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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 2
  • 1
    Rodriguez, Paul Antony
    Born in October 1975
    Individual (4 offsprings)
    Officer
    icon of calendar 2015-07-20 ~ now
    OF - Director → CIF 0
    Mr Paul Antony Rodriguez
    Born in October 1975
    Individual (4 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
    PE - Ownership of voting rights - More than 50% but less than 75%CIF 0
  • 2
    Mrs Anna Louise Rodriguez
    Born in December 1983
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2019-08-01 ~ now
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
parent relation
Company in focus

PAUL RODRIGUEZ WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Intangible Assets
655,793 GBP2024-12-31
779,525 GBP2023-12-31
Property, Plant & Equipment
968 GBP2024-12-31
1,294 GBP2023-12-31
Fixed Assets
656,761 GBP2024-12-31
780,819 GBP2023-12-31
Debtors
118,450 GBP2024-12-31
146,834 GBP2023-12-31
Net Current Assets/Liabilities
-45,175 GBP2024-12-31
-86,644 GBP2023-12-31
Total Assets Less Current Liabilities
611,586 GBP2024-12-31
694,175 GBP2023-12-31
Creditors
Amounts falling due after one year
-644,398 GBP2024-12-31
-672,484 GBP2023-12-31
Net Assets/Liabilities
-32,996 GBP2024-12-31
21,445 GBP2023-12-31
Equity
Called up share capital
100 GBP2024-12-31
100 GBP2023-12-31
Share premium
159,982 GBP2024-12-31
159,982 GBP2023-12-31
Retained earnings (accumulated losses)
-193,078 GBP2024-12-31
-138,637 GBP2023-12-31
Equity
-32,996 GBP2024-12-31
21,445 GBP2023-12-31
Average Number of Employees
32024-01-01 ~ 2024-12-31
32023-01-01 ~ 2023-12-31
Intangible Assets - Gross Cost
Goodwill
1,237,315 GBP2024-12-31
1,237,315 GBP2023-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
581,522 GBP2024-12-31
457,790 GBP2023-12-31
Intangible Assets - Increase From Amortisation Charge for Year
Goodwill
123,732 GBP2024-01-01 ~ 2024-12-31
Intangible Assets
Goodwill
655,793 GBP2024-12-31
779,525 GBP2023-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
5,174 GBP2024-12-31
5,174 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
4,206 GBP2024-12-31
3,880 GBP2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
326 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment
Plant and equipment
968 GBP2024-12-31
1,294 GBP2023-12-31
Trade Debtors/Trade Receivables
25,942 GBP2023-12-31
Other Debtors
118,450 GBP2024-12-31
120,892 GBP2023-12-31
Bank Overdrafts
Amounts falling due within one year
37,731 GBP2024-12-31
69,309 GBP2023-12-31
Trade Creditors/Trade Payables
Amounts falling due within one year
16,327 GBP2024-12-31
67,889 GBP2023-12-31
Taxation/Social Security Payable
Amounts falling due within one year
100,755 GBP2024-12-31
94,679 GBP2023-12-31
Other Creditors
Amounts falling due within one year
8,812 GBP2024-12-31
1,601 GBP2023-12-31
Bank Borrowings
Amounts falling due after one year
644,398 GBP2024-12-31
672,484 GBP2023-12-31

Related profiles found in government register
  • PAUL RODRIGUEZ WEALTH MANAGEMENT LIMITED
    Info
    Registered number 09693094
    icon of address24 Fronhaul, Swiss Valley, Llanelli SA14 8LF
    PRIVATE LIMITED COMPANY incorporated on 2015-07-20 (10 years 6 months). The company status is Active.
    The last date of confirmation statement was made at 2025-07-10
    CIF 0
  • PAUL RODRIGUEZ WEALTH MANAGEMENT LIMITED
    S
    Registered number 09693094
    icon of address24 Fronhaul, Swiss Valley, Llanelli, Wales, SA14 8LF
    Company Limited By Shares in England And Wales, United Kingdom
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • BURCH WEALTH MANAGEMENT LTD - 2016-04-29
    MARK BURCH WEALTH MANAGEMENT LTD - 2010-03-01
    icon of address31 Maes Yr Haf, Penclawdd, Swansea
    Dissolved Corporate (2 parents)
    Equity (Company account)
    -106,716 GBP2021-03-31
    Person with significant control
    icon of calendar 2022-03-08 ~ dissolved
    CIF 1 - Right to appoint or remove directorsOE
    CIF 1 - Ownership of shares – 75% or moreOE
    CIF 1 - Ownership of voting rights - 75% or moreOE

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.