Website & contact details
- Website
Strategic Wealth Management Limited
- Incorporated
- 16 December 1987 (38 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Micro entity
- Region
- South East
- Address
- Lindeyer Francis FergusonNorth House 198 High StreetTonbridgeTN9 1BE
Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 15 March 2027
- Last conf. stmt
- 1 March 2026
Officers 2 active
Officer details are public data from the Companies House register.
Marsh, Laura Alexandra
Secretary · Appointed 4 December 2019
Director · Appointed 16 November 2009
British
Born September 1969 (57)
Officer history (13 former)
4 December 2019
Appointed Marsh, Laura Alexandra as Secretary
4 December 2019
4 December 2019
11 June 2012
Resigned Chatfield, Lesley Karen as Director
2 November 2010
Appointed Chatfield, Lesley Karen as Director
16 November 2009
31 December 2002
25 November 2002
25 November 2002
26 January 2001
Resigned Marsh, David as Director
21 April 1999
Appointed Marsh, David as Director
14 September 1998
14 September 1998
14 September 1998
6 August 1998
1 December 1997
1 December 1997
30 June 1997
2 December 1996
1 May 1996
28 February 1995
25 October 1994
25 October 1994
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company
Reg. no. 03184218
Financials
Balance sheet as at 31 August 2025 · micro entity accounts
- Net Assets
- £211,824
- Debt Ratio
- 29%
- Current Ratio
- 3.3x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £22,012 | £21,175 | £24,724 | £5,821 | £6,117 | £1,706 | £7,116 |
| Current Assets | £276,067 | £241,163 | £228,111 | £265,253 | £308,490 | £258,904 | £222,336 |
| Creditors (< 1 year) | £83,378 | £75,845 | £80,059 | £74,257 | £152,758 | £98,870 | £100,484 |
| Net Current Assets | £213,207 | £188,128 | £171,329 | £183,251 | £187,263 | £147,081 | |
| Net Assets | £211,824 | £194,205 | £187,271 | £174,719 | £146,547 | £137,194 | |
| Shareholder Funds | £211,824 | £194,205 | £187,271 | £202,154 | £174,719 | £146,547 | £137,194 |
What Strategic Wealth Management say about themselves
“We are a financial planning and wealth management firm located near Sevenoaks in Kent, dedicated to the service and prosperity of individuals, couples and their families. We provide a personalised, life-centred approach to planning and investing for the future.”
Filings
Filing history not loaded yet. See it on Companies House
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