£366k
+7%vs Dec 2024Active08300441Private limited companyWakefield
PAUL SMITH WEALTH MANAGEMENT LTD
Significant control: Regency Wealth Ltd (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: 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
PAUL SMITH WEALTH MANAGEMENT LTD is an active private limited company (company number 08300441) incorporated on 20 November 2012, registered in Wakefield. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 December 2025, showing net assets of £366k and cash of £31k, with 2 employees on average. Net assets rose 7% on the prior period (£343k). Across the last 3 periods on record the net-asset trend is rising.
Peer position · net assets
By net assets it sits in the top quarter of 530 comparable companies in Leeds (median £6,387, upper quartile £82k).
02
Ownership and control
- Regency Wealth Ltd
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mrs Sally Anne Smith
- owns 25–50% of shares
- Mr Paul Smith
- owns 50–75% 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
- 20 November 201213 yrs ago
- Next accounts due
- 30 September 2027in 339 days
- Confirmation statement due
- 4 December 2026in 39 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
£31k
−48%vs Dec 2024Not reported
2
No changevs Dec 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | £366k | £31k | £12k | £72k | — | — | 2 |
| 31 December 2024 | £343k | £59k | £11k | £114k | — | — | 2 |
| 31 December 2023 | £322k | £32k | £9,621 | £98k | — | — | 2 |
Current ratio0.59Current assets ÷ creditors within one year
Cash per employee£15kCash ÷ 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 £365,501 at 31 December 2025
- Current assets below creditors within one yearCurrent ratio 0.59
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 20 November 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 339 days
- Confirmation statement duein 39 days
- Accounts period endNet assets £366k · small accounts
- Accounts period endNet assets £343k · small accounts
- Accounts period endNet assets £322k · small accounts
- Incorporated
08
Similar companies in Leeds
- SOLVENZA LIMITEDLeeds · inc. Nov 2012
- UP INVESTMENTS HOLDINGS (UK) LIMITEDLeeds · inc. Oct 2012
- MIVONNE LTDNormanton · inc. Oct 2012
- SJM ASSETS LIMITEDLeeds · inc. Oct 2012
- WELLINGTON BEAU FINANCIAL ARCHITECTURE LIMITEDLeeds · inc. Jan 2013
- SFS WEALTH MANAGEMENT LIMITEDLeeds · inc. Sept 2012
All companies incorporated on 20 November 2012 · in Nov 2012.
09
Reminders for PAUL SMITH WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.