£8,161
−62%vs Aug 2024Active10926250Private limited companyLoughborough
BETA WEALTH MANAGEMENT LIMITED
Significant control: Robert Daniel Sutherland (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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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What does Beta Wealth Management Limited sell?
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
BETA WEALTH MANAGEMENT LIMITED is an active private limited company (company number 10926250) incorporated on 22 August 2017, registered in Loughborough. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 August 2025, showing net assets of £8,161, 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 fell 62% on the prior period (£21k).
Peer position · net assets
By net assets it sits in the lower half of 277 comparable companies in Leicester (median £15k, upper quartile £69k).
02
Ownership and control
- Mr Robert Daniel Sutherland
- 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 August 20179 yrs ago
- Next accounts due
- 31 May 2027in 216 days
- Confirmation statement due
- 5 September 2027in 313 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
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Aug 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £8,161 | — | — | — | — | — | 2 |
| 31 August 2024 | £21k | — | — | — | — | — | 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 £8,161 at 31 August 2025
- Net assets down 25% or more on the prior period-61.5% vs prior period
- Incorporated five or more years agoIncorporated 22 August 2017
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 313 days
- Next accounts duein 216 days
- Accounts period endNet assets £8,161 · micro accounts
- Accounts period endNet assets £21k · micro accounts
- Incorporated
08
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- ARK BUSINESS FINANCE LTDLeicester · inc. Sept 2017
- HB FINANCIAL INDEPENDENCE LTDLeicester · inc. Oct 2017
- WREAKE VALLEY LIMITEDQueniborough · inc. Jun 2017
- I10 NETWORKS LTDLeicester · inc. Jun 2017
All companies incorporated on 22 August 2017 · in Aug 2017.
09
Reminders for BETA WEALTH MANAGEMENT LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.