£578k
+25%vs Nov 2024Active05288526Private limited companyNewport
CREATE WEALTH MANAGEMENT LTD
A85/10001
Summary
CREATE WEALTH MANAGEMENT LTD is an active private limited company (company number 05288526) incorporated on 16 November 2004, registered in Newport. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest small accounts cover the period ending 30 November 2025, showing net assets of £578k and cash of £461k, with 4 employees on average. Net assets rose 25% on the prior period (£462k). Across the last 3 periods on record the net-asset trend is rising.
Peer position · net assets
By net assets it sits in the top quarter of 99 comparable companies in Cardiff (median £3,731, upper quartile £55k).
02
Key dates
- Incorporated
- 16 November 200421 yrs ago
- Next accounts due
- 30 August 2027in 312 days
- Confirmation statement due
- 30 November 2026in 39 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
03
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
04
Financials
£461k
−15%vs Nov 2024Not reported
4
No changevs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | £578k | £461k | £3,307 | — | — | — | 4 |
| 30 November 2024 | £462k | £539k | £2,672 | — | — | — | 4 |
| 30 November 2023 | £386k | £440k | £3,246 | — | — | — | 4 |
Cash per employee£115kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
05
Firmoscan score
85 / 100 · grade A
| 50 | Starting scoreEvery scored company starts here |
| +10 | Positive net assetsNet assets £577,645 at 2025-11-30 |
| +8 | Net assets growing+24.9% vs prior period |
| +4 | Cash reservesCash £460,546 |
| +5 | Multi-year filing history3 periods on record |
| +8 | EstablishedIncorporated 2004-11-16 (22 years) |
| 85 | Score, grade A |
A transparent, rules-based score from filed data only: every point lists its evidence. It is not a credit rating or advice. How the score is computed.
06
Ownership and control
- Mr Stephen Anthony Ng
- owns 25–50% of shares
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Peter Lewis Davies
- owns 25–50% of shares
- holds 25–50% of voting rights
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents.
07
Timeline
- Next accounts duein 312 days
- Confirmation statement duein 39 days
- Accounts period endNet assets £578k · small accounts
- Accounts period endNet assets £462k · small accounts
- Accounts period endNet assets £386k · small accounts
- Incorporated
08
Similar companies in Cardiff
- IT MORTGAGES AND FINANCE LIMITEDVale Of Glamorgan · inc. Nov 2004
- TUDOR HOUSE FINANCIAL SERVICES LIMITEDCardiff · inc. Oct 2004
- PRINCIPALITY FINANCIAL MANAGEMENT LIMITEDCardiff · inc. Sept 2004
- ALLIED AEROSYSTEMS TRUSTEES LIMITEDPontypridd · inc. Sept 2004
- ELLIS LLOYD JONES (FINANCIAL SERVICES) LIMITEDNewport · inc. Aug 2004
- NEALON JONES LIMITEDNewport · inc. May 2006
All companies incorporated on 16 November 2004 · in Nov 2004.
09
Reminders for CREATE WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.