BENNETT & ASSOCIATES WEALTH MANAGEMENT LIMITED

Company number 14845619 · Monitor this company

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Shareholders' funds

£882

Balance sheet as at 2026-03-31

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Overview

Company type: Private Limited Company
Incorporated: 2023-05-04
Employees: 2 (2026 accounts · was 1 in 2025)
Registered office: Lane Farm The Green, Rossett, Wrexham, Wales, LL12 0DS
Postcode: LL12 0DS
Accounts category: Micro

Accounts

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

Confirmation statement

Last statement dated: 2026-05-03
Next due by: 2027-05-17

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Nature of business (SIC)

66190 Activities auxiliary to financial intermediation not elsewhere classified

Officers 2 current

Anne Sarah BENNETT Director

Appointed 2026-04-01

Matthew Holt BENNETT Director

Appointed 2023-05-04

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Group structure 1 subsidiary

XV WEALTH LIMITED

From persons-with-significant-control filings on the public register.

Previous company names

Name	Date changed
HOLT BENNETT FINANCIAL PLANNING LIMITED	2023-07-10

Among its peers

No.18 of the largest activities auxiliary to financial intermediation not elsewhere classified companies in Wrexham →

Competitors Wrexham

1. HADLOW EDWARDS WEALTH MANAGEMENT LIMITED

£5,607,152
2. 75POINT3 LIMITED

£2,274,859
3. GITTINS & CO. WEALTH MANAGEMENT LTD

£1,984,030
4. ELSWORTH ASSOCIATES LIMITED

£419,600
5. CHALLENOR WEALTH MANAGEMENT LIMITED

£87,330

This company ranks 18 among activities auxiliary to financial intermediation not elsewhere classified in Wrexham.

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This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.