£150k
+2%vs Mar 2024Active07153249Private limited companyKingston Upon Thames
KEYSTONE WEALTH MANAGEMENT LIMITED
Significant control: David William Carter (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Activities auxiliary to financial intermediation n.e.c. (SIC 66190). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
KEYSTONE WEALTH MANAGEMENT LIMITED is an active private limited company (company number 07153249) incorporated on 10 February 2010, registered in Kingston Upon Thames. Its registered activity is activities auxiliary to financial intermediation n.e.c. (SIC 66190). Latest small accounts cover the period ending 31 March 2025, showing net assets of £150k and cash of £250, with 3 employees on average. Net assets rose 2% on the prior period (£148k).
Peer position · net assets
By net assets it sits in the top quarter of 461 comparable companies in Greater London (median £5,572, upper quartile £49k).
02
Ownership and control
- Mr David William Carter
- holds 75–100% of voting rights
- can appoint or remove directors
- Julika Carter
- 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
- 10 February 201016 yrs ago
- Next accounts due
- 31 December 2026in 66 days
- Confirmation statement due
- 24 February 2027in 121 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£250
−97%vs Mar 2024Not reported
3
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £150k | £250 | £298k | £141k | — | — | 3 |
| 31 March 2024 | £148k | £7,212 | £286k | £132k | — | — | 3 |
Current ratio2.11Current assets ÷ creditors within one year
Cash per employee£83Cash ÷ 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 £150,436 at 31 March 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 2.11
- Incorporated five or more years agoIncorporated 10 February 2010
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 121 days
- Next accounts duein 66 days
- Accounts period endNet assets £150k · small accounts
- Accounts period endNet assets £148k · small accounts
- Incorporated
08
Similar companies in Greater London
- GROUSE ADVISORY LIMITEDBorehamwood · inc. Mar 2010
- STRAX CAPITAL LIMITEDWembley · inc. Mar 2010
- EASYCHOICE FINANCE LIMITEDKent · inc. Dec 2009
- DIRECT FINANCIAL RECLAIM LTDStanmore · inc. Dec 2009
- POLAR REAL ESTATE CAPITAL ADVISORY LIMITEDKent · inc. Dec 2009
- JFX TRADING LIMITEDWaltham Abbey · inc. May 2010
All companies incorporated on 10 February 2010 · in Feb 2010.
09
Reminders for KEYSTONE WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.