£57k
+28%vs Mar 2024Active05264623Private limited companyNewcastle
AFS WEALTH MANAGEMENT LTD
Significant control: Nicholas John Evans (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
AFS WEALTH MANAGEMENT LTD is an active private limited company (company number 05264623) incorporated on 20 October 2004, registered in Newcastle. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2025, showing net assets of £57k and cash of £60k, with 12 employees on average. Turnover was £724k and profit for the year £92k. Net assets rose 28% on the prior period (£45k).
Peer position · net assets
By net assets it sits in the upper half of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Mr Nicholas John Evans
- owns 25–50% of shares
- Mrs Sharon Wheatley
- owns 25–50% of shares
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 20 October 200422 yrs ago
- Next accounts due
- 31 December 2026in 66 days
- Confirmation statement due
- 3 November 2026in 8 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£60k
−46%vs Mar 2024£724k
+19%vs Mar 202412
+50%vs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £57k | £60k | — | £218k | £724k | £92k | 12 |
| 31 March 2024 | £45k | £110k | — | £176k | £608k | £70k | 8 |
Current ratio0.54Current assets ÷ creditors within one year
Net margin12.8%Profit for the year ÷ turnover
Cash per employee£5,000Cash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £57,020 at 31 March 2025
- Net assets up 10% or more on the prior period+28.0% vs prior period
- Current assets below creditors within one yearCurrent ratio 0.54
- Cash at bank of £50,000 or moreCash £60,005
- Incorporated five or more years agoIncorporated 20 October 2004
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 66 days
- Confirmation statement duein 8 days
- Accounts period endNet assets £57k · small accounts
- Accounts period endNet assets £45k · small accounts
- Incorporated
08
Similar companies in the UK
- RCS SOLUTIONS LTDCheltenham · inc. Oct 2004
- THOMSON MORTGAGES LIMITEDDumfries · inc. Oct 2004
- MORTGAGETRACE LIMITEDDorset · inc. Oct 2004
- STEPHENSON JOHNSON FINANCIAL PLANNING LIMITEDHessle · inc. Oct 2004
- NAVIGATE FINANCIAL PLANNING LIMITEDFalkirk · inc. Oct 2004
- MARR FINANCIAL SERVICES LTDWigtownshire · inc. Nov 2004
All companies incorporated on 20 October 2004 · in Oct 2004.
09
Reminders for AFS WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.