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Company No. 12501062 · Incorporated 5 Mar 2020

Trafalgar Wealth Ltd

Registered name: TRAFALGAR WEALTH LTD

Part of Wealth Services Holdco Limited group

Trafalgar Wealth Ltd does not publish its revenue or profit. Its accounts to 30 Jun 2024 show net assets of £8k and 2 employees.

Trafalgar Wealth Ltd did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 30 Jun 2024 showed net assets of £8k and 2 employees. The company is classified under “activities auxiliary to financial intermediation” and is based in Southport; we hold 3 years of its filed accounts.

Balance sheet onlySection K · Financial and insurance activitiesSIC 66190Activities auxiliary to financial intermediation n.e.c.
Status
Active
Location
Southport, North West
Age
6 yrs · since 2020
Type
Private Limited Company

Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.

Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.

Latest accounts · year to 30 Jun 2024

Key figures

Small team

Revenue not disclosed

Trafalgar Wealth Ltd’s accounts for the year to 30 Jun 2024 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.

We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.

Employees
2
Net assets
£8k

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

3 filed years

Financial history

Multi-year financials, oldest to newest
Year to30 Jun 202230 Jun 202330 Jun 2024
DisclosureNo P&LNo P&LNo P&L
Profit & loss
Revenue (turnover)———
Profit (best available)———
Employees (average)222
Ratios
Profit margin———
Growth (year on year)
Headcount growth—0%0%
Balance sheet — indirect signals, not revenue
Net assets£100£18.6k£8k
Fixed assets£146k£124k£124k
Current assets£100£21.8k£4k
SourceFilletedAccounts · bulk data Mar 2024FilletedAccounts · bulk data Mar 2024FilletedAccounts · bulk data Mar 2025
Indirect — not revenue

Balance-sheet signals

Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.

Net assets
▼57%
Now £8k
Cash at bank
—
Now —
Headcount
0%
Now 2
Deferred income
—
Now —
Fixed assets
0%
Now £124k
Corporate ownership

Group structure

Ownership chain

  1. Wealth Services Holdco Limitedultimate parent75–100%
  2. Lync Wealth Holdco Limited75–100%
  3. Lync Wealth Management Limited75–100%
  4. LWM Ar Holdco Limited75–100%
  5. Trafalgar Wealth Ltdthis company

Bands show the share of ownership each company holds in the one below it.

Subsidiaries (1)

Sister companies (23)

From the Persons with Significant Control register (corporate controllers only).

Sources

Companies House profile Filing history & original accounts

Latest figures from FilletedAccounts for the year to 30 Jun 2024, from the Companies House accounts bulk data published Mar 2025. Spotted an error? Request a correction.

Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.