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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 1
  • Rees, Codey Alexander
    Director born in February 1988
    Individual (3 offsprings)
    Officer
    icon of calendar 2014-07-22 ~ now
    OF - Director → CIF 0
    Mr Codey Alexander Rees
    Born in February 1988
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Right to appoint or remove directors → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Ownership of shares – 75% or more → CIF 0
Ceased 1
  • Mr Codey Alexander Rees
    Born in February 1988
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ 2016-04-06
    PE - Right to appoint or remove directors → CIF 0
    PE - Ownership of voting rights - 75% or more → CIF 0
    PE - Ownership of shares – 75% or more → CIF 0
parent relation
Company in focus

MOUNT STUART WEALTH MANAGEMENT LTD

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Average Number of Employees
72024-01-01 ~ 2024-12-31
82023-01-01 ~ 2023-12-31
Intangible Assets
3,513,124 GBP2024-12-31
4,020,525 GBP2023-12-31
Property, Plant & Equipment
4,265 GBP2024-12-31
3,785 GBP2023-12-31
Fixed Assets
3,517,389 GBP2024-12-31
4,024,310 GBP2023-12-31
Debtors
Current
107,807 GBP2024-12-31
94,105 GBP2023-12-31
Cash at bank and in hand
592,544 GBP2024-12-31
314,860 GBP2023-12-31
Current Assets
700,351 GBP2024-12-31
408,965 GBP2023-12-31
Net Current Assets/Liabilities
9,479 GBP2024-12-31
-224,858 GBP2023-12-31
Total Assets Less Current Liabilities
3,526,868 GBP2024-12-31
3,799,452 GBP2023-12-31
Creditors
Non-current, Amounts falling due after one year
-2,518,512 GBP2024-12-31
-3,097,921 GBP2023-12-31
Net Assets/Liabilities
1,007,635 GBP2024-12-31
701,178 GBP2023-12-31
Equity
Called up share capital
100 GBP2024-12-31
100 GBP2023-12-31
Retained earnings (accumulated losses)
1,007,535 GBP2024-12-31
701,078 GBP2023-12-31
Equity
1,007,635 GBP2024-12-31
701,178 GBP2023-12-31
Intangible Assets - Gross Cost
Goodwill
7,095,583 GBP2024-12-31
7,128,834 GBP2023-12-31
Intangible Assets - Gross Cost
7,095,583 GBP2024-12-31
7,128,834 GBP2023-12-31
Intangible assets - Disposals
-48,096 GBP2024-01-01 ~ 2024-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
3,582,459 GBP2024-12-31
3,108,309 GBP2023-12-31
Intangible Assets - Accumulated Amortisation & Impairment
3,582,459 GBP2024-12-31
3,108,309 GBP2023-12-31
Intangible Assets - Increase From Amortisation Charge for Year
Goodwill
487,444 GBP2024-01-01 ~ 2024-12-31
Intangible Assets - Increase From Amortisation Charge for Year
487,444 GBP2024-01-01 ~ 2024-12-31
Intangible assets - Disposals and decrease in the amortization or impairment
-13,294 GBP2024-01-01 ~ 2024-12-31
Intangible Assets
Goodwill
3,513,124 GBP2024-12-31
4,020,525 GBP2023-12-31
Property, Plant & Equipment - Gross Cost
Tools/Equipment for furniture and fittings
24,710 GBP2024-12-31
21,240 GBP2023-12-31
Property, Plant & Equipment - Gross Cost
24,710 GBP2024-12-31
21,240 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Tools/Equipment for furniture and fittings
20,445 GBP2024-12-31
17,455 GBP2023-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
20,445 GBP2024-12-31
17,455 GBP2023-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Tools/Equipment for furniture and fittings
2,990 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
2,990 GBP2024-01-01 ~ 2024-12-31
Property, Plant & Equipment
Tools/Equipment for furniture and fittings
4,265 GBP2024-12-31
3,785 GBP2023-12-31
Trade Debtors/Trade Receivables
Amounts falling due within one year, Current
107,127 GBP2024-12-31
87,228 GBP2023-12-31
Other Debtors
Amounts falling due within one year, Current
500 GBP2024-12-31
6,000 GBP2023-12-31
Debtors
Amounts falling due within one year, Current
107,807 GBP2024-12-31
94,105 GBP2023-12-31
Total Borrowings
Non-current, Amounts falling due after one year
2,518,512 GBP2024-12-31
3,097,921 GBP2023-12-31
Other Remaining Borrowings
Non-current
2,518,512 GBP2024-12-31
3,097,921 GBP2023-12-31
Current
413,902 GBP2024-12-31
444,944 GBP2023-12-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
Amounts falling due within one year
9,544 GBP2024-12-31
15,272 GBP2023-12-31
Between two and five year
17,503 GBP2024-12-31
27,040 GBP2023-12-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
27,047 GBP2024-12-31
42,312 GBP2023-12-31
Related profiles found in government register
  • MOUNT STUART WEALTH MANAGEMENT LTD
    Info
    Registered number 09141516
    icon of addressMidway House Herrick Way, Staverton, Cheltenham GL51 6TQ
    Private Limited Company incorporated on 2014-07-22 (11 years 3 months). The company status is Active.
    The last date of confirmation statement was made at 2025-06-23
    CIF 0
  • MOUNT STUART WEALTH MANAGEMENT LIMITED
    S
    Registered number 09141516
    icon of addressAdvantage Accountancy & Advisory Ltd, Second Floor, Carlyle House, 5-7 Cathedral Road, Cardiff, United Kingdom, CF11 9HA
    Private Limited Company in Wales, U.K.
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • icon of addressAdvantage Accountancy & Advisory Ltd Second Floor, Carlyle House, 5-7 Cathedral Road, Cardiff, United Kingdom
    Dissolved Corporate (2 parents)
    Net Assets/Liabilities (Company account)
    544,569 GBP2018-07-31
    Person with significant control
    icon of calendar 2018-02-01 ~ dissolved
    CIF 1 - Has significant influence or control → OE

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Contains public sector information retrieved at 16 October 2025 and licensed under the Open Government Licence v3.0.