Annual accounts
Micro Entity accounts
31/01/2027Filing deadline
Made up to 30/04/2025Due 31/01/2027
- Next accounts made up to
- 30/04/2026
- Last accounts made up to
- 30/04/2025
SUSTAINABLE WEALTH MANAGEMENT LTD
Active- 13327422Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 5 Brooklands Place, Brooklands Road, Sale, Cheshire M33 3SD
- 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
- 09/10/2025View PDF (5 pages)
Micro company accounts made up to 2025-04-30
- 29/08/2025View PDF (2 pages)
Notification of David John Rogers as a person with significant control on 2025-08-20
- 20/08/2025View PDF (6 pages)
Confirmation statement made on 2025-08-20 with updates
- 28/05/2025View PDF (2 pages)
Resolutions
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
- 20/08/2026
- Last statement dated
- 30/04/2025
Financial performance
The latest figures SUSTAINABLE WEALTH MANAGEMENT LTD filed. Okredo holds filed accounts data for 2022–2025; the year-by-year record is on the financials page.
Net Assets
£97.31K2025
53.16%vs 20242024: £63.54K
Total Assets
£241.27K2025
258.42%vs 20242024: £67.32K
Total Liabilities
£143.96K2025
3.71K%vs 20242024: £3.78K
Employees
42025
+1vs 20242024: 3
Of the 3 measures with an earlier filing to compare against, 3 rose. Total assets moved furthest, up 258.42% on 2024. See the full financial analysis for SUSTAINABLE WEALTH MANAGEMENT LTD.
The full financial record
Four ways through SUSTAINABLE WEALTH MANAGEMENT LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +31.6% 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, 2022–2025.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 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2022–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 4 | +1 |
| 2024 | 3 | -1 |
| 2023 | 4 | +2 |
| 2022 | 2 | – |
Reported employee count increased from 2 in 2022 to 4 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
3Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/09/2021–Present | 2 | |
| Director | 12/04/2021–Present | 3 | |
| Director | 05/02/2024–Present | 2 |
Persons with significant control
5Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 01/09/2023–05/02/2024 | 23 | |
| 20/05/2025–Present | 2 | |
| 01/09/2021–05/02/2024 | 2 | |
| 12/04/2021–Present | 3 | |
| 20/08/2025–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 18 Since 25/11/2022
- Last 12 months
- 1 -7 vs the year before
- Most recent filing
- 09/10/2025 11 months ago
What changed in the last year
- Accounts filedLatest 09/10/2025
Filing timeline
- 09/10/2025View PDF (5 pages)
Micro company accounts made up to 2025-04-30
- 29/08/2025View PDF (2 pages)
Notification of David John Rogers as a person with significant control on 2025-08-20
- 20/08/2025View PDF (6 pages)
Confirmation statement made on 2025-08-20 with updates
- 28/05/2025View PDF (2 pages)
Resolutions
- 27/05/2025View PDF (4 pages)
Cancellation of shares. Statement of capital on 2025-05-16
- 22/05/2025View PDF (2 pages)
Notification of Aidan Vere Upton as a person with significant control on 2025-05-20
- 22/05/2025View PDF (5 pages)
Confirmation statement made on 2025-05-22 with updates
- 04/12/2024View PDF (5 pages)
Micro company accounts made up to 2024-04-30
- 14/10/2024View PDF (4 pages)
Confirmation statement made on 2024-10-12 with updates
- 20/02/2024View PDF (2 pages)
Appointment of Mr David John Rogers as a director on 2024-02-05
- 20/02/2024View PDF (1 pages)
Cessation of Antonios Ioannides as a person with significant control on 2024-02-05
- 20/02/2024View PDF (1 pages)
Cessation of Aidan Vere Upton as a person with significant control on 2024-02-05
Showing 12 of 18 filings
See when the next accounts and confirmation statement are due
Similar companies
1,448 UK companies are similar to SUSTAINABLE WEALTH MANAGEMENT LTD, 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.
RENDLESHAM PARK PROPERTIES LIMITED
Active5 Eton House, School Lane, Egham, Surrey TW20 9GE
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 03393310
- Incorporated
- 26/06/1997
- Employees
- 4
WELL ABLE LIMITED
ActiveLindum House Beels Road, Stallingborough, Grimsby DN41 8DN
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 11625794
- Incorporated
- 16/10/2018
- Employees
- 3
MICHELINS PROPERTIES LIMITED
Active88 North Street, Hornchurch RM11 1SR
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 08735994
- Incorporated
- 17/10/2013
- Employees
- 4
MORTIGO LTD
ActiveSunley House, 4 Bedford Park, 318, Third Floor, Croydon, Surrey CR0 2AP
- Activity
- Activities of mortgage finance companies
- Company no.
- 12922261
- Incorporated
- 02/10/2020
- Employees
- 3
DRAKE MEMORIAL PARK HOLDINGS LIMITED
Active66 London Road, St. Albans, Hertfordshire AL1 1NW
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 02816707
- Incorporated
- 11/05/1993
- Employees
- 4
About SUSTAINABLE WEALTH MANAGEMENT LTD
A short description of the company, written from its Companies House record.
SUSTAINABLE WEALTH MANAGEMENT LTD is a private limited company registered in the United Kingdom, based in 5 Brooklands Place, Brooklands Road, Sale, Cheshire M33 3SD. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 5 years 5 months.
The register currently records it as active. Its 2025 accounts report net assets of £97.31K and 4 employees.
SUSTAINABLE WEALTH MANAGEMENT LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does SUSTAINABLE WEALTH MANAGEMENT LTD do?
Companies House records SUSTAINABLE WEALTH MANAGEMENT LTD under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is SUSTAINABLE WEALTH MANAGEMENT LTD still active?
SUSTAINABLE WEALTH MANAGEMENT LTD is recorded as active on the Companies House register, and has been on it since 12/04/2021.
What are SUSTAINABLE WEALTH MANAGEMENT LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £97.31K, total assets of £241.27K and total liabilities of £143.96K.
When did SUSTAINABLE WEALTH MANAGEMENT LTD last file with Companies House?
The most recent document on the record is dated 09/10/2025: Micro company accounts made up to 2025-04-30, 11 months ago.
When are SUSTAINABLE WEALTH MANAGEMENT LTD's next filings due?
On the current registry record, accounts are due by 31/01/2027.
Who runs SUSTAINABLE WEALTH MANAGEMENT LTD?
Companies House lists 3 officers and 5 people with significant control (3 current).