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Financial management · Oldham
Bertelli Wealth Management
Bertelli Wealth Management Ltd
Private limited company registered in Oldham, classed under “Financial management”.
Headline figures
FY to Oct 2024 · Company only
Turnover
For subscribers
Profit after tax
—
Not filed: small-company exemption
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
What the numbers say
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2020 | 2021 | 2022 | 2023* | 2024 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees |
Every figure for all 5 years
“—” means we did not find the figure in a source; it is never filled with an estimate. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
Balance sheet and ratios
From the filed balance sheets · £
| Balance sheet | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Fixed assets | ||||
| Current assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Creditors due after a year | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
6 balance-sheet lines and 2 ratios, every year
A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.
Questions people ask
›What does Bertelli Wealth Management do?
Private limited company registered in Oldham, classed under “Financial management”.
›How much turnover does Bertelli Wealth Management make?
Answered in the full report
›Is Bertelli Wealth Management profitable?
Bertelli Wealth Management's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Bertelli Wealth Management?
Answered in the full report
›Where is Bertelli Wealth Management based?
Its registered office is 103a High Street, Lees, Oldham, OL4 4LY, in Oldham.
›When was Bertelli Wealth Management founded?
Bertelli Wealth Management Ltd was incorporated on 12 October 2016.
›Is Bertelli Wealth Management still trading?
The register lists Bertelli Wealth Management Ltd as active.