Registration number: 11987161

De Rose Wealth Management Ltd

Contents

Company Information	1
Balance Sheet	2 to 3

De Rose Wealth Management Ltd

Company Information

Directors

Mr B De Rose Mrs C E De Rose

Registered office

251 Prestbury Road CHELTENHAM Gloucestershire United Kingdom GL52 3ET

Accountants

Harbour Key Limited Midway House Herrick Way Staverton Cheltenham GL51 6TQ

De Rose Wealth Management Ltd

(Registration number: 11987161)
Balance Sheet as at 31 March 2025

	2025 £	2024 £
Fixed assets	314,897	388,292
Current assets	179,536	158,865
Creditors: Amounts falling due within one year	(120,579)	(101,154)
Net current assets	58,957	57,711
Total assets less current liabilities	373,854	446,003
Creditors: Amounts falling due after more than one year	(69,046)	(125,853)
Accruals and deferred income	(2,845)	(2,740)
	301,963	317,410
Capital and reserves	301,963	317,410

1	General information

The company is a private company limited by share capital, incorporated in England and Wales.

The address of its registered office is:
251 Prestbury Road
CHELTENHAM
Gloucestershire
GL52 3ET
United Kingdom

These financial statements were authorised for issue by the Board on 8 December 2025.

2	Staff numbers

The average number of persons employed by the company (including directors) during the year, was 2 (2024 - 2).

3	Financial commitments, guarantees and contingencies

Amounts disclosed in the balance sheet

Loans included in creditors falling due and after more than one year, totalling £125,991 (2024: £182,949), are secured on the intangible assets to which they relate.

De Rose Wealth Management Ltd

(Registration number: 11987161)
Balance Sheet as at 31 March 2025

4	Related party transactions

Transactions with directors

2025	At 1 April 2024 £	Advances to director £	Repayments by director £	At 31 March 2025 £
No interest charged or repayment terms	31,421	4,937	(32,011)	4,347

2024	At 1 April 2023 £	Advances to director £	Repayments by director £	At 31 March 2024 £
No interest charged or repayment terms	3,032	60,268	(31,879)	31,421

For the financial year ending 31 March 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Directors' responsibilities:

•	The members have not required the company to obtain an audit of its accounts for the year in question in accordance with section 476; and
•	The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the provisions applicable to companies subject to the micro entities regime and delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the directors have not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the Board on 8 December 2025 and signed on its behalf by:
 

......................................... Mr B De Rose Director

......................................... Mrs C E De Rose Director