SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED

Active
Company number 09990241Private limited companyIncorporated 2016

Key figures

£2,913-19.8%
Net assets 2024/25
-21.5%
Average annual change 2020/21–2024/25
05 k10 k15 k2020/212021/222022/232023/242024/25

Like most small UK companies, SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.

Ratios

2024/25

Sector comparison

SIC 64999

Where the company stands among the 29,051 active companies whose first SIC code is 64999 (Financial intermediation not elsewhere classified).

Net assets£2,913
Lower than 69% · median £26,303
Total assets£10,606
Lower than 82% · median £100,766
Cash£9,849
Lower than 74% · median £55,678
Employees0
Lower than 65% · median 1
Company age10.8 years
Older than 58% · median 8.8 years
Largest in this sector by net assets
  1. 3I GROUP PLC£30.9bn
  2. VR FINANCE COMPANY£7.2bn
  3. F&C INVESTMENT TRUST PLC£6.2bn
  4. B.A.T. INTERNATIONAL FINANCE P.L.C.£5.9bn
  5. BARCLAYS ALDERSGATE INVESTMENTS LIMITED£3.6bn
  6. BARCLAYS INVESTMENT MANAGEMENT LIMITED£3.3bn
  7. GLQ HOLDINGS (UK) LTD£2.9bn
  8. ICG PLC£2.7bn
  9. ICG GLOBAL INVESTMENT UK LIMITED£2.6bn
  10. HGCAPITAL TRUST PLC£2.6bn

Positions are approximate. Figures come from each company's latest accounts; money and employee figures are compared only with companies that filed accounts in pounds for a period ending in the last two and a half years and are not dormant, so those groups are smaller than 29,051. The line on each bar marks the median.

Summary: SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED

What kind of company is it?

SWAYNE JOHNSON WEALTH MANAGEMENT LIMITED is a private limited company registered with Companies House under company number 09990241. It was incorporated on 5 Feb 2016. Its status is active. The registered office is in St. asaph (LL17). 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 28 Feb 2025); the company files small company accounts (filleted). Net assets were £2,913, down 19.8% on the previous year. Cash at bank and in hand was £9,849. The company had an average of 0 employees. Figures are available for 5 financial years (2020/21–2024/25).

How does it compare with similar companies?

Compared with 29,051 active companies whose first SIC code is 64999: By net assets it ranks lower than 69% of them (median £26,303). By total assets it ranks lower than 82% of them (median £100,766). By cash it ranks lower than 74% of them (median £55,678). By number of employees it ranks lower than 65% of them (median 1). It is older than 58% of them (median age 8.8 years).

Who runs and controls the company?

The company has 7 current directors.

When are its next filings due?

The next accounts are due by 30 Nov 2026. The next confirmation statement is due by 18 Feb 2027.

Filed accounts2020/21–2024/25
2020/212021/222022/232023/242024/25
Cash at bank and in hand11,95913,85917,6877,1189,849
Total assets20,28919,77822,83213,28710,606
Total liabilities—————
Net assets / total equity7,6787,14114,1693,6322,913
Average number of employees00000

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

16 events
  1. Financial year 2024/25 endedAccounts: net assets £2,913, 0 employees
  2. Financial year 2023/24 endedAccounts: net assets £3,632, 0 employees
  3. Jonathan Gareth MORIARTY resignedDirector
  4. Gareth Edward DAVIES appointedDirector
  5. Financial year 2022/23 endedAccounts: net assets £14.2k, 0 employees
  6. Financial year 2021/22 endedAccounts: net assets £7,141, 0 employees
  7. Financial year 2020/21 endedAccounts: net assets £7,678, 0 employees
  8. Owain Llyr WILLIAMS appointedSecretary
Earlier events (8)
  1. Sarah Jean NOTON appointedDirector
  2. David Patrick SCOTT appointedDirector
  3. Michael Dorian TREE appointedDirector
  4. Caryl VAUGHAN appointedDirector
  5. Lynette Ann VINEY-PASSIG appointedDirector
  6. Owain Llyr WILLIAMS appointedDirector
  7. Jonathan Gareth MORIARTY appointedDirector
  8. 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.