£486k
+10%vs Jan 2024Active07981387Private limited companyNewcastle Upon Tyne
LEE HALL WEALTH MANAGEMENT LTD
Significant control: Terri Joanne Hall (25–50%), Lee James Hall (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Other activities auxiliary to insurance and pension funding (SIC 66290). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
LEE HALL WEALTH MANAGEMENT LTD is an active private limited company (company number 07981387) incorporated on 8 March 2012, registered in Newcastle Upon Tyne. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest micro accounts cover the period ending 31 January 2025, showing net assets of £486k, with 3 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 10% on the prior period (£443k).
Peer position · net assets
By net assets it sits in the top quarter of 1,873 comparable companies in the UK (median £7,101, upper quartile £70k).
02
Ownership and control
- Mrs Terri Joanne Hall
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Lee James Hall
- 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
- 8 March 201214 yrs ago
- Next accounts due
- 31 October 2026in 3 days
- Confirmation statement due
- 22 March 2027in 145 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66290
- Other activities auxiliary to insurance and pension funding
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
3
No changevs Jan 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 January 2025 | £486k | — | — | £81k | — | — | 3 |
| 31 January 2024 | £443k | — | — | £71k | — | — | 3 |
Current ratio7.08Current 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 £486,080 at 31 January 2025
- Current assets at least 1.5× creditors within one yearCurrent ratio 7.08
- Incorporated five or more years agoIncorporated 8 March 2012
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 145 days
- Next accounts duein 3 days
- Accounts period endNet assets £486k · micro accounts
- Accounts period endNet assets £443k · micro accounts
- Incorporated
08
Similar companies in Newcastle
- UK WORKPLACE SOLUTIONS LTDNewcastle Upon Tyne · inc. Dec 2012
- MATLOCK WEALTH MANAGEMENT LIMITEDSunderland · inc. Jan 2013
- TRUE POTENTIAL TRUSTEE COMPANY LIMITEDNewcastle Upon Tyne · inc. Feb 2013
- LIFEPLAN FINANCIAL MANAGEMENT LIMITEDHexham · inc. Aug 2010
- MILLFORD FINANCIAL PLANNING LIMITEDSunderland · inc. Dec 2013
- ALLEN TOMAS & CO FINANCIAL MANAGEMENT LTD.Sunderland · inc. Jan 2014
All companies incorporated on 8 March 2012 · in Mar 2012.
09
Reminders for LEE HALL WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.