WEALTHIFY LIMITED

  • Overview
  • Summary
  • Purpose
  • Address
  • Accounts
  • Confirmation Statement
  • Filings
  • Officers
  • Persons with significant controls
  • Data Source
  • Overview

    Company NameWEALTHIFY LIMITED
    Company StatusActive
    Legal FormPrivate limited company
    Company Number 09034828
    JurisdictionEngland/Wales
    Date of Creation

    Summary

    Has Super Secure PSCsNo
    Has ChargesNo
    Has Insolvency HistoryNo
    Registered Office is in DisputeNo

    What is the purpose of WEALTHIFY LIMITED?

    • Fund management activities (66300) / Financial and insurance activities

    Where is WEALTHIFY LIMITED located?

    Registered Office Address
    Tec Marina
    Terra Nova Way
    CF64 1SA Penarth
    Cardiff
    Wales
    Undeliverable Registered Office AddressNo

    What are the latest accounts for WEALTHIFY LIMITED?

    OverdueNo
    Next Accounts
    Next Accounts Period End OnDec 31, 2026
    Next Accounts Due OnSep 30, 2027
    Last Accounts
    Last Accounts Made Up ToDec 31, 2025

    What is the status of the latest confirmation statement for WEALTHIFY LIMITED?

    Last Confirmation Statement Made Up ToJul 26, 2026
    Next Confirmation Statement DueAug 09, 2026
    Last Confirmation Statement
    Next Confirmation Statement Made Up ToJul 26, 2025
    OverdueNo

    What are the latest filings for WEALTHIFY LIMITED?

    Filings
    DateDescriptionDocumentType

    Full accounts made up to Dec 31, 2025

    28 pagesAA

    Appointment of Ms Jasmin Islam Slider as a director on Jun 04, 2026

    2 pagesAP01

    Statement of capital following an allotment of shares on Jan 09, 2026

    • Capital: GBP 63,343,953
    3 pagesSH01

    Statement of capital following an allotment of shares on Oct 02, 2025

    • Capital: GBP 55,343,953
    3 pagesSH01

    Termination of appointment of Joanne Marie Phillips as a director on Oct 03, 2025

    1 pagesTM01

    Full accounts made up to Dec 31, 2024

    27 pagesAA

    Confirmation statement made on Jul 26, 2025 with updates

    4 pagesCS01

    Termination of appointment of a director

    1 pagesTM01

    Termination of appointment of Michelle Anne Pearce-Burke as a director on Feb 11, 2025

    1 pagesTM01

    Statement of capital following an allotment of shares on Jan 08, 2025

    • Capital: GBP 51,843,953
    3 pagesSH01

    Appointment of Mr Richard John Ambrose as a director on Nov 26, 2024

    3 pagesAP01

    legacy

    pagesANNOTATION

    legacy

    pagesANNOTATION

    Full accounts made up to Dec 31, 2023

    28 pagesAA

    Second filing of a statement of capital following an allotment of shares on Jul 12, 2024

    • Capital: GBP 43,343,953
    4 pagesRP04SH01

    Termination of appointment of Andrew Christopher Russell as a director on Jul 12, 2024

    1 pagesTM01

    Confirmation statement made on Jul 26, 2024 with no updates

    3 pagesCS01

    Statement of capital following an allotment of shares on Jul 12, 2024

    • Capital: GBP 40,843,953
    4 pagesSH01
    Annotations
    DateAnnotation
    Aug 14, 2024Clarification A second filed sh01 was registered on 14/08/24

    Confirmation statement made on May 01, 2024 with updates

    5 pagesCS01

    Director's details changed for Ms Alessia Maria Emilia Kosagowsky on Mar 27, 2024

    2 pagesCH01

    Appointment of Mrs Joanne Marie Phillips as a director on Mar 21, 2024

    2 pagesAP01

    Confirmation statement made on Feb 07, 2024 with updates

    4 pagesCS01

    Statement of capital following an allotment of shares on Jan 02, 2024

    • Capital: GBP 40,843,953
    3 pagesSH01

    Termination of appointment of Benjamin Mark Luckett as a director on Dec 13, 2023

    1 pagesTM01

    Appointment of Mrs Nathalie Marie Oestmann as a director on Dec 13, 2023

    2 pagesAP01

    Who are the officers of WEALTHIFY LIMITED?

    Officers
    NameAppointed OnResigned OnRoleAddressCompany IdentificationCountry of ResidenceNationalityDate of BirthOccupationNumber
    AMBROSE, Richard John
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    United KingdomBritish260451490001
    ASHFORD, Michael, Mr.
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    WalesBritish207364400001
    KOSAGOWSKY, Alessia Maria Emilia
    Fenchurch Street
    EC3M 4AE London
    80
    United Kingdom
    Director
    Fenchurch Street
    EC3M 4AE London
    80
    United Kingdom
    United KingdomBritish,Italian301758400001
    OESTMANN, Nathalie Marie
    Fenchurch Street
    EC3M 4AE London
    80
    United Kingdom
    Director
    Fenchurch Street
    EC3M 4AE London
    80
    United Kingdom
    United KingdomAmerican253147520001
    SLIDER, Jasmin Islam
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    United KingdomBritish290191240001
    WOOD, Christopher Mark, Mr.
    Wellington Row
    YO90 1WR York
    Aviva
    England
    Director
    Wellington Row
    YO90 1WR York
    Aviva
    England
    United KingdomBritish203468410001
    AVERY-WRIGHT, Richard Patrick, Mr.
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    GuernseyBritish201980010001
    BHARGAVA, Akshaya
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    United KingdomBritish115500190001
    DOULL, Alun Edward Manley
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    United KingdomBritish70629720001
    LUCKETT, Benjamin Mark
    1 Undershaft
    EC3P 3DQ London
    St. Helens
    England
    Director
    1 Undershaft
    EC3P 3DQ London
    St. Helens
    England
    EnglandBritish181753330002
    PEARCE-BURKE, Michelle Anne
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    GuernseyBritish201194260004
    PHILLIPS, Joanne Marie
    Fenchurch Street
    EC3M 4AE London
    80
    England
    Director
    Fenchurch Street
    EC3M 4AE London
    80
    England
    EnglandBritish316183720001
    RIX, Lindsey Claire
    Surrey Street
    NR1 3NG Norwich
    8
    Norfolk
    England
    Director
    Surrey Street
    NR1 3NG Norwich
    8
    Norfolk
    England
    EnglandBritish192908590004
    ROGERS, David Frederick Swiffen
    1 Undershaft
    EC3P 3DQ London
    St Helen's
    England
    Director
    1 Undershaft
    EC3P 3DQ London
    St Helen's
    England
    EnglandBritish60484720001
    RUSSELL, Andrew Christopher
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    EnglandBritish273963500001
    THEODOSSIADES, Richard Byron
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Director
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    WalesBritish43526250008
    TONER, Cheryl
    Undershaft
    EC3P 3DQ London
    St Helen's
    England
    Director
    Undershaft
    EC3P 3DQ London
    St Helen's
    England
    United KingdomBritish283992030001
    TURNBULL, Blair Mclaren
    1 Undershaft
    EC3P 3DQ London
    St Helen's
    England
    Director
    1 Undershaft
    EC3P 3DQ London
    St Helen's
    England
    EnglandNew Zealander243242470001

    Who are the persons with significant control of WEALTHIFY LIMITED?

    Persons with significant controls
    NameNotified OnAddressCeased
    Wealthify Group Limited
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Wales
    Feb 09, 2018
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Wales
    No
    Legal FormPrivate Limited Company
    Country RegisteredWales
    Legal AuthorityCompanies Act 2006
    Place RegisteredUk Companies House
    Registration Number7853934
    Natures of Control
    • The person holds, directly or indirectly, more than 75% of the shares in the company.
    Mr Richard Byron Theodossiades
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Apr 06, 2016
    Terra Nova Way
    CF64 1SA Penarth
    Tec Marina
    Cardiff
    Wales
    Yes
    Nationality: British
    Country of Residence: Wales
    Natures of Control
    • The person holds, directly or indirectly, more than 25% but not more than 50% of the shares in the company.

    Data Source

    • UK Companies House
      The official register of companies in the UK, providing public access to company information such as names, addresses, directors, and financial filings.
    • license: CC0