£121k
+49%vs Feb 2025Active07987248Private limited companyRotherham
KAREN ETHERIDGE WEALTH MANAGEMENT LTD
Significant control: Karen Marie Etheridge (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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 of insurance agents and brokers (SIC 66220). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
KAREN ETHERIDGE WEALTH MANAGEMENT LTD is an active private limited company (company number 07987248) incorporated on 12 March 2012, registered in Rotherham. Its registered activity is activities of insurance agents and brokers (SIC 66220). Latest micro accounts cover the period ending 28 February 2026, showing net assets of £121k, 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 49% on the prior period (£81k).
Peer position · net assets
By net assets it sits in the top quarter of 92 comparable companies in Sheffield (median £14k, upper quartile £60k).
02
Ownership and control
- Ms Karen Marie Etheridge
- owns 75–100% 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
- 12 March 201214 yrs ago
- Next accounts due
- 28 November 2027in 395 days
- Confirmation statement due
- 26 March 2027in 148 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66220
- Activities of insurance agents and brokers
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
1
No changevs Feb 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 28 February 2026 | £121k | — | — | — | — | — | 1 |
| 28 February 2025 | £81k | — | — | — | — | — | 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 £120,890 at 28 February 2026
- Net assets up 10% or more on the prior period+48.8% vs prior period
- Incorporated five or more years agoIncorporated 12 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
- Next accounts duein 395 days
- Confirmation statement duein 148 days
- Accounts period endNet assets £121k · micro accounts
- Accounts period endNet assets £81k · micro accounts
- Incorporated
08
Similar companies in Sheffield
- THE PI DESK LIMITEDSheffield · inc. Feb 2012
- SJP FINANCIAL STRATEGIES LIMITEDDoncaster · inc. Jan 2012
- FINENALYSIS LTDChesterfield · inc. Jan 2012
- IMAC NE LTDRotherham · inc. Dec 2011
- PIB GROUP EUROPE (UK) LIMITEDRetford · inc. Nov 2011
- ROSEWOOD WEALTH MANAGEMENT LTDBrimington Road · inc. Nov 2012
All companies incorporated on 12 March 2012 · in Mar 2012.
09
Reminders for KAREN ETHERIDGE WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.