£1.28m
+27%vs Dec 2024Active09141516Private limited companyCheltenham
MOUNT STUART WEALTH MANAGEMENT LTD
Significant control: Codey Alexander Rees (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
MOUNT STUART WEALTH MANAGEMENT LTD is an active private limited company (company number 09141516) incorporated on 22 July 2014, registered in Cheltenham. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 December 2025, showing net assets of £1.28m and cash of £915k, with 5 employees on average. Net assets rose 27% on the prior period (£1.01m).
Peer position · net assets
By net assets it sits in the top quarter of 2,831 comparable companies in Other (median £11k, upper quartile £75k).
02
Ownership and control
- Mr Codey Alexander Rees
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
- Mr Codey Alexander Rees
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
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
- 22 July 201412 yrs ago
- Next accounts due
- 30 September 2027in 341 days
- Confirmation statement due
- 5 August 2027in 285 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
- SIC 66190
- Activities auxiliary to financial intermediation n.e.c.
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£915k
+54%vs Dec 2024Not reported
5
−29%vs Dec 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 December 2025 | £1.28m | £915k | — | £664k | — | — | 5 |
| 31 December 2024 | £1.01m | £593k | — | £691k | — | — | 7 |
Current ratio1.51Current assets ÷ creditors within one year
Cash per employee£183kCash ÷ 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 £1,277,259 at 31 December 2025
- Net assets up 10% or more on the prior period+26.8% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.51
- Cash at bank of £50,000 or moreCash £915,372
- Incorporated five or more years agoIncorporated 22 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
- Next accounts duein 341 days
- Confirmation statement duein 285 days
- Accounts period endNet assets £1.28m · small accounts
- Accounts period endNet assets £1.01m · small accounts
- Incorporated
08
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- SILVA INSOLVENCY & RECOVERY SERVICES LIMITEDYork · inc. Jul 2014
- BITHELL ASSET FINANCE SOLUTIONS LTDDumfries · inc. Jul 2014
- VINCENT BURCH LTDNorwich · inc. Jul 2014
- ENTIGY FINANCIAL SERVICES LIMITEDHigh Wycombe · inc. Jul 2014
All companies incorporated on 22 July 2014 · in Jul 2014.
09
Reminders for MOUNT STUART WEALTH MANAGEMENT LTD
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