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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 1
  • 1
    Lloyd, Alexander Ifor Bancroft
    Born in March 1971
    Individual (4 offsprings)
    Officer
    2021-05-24 ~ now
    OF - Director → CIF 0
    Mr Alexander Ifor Bancroft Lloyd
    Born in March 1971
    Individual (4 offsprings)
    Person with significant control
    2021-05-24 ~ 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
parent relation
Company in focus

ALEX LLOYD WEALTH MANAGEMENT LTD

Period: 2021-05-24 ~ now
Company number: 13414910
Registered name
ALEX LLOYD WEALTH MANAGEMENT LTD - now
Recent Standard Industrial Classification
70221 - Financial Management
Brief company account
Intangible Assets
1,903,313 GBP2025-05-31
2,211,895 GBP2024-05-31
Property, Plant & Equipment
1,672 GBP2025-05-31
1,849 GBP2024-05-31
Fixed Assets
1,904,985 GBP2025-05-31
2,213,744 GBP2024-05-31
Debtors
551,689 GBP2025-05-31
392,801 GBP2024-05-31
Cash at bank and in hand
58,819 GBP2025-05-31
79,985 GBP2024-05-31
Current Assets
610,508 GBP2025-05-31
472,786 GBP2024-05-31
Net Current Assets/Liabilities
246,573 GBP2025-05-31
104,874 GBP2024-05-31
Total Assets Less Current Liabilities
2,151,558 GBP2025-05-31
2,318,618 GBP2024-05-31
Creditors
Non-current
-879,067 GBP2025-05-31
-1,060,631 GBP2024-05-31
Net Assets/Liabilities
1,272,073 GBP2025-05-31
1,257,525 GBP2024-05-31
Equity
Called up share capital
1,288,305 GBP2025-05-31
1,288,305 GBP2024-05-31
Retained earnings (accumulated losses)
-16,232 GBP2025-05-31
-30,780 GBP2024-05-31
Equity
1,272,073 GBP2025-05-31
1,257,525 GBP2024-05-31
Average Number of Employees
32024-06-01 ~ 2025-05-31
32023-06-01 ~ 2024-05-31
Intangible Assets - Gross Cost
Net goodwill
3,085,821 GBP2024-05-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
1,182,508 GBP2025-05-31
873,926 GBP2024-05-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
308,582 GBP2024-06-01 ~ 2025-05-31
Intangible Assets
Net goodwill
1,903,313 GBP2025-05-31
2,211,895 GBP2024-05-31
Property, Plant & Equipment - Gross Cost
Computers
4,353 GBP2025-05-31
3,406 GBP2024-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Computers
2,681 GBP2025-05-31
1,557 GBP2024-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Computers
1,124 GBP2024-06-01 ~ 2025-05-31
Property, Plant & Equipment
Computers
1,672 GBP2025-05-31
1,849 GBP2024-05-31
Other Debtors
Amounts falling due within one year, Current
551,689 GBP2025-05-31
392,801 GBP2024-05-31
Bank Borrowings/Overdrafts
Current
181,477 GBP2025-05-31
191,260 GBP2024-05-31
Trade Creditors/Trade Payables
Current
1,902 GBP2024-05-31
Corporation Tax Payable
Current
157,633 GBP2025-05-31
146,012 GBP2024-05-31
Other Creditors
Current
22,925 GBP2025-05-31
26,838 GBP2024-05-31
Accrued Liabilities/Deferred Income
Current
1,900 GBP2025-05-31
1,900 GBP2024-05-31
Bank Borrowings/Overdrafts
Between one and two years, Non-current
879,067 GBP2025-05-31
Non-current, Between one and two years
1,060,631 GBP2024-05-31

Related profiles found in government register
  • ALEX LLOYD WEALTH MANAGEMENT LTD
    Info
    Registered number 13414910
    Hillside House Lower Street, Higham, Colchester CO7 6JZ
    PRIVATE LIMITED COMPANY incorporated on 2021-05-24 (5 years 3 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2026-05-23
    CIF 0
  • ALEX LLOYD WEALTH MANAGEMENT LTD
    S
    Registered number 13414910
    Hillside House, Lower Street, Higham, Colchester, England, CO7 6JZ
    Limited Company in England And Wales, United Kingdom
    CIF 1
child relation
Offspring entities and appointments 1
  • 1
    ROLLO WEALTH MANAGEMENT LTD
    10168476
    Hillside House Lower Street, Higham, Colchester, England
    Active Corporate (4 parents)
    Person with significant control
    2025-07-11 ~ now
    CIF 1 - Right to appoint or remove directors OE
    CIF 1 - Ownership of shares – 75% or more OE
    CIF 1 - Ownership of voting rights - 75% or more OE

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Contains public sector information retrieved at 14 July 2026 and licensed under the Open Government Licence v3.0.