# STRATEGY WEALTH UK LTD (14838686)

> STRATEGY WEALTH UK LTD is an active private limited company (company number 14838686) incorporated on 2 May 2023, registered in Bodmin. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 June 2025, showing net assets of £181 and cash of £28k, with 3 employees on average. Net assets fell 79% on the prior period (£873).

- Status: Active
- Incorporated: 2023-05-02
- Registered office: Bodmin, PL31 2PN
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2027-03-30
- Confirmation statement due: 2027-05-16
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the lower half of 2,831 comparable companies in Other (median £11k, upper quartile £75k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-06-30 | £181 | £28k | £1,880 | £35k | — | — | 3 |
| 2024-06-30 | £873 | £21k | £4,311 | £31k | — | — | 3 |

current ratio 0.84; size band micro.

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

- Net assets above zero: Net assets £181 at 30 June 2025
- Net assets down 25% or more on the prior period: -79.3% vs prior period
- Current assets below creditors within one year: Current ratio 0.84
- Incorporated two to five years ago: Incorporated 2 May 2023

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

## Persons with significant control

- Mr Michael Ian Rowan — owns 25–50% of shares; holds 25–50% of voting rights; can appoint or remove directors, since 2023-05-02
- Mrs Charlene Ellicott — owns 25–50% of shares; holds 25–50% of voting rights; can appoint or remove directors, since 2023-05-02
- Mr David Michael Ellicott — owns 25–50% of shares; holds 25–50% of voting rights; can appoint or remove directors, since 2023-05-02

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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/14838686
HTML: https://firmoscan.com/company/14838686-strategy-wealth-uk-ltd