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 1
  • Rees, Steven
    Managing Director born in September 1973
    Individual (1 offspring)
    Officer
    2012-05-11 ~ now
    OF - director → CIF 0
    Mr Steven Rees
    Born in September 1973
    Individual (1 offspring)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – More than 50% but less than 75% → CIF 0
    PE - Ownership of voting rights - More than 50% but less than 75% → CIF 0
    PE - Right to appoint or remove directors → CIF 0
Ceased 1
  • Rees, Nicola Sian
    Director born in June 1979
    Individual
    Officer
    2012-05-11 ~ 2024-07-29
    OF - director → CIF 0
    Mrs Nicloa Rees
    Born in June 1979
    Individual
    Person with significant control
    2016-04-06 ~ 2024-07-29
    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
parent relation
Company in focus

STEVEN REES WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
32,000 GBP2024-03-31
32,000 GBP2023-03-31
Property, Plant & Equipment
11,278 GBP2024-03-31
12,866 GBP2023-03-31
Fixed Assets
43,278 GBP2024-03-31
44,866 GBP2023-03-31
Debtors
119,124 GBP2024-03-31
85,169 GBP2023-03-31
Cash at bank and in hand
265,556 GBP2024-03-31
225,407 GBP2023-03-31
Current Assets
384,680 GBP2024-03-31
310,576 GBP2023-03-31
Creditors
Current
106,317 GBP2024-03-31
71,320 GBP2023-03-31
Net Current Assets/Liabilities
278,363 GBP2024-03-31
239,256 GBP2023-03-31
Total Assets Less Current Liabilities
321,641 GBP2024-03-31
284,122 GBP2023-03-31
Net Assets/Liabilities
318,821 GBP2024-03-31
281,677 GBP2023-03-31
Equity
Called up share capital
100 GBP2024-03-31
100 GBP2023-03-31
Retained earnings (accumulated losses)
318,721 GBP2024-03-31
281,577 GBP2023-03-31
Equity
318,821 GBP2024-03-31
281,677 GBP2023-03-31
Average Number of Employees
32023-04-01 ~ 2024-03-31
32022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Net goodwill
199,752 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
167,752 GBP2023-03-31
Intangible Assets
Net goodwill
32,000 GBP2024-03-31
32,000 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
20,043 GBP2024-03-31
20,043 GBP2023-03-31
Computers
19,755 GBP2024-03-31
18,506 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
39,798 GBP2024-03-31
38,549 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
11,498 GBP2024-03-31
9,784 GBP2023-03-31
Computers
17,022 GBP2024-03-31
15,899 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
28,520 GBP2024-03-31
25,683 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
1,714 GBP2023-04-01 ~ 2024-03-31
Computers
1,123 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
2,837 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Furniture and fittings
8,545 GBP2024-03-31
10,259 GBP2023-03-31
Computers
2,733 GBP2024-03-31
2,607 GBP2023-03-31
Trade Debtors/Trade Receivables
Current
46,544 GBP2024-03-31
43,644 GBP2023-03-31
Other Debtors
Current
55,880 GBP2024-03-31
24,825 GBP2023-03-31
Debtors
Amounts falling due within one year, Current
119,124 GBP2024-03-31
85,169 GBP2023-03-31
Trade Creditors/Trade Payables
Current
6,144 GBP2024-03-31
7,523 GBP2023-03-31
Corporation Tax Payable
Current
81,286 GBP2024-03-31
55,386 GBP2023-03-31
Other Taxation & Social Security Payable
Current
1,045 GBP2024-03-31
949 GBP2023-03-31
Other Creditors
Current
14,506 GBP2024-03-31
4,800 GBP2023-03-31
Accrued Liabilities/Deferred Income
Current
2,542 GBP2024-03-31
2,409 GBP2023-03-31
  • STEVEN REES WEALTH MANAGEMENT LIMITED
    Info
    Registered number 08065706
    1 Coracle Offices, St. Catherine Street, Carmarthen, Carmarthenshire SA31 1RD
    Private Limited Company incorporated on 2012-05-11 (13 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-07-29
    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 24 April 2025 and licensed under the Open Government Licence v3.0.