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Home > England & Wales Companies > MULBERRY WEALTH MANAGEMENT LIMITED
Company Information for

MULBERRY WEALTH MANAGEMENT LIMITED

366 & 368 CYNCOED ROAD, CYNCOED, CARDIFF, CF23 6SA,
Company Registration Number
06828641
Private Limited Company
Active

Company Overview

About Mulberry Wealth Management Ltd
MULBERRY WEALTH MANAGEMENT LIMITED was founded on 2009-02-24 and has its registered office in Cardiff. The organisation's status is listed as "Active". Mulberry Wealth Management Limited is a Private Limited Company registered in with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
MULBERRY WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
366 & 368 CYNCOED ROAD
CYNCOED
CARDIFF
CF23 6SA
Other companies in CF23
 
Filing Information
Company Number 06828641
Company ID Number 06828641
Date formed 2009-02-24
Country 
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/03/2023
Account next due 31/12/2024
Latest return 24/02/2016
Return next due 24/03/2017
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-03-06 21:10:20
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for MULBERRY WEALTH MANAGEMENT LIMITED
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Companies with same name MULBERRY WEALTH MANAGEMENT LIMITED
The following companies were found which have the same name as MULBERRY WEALTH MANAGEMENT LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
MULBERRY WEALTH MANAGEMENT NO2 LIMITED 366 & 368 CYNCOED ROAD CYNCOED CARDIFF CF23 6SA Active Company formed on the 2013-08-07

Company Officers of MULBERRY WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
RICHARD PENDRICE BEVINGTON
 Director 2009-02-24
MARK ANDREW VIVIAN MORRIS
 Director 2009-02-24
PHILIP JAMES PAYNE
 Director 2009-02-24

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
RICHARD PENDRICE BEVINGTON MULBERRY WEALTH MANAGEMENT NO2 LIMITED Director 2013-09-10 CURRENT 2013-08-07 Active
MARK ANDREW VIVIAN MORRIS MULBERRY WEALTH MANAGEMENT NO2 LIMITED Director 2013-09-10 CURRENT 2013-08-07 Active
PHILIP JAMES PAYNE P4C PROPERTIES LIMITED Director 2018-01-23 CURRENT 2018-01-23 Active
PHILIP JAMES PAYNE MULBERRY WEALTH MANAGEMENT NO2 LIMITED Director 2013-08-07 CURRENT 2013-08-07 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-03-05CONFIRMATION STATEMENT MADE ON 24/02/24, WITH NO UPDATES
2023-10-1331/03/23 ACCOUNTS TOTAL EXEMPTION FULL
2023-02-27CONFIRMATION STATEMENT MADE ON 24/02/23, WITH NO UPDATES
2022-06-16AA31/03/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-03-21MR04 STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 1
2022-03-18CS01CONFIRMATION STATEMENT MADE ON 24/02/22, WITH UPDATES
2021-06-08AA31/03/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-03-18CS01CONFIRMATION STATEMENT MADE ON 24/02/21, WITH NO UPDATES
2020-11-30CH01Director's details changed for Mr Richard Pendrice Bevington on 2018-03-06
2020-05-13AA31/03/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-03-05CS01CONFIRMATION STATEMENT MADE ON 24/02/20, WITH UPDATES
2019-05-08AA31/03/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-03-05CS01CONFIRMATION STATEMENT MADE ON 24/02/19, WITH UPDATES
2018-05-18AA31/03/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-03-08LATEST SOC08/03/18 STATEMENT OF CAPITAL;GBP 100
2018-03-08CS01CONFIRMATION STATEMENT MADE ON 24/02/18, WITH UPDATES
2017-05-23AA31/03/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-03-10LATEST SOC10/03/17 STATEMENT OF CAPITAL;GBP 100
2017-03-10CS01CONFIRMATION STATEMENT MADE ON 24/02/17, WITH UPDATES
2016-05-24AA31/03/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-03-15LATEST SOC15/03/16 STATEMENT OF CAPITAL;GBP 100
2016-03-15AR0124/02/16 ANNUAL RETURN FULL LIST
2015-05-21AA31/03/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-03-20LATEST SOC20/03/15 STATEMENT OF CAPITAL;GBP 100
2015-03-20AR0124/02/15 ANNUAL RETURN FULL LIST
2014-09-03AA31/03/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-03-25LATEST SOC25/03/14 STATEMENT OF CAPITAL;GBP 100
2014-03-25AR0124/02/14 ANNUAL RETURN FULL LIST
2014-03-25CH01Director's details changed for Mr Philip James Payne on 2010-12-01
2013-05-23AA31/03/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-03-21AR0124/02/13 ANNUAL RETURN FULL LIST
2012-09-18AA31/03/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-02-28AR0124/02/12 ANNUAL RETURN FULL LIST
2011-10-11AA31/03/11 ACCOUNTS TOTAL EXEMPTION SMALL
2011-03-07AR0124/02/11 ANNUAL RETURN FULL LIST
2011-01-07CH01Director's details changed for Mr Philip James Payne on 2010-12-10
2010-09-16AA31/03/10 ACCOUNTS TOTAL EXEMPTION SMALL
2010-04-07AR0124/02/10 ANNUAL RETURN FULL LIST
2010-03-16MG01Particulars of a mortgage or charge / charge no: 1
2009-03-04225Accounting reference date extended from 28/02/2010 to 31/03/2010
2009-02-24NEWINCNew incorporation
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to MULBERRY WEALTH MANAGEMENT LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against MULBERRY WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 1
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 1
Details of Mortgagee Charges
Charge Type Date of Charge Charge Status Mortgagee
DEBENTURE 2010-03-16 Outstanding LLOYDS TSB BANK PLC
Filed Financial Reports
Annual Accounts
2019-03-31
Annual Accounts
2020-03-31
Annual Accounts
2021-03-31
Annual Accounts
2022-03-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on MULBERRY WEALTH MANAGEMENT LIMITED

Intangible Assets
Patents
We have not found any records of MULBERRY WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for MULBERRY WEALTH MANAGEMENT LIMITED
Trademarks
We have not found any records of MULBERRY WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for MULBERRY WEALTH MANAGEMENT LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as MULBERRY WEALTH MANAGEMENT LIMITED are:

ABBEY NATIONAL INVESTMENTS HOLDINGS LIMITED £ 5,053,043
ABRDN FUND MANAGERS LIMITED £ 3,017,531
PICTET ASSET MANAGEMENT LIMITED £ 647,110
DORSET HOUSE LTD £ 572,427
ALLPAY LIMITED £ 461,876
ARLINGCLOSE LIMITED £ 227,102
FIL PENSIONS MANAGEMENT £ 105,751
ASSET ADVANTAGE GROUP LIMITED £ 92,418
CLOSE INVOICE FINANCE LIMITED £ 61,134
3C PAYMENT UK LTD £ 37,584
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
KENT EDUCATION PARTNERSHIP LIMITED £ 72,215,398
AEGON ASSET MANAGEMENT UK PLC £ 53,000,000
EQUITIX EDUCATION LIMITED £ 43,048,650
CLOSE BROTHERS LIMITED £ 35,000,000
COVENTRY EDUCATION PARTNERSHIP LIMITED £ 17,216,223
NATIONWIDE LIMITED £ 10,001,114
S&P GLOBAL LIMITED £ 8,386,309
MILESHIELD COMMERCIAL FUNDING LIMITED £ 7,528,917
QUADIENT FINANCE UK LIMITED £ 7,487,773
SCHRODER INVESTMENT MANAGEMENT LIMITED £ 7,447,627
Outgoings
Business Rates/Property Tax
No properties were found where MULBERRY WEALTH MANAGEMENT LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded MULBERRY WEALTH MANAGEMENT LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded MULBERRY WEALTH MANAGEMENT LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode CF23 6SA