£63k
−69%vs Sept 2024Active09079947Private limited companyBroadstone
SYMES WEALTH MANAGEMENT LTD
Significant control: Sheena Symes (25–50%), Scott Symes (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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
SYMES WEALTH MANAGEMENT LTD is an active private limited company (company number 09079947) incorporated on 10 June 2014, registered in Broadstone. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 30 September 2025, showing net assets of £63k and cash of £170k, with 11 employees on average. Net assets fell 69% on the prior period (£201k).
Peer position · net assets
By net assets it sits in the top quarter of 1,678 comparable companies in Other (median £5,293, upper quartile £39k).
02
Ownership and control
- Mrs Sheena Symes
- owns 25–50% of shares
- Mr Scott Symes
- owns 25–50% 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
- 10 June 201412 yrs ago
- Next accounts due
- 30 June 2027in 248 days
- Confirmation statement due
- 24 June 2027in 242 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
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£170k
−11%vs Sept 2024Not reported
11
+22%vs Sept 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 September 2025 | £63k | £170k | — | £349k | — | — | 11 |
| 30 September 2024 | £201k | £191k | — | £293k | — | — | 9 |
Current ratio0.77Current 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 £62,726 at 30 September 2025
- Net assets down 25% or more on the prior period-68.7% vs prior period
- Current assets below creditors within one yearCurrent ratio 0.77
- Cash at bank of £50,000 or moreCash £169,661
- Incorporated five or more years agoIncorporated 10 June 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 248 days
- Confirmation statement duein 242 days
- Accounts period endNet assets £63k · small accounts
- Accounts period endNet assets £201k · small accounts
- Incorporated
08
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- JARET LIMITEDStoke-On-Trent · inc. Jun 2014
- THREE PEARS FINANCIAL PLANNING LIMITEDWorcester · inc. Jun 2014
All companies incorporated on 10 June 2014 · in Jun 2014.
09
Reminders for SYMES WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.