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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 11
  • 1
    Bakshi, Pankaj Shantilal
    Chartered Accountant born in August 1954
    Individual (17 offsprings)
    Officer
    2001-06-13 ~ 2021-05-07
    OF - Director → CIF 0
    Pankaj Shantilal Bakshi
    Born in August 1954
    Individual (17 offsprings)
    Person with significant control
    2016-04-06 ~ 2021-05-07
    PE - Ownership of shares – 75% or moreCIF 0
  • 2
    Deacon, Adam Christopher
    Financial Advisor born in September 1989
    Individual (2 offsprings)
    Officer
    2016-10-01 ~ 2020-01-21
    OF - Director → CIF 0
  • 3
    Harrington, Peter Roy
    Financial Adviser born in July 1954
    Individual (2 offsprings)
    Officer
    2004-07-21 ~ 2016-06-21
    OF - Director → CIF 0
  • 4
    Morris, Mark Andrew Vivian
    Born in May 1975
    Individual (4 offsprings)
    Officer
    2021-05-07 ~ now
    OF - Director → CIF 0
  • 5
    Bevington, Richard Pendrice
    Born in November 1972
    Individual (6 offsprings)
    Officer
    2021-05-07 ~ now
    OF - Director → CIF 0
  • 6
    Newton, Peter Francis
    Company Director born in March 1946
    Individual (1 offspring)
    Officer
    2001-06-13 ~ 2015-05-12
    OF - Director → CIF 0
    Newton, Peter Francis
    Individual (1 offspring)
    Officer
    2001-06-13 ~ 2015-05-12
    OF - Secretary → CIF 0
  • 7
    Bakshi, Sameer Pankaj
    Director born in January 1986
    Individual (11 offsprings)
    Officer
    2017-05-11 ~ 2021-10-04
    OF - Director → CIF 0
  • 8
    Payne, Philip James
    Born in November 1973
    Individual (7 offsprings)
    Officer
    2021-05-07 ~ now
    OF - Director → CIF 0
  • 9
    DYE & DURHAM SECRETARIAL LIMITED - now
    7SIDE SECRETARIAL LIMITED - 2023-01-16
    SEVERNSIDE SECRETARIAL LIMITED
    - 2004-01-30 02707949
    14-18 City Road, Cardiff
    Dissolved Corporate (22 parents, 6490 offsprings)
    Officer
    2001-06-13 ~ 2001-06-13
    OF - Nominee Secretary → CIF 0
  • 10
    DYE & DURHAM DIRECTORS LIMITED - now
    7SIDE NOMINEES LIMITED - 2023-01-24
    SEVERNSIDE NOMINEES LIMITED
    - 2004-01-30 02707944
    14-18 City Road, Cardiff
    Dissolved Corporate (16 parents, 5802 offsprings)
    Officer
    2001-06-13 ~ 2001-06-13
    OF - Nominee Director → CIF 0
  • 11
    MULBERRY WEALTH MANAGEMENT NO2 LIMITED
    08640939 06828641
    366 & 368, Cyncoed Road, Cardiff, Wales
    Active Corporate (3 parents, 2 offsprings)
    Person with significant control
    2021-05-07 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
parent relation
Company in focus

MULBERRY WEALTH CLIENT SERVICES LIMITED

Period: 2021-08-26 ~ now
Company number: 04233677
Registered names
MULBERRY WEALTH CLIENT SERVICES LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
21,817 GBP2025-03-31
815 GBP2024-03-31
Debtors
98,556 GBP2025-03-31
100,352 GBP2024-03-31
Cash at bank and in hand
349,518 GBP2025-03-31
208,178 GBP2024-03-31
Current Assets
448,074 GBP2025-03-31
308,530 GBP2024-03-31
Creditors
Current
177,629 GBP2025-03-31
116,465 GBP2024-03-31
Net Current Assets/Liabilities
270,445 GBP2025-03-31
192,065 GBP2024-03-31
Total Assets Less Current Liabilities
292,262 GBP2025-03-31
192,880 GBP2024-03-31
Net Assets/Liabilities
286,808 GBP2025-03-31
192,676 GBP2024-03-31
Equity
Called up share capital
13,736 GBP2025-03-31
13,736 GBP2024-03-31
Capital redemption reserve
264 GBP2025-03-31
264 GBP2024-03-31
Retained earnings (accumulated losses)
272,808 GBP2025-03-31
178,676 GBP2024-03-31
Equity
286,808 GBP2025-03-31
192,676 GBP2024-03-31
Average Number of Employees
182024-04-01 ~ 2025-03-31
192023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
29,001 GBP2025-03-31
2,592 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
7,184 GBP2025-03-31
1,777 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
5,407 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Plant and equipment
21,817 GBP2025-03-31
815 GBP2024-03-31
Amounts Owed by Group Undertakings
Current
58,971 GBP2025-03-31
58,971 GBP2024-03-31
Other Debtors
Amounts falling due within one year, Current
19,585 GBP2025-03-31
Current, Amounts falling due within one year
21,381 GBP2024-03-31
Debtors
Amounts falling due within one year, Current
98,556 GBP2025-03-31
Current, Amounts falling due within one year
100,352 GBP2024-03-31
Trade Creditors/Trade Payables
Current
11,459 GBP2024-03-31
Amounts owed to group undertakings
Current
37,736 GBP2025-03-31
19,946 GBP2024-03-31
Other Taxation & Social Security Payable
Current
136,020 GBP2025-03-31
80,973 GBP2024-03-31
Other Creditors
Current
3,873 GBP2025-03-31
4,087 GBP2024-03-31

  • MULBERRY WEALTH CLIENT SERVICES LIMITED
    Info
    HODGE BAKSHI FINANCIAL SERVICES LIMITED - 2021-08-26
    Registered number 04233677
    366 & 368 Cyncoed Road, Cardiff CF23 6SA
    PRIVATE LIMITED COMPANY incorporated on 2001-06-13 (24 years 11 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-10-27
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.