£608
−32%vs Mar 2024Active06166394Private limited companyBirmingham
WEALTH STRATEGY LIMITED
Significant control: Julia Anne Owen (25–50%), Glen Owen (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
WEALTH STRATEGY LIMITED is an active private limited company (company number 06166394) incorporated on 16 March 2007, registered in Birmingham. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 March 2025, showing net assets of £608, with 0 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 32% on the prior period (£897).
Peer position · net assets
By net assets it sits in the lower half of 655 comparable companies in Birmingham (median £7,842, upper quartile £72k).
02
Ownership and control
- Julia Anne Owen
- owns 25–50% of shares
- Mr Glen Owen
- 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
- 16 March 200719 yrs ago
- Next accounts due
- 31 December 2026in 68 days
- Confirmation statement due
- 30 March 2027in 157 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
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
0
vs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £608 | — | — | £4,725 | — | — | 0 |
| 31 March 2024 | £897 | — | — | £6,426 | — | — | 0 |
Current ratio1.12Current assets ÷ creditors within one year
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £608 at 31 March 2025
- Net assets down 25% or more on the prior period-32.2% vs prior period
- Incorporated five or more years agoIncorporated 16 March 2007
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
- Confirmation statement duein 157 days
- Next accounts duein 68 days
- Accounts period endNet assets £608 · micro accounts
- Accounts period endNet assets £897 · micro accounts
- Incorporated
08
Similar companies in Birmingham
- LT MORTGAGES LTDBirmingham · inc. Mar 2007
- C P GRIFFITHS IFA LTDStourbridge · inc. Mar 2007
- GEOFF WILKES FINANCIAL SERVICES LIMITEDWolverhampton · inc. Feb 2007
- HUBWISE SECURITIES LIMITEDLichfield · inc. Jan 2007
- CVS FINANCIAL PLANNING LTDBirmingham · inc. Jan 2007
- IWP ADVISORY SERVICES LIMITEDBirmingham · inc. Jan 2007
All companies incorporated on 16 March 2007 · in Mar 2007.
09
Reminders for WEALTH STRATEGY LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.