BATH WEALTH MANAGEMENT LIMITED

Company number 10084999 ·

Active

Free AI analysis

Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.

Get the analysis

Shareholders' funds

£1,287,348

Balance sheet as at 2026-03-31

View full accounts →

What it does

The principal activity of the company is Financial consultancy

The company's own description, from its latest filed accounts.

Overview

Company type
Private Limited Company
Incorporated
2016-03-24
Employees
4 (2026 accounts · was 3 in 2025)
Registered office
12 Montpellier Arcade, Cheltenham, Gloucestershire, United Kingdom, GL50 1SU
Postcode
GL50 1SU
Capital
100 GBP
Accounts category
Total Exemption Full
Charges
0 outstanding

Accounts

Last made up to
2026-03-31
Next due by
2027-12-31
Financial year end
31 March

Confirmation statement

Last statement dated
2026-03-23
Next due by
2027-04-06
View filing history →

Nature of business (SIC)

  • 74909 Other professional, scientific and technical activities not elsewhere classified

Officers 1 current · 1 resigned

MR James CROCKER Director
Appointed 2016-03-24

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZA181665 (Tier 1), registered since 2016.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Contact details

Website
bathwealth.co.uk

Crocker & Partners provides bespoke expert financial advice to individuals and businesses based in Bath, London and the South West of England.Crocker and Partners – the new name of Bath Wealth ...

Previous registered addresses 2

AddressChanged on
EQUINOX SOUTH ALMONDSBURY ROAD, BRADLEY STOKE, BRISTOL, BS32 4QL, UNITED KINGDOM2018-05-29
THE OLD DUTCH BARN WESTEND COURTYARD, WESTEND, STONEHOUSE, GLOUCESTERSHIRE, GL10 3GE, UNITED KINGDOM2018-05-11

Among its peers

Top 5%

by shareholders' funds, of 504 similar companies in GL

Among the biggest employers among its local peers (4 staff).

Trading since 2016.

No.9 of the largest other professional, scientific and technical activities not elsewhere classified companies in Cheltenham →

Competitors Cheltenham

This company ranks 9 among other professional, scientific and technical activities not elsewhere classified in Cheltenham.

Full league table →

The class of 2016

29%

of the 8,771 companies in this sector incorporated in 2016 are still active today; 67% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →