BKD WEALTH MANAGEMENT LIMITED - EXETER


Company Profile Company Filings

Overview

BKD WEALTH MANAGEMENT LIMITED is a Private Limited Company from EXETER UNITED KINGDOM and has the status: Active.
BKD WEALTH MANAGEMENT LIMITED was incorporated 11 years ago on 24/10/2012 and has the registered number: 08266483. The accounts status is SMALL and accounts are next due on 30/09/2024.

BKD WEALTH MANAGEMENT LIMITED - EXETER

This company is listed in the following categories:
65110 - Life insurance
66220 - Activities of insurance agents and brokers

Accounts Status

Accounting Year End (d/m) Accounts Last Made Up Date Accounts Next Due Date
31 / 12 31/12/2022 30/09/2024

Registered Office

GROUND FLOOR EAGLE HOUSE, 1 BABBAGE WAY
EXETER
DEVON
EX5 2FN
UNITED KINGDOM

This Company Originates in : United Kingdom

Confirmation Statements

Last Statement Next Statement Due
09/10/2023 23/10/2024

Map

UNITED KINGDOM

Company Officers - Current and Previous

Name Born Nationality Role Appointed Status
MR PETER ROBERT ELLIS Sep 1971 British Director 2020-05-29 CURRENT
MRS SARAH JEAN SMITH May 1980 British Director 2022-02-17 CURRENT
MR BRENDAN KELLY DIXON May 1958 Irish Director 2012-10-24 UNTIL 2020-05-29 RESIGNED

Persons with Significant Control

Name Active from Born Address Level of control
Shipman Financial Planning Limited 2020-05-29 Exeter   Ownership of shares 75 to 100 percent
Voting rights 75 to 100 percent
Right to appoint and remove directors
Mr Brendan Kelly Dixon 2016-04-06 - 2020-05-29 5/1958 London   Ownership of shares 75 to 100 percent
Voting rights 75 to 100 percent

Related Companies

CompanyName Address Company Status Accounts Status Main Company Activity
R K SHIPMAN LIMITED LONDON ENGLAND Active AUDIT EXEMPTION SUBSI 64999 - Financial intermediation not elsewhere classified
BORN FREE TRADING LIMITED HORSHAM ENGLAND Active SMALL 47910 - Retail sale via mail order houses or via Internet
M.W.F.S. LIMITED EXETER UNITED KINGDOM Active AUDIT EXEMPTION SUBSI 64999 - Financial intermediation not elsewhere classified
SHIPMAN WEALTH MANAGEMENT LTD EXETER ENGLAND Active FULL 64999 - Financial intermediation not elsewhere classified
WHICHERS IFA LIMITED EXETER ENGLAND Active AUDIT EXEMPTION SUBSI 65110 - Life insurance
THE BORN FREE FOUNDATION HORSHAM ENGLAND Active GROUP 96090 - Other service activities n.e.c.
MONAHANS FINANCIAL SERVICES LIMITED EXETER ENGLAND Active FULL 66190 - Activities auxiliary to financial intermediation n.e.c.
WILDWOOD WEALTH MANAGEMENT LIMITED EXETER UNITED KINGDOM Active TOTAL EXEMPTION FULL 74909 - Other professional, scientific and technical activities n.e.c.
SHIPMAN GROUP LIMITED EXETER ENGLAND Active AUDIT EXEMPTION SUBSI 70100 - Activities of head offices
DMA FINANCIAL PLANNING LIMITED EXETER UNITED KINGDOM Active FULL 64999 - Financial intermediation not elsewhere classified
CONFIDEL LTD TAUNTON ENGLAND Dissolved... TOTAL EXEMPTION FULL 64999 - Financial intermediation not elsewhere classified
HALL & PARTNERS FINANCIAL SERVICES LIMITED CHARD ENGLAND Dissolved... TOTAL EXEMPTION FULL 66220 - Activities of insurance agents and brokers
SHIPMAN FINANCIAL PLANNING LIMITED EXETER UNITED KINGDOM Active SMALL 65110 - Life insurance
RIVERDRIVE LIMITED EXETER Dissolved... DORMANT 74990 - Non-trading company
GLOSS GALLERY LIMITED EXETER Dissolved... TOTAL EXEMPTION SMALL 90040 - Operation of arts facilities
BITA LIMITED BARNET UNITED KINGDOM Active TOTAL EXEMPTION FULL 94110 - Activities of business and employers membership organizations
MONAHANS HOLDINGS LIMITED EXETER ENGLAND Active AUDIT EXEMPTION SUBSI 99999 - Dormant Company
SHIPMAN GROUP HOLDINGS LIMITED EXETER ENGLAND Active AUDIT EXEMPTION SUBSI 64209 - Activities of other holding companies n.e.c.
SHIPMAN HOLDINGS LIMITED EXETER ENGLAND Active AUDIT EXEMPTION SUBSI 64209 - Activities of other holding companies n.e.c.

Free Reports Available

Report Date Filed Date of Report Assets
BKD_WEALTH_MANAGEMENT_LIM - Accounts 2021-05-13 31-12-2020 £180,234 Cash £416,033 equity
BKD Wealth Management Limited - Accounts to registrar (filleted) - small 18.2 2020-02-21 31-12-2019 £325,294 Cash £295,521 equity
BKD Wealth Management Limited - Accounts to registrar (filleted) - small 18.2 2019-05-15 31-12-2018 £257,927 Cash £200,894 equity
BKD Wealth Management Limited - Accounts to registrar (filleted) - small 18.1 2018-06-26 31-12-2017 £204,208 Cash £154,674 equity
BKD Wealth Management Limited - Accounts to registrar - small 17.1.1 2017-05-26 31-12-2016 £210,548 Cash £161,564 equity
BKD Wealth Management Limited - Abbreviated accounts 16.1 2016-07-07 31-12-2015 £185,676 Cash £143,195 equity
BKD Wealth Management Limited - Limited company - abbreviated - 11.6 2015-07-14 31-12-2014 £167,173 Cash £122,604 equity
BKD Wealth Management Limited - Limited company - abbreviated - 11.0.0 2014-11-15 31-12-2013 £74,059 Cash £28,729 equity

Nearby Companies

CompanyName Address Company Status Accounts Status Main Company Activity
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MONAHANS FINANCIAL SERVICES LIMITED EXETER ENGLAND Active FULL 66190 - Activities auxiliary to financial intermediation n.e.c.
LPMC LIMITED EXETER Active TOTAL EXEMPTION FULL 68320 - Management of real estate on a fee or contract basis
LONE EAGLE RETAIL LIMITED EXETER Active TOTAL EXEMPTION FULL 68209 - Other letting and operating of own or leased real estate
LONE EAGLE ESTATES LIMITED EXETER Active TOTAL EXEMPTION FULL 68209 - Other letting and operating of own or leased real estate
LONE EAGLE PROPERTIES LIMITED EXETER Active TOTAL EXEMPTION FULL 68209 - Other letting and operating of own or leased real estate
LONE EAGLE SECURITIES LIMITED EXETER Active TOTAL EXEMPTION FULL 68209 - Other letting and operating of own or leased real estate
HEART OF THE SOUTH-WEST LEP C.I.C. EXETER ENGLAND Active DORMANT 74990 - Non-trading company
EXESYS LTD EXETER UNITED KINGDOM Active NO ACCOUNTS FILED 62012 - Business and domestic software development
ISCA VENTURES LLP EXETER ENGLAND Active TOTAL EXEMPTION FULL None Supplied