£227k
+63%vs Jun 2024Active08494358Private limited companyTabley Knutsford
SMITH & ASSOCIATES WEALTH MANAGEMENT LTD
Significant control: David Raymond Smith (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
SMITH & ASSOCIATES WEALTH MANAGEMENT LTD is an active private limited company (company number 08494358) incorporated on 18 April 2013, registered in Tabley Knutsford. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 June 2025, showing net assets of £227k and cash of £56k, with 5 employees on average. Net assets rose 63% on the prior period (£139k).
Peer position · net assets
By net assets it sits in the top quarter of 1,125 comparable companies in Manchester (median £7,119, upper quartile £95k).
02
Ownership and control
- Mr David Raymond Smith
- 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
- 18 April 201313 yrs ago
- Next accounts due
- 30 March 2027in 155 days
- Confirmation statement due
- 2 May 2027in 188 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
£56k
−45%vs Jun 2024Not reported
5
No changevs Jun 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2025 | £227k | £56k | £115k | — | — | — | 5 |
| 30 June 2024 | £139k | £101k | £62k | — | — | — | 5 |
Cash per employee£11kCash ÷ 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 £227,033 at 30 June 2025
- Net assets up 10% or more on the prior period+63.3% vs prior period
- Cash at bank of £50,000 or moreCash £55,965
- Incorporated five or more years agoIncorporated 18 April 2013
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 188 days
- Next accounts duein 155 days
- Accounts period endNet assets £227k · small accounts
- Accounts period endNet assets £139k · small accounts
- Incorporated
08
Similar companies in Manchester
- RANDOLPHE & KNIGHT LIMITEDMacclesfield · inc. Apr 2013
- MHS CAPITAL LIMITEDAltrincham · inc. Apr 2013
- MHS FINANCE LIMITEDAltrincham · inc. Apr 2013
- KEY WEALTH MANAGEMENT LTDMacclesfield · inc. Apr 2013
- SUPERBIKE LOANS LIMITEDMacclesfield · inc. May 2013
- GLO CURRENCY UK LIMITEDManchester · inc. May 2013
All companies incorporated on 18 April 2013 · in Apr 2013.
09
Reminders for SMITH & ASSOCIATES WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.