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DOLPHIN WEALTH MANAGEMENT LIMITED Active


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Financial statements of DOLPHIN WEALTH MANAGEMENT LIMITED

According to DOLPHIN WEALTH MANAGEMENT LIMITED latest financial report submitted on 2025-03-31, the company has a Total-Assets of £64,913.00, Working-Capital of £8,351.00. Compared with the previous year, the company reported a Total-Assets increase of 39.75%, which is an equivalent of -25805. At the same time, the Working-Capital went up by 17.04%, or by -1423.


Year:
2024 Not available
2023 Not available
2022 Not available
2021 Not available

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  • Reporting period

    -

  • Consolidated A/cs

    N

  • Working Capital

    £ 8351

EBITDA

DOLPHIN WEALTH MANAGEMENT LIMITED Business Credit Report

A Business Credit Report for DOLPHIN WEALTH MANAGEMENT LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for DOLPHIN WEALTH MANAGEMENT LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

DOLPHIN WEALTH MANAGEMENT LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

DOLPHIN WEALTH MANAGEMENT LIMITED Directors and key executives

DOLPHIN WEALTH MANAGEMENT LIMITED currently employs 4 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at DOLPHIN WEALTH MANAGEMENT LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

4

100%

1y growth

133%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Sally Roberts Director
-
- GB
Adam Roberts Director
-
- GB
Charlotte Burt Director
-
- GB
Lee Roberts Director
-
- GB

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DOLPHIN WEALTH MANAGEMENT LIMITED Ownership and Group Structure

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DOLPHIN WEALTH MANAGEMENT LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 2 people with significant control at DOLPHIN WEALTH MANAGEMENT LIMITED. One of of major shareholders of DOLPHIN WEALTH MANAGEMENT LIMITED is LEE ANTHONY ROBERTS, which owns 51 ORDINARY shares, with a total value of 51 GBP and SALLY ANGELA ROBERTS, which owns 49 ORDINARY shares, with a total value of 49 GBP.


Name Quantity Share Type Value
LEE ANTHONY ROBERTS
51 ORDINARY 51 GBP
SALLY ANGELA ROBERTS
49 ORDINARY 49 GBP

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DOLPHIN WEALTH MANAGEMENT LIMITED competitors:

Top 5 similar companies of DOLPHIN WEALTH MANAGEMENT LIMITED are MORGAN STANLEY UK GROUP, NORTHLAND CAPITAL PARTNERS LIMITED, PRIDE MOTOR CONTRACTS LIMITED, SMURFIT WESTROCK PACKAGING UK LIMITED, ARROWPOINT ADVISORY SERVICES LIMITED. View and export all the competitor list of DOLPHIN WEALTH MANAGEMENT LIMITED by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
-
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

NORTHLAND CAPITAL PARTNERS LIMITED


Revenue
1,172,576.0
Age
34 years
Employees
11-50
Industry
View Financial Services
Website
View http://northl************

PRIDE MOTOR CONTRACTS LIMITED


Revenue
-
Age
27 years
Employees
9
Industry
View Finance & Insurance
Website
View http://pridemotor****************

SMURFIT WESTROCK PACKAGING UK LIMITED


Revenue
-
Age
27 years
Employees
3
Industry
View Financial Services
Website
View https://smurfi*************

ARROWPOINT ADVISORY SERVICES LIMITED


Revenue
-
Age
22 years
Employees
5
Industry
View Banks
Website
View http://livingsto***************

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DOLPHIN WEALTH MANAGEMENT LIMITED news & activities:


Employees

DOLPHIN WEALTH MANAGEMENT LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 4.

uk.globaldatabase.com

2025-03-31

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Frequently Asked Questions regarding DOLPHIN WEALTH MANAGEMENT LIMITED


Where is DOLPHIN WEALTH MANAGEMENT LIMITED registered office?

DOLPHIN WEALTH MANAGEMENT LIMITED is located at C/o Wheeler Brown, 9 Axium Centre Dorchester Road Lytchett Minster, United Kingdom.

How can I contact DOLPHIN WEALTH MANAGEMENT LIMITED?

You can call DOLPHIN WEALTH MANAGEMENT LIMITED at the following number +441202******

What is the website of DOLPHIN WEALTH MANAGEMENT LIMITED?

DOLPHIN WEALTH MANAGEMENT LIMITED website is https://dolphinwealthmanagement.com/

How many people work at DOLPHIN WEALTH MANAGEMENT LIMITED?

According to the latest account statement, there are currently 4 of employees working for DOLPHIN WEALTH MANAGEMENT LIMITED.

What is the Business Credit Score of DOLPHIN WEALTH MANAGEMENT LIMITED and how reliable is the company?

In order to check the business credit score of DOLPHIN WEALTH MANAGEMENT LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does DOLPHIN WEALTH MANAGEMENT LIMITED pay their invoices on time?

By requesting a Business Credit Report for DOLPHIN WEALTH MANAGEMENT LIMITED, you will be able to gain more insights about the DOLPHIN WEALTH MANAGEMENT LIMITED payment trends.

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