logo
explain how to read the page

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 2
  • 1
    Rees, Nicola Sian
    Director born in June 1979
    Individual (2 offsprings)
    Officer
    2012-05-11 ~ 2024-07-29
    OF - Director → CIF 0
    Mrs Nicloa Rees
    Born in June 1979
    Individual (2 offsprings)
    Person with significant control
    2016-04-06 ~ 2024-07-29
    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
  • 2
    Rees, Steven
    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 voting rights - More than 50% but less than 75%CIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
parent relation
Company in focus

STEVEN REES WEALTH MANAGEMENT LIMITED

Period: 2012-05-11 ~ now
Company number: 08065706
Registered name
STEVEN REES WEALTH MANAGEMENT LIMITED - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
32,000 GBP2025-03-31
32,000 GBP2024-03-31
Property, Plant & Equipment
11,989 GBP2025-03-31
11,278 GBP2024-03-31
Fixed Assets
43,989 GBP2025-03-31
43,278 GBP2024-03-31
Debtors
100,117 GBP2025-03-31
119,124 GBP2024-03-31
Cash at bank and in hand
177,334 GBP2025-03-31
265,556 GBP2024-03-31
Current Assets
277,451 GBP2025-03-31
384,680 GBP2024-03-31
Creditors
Current
55,850 GBP2025-03-31
106,317 GBP2024-03-31
Net Current Assets/Liabilities
221,601 GBP2025-03-31
278,363 GBP2024-03-31
Total Assets Less Current Liabilities
265,590 GBP2025-03-31
321,641 GBP2024-03-31
Net Assets/Liabilities
262,770 GBP2025-03-31
318,821 GBP2024-03-31
Equity
Called up share capital
100 GBP2025-03-31
100 GBP2024-03-31
Retained earnings (accumulated losses)
262,670 GBP2025-03-31
318,721 GBP2024-03-31
Equity
262,770 GBP2025-03-31
318,821 GBP2024-03-31
Average Number of Employees
32024-04-01 ~ 2025-03-31
32023-04-01 ~ 2024-03-31
Intangible Assets - Gross Cost
Net goodwill
199,752 GBP2024-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
167,752 GBP2024-03-31
Intangible Assets
Net goodwill
32,000 GBP2025-03-31
32,000 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
21,019 GBP2025-03-31
20,043 GBP2024-03-31
Computers
23,721 GBP2025-03-31
19,755 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
44,740 GBP2025-03-31
39,798 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
13,066 GBP2025-03-31
11,498 GBP2024-03-31
Computers
19,685 GBP2025-03-31
17,022 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
32,751 GBP2025-03-31
28,520 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
1,568 GBP2024-04-01 ~ 2025-03-31
Computers
2,663 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
4,231 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Furniture and fittings
7,953 GBP2025-03-31
8,545 GBP2024-03-31
Computers
4,036 GBP2025-03-31
2,733 GBP2024-03-31
Trade Debtors/Trade Receivables
Current
52,362 GBP2025-03-31
46,544 GBP2024-03-31
Other Debtors
Current
31,055 GBP2025-03-31
55,880 GBP2024-03-31
Debtors
Current, Amounts falling due within one year
100,117 GBP2025-03-31
Amounts falling due within one year, Current
119,124 GBP2024-03-31
Trade Creditors/Trade Payables
Current
8,810 GBP2025-03-31
6,144 GBP2024-03-31
Corporation Tax Payable
Current
36,424 GBP2025-03-31
81,286 GBP2024-03-31
Other Taxation & Social Security Payable
Current
1,145 GBP2025-03-31
1,045 GBP2024-03-31
Other Creditors
Current
14,506 GBP2024-03-31
Accrued Liabilities/Deferred Income
Current
2,240 GBP2025-03-31
2,542 GBP2024-03-31

  • 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 (14 years). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-07-29
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

The content of this website is protected by AgonGuard.

© 2022- Polylogarithmic Technology Ltd (Registered in England and Wales No. 14256313). All rights reserved.

Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.