percent limited liability partnership
TOSCA PENTA HOLDINGS LIMITED united kingdom shares 75 to 100 percent, voting rights 75 to 100 percent, appoint/remove directors
OLD OAK HOLDINGS LIMITED united kingdom
BKD WEALTH MANAGEMENT LIMITED Current Company

Charges

Charges

No charges registered

Documents

Company Filings

DateCategoryDescriptionDocument
23 Oct 2025Confirmation StatementConfirmation statement made on 2025-10-09 with no updatesView(3 pages)
29 Jan 2025AccountsAnnual accounts made up to 2024-06-30View(27 pages)
10 Oct 2024Confirmation StatementConfirmation statement made on 2024-10-09 with no updatesView(3 pages)
29 Apr 2024AccountsAnnual accounts made up to 2023-12-31View(1 page)
12 Oct 2023Confirmation StatementConfirmation statement made on 2023-10-09 with no updatesView(3 pages)
23 Oct 2025 Confirmation Statement

Confirmation statement made on 2025-10-09 with no updates

View Document(3 pages)
29 Jan 2025 Accounts

Annual accounts made up to 2024-06-30

View Document(27 pages)
10 Oct 2024 Confirmation Statement

Confirmation statement made on 2024-10-09 with no updates

View Document(3 pages)
29 Apr 2024 Accounts

Annual accounts made up to 2023-12-31

View Document(1 page)
12 Oct 2023 Confirmation Statement

Confirmation statement made on 2023-10-09 with no updates

View Document(3 pages)

Recent Activity

Latest Activity

Confirmation statement made on 2025-10-09 with no updates

3 months ago on 23 Oct 2025

Annual accounts made up to 2024-06-30

1 years ago on 29 Jan 2025

Confirmation statement made on 2024-10-09 with no updates

1 years ago on 10 Oct 2024

Annual accounts made up to 2023-12-31

1 years ago on 29 Apr 2024

Confirmation statement made on 2023-10-09 with no updates

2 years ago on 12 Oct 2023