STEVENSON WEALTH MANAGEMENT LIMITED
ActiveKey figures
Like most small UK companies, STEVENSON WEALTH MANAGEMENT LIMITED does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.
Ratios
2024/25Summary: STEVENSON WEALTH MANAGEMENT LIMITED
What kind of company is it?
STEVENSON WEALTH MANAGEMENT LIMITED is a private limited company registered with Companies House under company number 07269742. It was incorporated on 1 Jun 2010. Its status is active. The registered office is in Ilkley (LS29). Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999).
How is the company doing financially?
The latest accounts in the database are for 2024/25 (period ending 30 Jun 2025); the company files micro-entity accounts. Net assets were £30,681, down 33.9% on the previous year. Total assets were £73,008 and total liabilities £42,327. The company had an average of 2 employees. Figures are available for 5 financial years (2020/21–2024/25).
Who runs and controls the company?
The company has 1 current director. 2 persons with significant control are registered.
When are its next filings due?
The next accounts are due by 31 Mar 2027. The next confirmation statement is due by 15 Jun 2027.
Filed accounts2020/21–2024/25
| 2020/21 | 2021/22 | 2022/23 | 2023/24 | 2024/25 | |
|---|---|---|---|---|---|
| Total assets | 144,123 | 59,537 | 132,242 | 100,544 | 73,008 |
| Total liabilities | 32,066 | 34,147 | 65,160 | 54,094 | 42,327 |
| Net assets / total equity | 112,057 | 25,390 | 67,082 | 46,450 | 30,681 |
| Average number of employees | 2 | 2 | 2 | 2 | 2 |
A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.
History
12 events- Financial year 2024/25 endedAccounts: net assets £30.7k, 2 employees
- Financial year 2023/24 endedAccounts: net assets £46.5k, 2 employees
- Financial year 2022/23 endedAccounts: net assets £67.1k, 2 employees
- Financial year 2021/22 endedAccounts: net assets £25.4k, 2 employees
- Financial year 2020/21 endedAccounts: net assets £112.1k, 2 employees
- Mr Mark Stevenson registered as a person with significant control
- Mrs Tracy Claire Stevenson registered as a person with significant control
- Jonathon Charles ROUND resignedDirector
Earlier events (4)
- Tracy Claire STEVENSON appointedSecretary
- Mark STEVENSON appointedDirector
- Jonathon Charles ROUND appointedDirector
- Company incorporatedPrivate limited company
Dates as recorded at Companies House: incorporation, name changes, officer appointments and resignations, current persons with significant control, and the end of each financial year with figures in the database. Former persons with significant control are not listed.