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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
Active 3
  • 1
    Payne, Philip James
    Financial Adviser born in November 1973
    Individual (5 offsprings)
    Officer
    icon of calendar 2013-08-07 ~ now
    OF - Director → CIF 0
    Mr Philip James Payne
    Born in November 1973
    Individual (5 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Has significant influence or controlCIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of voting rights - More than 50% but less than 75%CIF 0
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
  • 2
    Bevington, Richard Pendrice
    Financial Advisor born in November 1972
    Individual (6 offsprings)
    Officer
    icon of calendar 2013-09-10 ~ now
    OF - Director → CIF 0
  • 3
    Morris, Mark Andrew Vivian
    Financial Adviser born in May 1975
    Individual (4 offsprings)
    Officer
    icon of calendar 2013-09-10 ~ now
    OF - Director → CIF 0
parent relation
Company in focus

MULBERRY WEALTH MANAGEMENT NO2 LIMITED

Standard Industrial Classification
64205 - Activities Of Financial Services Holding Companies
Brief company account
Fixed Assets
103,890 GBP2025-03-31
119,280 GBP2024-03-31
Current Assets
196,599 GBP2025-03-31
250,166 GBP2024-03-31
Creditors
Current
-74,847 GBP2025-03-31
-72,315 GBP2024-03-31
Net Current Assets/Liabilities
121,752 GBP2025-03-31
177,851 GBP2024-03-31
Total Assets Less Current Liabilities
225,642 GBP2025-03-31
297,131 GBP2024-03-31
Equity
225,642 GBP2025-03-31
297,131 GBP2024-03-31
Average Number of Employees
32024-04-01 ~ 2025-03-31
32023-04-01 ~ 2024-03-31

Related profiles found in government register
  • MULBERRY WEALTH MANAGEMENT NO2 LIMITED
    Info
    Registered number 08640939
    icon of address366 & 368 Cyncoed Road, Cyncoed, Cardiff CF23 6SA
    Private Limited Company incorporated on 2013-08-07 (12 years 3 months). The company status is Active.
    The last date of confirmation statement was made at 2024-08-07
    CIF 0
  • MULBERRY WEALTH MANAGEMENT NO2 LIMITED
    S
    Registered number 08640939
    icon of address366 & 368, Cyncoed Road, Cardiff, Wales, CF23 6SA
    Limited Company in England & Wales, Wales
    CIF 1
    Private Limited Company in Companies House, England And Wales
    CIF 2
child relation
Offspring entities and appointments
Active 2
  • 1
    HODGE BAKSHI FINANCIAL SERVICES LIMITED - 2021-08-26
    icon of address366 & 368 Cyncoed Road, Cardiff, Wales
    Active Corporate (4 parents)
    Equity (Company account)
    286,808 GBP2025-03-31
    Person with significant control
    icon of calendar 2021-05-07 ~ now
    CIF 2 - Ownership of voting rights - 75% or moreOE
    CIF 2 - Ownership of shares – 75% or moreOE
  • 2
    icon of address366 & 368 Cyncoed Road, Cyncoed, Cardiff
    Active Corporate (4 parents)
    Equity (Company account)
    294,013 GBP2025-03-31
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    CIF 1 - Ownership of shares – 75% or moreOE

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Contains public sector information retrieved at 16 October 2025 and licensed under the Open Government Licence v3.0.