# STEVEN REES WEALTH MANAGEMENT LIMITED (08065706)

> STEVEN REES WEALTH MANAGEMENT LIMITED is an active private limited company (company number 08065706) incorporated on 11 May 2012, registered in Carmarthen. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 March 2025, showing net assets of £263k and cash of £177k, with 3 employees on average. Net assets fell 18% on the prior period (£319k).

- Status: Active
- Incorporated: 2012-05-11
- Registered office: Carmarthen, SA31 1RD
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2026-12-31
- Confirmation statement due: 2027-05-25
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 122 comparable companies in Swansea (median £12k, upper quartile £102k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £263k | £177k | £100k | — | — | — | 3 |
| 2024-03-31 | £319k | £266k | £119k | — | — | — | 3 |

size band micro.

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

- Net assets above zero: Net assets £262,770 at 31 March 2025
- Cash at bank of £50,000 or more: Cash £177,334
- Incorporated five or more years ago: Incorporated 11 May 2012

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

## Persons with significant control

- Mr Steven Rees — owns 50–75% of shares; holds 50–75% of voting rights; can appoint or remove directors, 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/08065706
HTML: https://firmoscan.com/company/08065706-steven-rees-wealth-management-limited