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DOLPHIN WEALTH MANAGEMENT LIMITED

Active
06351279·incorporated 2007-08-23

DOLPHIN WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 23 August 2007 at Companies House (number 06351279; OpenRegistry canonical ID GB-06351279-dolphin-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 31,002 active UK entities in that code and one of 15,896 active companies registered in Poole, Dorset (postcode BH16). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2007-08-23
Registered Address
C/O WHEELER BROWN, 9 AXIUM CENTRE, DORCHESTER ROAD LYTCHETT MINSTER, POOLE, DORSET, BH16 6FE
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

Check filing history of DOLPHIN WEALTH MANAGEMENT LIMITED

Accounts

Last filed accounts made up to 2025-03-31. Next accounts due 2026-12-31. Financial year-end: 31/03. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-08-23. Next confirmation statement due 2026-09-06.

Persons with significant control

DOLPHIN WEALTH MANAGEMENT LIMITED has 2 persons with significant control on file:

  • Lee Anthony Roberts born 1965 resident in United Kingdom, British national. Notified 2016-04-06.
    • Owns 50–75% of shares
    • Holds 50–75% of voting rights
    • Has the right to appoint and remove directors
    • Has significant influence or control
  • Sally Angela Roberts born 1965 resident in United Kingdom, British national. Notified 2016-04-06.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
    • Has significant influence or control

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Poole:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/06351279.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.