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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 3
  • 1
    Plumpton, Ian Joseph
    Born in March 1974
    Individual (16 offsprings)
    Officer
    icon of calendar 2022-03-24 ~ now
    OF - Director → CIF 0
  • 2
    Harper, Stephen Charles
    Born in June 1964
    Individual (45 offsprings)
    Officer
    icon of calendar 2020-12-04 ~ now
    OF - Director → CIF 0
  • 3
    icon of addressHoneybourne Place, Jessop Avenue, Cheltenham, England
    Active Corporate (4 parents, 24 offsprings)
    Equity (Company account)
    1,375,031 GBP2021-03-31
    Person with significant control
    icon of calendar 2020-12-04 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
Ceased 6
  • 1
    Oldham, Graham John
    Independent Financial Adviser born in April 1963
    Individual
    Officer
    icon of calendar 2001-05-08 ~ 2018-09-24
    OF - Director → CIF 0
  • 2
    Bishop, Keith Jonathan
    Independent Financial Adviser born in May 1964
    Individual
    Officer
    icon of calendar 2001-05-08 ~ 2001-06-11
    OF - Director → CIF 0
    Bishop, Keith Jonathan
    Independant Financial Advisor born in May 1964
    Individual
    icon of calendar 2001-08-28 ~ 2018-09-24
    OF - Director → CIF 0
    Bishop, Keith Jonathan
    Independent Financial Adviser
    Individual
    Officer
    icon of calendar 2001-05-08 ~ 2001-06-11
    OF - Secretary → CIF 0
    Bishop, Keith Jonathan
    Independant Financial Advisor
    Individual
    icon of calendar 2001-08-28 ~ 2003-05-08
    OF - Secretary → CIF 0
    Mr Keith Jonathan Bishop
    Born in May 1964
    Individual
    Person with significant control
    icon of calendar 2016-04-06 ~ 2016-04-06
    PE - Has significant influence or controlCIF 0
  • 3
    Valsler, Michael Andrew
    Financial Servi born in June 1964
    Individual
    Officer
    icon of calendar 2001-10-01 ~ 2018-09-24
    OF - Director → CIF 0
    Valsler, Michael Andrew
    Independent Financial Adviser
    Individual
    Officer
    icon of calendar 2003-05-08 ~ 2018-09-24
    OF - Secretary → CIF 0
    Mr Michael Andrew Valsler
    Born in June 1964
    Individual
    Person with significant control
    icon of calendar 2018-09-24 ~ 2019-11-29
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    Mr Michael Andrew Vaisier
    Born in June 1964
    Individual
    Person with significant control
    icon of calendar 2019-12-05 ~ 2020-10-26
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 4
    Mrs Deborah Irene Shirley
    Born in July 1965
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2018-09-24 ~ 2019-01-09
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    Mrs Deborah Anne Shirley
    Born in July 1965
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2020-12-01 ~ 2020-12-04
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
  • 5
    Harding, Stuart Stephen
    Director born in October 1982
    Individual (13 offsprings)
    Officer
    icon of calendar 2020-12-04 ~ 2022-03-31
    OF - Director → CIF 0
  • 6
    Shirley, Robert Graham
    Independent Financial Adviser born in October 1965
    Individual (3 offsprings)
    Officer
    icon of calendar 2001-05-08 ~ 2001-06-05
    OF - Director → CIF 0
    Shirley, Robert Graham
    Financial Advisor born in October 1965
    Individual (3 offsprings)
    icon of calendar 2001-08-28 ~ 2020-12-04
    OF - Director → CIF 0
    Mr Robert Graham Shirley
    Born in October 1965
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2018-09-24 ~ 2020-12-04
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
    PE - Right to appoint or remove directorsCIF 0
parent relation
Company in focus

SOVEREIGN ASSET MANAGEMENT LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Please be reminded the displayed account data is older than 4 years hence might not reflect current company status.
Par Value of Share
Class 1 ordinary share
12020-06-01 ~ 2020-12-04
Property, Plant & Equipment
26,847 GBP2020-05-31
Debtors
11,720 GBP2020-05-31
Cash at bank and in hand
163,495 GBP2020-12-04
269,128 GBP2020-05-31
Current Assets
163,495 GBP2020-12-04
280,848 GBP2020-05-31
Creditors
Current
115,425 GBP2020-12-04
113,869 GBP2020-05-31
Net Current Assets/Liabilities
48,070 GBP2020-12-04
166,979 GBP2020-05-31
Total Assets Less Current Liabilities
48,070 GBP2020-12-04
193,826 GBP2020-05-31
Net Assets/Liabilities
48,070 GBP2020-12-04
188,725 GBP2020-05-31
Equity
Called up share capital
105 GBP2020-12-04
150 GBP2020-05-31
Share premium
14,880 GBP2020-12-04
Capital redemption reserve
300 GBP2020-12-04
250 GBP2020-05-31
Retained earnings (accumulated losses)
32,785 GBP2020-12-04
188,325 GBP2020-05-31
Equity
48,070 GBP2020-12-04
188,725 GBP2020-05-31
Average Number of Employees
102020-06-01 ~ 2020-12-04
112019-06-01 ~ 2020-05-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
38,023 GBP2020-12-04
45,612 GBP2020-05-31
Computers
27,211 GBP2020-12-04
42,336 GBP2020-05-31
Property, Plant & Equipment - Gross Cost
65,234 GBP2020-12-04
87,948 GBP2020-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
38,023 GBP2020-12-04
36,938 GBP2020-05-31
Computers
27,211 GBP2020-12-04
24,163 GBP2020-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
65,234 GBP2020-12-04
61,101 GBP2020-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
1,085 GBP2020-06-01 ~ 2020-12-04
Computers
3,048 GBP2020-06-01 ~ 2020-12-04
Property, Plant & Equipment - Increase From Depreciation Charge for Year
4,133 GBP2020-06-01 ~ 2020-12-04
Property, Plant & Equipment
Furniture and fittings
8,674 GBP2020-05-31
Computers
18,173 GBP2020-05-31
Trade Debtors/Trade Receivables
Current
333 GBP2020-05-31
Prepayments
Current
5,719 GBP2020-05-31
Debtors
Amounts falling due within one year, Current
11,720 GBP2020-05-31
Corporation Tax Payable
Current
56,947 GBP2020-12-04
86,941 GBP2020-05-31
Other Creditors
Current
1,000 GBP2020-12-04
1,000 GBP2020-05-31
Accrued Liabilities
Current
36,757 GBP2020-12-04
1,141 GBP2020-05-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
105 shares2020-12-04
Profit/Loss
Retained earnings (accumulated losses)
12,303 GBP2020-06-01 ~ 2020-12-04
Profit/Loss
12,303 GBP2020-06-01 ~ 2020-12-04
Dividends Paid
Retained earnings (accumulated losses)
-47,070 GBP2020-06-01 ~ 2020-12-04
Dividends Paid
-47,070 GBP2020-06-01 ~ 2020-12-04

  • SOVEREIGN ASSET MANAGEMENT LIMITED
    Info
    Registered number 04212474
    icon of addressHoneybourne Place, Jessop Avenue, Cheltenham GL50 3SH
    PRIVATE LIMITED COMPANY incorporated on 2001-05-08 (24 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-05
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 12 November 2025 and licensed under the Open Government Licence v3.0.