# SYMES WEALTH MANAGEMENT LTD (09079947)

> SYMES WEALTH MANAGEMENT LTD is an active private limited company (company number 09079947) incorporated on 10 June 2014, registered in Broadstone. Its registered activity is financial management (SIC 70221). Latest small accounts cover the period ending 30 September 2025, showing net assets of £63k and cash of £170k, with 11 employees on average. Net assets fell 69% on the prior period (£201k).

- Status: Active
- Incorporated: 2014-06-10
- Registered office: Broadstone, BH18 8DP
- SIC 70221: Financial management
- Next accounts due: 2027-06-30
- Confirmation statement due: 2027-06-24
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the top quarter of 1,678 comparable companies in Other (median £5,293, upper quartile £39k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-09-30 | £63k | £170k | — | £349k | — | — | 11 |
| 2024-09-30 | £201k | £191k | — | £293k | — | — | 9 |

current ratio 0.77; size band micro.

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

- Net assets above zero: Net assets £62,726 at 30 September 2025
- Net assets down 25% or more on the prior period: -68.7% vs prior period
- Current assets below creditors within one year: Current ratio 0.77
- Cash at bank of £50,000 or more: Cash £169,661
- Incorporated five or more years ago: Incorporated 10 June 2014

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

## Persons with significant control

- Mrs Sheena Symes — owns 25–50% of shares, since 2016-04-06
- Mr Scott Symes — 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/09079947
HTML: https://firmoscan.com/company/09079947-symes-wealth-management-ltd