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CHELTENHAM WEALTH FINANCIAL PRACTICE LTD

12-14 RODNEY ROAD, CHELTENHAM, GLOUCESTER, GL50 1JJ

ActivePrivate Limited CompanyINC 2000SIC 65110

Company Information

Registered Address12-14 RODNEY ROAD, CHELTENHAM, GLOUCESTER, GL50 1JJ

Incorporated26 June 2000

Company TypePrivate Limited Company

Country of OriginUnited Kingdom

SIC Codes

65110 — Life insurance
65120 — Non-life insurance
65201 — Life reinsurance
65300 — Pension funding

Accounts & Filings

Accounts Next Due30 June 2026

Accounts Last Filed30 September 2024

Accounts TypeMICRO ENTITY

Confirmation Next Due-

Confirmation Last Filed-

Financial history

Financial figures for CHELTENHAM WEALTH FINANCIAL PRACTICE LTD by accounting year, in pounds (employees as headcount).
Metric	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
Net assets	£41,971	£76,118	£107,090	£126,143	£269,218	£223,836	£179,979	£110,497	£57,032	£51,871
Cash	—	—	—	—	—	—	—	—	—	£69,919
Current assets	£86,632	£104,475	£130,429	£214,682	£336,818	£386,047	£594,224	£522,555	£312,594	£100,800
Fixed assets	—	—	—	—	—	—	£173	£173	£871	£1,569
Creditors	£182,955	£234,945	£291,871	£385,037	£308,847	£402,723	£412,245	£412,231	£256,433	£50,498
Employees	2	2	2	2	2	2	—	—	—	—

Extracted from filed iXBRL accounts. Paper-filed years have no structured data and appear as gaps. Figures in £ (employees as headcount).

Officers Example

Officer	Role	Appointed	ID check
Ms Sarah Whitfield	Director	2015-03-11	Verified
Mr David Okoro	Director	2018-09-02	Verified
Mrs Helen Marsh	Director	2021-06-30	Verify due
Mr James Fitzgerald	Secretary	2012-01-18	-

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Persons with significant control Example

Person	Nature of control	Notified	ID check
Ms Sarah Whitfield	Ownership of shares 75%+	2016-04-06	Verified
Marsh Holdings Limited	Ownership of shares 25-50%	2021-06-30	Corporate

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Identity verification (ECCTA) Example

Companies House identity verification status for each director and PSC under ECCTA 2023.

Person	Role	Status
Ms Sarah Whitfield	Director	Verified
Mr David Okoro	Director	Verified
Mrs Helen Marsh	Director	Verify due

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Charges & mortgages Example

Code	Status	Created	Description
000000000002	Outstanding	2022-11-04	A registered charge
000000000001	Fully satisfied	2016-02-19	A registered charge

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Filing history Example

Date	Type	Description
2026-05-01	CS01	Confirmation statement made on 2026-05-01
2025-09-27	AA	Accounts for a small company made up to 2025-05-31
2025-06-30	AP01	Appointment of a director
2025-01-14	PSC02	Notification of a person with significant control

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Previous Names

KELLANDS (CHELTENHAM) LIMITED from -

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