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
Active 4
  • 1
    Vickers, James
    Director born in May 1982
    Individual (4 offsprings)
    Officer
    2024-10-24 ~ now
    OF - Director → CIF 0
  • 2
    Smith, Kevin
    Independent Financial Adviser born in November 1962
    Individual (11 offsprings)
    Officer
    2013-04-18 ~ now
    OF - Director → CIF 0
  • 3
    Butler, Ian
    Director born in March 1979
    Individual (2 offsprings)
    Officer
    2017-04-03 ~ now
    OF - Director → CIF 0
  • 4
    Office 1, 50-54 St. Pauls Square, Birmingham, England
    Active Corporate (3 parents, 1 offspring)
    Person with significant control
    2024-10-25 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
Ceased 9
  • 1
    Quy, Andrew James Mark
    Individual (2 offsprings)
    Officer
    2003-06-11 ~ 2009-09-15
    OF - Secretary → CIF 0
  • 2
    Clay, James Edward John
    Director born in November 1974
    Individual (2 offsprings)
    Officer
    2009-09-15 ~ 2015-06-22
    OF - Director → CIF 0
    Clay, James Edward John
    Director
    Individual (2 offsprings)
    Officer
    2009-09-15 ~ 2015-06-22
    OF - Secretary → CIF 0
  • 3
    Ricketts, Margaret Patricia Theresa
    Administrator born in March 1947
    Individual (1 offspring)
    Officer
    2006-04-12 ~ 2009-09-15
    OF - Director → CIF 0
  • 4
    Devaney, Samantha
    Housewife born in September 1969
    Individual
    Officer
    2013-04-18 ~ 2013-09-30
    OF - Director → CIF 0
  • 5
    Mr Kevin Smith
    Born in November 1962
    Individual (11 offsprings)
    Person with significant control
    2016-06-12 ~ 2024-10-25
    PE - Ownership of shares – 75% or more → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Right to appoint or remove directors → CIF 0
  • 6
    Ricketts, Timothy Hugh
    Managing Director born in December 1941
    Individual
    Officer
    2003-06-11 ~ 2013-04-18
    OF - Director → CIF 0
  • 7
    Ricketts, Tobhias Jonathan
    Fund Manager born in November 1974
    Individual (5 offsprings)
    Officer
    2003-08-11 ~ 2021-04-21
    OF - Director → CIF 0
  • 8
    SHENLEY SECRETARIES LIMITED - now
    788-790 Finchley Road, London
    Active Corporate (1 parent, 85 offsprings)
    Equity (Company account)
    100 GBP2023-12-31
    Officer
    2002-06-11 ~ 2003-06-11
    PE - Nominee Secretary → CIF 0
  • 9
    788-790 Finchley Road, London
    Dissolved Corporate (2 parents, 22 offsprings)
    Officer
    2002-06-11 ~ 2003-06-11
    PE - Nominee Director → CIF 0
parent relation
Company in focus

MARGETTS WEALTH MANAGEMENT LIMITED

Previous names
MARGETTS FINANCIAL SERVICES (UK) LIMITED - 2006-03-01
CREATIVE FINANCING (UK) LIMITED - 2003-08-04
Standard Industrial Classification
66110 - Administration Of Financial Markets
Brief company account
Property, Plant & Equipment
1,941 GBP2023-09-30
366 GBP2022-09-30
Fixed Assets
1,941 GBP2023-09-30
366 GBP2022-09-30
Debtors
795,294 GBP2023-09-30
579,596 GBP2022-09-30
Cash at bank and in hand
157,052 GBP2023-09-30
291,744 GBP2022-09-30
Current Assets
952,346 GBP2023-09-30
871,340 GBP2022-09-30
Creditors
Current
165,785 GBP2023-09-30
171,816 GBP2022-09-30
Net Current Assets/Liabilities
786,561 GBP2023-09-30
699,524 GBP2022-09-30
Total Assets Less Current Liabilities
788,502 GBP2023-09-30
699,890 GBP2022-09-30
Equity
Called up share capital
40,000 GBP2023-09-30
40,000 GBP2022-09-30
Share premium
45,000 GBP2023-09-30
45,000 GBP2022-09-30
Retained earnings (accumulated losses)
703,502 GBP2023-09-30
614,890 GBP2022-09-30
Equity
788,502 GBP2023-09-30
699,890 GBP2022-09-30
Average Number of Employees
122022-10-01 ~ 2023-09-30
112021-10-01 ~ 2022-09-30
Intangible Assets - Gross Cost
Net goodwill
975,000 GBP2022-09-30
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
975,000 GBP2022-09-30
Property, Plant & Equipment - Gross Cost
Plant and equipment
11,205 GBP2023-09-30
8,618 GBP2022-09-30
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
9,264 GBP2023-09-30
8,252 GBP2022-09-30
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
1,012 GBP2022-10-01 ~ 2023-09-30
Property, Plant & Equipment
Plant and equipment
1,941 GBP2023-09-30
366 GBP2022-09-30
Amounts Owed by Group Undertakings
Current
359,466 GBP2023-09-30
361,057 GBP2022-09-30
Other Debtors
Current, Amounts falling due within one year
435,828 GBP2023-09-30
3,829 GBP2022-09-30
Debtors
Current, Amounts falling due within one year
795,294 GBP2023-09-30
364,886 GBP2022-09-30
Other Debtors
Non-current, Amounts falling due after one year
214,710 GBP2022-09-30
Trade Creditors/Trade Payables
Current
11,806 GBP2022-09-30
Other Taxation & Social Security Payable
Current
152,805 GBP2023-09-30
142,914 GBP2022-09-30
Other Creditors
Current
12,980 GBP2023-09-30
17,096 GBP2022-09-30
Related profiles found in government register
  • MARGETTS WEALTH MANAGEMENT LIMITED
    Info
    MARGETTS FINANCIAL SERVICES (UK) LIMITED - 2006-03-01
    CREATIVE FINANCING (UK) LIMITED - 2003-08-04
    Registered number 04458263
    Office 1 50-54 St Paul's Square, Birmingham B3 1QS
    Private Limited Company incorporated on 2002-06-11 (23 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-06-11
    CIF 0
  • MARGETTS WEALTH MANAGEMENT LIMITED
    S
    Registered number 04458263
    Office 1, 50 -54 St. Pauls Square, Birmingham, United Kingdom, B3 1QS
    Private Limited Company in Companies House, England And Wales
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • 34 Waterloo Road, Wolverhampton, United Kingdom
    Active Corporate (4 parents)
    Equity (Company account)
    157 GBP2023-10-31
    Person with significant control
    2021-11-23 ~ now
    CIF 1 - Ownership of shares – More than 25% but not more than 50% → OE
    CIF 1 - Ownership of voting rights - More than 25% but not more than 50% → OE

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.