# WEALTH STRATEGY LIMITED (06166394)

> WEALTH STRATEGY LIMITED is an active private limited company (company number 06166394) incorporated on 16 March 2007, registered in Birmingham. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 March 2025, showing net assets of £608, with 0 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 32% on the prior period (£897).

- Status: Active
- Incorporated: 2007-03-16
- Registered office: Birmingham, B19 3NX
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2026-12-31
- Confirmation statement due: 2027-03-30
- Accounts type: MICRO ENTITY

By net assets it sits in the lower half of 655 comparable companies in Birmingham (median £7,842, upper quartile £72k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £608 | — | — | £4,725 | — | — | 0 |
| 2024-03-31 | £897 | — | — | £6,426 | — | — | 0 |

current ratio 1.12; size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net assets £608 at 31 March 2025
- Net assets down 25% or more on the prior period: -32.2% vs prior period
- Incorporated five or more years ago: Incorporated 16 March 2007

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Julia Anne Owen — owns 25–50% of shares, since 2016-04-06
- Mr Glen Owen — owns 25–50% of shares, since 2016-04-06

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/06166394
HTML: https://firmoscan.com/company/06166394-wealth-strategy-limited