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 3
  • 1
    Smith, Sarah Jean
    Financial Controller born in May 1980
    Individual (8 offsprings)
    Officer
    2022-02-17 ~ now
    OF - Director → CIF 0
  • 2
    Ellis, Peter Robert
    Financial Planner born in September 1971
    Individual (18 offsprings)
    Officer
    2020-05-29 ~ now
    OF - Director → CIF 0
  • 3
    Ground Floor, Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, United Kingdom
    Active Corporate (3 parents, 4 offsprings)
    Equity (Company account)
    424,498 GBP2020-12-31
    Person with significant control
    2020-05-29 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
Ceased 1
  • Dixon, Brendan Kelly
    Financial Advisor born in May 1958
    Individual (1 offspring)
    Officer
    2012-10-24 ~ 2020-05-29
    OF - Director → CIF 0
    Mr Brendan Kelly Dixon
    Born in May 1958
    Individual (1 offspring)
    Person with significant control
    2016-04-06 ~ 2020-05-29
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
parent relation
Company in focus

BKD WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
65110 - Life Insurance
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Please be reminded the displayed account data is older than 4 years hence might not reflect current company status.
Property, Plant & Equipment
0 GBP2020-12-31
361 GBP2019-12-31
Debtors
281,395 GBP2020-12-31
48,667 GBP2019-12-31
Cash at bank and in hand
180,234 GBP2020-12-31
325,294 GBP2019-12-31
Current Assets
461,629 GBP2020-12-31
373,961 GBP2019-12-31
Creditors
Current, Amounts falling due within one year
-45,596 GBP2020-12-31
-78,801 GBP2019-12-31
Net Current Assets/Liabilities
416,033 GBP2020-12-31
295,160 GBP2019-12-31
Total Assets Less Current Liabilities
416,033 GBP2020-12-31
295,521 GBP2019-12-31
Equity
Called up share capital
1 GBP2020-12-31
1 GBP2019-12-31
Retained earnings (accumulated losses)
416,032 GBP2020-12-31
295,520 GBP2019-12-31
Equity
416,033 GBP2020-12-31
295,521 GBP2019-12-31
Average Number of Employees
42020-01-01 ~ 2020-12-31
22019-01-01 ~ 2019-12-31
Intangible Assets - Gross Cost
Net goodwill
10,000 GBP2019-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
10,000 GBP2019-12-31
Intangible Assets
Net goodwill
0 GBP2020-12-31
0 GBP2019-12-31
Property, Plant & Equipment - Gross Cost
Other
6,087 GBP2019-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Other
6,087 GBP2020-12-31
5,726 GBP2019-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Other
361 GBP2020-01-01 ~ 2020-12-31
Property, Plant & Equipment
Other
0 GBP2020-12-31
361 GBP2019-12-31
Trade Debtors/Trade Receivables
Current
29,226 GBP2020-12-31
38,682 GBP2019-12-31
Amounts Owed By Related Parties
246,397 GBP2020-12-31
Current
0 GBP2019-12-31
Other Debtors
Amounts falling due within one year
5,772 GBP2020-12-31
9,985 GBP2019-12-31
Debtors
Current, Amounts falling due within one year
281,395 GBP2020-12-31
48,667 GBP2019-12-31
Trade Creditors/Trade Payables
Current
7,446 GBP2020-12-31
17,498 GBP2019-12-31
Other Taxation & Social Security Payable
28,633 GBP2020-12-31
49,393 GBP2019-12-31
Other Creditors
Current
9,517 GBP2020-12-31
11,910 GBP2019-12-31
Creditors
Current
45,596 GBP2020-12-31
78,801 GBP2019-12-31

  • BKD WEALTH MANAGEMENT LIMITED
    Info
    Registered number 08266483
    Ground Floor Eagle House, 1 Babbage Way, Exeter Science Park, Exeter, Devon EX5 2FN
    Private Limited Company incorporated on 2012-10-24 (12 years 8 months). The company status is Active.
    The last date of confirmation statement was made at 2024-10-09
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.