Website & contact details
- Website
S G Wealth Management Limited
- Incorporated
- 21 February 2001 (25 years)
- Industry
- Fund management activities (66300)
- Directors
- David John Tooley
- Owned by
- Accounts type
- Small
- Region
- East of England
- Address
- 53-57 St Martin's LaneNorwichNR3 3SA
Filing status
- Accounts due
- 31 March 2028
- Last accounts
- 30 June 2026
- Conf. stmt due
- 3 September 2027
- Last conf. stmt
- 20 August 2026
Officers 4 active
Officer details are public data from the Companies House register.
British
Born March 1981 (45)
Tooley, David John
Director · Appointed 27 February 2024
British
Born August 1977 (49)
British
Born February 1977 (49)
Director · Appointed 7 March 2014
British
Born January 1960 (66)
Officer history (8 former)
27 February 2024
27 February 2024
Appointed Tooley, David John as Director
16 December 2023
16 December 2023
22 April 2022
Resigned Smiddy, Christina as Director
14 January 2021
14 January 2021
Appointed Smiddy, Christina as Director
27 July 2018
7 March 2014
24 September 2010
13 June 2006
10 April 2006
10 April 2006
Resigned Prentice, Helen as Director
5 July 2001
5 July 2001
Appointed Prentice, Helen as Director
21 February 2001
21 February 2001
21 February 2001
21 February 2001
21 February 2001
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 27 July 2018
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited
Reg. no. 11457845
Former controllers (2)
27 July 2018
27 July 2018
Group structure 3 companies
Ownership group derived from the Companies House PSC register
SGW Group Holdings Limited Owns 75–100% of shares
S G Wealth Management Limited This company Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 30 June 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £1,503,366
- Cash
- £961,607
- Profit
- £406,916
- Employees
- 39
- Debt Ratio
- 24%
- Current Ratio
- 4.1x
- Return on Equity
- 27%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Fixed Assets | £31,519 | £28,515 | £33,227 | £45,033 |
| Current Assets | £1,953,712 | £1,508,679 | £1,189,331 | £1,257,847 |
| Debtors | £992,105 | £199,954 | £236,044 | £246,611 |
| Cash | £961,607 | £1,308,725 | £953,287 | £1,011,236 |
| Creditors (< 1 year) | £481,865 | £433,282 | £402,998 | £586,689 |
| Net Current Assets | £1,471,847 | £1,075,397 | £786,333 | £671,158 |
| Net Assets | £1,503,366 | £1,101,400 | £716,191 | |
| Shareholder Funds | £1,503,366 | £1,101,400 | £819,560 | £716,191 |
| Turnover | £3,092,522 | £3,023,773 | £3,276,642 | |
| Admin Expenses | £2,702,819 | £2,721,266 | £2,860,205 | |
| Staff Costs | £2,104,356 | £2,077,912 | £2,242,621 | |
| Operating Profit | £398,493 | £309,707 | £445,892 | |
| Profit Before Tax | £442,697 | £326,162 | £449,951 | |
| Tax | £111,002 | £76,293 | £79,004 | |
| Profit for Period | £406,916 | £331,695 | £249,869 | £370,947 |
What S G Wealth Management say about themselves
“Award-winning independent financial advisors in Norwich offering professional, chartered wealth management, retirement planning and investment advice.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 October 2026 | Accounts for a small company | 30 June 2026 | ||
| 27 August 2026 | Confirmation statement with no updates | 20 August 2026 |
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