OLIVER WEALTH LTD
Company number 14111652 · Monitor this company
Executive summary
Oliver Wealth Ltd is a small, niche financial management firm exhibiting typical early-stage financial metrics with modest growth in equity and limited working capital. Operating in a highly regulated and evolving sector, the company faces industry trends that demand technological adaptation and regulatory compliance, which may challenge its limited scale. Its competitive position as a boutique advisory offers agility but also exposes it to risks common among micro-enterprises in the financial services sector.
Shareholders' funds
£54,776
Balance sheet as at 2025-05-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2022-05-17
- Employees
- 3 (2025 accounts · was 1 in 2024)
- Registered office
- Stockton House Rugby Road, Stockton, Southam, England, CV47 8LB
- Postcode
- CV47 8LB
- Capital
- 5 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-05-31
- Next due by
- 2027-02-28
- Financial year end
- 31 May
Confirmation statement
- Last statement dated
- 2026-05-16
- Next due by
- 2027-05-30
Nature of business (SIC)
- 70221 Financial management
Officers 1 current
Data protection registration
Registered with the ICO as a data protection fee payer — ZB517853 (Tier 1), registered since 2023.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- oliverwealth.co.uk
- Phone
- 01926 812229, 029 104.971
Where wisdom meets wealth. At Oliver Wealth Ltd, we help you make wise choices with your money. Our advise is independent and based on facts, not hunches.
Among its peers
Top 25%
by shareholders' funds, of 144 similar companies in CV
Among the biggest employers among its local peers (3 staff).
Trading since 2022.
Competitors Coventry
This company ranks 35 among financial management in Coventry.