£642k
−15%vs Sept 2024Active06250715Private limited companyFareham
UNITY WEALTH MANAGEMENT LIMITED
Significant control: Unity Wealth Holdings Limited (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
UNITY WEALTH MANAGEMENT LIMITED is an active private limited company (company number 06250715) incorporated on 17 May 2007, registered in Fareham. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 September 2025, showing net assets of £642k and cash of £119k, with 9 employees on average. Net assets fell 15% on the prior period (£757k).
Peer position · net assets
By net assets it sits in the top quarter of 186 comparable companies in Portsmouth (median £10k, upper quartile £59k).
02
Ownership and control
- Unity Wealth Holdings Limited
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mrs Sarah Jane Simkin
- owns 25–50% of shares
- holds 25–50% of voting rights
- Gregory John Simkin
- owns 25–50% of shares
- 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. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 17 May 200719 yrs ago
- Next accounts due
- 30 June 2027in 248 days
- Confirmation statement due
- 31 May 2027in 218 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
£119k
−71%vs Sept 2024Not reported
9
No changevs Sept 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £642k | £119k | £1,237 | — | — | — | 9 |
| 30 September 2024 | £757k | £406k | £1,424 | — | — | — | 9 |
Cash per employee£13kCash ÷ 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 £642,350 at 30 September 2025
- Cash at bank of £50,000 or moreCash £119,423
- Incorporated five or more years agoIncorporated 17 May 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
- Next accounts duein 248 days
- Confirmation statement duein 218 days
- Accounts period endNet assets £642k · small accounts
- Accounts period endNet assets £757k · small accounts
- Incorporated
08
Similar companies in Portsmouth
- MADELEY FINANCIAL SERVICES LIMITEDWaterlooville · inc. Jun 2007
- SWIFT MORTGAGES (FAREHAM) LIMITEDWaterlooville · inc. Apr 2007
- DAVID WINTER INDEPENDENT FINANCIAL ADVISERS LIMITEDChichester · inc. Feb 2007
- INTEGRITY FINANCIAL PLANNING LIMITEDWaterlooville · inc. Aug 2007
- NEXUS INDEPENDENT FINANCIAL ADVISERS LIMITEDFareham · inc. Sept 2007
- JUNO INDEPENDENT MORTGAGES LTDChichester · inc. Dec 2006
All companies incorporated on 17 May 2007 · in May 2007.
09
Reminders for UNITY WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.