£143k
+36%vs Sept 2024Active07700192Private limited companyPontyclun
SAVVY WEALTH MANAGEMENT LTD
Significant control: Martin Lloyd Beazer (25–50%), Emma Beazer (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
SAVVY WEALTH MANAGEMENT LTD is an active private limited company (company number 07700192) incorporated on 11 July 2011, registered in Pontyclun. Its registered activity is life insurance (SIC 65110). Latest micro accounts cover the period ending 30 September 2025, showing net assets of £143k, with 1 employee on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 36% on the prior period (£105k).
Peer position · net assets
By net assets it sits in the top quarter of 817 comparable companies in the UK (median £19k, upper quartile £132k).
02
Ownership and control
- Mr Martin Lloyd Beazer
- owns 25–50% of shares
- Ms Emma Beazer
- 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
- 11 July 201115 yrs ago
- Next accounts due
- 30 June 2027in 244 days
- Confirmation statement due
- 25 July 2027in 269 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 65110
- Life insurance
- SIC 65300
- Pension funding
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
1
No changevs Sept 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £143k | — | — | — | — | — | 1 |
| 30 September 2024 | £105k | — | — | — | — | — | 1 |
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 £142,655 at 30 September 2025
- Net assets up 10% or more on the prior period+35.6% vs prior period
- Incorporated five or more years agoIncorporated 11 July 2011
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 269 days
- Next accounts duein 244 days
- Accounts period endNet assets £143k · micro accounts
- Accounts period endNet assets £105k · micro accounts
- Incorporated
08
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- HARRIES, POWELL & PRICE LTD.Penarth · inc. May 2012
- CURZON WEALTH MANAGEMENT LIMITEDBridgend · inc. Jun 2013
- INVESTA WEALTH MANAGEMENT LIMITEDMaesteg · inc. Aug 2013
All companies incorporated on 11 July 2011 · in Jul 2011.
09
Reminders for SAVVY WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.