Not reported
Active08763223Private limited companyFishguard
ELITE WEALTH MANAGEMENT SOLUTIONS LTD
Significant control: Jason Herbert (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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01
Summary
ELITE WEALTH MANAGEMENT SOLUTIONS LTD is an active private limited company (company number 08763223) incorporated on 5 November 2013, registered in Fishguard. Its registered activity is financial management (SIC 70221). Latest micro accounts cover the period ending 30 November 2025, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public.
There are 11,007 companies in financial management in the UK with filed accounts; the median reports net assets of £4,555 and is 8 years old.
02
Ownership and control
- Jason Herbert
- owns 50–75% of shares
- holds 50–75% of voting rights
- can appoint or remove directors
- Diane Herbert
- 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
- 5 November 201312 yrs ago
- Next accounts due
- 30 August 2027in 308 days
- Confirmation statement due
- 19 November 2026in 24 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 70221
- Financial management
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Nov 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 November 2025 | — | — | — | £101k | — | — | 2 |
| 30 November 2024 | — | — | — | £54k | — | — | 2 |
| 30 November 2023 | — | — | — | £11k | — | — | 2 |
Current ratio2.48Current 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
- Current assets at least 1.5× creditors within one yearCurrent ratio 2.48
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 5 November 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
- Next accounts duein 308 days
- Confirmation statement duein 24 days
- Accounts period end
- Accounts period end
- Accounts period end
- Incorporated
08
Similar companies in Swansea
- BURLINGTON ASSET MANAGEMENT LIMITEDCarmarthen · inc. Jan 2014
- LLEWELYN DAVIES BUSINESS CONSULTANTS LIMITEDWhitland · inc. Feb 2013
- A1 ACCOUNTANCY SOLUTIONS LTDSwansea · inc. Oct 2012
- VAL ZIE CONSULTING LIMITEDCarmarthen · inc. Jun 2012
- JARMAN FINANCIAL SERVICES LIMITEDCarmarthen · inc. Apr 2015
- W P S WEALTH LIMITEDSwansea · inc. Apr 2012
All companies incorporated on 5 November 2013 · in Nov 2013.
09
Reminders for ELITE WEALTH MANAGEMENT SOLUTIONS LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.