Annual accounts
Micro Entity accounts
31/05/2026Filing deadline
Made up to 31/08/2024Due 31/05/2026
- Next accounts made up to
- 31/08/2025
- Last accounts made up to
- 31/08/2024
STRATEGIC WEALTH MANAGEMENT LIMITED
Active- 02205890Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, Kent TN9 1BE
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - 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
- 27/05/2026View PDF (4 pages)
Micro company accounts made up to 2025-08-31
- 21/07/1992View PDF (7 pages)
Return made up to 15/06/92; full list of members
- 14/04/1992View PDF (2 pages)
New director appointed
- 01/07/1991View PDF (7 pages)
Return made up to 15/06/91; full list of members
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.
117 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 01/03/2026
- Last statement dated
- 31/08/2024
Financial performance
The latest figures STRATEGIC WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£211.82K2025
9.07%vs 20242024: £194.21K
Total Assets
£298.08K2025
13.62%vs 20242024: £262.34K
Total Liabilities
£86.26K2025
26.60%vs 20242024: £68.13K
Employees
02025
0vs 20242024: 0
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 13.62% on 2024. See the full financial analysis for STRATEGIC WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through STRATEGIC WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +6.4% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved4 chartsCharts by indicator4 filed indicators plotted year by year, 2021–2025.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 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 0 | 0 |
| 2024 | 0 | -6 |
| 2023 | 6 | 0 |
| 2022 | 6 | -1 |
| 2021 | 7 | – |
Reported employee count decreased from 7 in 2021 to 0 in 2025. 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
10Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 05/08/1998–30/12/2002 | 13 | |
| Director | 30/11/1997–13/09/1998 | 5 | |
| Director | 16/11/2009–Present | 5 | |
| Director | 30/04/1996–29/06/1997 | 2 | |
| Secretary | 24/10/1994–13/09/1998 | 4 | |
| Director | 01/11/2010–10/06/2012 | 0 | |
| Director | 20/04/1999–25/01/2001 | 0 | |
| Secretary | 03/12/2019–Present | 0 | |
| Secretary | 13/09/1998–24/11/2002 | 0 | |
| Secretary | 24/11/2002–03/12/2019 | 0 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 11 Since 06/01/1988
- Last 12 months
- 1
- Most recent filing
- 27/05/2026 3 months ago
What changed in the last year
- Accounts filedLatest 27/05/2026
Filing timeline
- 27/05/2026View PDF (4 pages)
Micro company accounts made up to 2025-08-31
- 21/07/1992View PDF (7 pages)
Return made up to 15/06/92; full list of members
- 14/04/1992View PDF (2 pages)
New director appointed
- 01/07/1991View PDF (7 pages)
Return made up to 15/06/91; full list of members
- 19/12/1990View PDF (3 pages)
New director appointed
- 12/02/1990View PDF (2 pages)
New director appointed
- 02/02/1990View PDF (2 pages)
New director appointed
- 23/06/1989View PDF (4 pages)
Return made up to 15/06/89; full list of members
- 25/04/1988View PDF (2 pages)
Resolutions
- 25/04/1988View PDF (1 pages)
£ nc 100/1000
- 06/01/1988View PDF (1 pages)
Secretary resigned;new secretary appointed
See when the next accounts and confirmation statement are due
Similar companies
487 UK companies are similar to STRATEGIC WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
CHELTMED LIMITED
ActiveThe Wilson Health Centre, 236, Prestbury Road, Cheltenham, Gloucestershire GL52 3EY
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 11912519
- Incorporated
- 29/03/2019
- Employees
- 0
A & J WEALTH MANAGEMENT LIMITED
ActiveAfh House Buntsford Drive, Stoke Heath, Bromsgrove B60 4JE
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 05105933
- Incorporated
- 19/04/2004
- Employees
- 0
ENVESTIR LTD
Active168 Bath Street, Glasgow G2 4TP
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- SC655311
- Incorporated
- 21/02/2020
- Employees
- 0
TWIGDEN ASSET MANAGEMENT LIMITED
ActiveProspect Place, 23 Osier Way, Olney MK46 5FP
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 04691087
- Incorporated
- 10/03/2003
- Employees
- 0
WESTCOURT GROUP LIMITED
Active2 Queen Street, Leeds LS1 2TW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 02953424
- Incorporated
- 28/07/1994
- Employees
- 0
About STRATEGIC WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
STRATEGIC WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, Kent TN9 1BE. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 38 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £211.82K and 0 employees. Its accounts are past the filing deadline shown on the registry record.
STRATEGIC WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does STRATEGIC WEALTH MANAGEMENT LIMITED do?
Companies House records STRATEGIC WEALTH MANAGEMENT LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is STRATEGIC WEALTH MANAGEMENT LIMITED still active?
STRATEGIC WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 16/12/1987.
What are STRATEGIC WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £211.82K, total assets of £298.08K and total liabilities of £86.26K.
When did STRATEGIC WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 27/05/2026: Micro company accounts made up to 2025-08-31, 3 months ago.
When are STRATEGIC WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/05/2026, which has passed.
Who runs STRATEGIC WEALTH MANAGEMENT LIMITED?
Companies House lists 10 officers (2 currently in post) and 0 people with significant control.