£47k
−46%vs Mar 2024Active09238725Private limited companySutton Coldfield
SUTTON OAKS WEALTH MANAGEMENT LTD
Significant control: Jason Moisey (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
SUTTON OAKS WEALTH MANAGEMENT LTD is an active private limited company (company number 09238725) incorporated on 29 September 2014, registered in Sutton Coldfield. Its registered activity is fund management activities (SIC 66300). Latest micro accounts cover the period ending 31 March 2025, showing net assets of £47k, with 1 employee on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 46% on the prior period (£87k).
Peer position · net assets
By net assets it sits in the upper half of 51 comparable companies in Birmingham (median £1,303, upper quartile £86k).
02
Ownership and control
- Mr Jason Moisey
- owns 75–100% 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
- 29 September 201412 yrs ago
- Next accounts due
- 31 December 2026in 66 days
- Confirmation statement due
- 13 October 2027in 352 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
1
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £47k | — | — | — | — | — | 1 |
| 31 March 2024 | £87k | — | — | — | — | — | 1 |
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 £47,451 at 31 March 2025
- Net assets down 25% or more on the prior period-45.7% vs prior period
- Incorporated five or more years agoIncorporated 29 September 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 352 days
- Next accounts duein 66 days
- Accounts period endNet assets £47k · micro accounts
- Accounts period endNet assets £87k · micro accounts
- Incorporated
08
Similar companies in Birmingham
- MIDLANDS INVESTMENT AGENCY LIMITEDWolverhampton · inc. Sept 2014
- BALAVAGH INVESTMENTSBirmingham · inc. Nov 2014
- ZOE REYNOLDS FINANCIAL SERVICES LIMITEDBurntwood · inc. Jul 2014
- HAIDARIA INVESTMENT GROUP UK LIMITEDBirmingham · inc. May 2015
- TEARLACH LIMITEDBirmingham · inc. Jul 2015
- FOUR OAKS WEALTH MANAGEMENT LTDBirmingham · inc. Aug 2013
All companies incorporated on 29 September 2014 · in Sept 2014.
09
Reminders for SUTTON OAKS WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.