Annual accounts
Micro Entity accounts
31/10/2027Filing deadline
Made up to 27/01/2026Due 31/10/2027
- Next accounts made up to
- 31/01/2027
- Last accounts made up to
- 27/01/2026
SRG FINANCIAL MANAGEMENT LTD
Active- NI049448Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 11 Galgorm Court, Fenaghy Road, Galgorm, Ballymena BT42 1HW
- Classification (SIC)
- Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007)
- Accounts type
- Micro Entity
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 06/03/2026View PDF (4 pages)
Micro company accounts made up to 2026-01-27
- 09/02/2026View PDF (3 pages)
Confirmation statement made on 2026-01-28 with no updates
- 09/02/2026View PDF (3 pages)
Certificate of change of name
- 24/03/2025View PDF (2 pages)
Change of details for Mr William Robert Stevenson as a person with significant control on 2024-10-28
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 28/01/2027
- Last statement dated
- 27/01/2026
Financial performance
The latest figures SRG FINANCIAL MANAGEMENT LTD filed. Okredo holds filed accounts data for 2022–2026; the year-by-year record is on the financials page.
Net Assets
£219.92K2026
34.11%vs 20252025: £163.98K
Total Assets
£255.17K2026
19.67%vs 20252025: £213.23K
Total Liabilities
£35.24K2026
-28.44%vs 20252025: £49.25K
Employees
72026
+2vs 20252025: 5
Of the 3 measures with an earlier filing to compare against, 2 rose and 1 fell. Net assets moved furthest, up 34.11% on 2025. See the full financial analysis for SRG FINANCIAL MANAGEMENT LTD.
The full financial record
Four ways through SRG FINANCIAL MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +56.3% a year (CAGR)Three-year trend, 2024–2026Every measure end to end across 2024, 2025 and 2026, with the compound rate behind each one.See what moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2022–2026.Plot the figuresNothing estimatedRatios from the filed figures2 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2022–2026.
| Year | Employees | Change |
|---|---|---|
| 2026 | 7 | +2 |
| 2025 | 5 | 0 |
| 2024 | 5 | -1 |
| 2023 | 6 | +1 |
| 2022 | 5 | – |
Reported employee count increased from 5 in 2022 to 7 in 2026. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Corporate Director | 28/01/2004–28/01/2004 | 3187 | |
| Director | 28/01/2004–Present | 0 | |
| Director | 28/10/2024–Present | 2 | |
| Secretary | 28/01/2004–28/10/2024 | 0 | |
| Director | 28/10/2024–Present | 0 |
Persons with significant control
5Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–28/10/2024 | 0 | |
| 06/04/2016–Present | 0 | |
| 06/04/2016–Present | 0 | |
| 28/10/2024–Present | 2 | |
| 28/10/2024–Present | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 20 Since 16/02/2023
- Last 12 months
- 3 -8 vs the year before
- Most recent filing
- 06/03/2026 6 months ago
What changed in the last year
- Accounts filedLatest 06/03/2026
- Confirmation statementLatest 09/02/2026
- Company nameLatest 09/02/2026
Filing timeline
- 06/03/2026View PDF (4 pages)
Micro company accounts made up to 2026-01-27
- 09/02/2026View PDF (3 pages)
Confirmation statement made on 2026-01-28 with no updates
- 09/02/2026View PDF (3 pages)
Certificate of change of name
- 24/03/2025View PDF (2 pages)
Change of details for Mr William Robert Stevenson as a person with significant control on 2024-10-28
- 24/03/2025View PDF (2 pages)
Change of details for Mr Nigel Graham as a person with significant control on 2024-10-28
- 24/03/2025View PDF (2 pages)
Change of details for Mr Mark Glenn Taggart as a person with significant control on 2024-10-28
- 13/03/2025View PDF (4 pages)
Micro company accounts made up to 2025-01-27
- 19/02/2025View PDF (4 pages)
Confirmation statement made on 2025-01-28 with updates
- 11/11/2024View PDF (2 pages)
Appointment of Mr Mark Glenn Taggart as a director on 2024-10-28
- 11/11/2024View PDF (2 pages)
Appointment of Mr Nigel Graham as a director on 2024-10-28
- 11/11/2024View PDF (1 pages)
Termination of appointment of Elizabeth Wylie Stevenson as a secretary on 2024-10-28
- 11/11/2024View PDF (2 pages)
Notification of Mark Glenn Taggart as a person with significant control on 2024-10-28
Showing 12 of 20 filings
See when the next accounts and confirmation statement are due
Similar companies
221 UK companies are similar to SRG FINANCIAL MANAGEMENT LTD, sharing the same company status (Active), the same industry sector and activity group (Other activities auxiliary to insurance and pension funding) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
PROSPERITY FINANCIAL MANAGEMENT LIMITED
Active195 High Street, Northallerton, North Yorkshire DL7 8LF
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04703113
- Incorporated
- 19/03/2003
- Employees
- 6
BLUEGLEN INVESTMENT PARTNERS LIMITED
Active9 Stratford Place, London W1C 1AZ
- Activity
- Fund management activities
- Company no.
- 10494530
- Incorporated
- 24/11/2016
- Employees
- 6
4WEALTH LIMITED
Active361 Rayleigh Road, Leigh-On-Sea, Essex SS9 5PS
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 04668130
- Incorporated
- 17/02/2003
- Employees
- 6
ACTIVE MORTGAGE SERVICES LIMITED
Active3 Highcliff View, Westgate, Guisborough, Cleveland TS14 6AY
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 04600469
- Incorporated
- 26/11/2002
- Employees
- 6
LIBERTY WEALTH MANAGEMENT LIMITED
Active47b High Street, Ongar, Essex CM5 9DT
- Activity
- Activities of insurance agents and brokers
- Company no.
- 03783537
- Incorporated
- 07/06/1999
- Employees
- 6
About SRG FINANCIAL MANAGEMENT LTD
A short description of the company, written from its Companies House record.
SRG FINANCIAL MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in 11 Galgorm Court, Fenaghy Road, Galgorm, Ballymena BT42 1HW. Companies House classifies its business as Other activities auxiliary to insurance and pension funding. It has been on the register for 22 years 7 months.
The register currently records it as active. Its 2026 accounts report net assets of £219.92K and 7 employees.
SRG FINANCIAL MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does SRG FINANCIAL MANAGEMENT LTD do?
Companies House records SRG FINANCIAL MANAGEMENT LTD under one registered business activity: Other activities auxiliary to insurance and pension funding (66.29 - SIC 2007).
Is SRG FINANCIAL MANAGEMENT LTD still active?
SRG FINANCIAL MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 28/01/2004.
What are SRG FINANCIAL MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2026 and report net assets of £219.92K, total assets of £255.17K and total liabilities of £35.24K.
When did SRG FINANCIAL MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 06/03/2026: Micro company accounts made up to 2026-01-27, 6 months ago.
When are SRG FINANCIAL MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 31/10/2027.
Who runs SRG FINANCIAL MANAGEMENT LTD?
Companies House lists 5 officers (3 currently in post) and 5 people with significant control (4 current).