£172k
+24%vs Apr 2025Active08991739Private limited companyMilton Keynes
SJW WEALTH MANAGEMENT LTD
Significant control: Scott White (significant control)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
SJW WEALTH MANAGEMENT LTD is an active private limited company (company number 08991739) incorporated on 10 April 2014, registered in Milton Keynes. Its registered activity is fund management activities (SIC 66300). Latest small accounts cover the period ending 30 April 2026, showing net assets of £172k and cash of £130k, with 2 employees on average. Net assets rose 24% on the prior period (£139k).
Peer position · net assets
By net assets it sits in the top quarter of 2,078 comparable companies in the UK (median £100, upper quartile £93k).
02
Ownership and control
- Mr Scott White
- has significant influence or control
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
- 10 April 201412 yrs ago
- Next accounts due
- 30 January 2028in 462 days
- Confirmation statement due
- 24 April 2027in 181 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66300
- Fund management activities
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£130k
−13%vs Apr 2025Not reported
2
+100%vs Apr 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 April 2026 | £172k | £130k | — | — | — | — | 2 |
| 30 April 2025 | £139k | £149k | — | — | — | — | 1 |
Cash per employee£65kCash ÷ 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 £172,282 at 30 April 2026
- Net assets up 10% or more on the prior period+23.5% vs prior period
- Cash at bank of £50,000 or moreCash £130,399
- Incorporated five or more years agoIncorporated 10 April 2014
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 They are not a rating, a prediction or advice, and may be incomplete or out of date.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 462 days
- Confirmation statement duein 181 days
- Accounts period endNet assets £172k · small accounts
- Accounts period endNet assets £139k · small accounts
- Incorporated
08
Similar companies in Milton Keynes
- DAVID PINDER WEALTH MANAGEMENT LIMITEDMilton Keynes · inc. Nov 2013
- RIVERSIDE CAPITAL FUND MANAGERS LIMITEDMilton Keynes · inc. Jan 2015
- CASHFLOW BRIDGE LIMITEDBuckingham · inc. Apr 2015
- DEBORAH BOWSER MANAGEMENT LIMITEDMilton Keynes · inc. May 2015
- FLP INVESTMENTS LIMITEDMilton Keynes · inc. Oct 2012
- MINERVA MONEY MANAGEMENT LIMITEDMilton Keynes · inc. Nov 2015
All companies incorporated on 10 April 2014 · in Apr 2014.
09
Reminders for SJW WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.