LDB WEALTH MANAGEMENT LTD

Company number 09032048 ·

Active

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Shareholders' funds

£601,606

Balance sheet as at 2025-05-31

View full accounts →

Overview

Company type
Private Limited Company
Incorporated
2014-05-09
Employees
4 (2025 accounts)
Registered office
C/O Aspreys Accountants Ltd No. 5 The Heights, Brooklands, Weybridge, Surrey, United Kingdom, KT13 0NY
Postcode
KT13 0NY
Capital
2 GBP
Accounts category
Micro
Charges
0 outstanding

Accounts

Last made up to
2025-05-31
Next due by
2027-02-28
Financial year end
31 May

Confirmation statement

Last statement dated
2025-12-27
Next due by
2027-01-10
View filing history →

Nature of business (SIC)

  • 70221 Financial management

Officers 2 current

MRS Donna BURT Director
Appointed 2017-01-23
Appointed 2014-05-09

View all officers and resignations →

Data protection registration

Registered with the ICO as a data protection fee payer — ZA254592 (Tier 1), registered since 2017.

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

Contact details

Website
ldbwealth.co.uk

At LDB Wealth Management, we provide bespoke wealth management advice to private and corporate clients.

Previous company names

NameDate changed
ELEVATE WEALTH MANAGEMENT LTD2017-05-20
LEWIS BURT FINANCIAL SERVICES LTD2017-05-12

Previous registered addresses 2

AddressChanged on
37 BEVERLEY ROAD, BEXLEYHEATH, DA7 6JQ, ENGLAND2019-07-25
34/36 FORE STREET BOVEY TRACEY, DEVON, TQ13 9AE2017-12-15

Among its peers

Top 5%

by shareholders' funds, of 194 similar companies in KT

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

Trading since 2014.

No.4 of the largest financial management companies in Epsom →

234 companies are registered at this postcode →

Competitors Epsom

This company ranks 4 among financial management in Epsom.

Full league table →

The class of 2014

31%

of the 1,747 companies in this sector incorporated in 2014 are still active today; 66% have since been dissolved.

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

Survival rates for every incorporation year →