Firmoscan
Active15803237Private limited companyStockton-On-Tees

HOLISTIC WEALTH LTD

C64/100

Owned by Kevin Hepplewhite (75–100%)

Companies HouseCompanies House
01

Summary

Generated from filed data · no estimates

HOLISTIC WEALTH LTD is an active private limited company (company number 15803237) incorporated on 26 June 2024, registered in Stockton-On-Tees. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest dormant accounts cover the period ending 30 June 2026, showing net assets of £100. Net assets were unchanged on the prior period.

Peer position · net assets

By net assets it sits in the bottom quarter of 101 comparable companies in Teesside (median £9,887, upper quartile £99k).

02

Key dates

Incorporated
26 June 20242 yrs ago
Next accounts due
30 March 2028in 525 days
Confirmation statement due
10 July 2027in 261 days

Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.

03

Activity

SIC 64999
Financial intermediation not elsewhere classified
Accounts type
Dormant
Size band
MicroCompanies Act thresholds
04

Financials

2 periods on record · latest ending 30 June 2026
Net assets
£100
No changevs Jun 2025
Cash at bank
Not reported
Turnover
Not reported
Employees
Not reported
Net assets
£100
Filed accounts by period, newest first
Period endNet assetsCashDebtorsCreditors <1yTurnoverProfitEmployees
30 June 2026£100——————
30 June 2025£100——————

Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.

05

Firmoscan score

Rules-based · every point shows its evidence
64 / 100 · grade C
EDCBA
Score breakdown
50Starting scoreEvery scored company starts here
+10Positive net assetsNet assets £100 at 2026-06-30
+4Past first filingsIncorporated 2024-06-26
64Score, grade C

A transparent, rules-based score from filed data only: every point lists its evidence. It is not a credit rating or advice. How the score is computed.

06

Ownership and control

1 active
  • Mr Kevin Hepplewhite
    Individual · since 26 June 2024
    • owns 75–100% of shares
    • holds 75–100% 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.

07

Timeline

Newest first
  1. Next accounts duein 525 days
  2. Confirmation statement duein 261 days
  3. Accounts period endNet assets £100 · dormant accounts
  4. Accounts period endNet assets £100 · dormant accounts
  5. Incorporated
08

Similar companies in Teesside

Same activity (financial intermediation not elsewhere classified), closest in incorporation date

All companies incorporated on 26 June 2024 · in Jun 2024.

09

Reminders for HOLISTIC WEALTH LTD

Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.