# SUTTON OAKS WEALTH MANAGEMENT LTD (09238725)

> SUTTON OAKS WEALTH MANAGEMENT LTD is an active private limited company (company number 09238725) incorporated on 29 September 2014, registered in Sutton Coldfield. Its registered activity is fund management activities (SIC 66300). Latest micro accounts cover the period ending 31 March 2025, showing net assets of £47k, with 1 employee on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets fell 46% on the prior period (£87k).

- Status: Active
- Incorporated: 2014-09-29
- Registered office: Sutton Coldfield, B75 5BT
- SIC 66300: Fund management activities
- Next accounts due: 2026-12-31
- Confirmation statement due: 2027-10-13
- Accounts type: MICRO ENTITY

By net assets it sits in the upper half of 51 comparable companies in Birmingham (median £1,303, upper quartile £86k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £47k | — | — | — | — | — | 1 |
| 2024-03-31 | £87k | — | — | — | — | — | 1 |

size band micro.

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

- Net assets above zero: Net assets £47,451 at 31 March 2025
- Net assets down 25% or more on the prior period: -45.7% vs prior period
- Incorporated five or more years ago: Incorporated 29 September 2014

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

## Persons with significant control

- Mr Jason Moisey — owns 75–100% of shares, since 2016-09-29

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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/09238725
HTML: https://firmoscan.com/company/09238725-sutton-oaks-wealth-management-ltd