£263k
−18%vs Mar 2024Active08065706Private limited companyCarmarthen
STEVEN REES WEALTH MANAGEMENT LIMITED
Significant control: Steven Rees (50–75%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
STEVEN REES WEALTH MANAGEMENT LIMITED is an active private limited company (company number 08065706) incorporated on 11 May 2012, registered in Carmarthen. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2025, showing net assets of £263k and cash of £177k, with 3 employees on average. Net assets fell 18% on the prior period (£319k).
Peer position · net assets
By net assets it sits in the top quarter of 122 comparable companies in Swansea (median £12k, upper quartile £102k).
02
Ownership and control
- Mr Steven Rees
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
- Mrs Nicloa Rees
- 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
- 11 May 201214 yrs ago
- Next accounts due
- 31 December 2026in 67 days
- Confirmation statement due
- 25 May 2027in 212 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
£177k
−33%vs Mar 2024Not reported
3
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £263k | £177k | £100k | — | — | — | 3 |
| 31 March 2024 | £319k | £266k | £119k | — | — | — | 3 |
Cash per employee£59kCash ÷ 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 £262,770 at 31 March 2025
- Cash at bank of £50,000 or moreCash £177,334
- Incorporated five or more years agoIncorporated 11 May 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 212 days
- Next accounts duein 67 days
- Accounts period endNet assets £263k · small accounts
- Accounts period endNet assets £319k · small accounts
- Incorporated
08
Similar companies in Swansea
- PIGGY FINANCE LIMITEDHaverfordwest · inc. Aug 2012
- RYLO LIMITEDSwansea · inc. Nov 2011
- MALCOLM WILLIAMS CONSULTING LIMITEDLlanelli · inc. Nov 2012
- L F WILLIAMS LIMITEDNeath · inc. Nov 2012
- WEALTHCARE (1985) LTDPort Talbot · inc. Sept 2011
- RESOLUTION PRIVATE CAPITAL LIMITEDFishguard · inc. Aug 2011
All companies incorporated on 11 May 2012 · in May 2012.
09
Reminders for STEVEN REES WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.