{ "company_number": "05643785", "name": "O'connor Wealth Management Limited", "url": "/company/05643785", "status": "Active", "is_active": true, "company_type": "Private Limited Company", "incorporated_on": "2005-12-02", "dissolved_on": null, "sic_codes": [ { "code": "66300", "description": "Fund management activities", "section": "K", "section_name": "Financial and insurance activities", "url": "/sic/66300" } ], "registered_address": { "id": 611600, "url": "/address/611600", "line1": "UNIT 9 BROOK PARK GADDESBY LANE", "line2": "REARSBY", "post_town": "LEICESTER", "county": "", "country": "ENGLAND", "postcode": "LE7 4ZB" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/05643785", "previous_names": [ { "name": "David O'connor Finance Limited", "ceased_on": "2009-07-14" } ], "care_of": "", "po_box": "", "country_of_origin": "United Kingdom", "accounts": { "next_due": "2026-12-31", "last_made_up": "2025-03-31", "category": "TOTAL EXEMPTION FULL", "filings": [ { "url": "/company/05643785/accounts/2025-03-31", "pdf_url": "/company/05643785/accounts/2025-03-31.pdf", "made_up_date": "2025-03-31", "period_start": "2025-03-31", "period_end": "2025-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": "8.00", "tangible_fixed_assets": "148546.00", "debtors": "186093.00", "cash_bank_in_hand": "95944.00", "current_assets": "282037.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "189624.00", "total_assets_less_current_liabilities": "338170.00", "net_assets_liabilities": "328640.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "328540.00", "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-October2025.zip" }, { "url": "/company/05643785/accounts/2024-03-31", "pdf_url": "/company/05643785/accounts/2024-03-31.pdf", "made_up_date": "2024-03-31", "period_start": "2024-03-31", "period_end": "2024-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": "8.00", "tangible_fixed_assets": "164729.00", "debtors": "185843.00", "cash_bank_in_hand": "128603.00", "current_assets": "314446.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "198087.00", "total_assets_less_current_liabilities": "362816.00", "net_assets_liabilities": "342837.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "342737.00", "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2024.zip" }, { "url": "/company/05643785/accounts/2023-03-31", "pdf_url": "/company/05643785/accounts/2023-03-31.pdf", "made_up_date": "2023-03-31", "period_start": "2023-03-31", "period_end": "2023-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": "9.00", "tangible_fixed_assets": "186304.00", "debtors": "217616.00", "cash_bank_in_hand": "85604.00", "current_assets": "303220.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "194590.00", "total_assets_less_current_liabilities": "380894.00", "net_assets_liabilities": "350214.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "350114.00", "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2023.zip" }, { "url": "/company/05643785/accounts/2022-03-31", "pdf_url": "/company/05643785/accounts/2022-03-31.pdf", "made_up_date": "2022-03-31", "period_start": "2022-03-31", "period_end": "2022-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": "9.00", "tangible_fixed_assets": "215073.00", "debtors": "155120.00", "cash_bank_in_hand": "121349.00", "current_assets": "276469.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "204095.00", "total_assets_less_current_liabilities": "419168.00", "net_assets_liabilities": "373218.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "373118.00", "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2022.zip" }, { "url": "/company/05643785/accounts/2021-03-31", "pdf_url": "/company/05643785/accounts/2021-03-31.pdf", "made_up_date": "2021-03-31", "period_start": "2021-03-31", "period_end": "2021-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": "8.00", "tangible_fixed_assets": "267431.00", "debtors": "26170.00", "cash_bank_in_hand": "157549.00", "current_assets": "183719.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "154627.00", "total_assets_less_current_liabilities": "422058.00", "net_assets_liabilities": "367738.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "367638.00", "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2021.zip" }, { "url": "/company/05643785/accounts/2020-03-31", "pdf_url": "/company/05643785/accounts/2020-03-31.pdf", "made_up_date": "2020-03-31", "period_start": "2020-03-31", "period_end": "2020-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": "8.00", "tangible_fixed_assets": "210574.00", "debtors": null, "cash_bank_in_hand": "177592.00", "current_assets": "177592.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "111590.00", "total_assets_less_current_liabilities": "322164.00", "net_assets_liabilities": "317844.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "317744.00", "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-August2020.zip" }, { "url": "/company/05643785/accounts/2019-03-31", "pdf_url": "/company/05643785/accounts/2019-03-31.pdf", "made_up_date": "2019-03-31", "period_start": "2019-03-31", "period_end": "2019-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "260765.00", "debtors": "44456.00", "cash_bank_in_hand": "89346.00", "current_assets": "133802.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "65017.00", "total_assets_less_current_liabilities": "325782.00", "net_assets_liabilities": "321462.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "321362.00", "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2019.zip" }, { "url": "/company/05643785/accounts/2018-03-31", "pdf_url": "/company/05643785/accounts/2018-03-31.pdf", "made_up_date": "2018-03-31", "period_start": "2018-03-31", "period_end": "2018-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "266769.00", "debtors": null, "cash_bank_in_hand": "140262.00", "current_assets": "140262.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "89037.00", "total_assets_less_current_liabilities": "355806.00", "net_assets_liabilities": "351486.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "351386.00", "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2018.zip" }, { "url": "/company/05643785/accounts/2017-03-31", "pdf_url": "/company/05643785/accounts/2017-03-31.pdf", "made_up_date": "2017-03-31", "period_start": "2017-03-31", "period_end": "2017-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": null, "average_employees": null, "tangible_fixed_assets": "205121.00", "debtors": null, "cash_bank_in_hand": "38417.00", "current_assets": "38767.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-4928.00", "total_assets_less_current_liabilities": "200193.00", "net_assets_liabilities": "195873.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2017.zip" }, { "url": "/company/05643785/accounts/2016-03-31", "pdf_url": "/company/05643785/accounts/2016-03-31.pdf", "made_up_date": "2016-03-31", "period_start": "2016-03-31", "period_end": "2016-03-31", "entity_name": "O'Connor Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "229554.00", "debtors": null, "cash_bank_in_hand": "32748.00", "current_assets": "32748.00", "creditors_due_within_one_year": "66279.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-33531.00", "total_assets_less_current_liabilities": "196023.00", "net_assets_liabilities": "190968.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "190868.00", "shareholder_funds": "190968.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2016.zip" }, { "url": "/company/05643785/accounts/2015-03-31", "pdf_url": "/company/05643785/accounts/2015-03-31.pdf", "made_up_date": "2015-03-31", "period_start": null, "period_end": "2015-03-31", "entity_name": "", "dormant": null, "average_employees": null, "tangible_fixed_assets": null, "debtors": null, "cash_bank_in_hand": null, "current_assets": null, "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": null, "total_assets_less_current_liabilities": null, "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": null, "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "xml", "parse_error": "no-facts-extracted", "source_zip": "Accounts_Monthly_Data-December2015.zip" }, { "url": "/company/05643785/accounts/2014-03-31", "pdf_url": "/company/05643785/accounts/2014-03-31.pdf", "made_up_date": "2014-03-31", "period_start": "2014-03-31", "period_end": "2014-03-31", "entity_name": "O'connor Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "286786.00", "debtors": null, "cash_bank_in_hand": "14774.00", "current_assets": "14774.00", "creditors_due_within_one_year": "36897.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-22123.00", "total_assets_less_current_liabilities": "264663.00", "net_assets_liabilities": "254303.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "254203.00", "shareholder_funds": "254303.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-October2014.zip" }, { "url": "/company/05643785/accounts/2013-03-31", "pdf_url": "/company/05643785/accounts/2013-03-31.pdf", "made_up_date": "2013-03-31", "period_start": "2013-03-31", "period_end": "2013-03-31", "entity_name": "O'connor Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "315042.00", "debtors": null, "cash_bank_in_hand": "11633.00", "current_assets": "11633.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": "49710.00", "net_current_assets_liabilities": "11633.00", "total_assets_less_current_liabilities": "326675.00", "net_assets_liabilities": "267515.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "267415.00", "shareholder_funds": "267515.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-November2013.zip" }, { "url": "/company/05643785/accounts/2012-03-31", "pdf_url": "/company/05643785/accounts/2012-03-31.pdf", "made_up_date": "2012-03-31", "period_start": "2012-03-31", "period_end": "2012-03-31", "entity_name": "O'connor Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "344756.00", "debtors": "3000.00", "cash_bank_in_hand": "10202.00", "current_assets": "13202.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-48147.00", "total_assets_less_current_liabilities": "296609.00", "net_assets_liabilities": "284999.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "284899.00", "shareholder_funds": "284999.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "xml", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2012.zip" }, { "url": "/company/05643785/accounts/2010-03-31", "pdf_url": "/company/05643785/accounts/2010-03-31.pdf", "made_up_date": "2010-03-31", "period_start": "2010-03-31", "period_end": "2010-03-31", "entity_name": "O'connor Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "373610.00", "debtors": null, "cash_bank_in_hand": "5170.00", "current_assets": "5170.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-26461.00", "total_assets_less_current_liabilities": "347149.00", "net_assets_liabilities": "307377.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "307277.00", "shareholder_funds": "307377.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "xml", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2010.zip" }, { "url": "/company/05643785/accounts/2009-03-31", "pdf_url": "/company/05643785/accounts/2009-03-31.pdf", "made_up_date": "2009-03-31", "period_start": "2009-03-31", "period_end": "2009-03-31", "entity_name": "O'connor Wealth Management Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "421875.00", "debtors": null, "cash_bank_in_hand": "80035.00", "current_assets": "80035.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "39489.00", "total_assets_less_current_liabilities": "461364.00", "net_assets_liabilities": "279801.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "279701.00", "shareholder_funds": "279801.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "xml", "parse_error": "", "source_zip": "Accounts_Monthly_Data-January2010.zip" } ], "pdf_only_filings": [ { "made_up_date": "2011-03-31", "filing_date": "2012-01-05", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/05643785/accounts/2011-03-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/05643785/filing-history/MzA1MDE5MDY3M2FkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2008-03-31", "filing_date": "2009-01-08", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/05643785/accounts/2008-03-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/05643785/filing-history/MjAyMjg1NTA3M2FkaXF6a2N4/document?format=pdf&download=0" }, { "made_up_date": "2006-12-31", "filing_date": "2007-10-25", "form_type": "AA", "description": "accounts-with-accounts-type-total-exemption-small", "paper_filed": true, "pdf_url": "/company/05643785/accounts/2006-12-31.pdf", "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/05643785/filing-history/MTg3MjI4NDA1YWRpcXprY3g/document?format=pdf&download=0" } ], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/05643785/filing-history" }, "confirmation_statement": { "next_due": "2026-08-22", "last_made_up": "2025-08-08" }, "officers": [ { "name": "O'CONNOR, Susan Anne", "person_url": "/person/7124566", "role": "director", "appointed_on": "2005-12-02", "resigned_on": null, "nationality": "British", "occupation": "", "source": "stream", "retrieved_at": "2026-08-12T12:50:10+00:00" }, { "name": "O'CONNOR, David George", "person_url": "/person/7124607", "role": "director", "appointed_on": "2005-12-02", "resigned_on": null, "nationality": "British", "occupation": "", "source": "stream", "retrieved_at": "2026-08-12T12:50:10+00:00" } ], "psc": [ { "name": "Mr David George O'Connor", "kind": "individual-person-with-significant-control", "person_url": "/person/1174205", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-25-to-50-percent" ], "notified_on": "2016-12-02", "ceased_on": null, "nationality": "British", "country_of_residence": "England", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "snapshot", "first_seen_at": "2026-07-05T12:35:35.811816+00:00", "last_seen_snapshot": "2026-08-01", "retrieved_at": "2026-08-14T22:43:52.697050+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }