£44k
No changevs Jul 2024Active09133780Private limited companyHarrogate
STEPHENSON WEALTH LIMITED
Significant control: James David Stephenson (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Fund management activities (SIC 66300). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
STEPHENSON WEALTH LIMITED is an active private limited company (company number 09133780) incorporated on 16 July 2014, registered in Harrogate. Its registered activity is fund management activities (SIC 66300). Latest micro accounts cover the period ending 31 July 2025, showing net assets of £44k, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets were unchanged on the prior period.
Peer position · net assets
By net assets it sits in the upper half of 187 comparable companies in Other (median £2,355, upper quartile £99k).
02
Ownership and control
- Mr James David Stephenson
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mrs Jennifer Clare Stephenson
- 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
- 16 July 201412 yrs ago
- Next accounts due
- 30 April 2027in 185 days
- Confirmation statement due
- 30 July 2027in 276 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
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Jul 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 July 2025 | £44k | — | — | — | — | — | 2 |
| 31 July 2024 | £44k | — | — | — | — | — | 2 |
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
- Net assets above zeroNet assets £44,435 at 31 July 2025
- Incorporated five or more years agoIncorporated 16 July 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
- Confirmation statement duein 276 days
- Next accounts duein 185 days
- Accounts period endNet assets £44k · micro accounts
- Accounts period endNet assets £44k · micro accounts
- Incorporated
08
Similar companies in the UK
- AB VISION FINANCIAL LTDAyr · inc. Jul 2014
- ELMS WEALTH MANAGEMENT LIMITEDBournemouth · inc. Oct 2014
- YAVIN INVESTMENTS LTDUtterby · inc. Mar 2014
- AGRICULTURAL ASSET MANAGEMENT LIMITEDNorwich · inc. Mar 2014
- LOW CARBON FOUNDATIONExeter · inc. Nov 2014
- MPH WEALTH MANAGEMENT LIMITEDHarrogate · inc. Feb 2014
All companies incorporated on 16 July 2014 · in Jul 2014.
09
Reminders for STEPHENSON WEALTH LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.