Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 11 July 2027
- Last conf. stmt
- 27 June 2026
Sip Wealth Management Ltd
- Incorporated
- 23 June 2003 (23 years)
- Previously known as
- Self Invested Portfolios Ltd. (until 19 November 2024)PRP Wealth Management Limited (until 2 April 2004)
- Industry
- Other business support service activities n.e.c. (82990)
- Owned by
- Jonathan Simon Francis
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- Unit BMarina Villas Trawler RoadMaritime QuarterSwanseaSA1 1FZ
Officers 3 active
Officer details are public data from the Companies House register.
British
Born September 1971 (55)
Director · Appointed 18 December 2023
British
Born January 1998 (28)
Director · Appointed 27 February 2004
Also at M4 Financial Group Limited · more companies
British
Born June 1967 (59)
Officer history (12 former)
13 November 2024
11 March 2024
Resigned Francis, Kay as Secretary
18 December 2023
31 December 2019
31 March 2018
Resigned Lee, Edward Hayden Robert as Director
1 June 2016
Appointed Lee, Edward Hayden Robert as Director
1 August 2013
14 March 2011
Resigned Francis, Kay as Director
30 June 2008
Appointed Francis, Kay as Director
1 July 2004
1 July 2004
Resigned Francis, Kay as Director
1 July 2004
Appointed Francis, Kay as Secretary
27 February 2004
Resigned Hooper, Ronald Stewart as Director
27 February 2004
27 February 2004
27 February 2004
Appointed Francis, Kay as Director
27 February 2004
Resigned Hooper, Dianne Susan as Secretary
25 October 2003
Resigned Williams, Arthur Paul as Secretary
25 October 2003
Resigned Williams, Arthur Paul as Director
25 October 2003
Appointed Hooper, Dianne Susan as Secretary
26 June 2003
Appointed Williams, Arthur Paul as Secretary
26 June 2003
Appointed Williams, Arthur Paul as Director
26 June 2003
Appointed Hooper, Ronald Stewart as Director
26 June 2003
26 June 2003
23 June 2003
23 June 2003
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
British
Born June 1967 (59)
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Net Assets
- £582,217
- Cash
- £404,351
- Debt Ratio
- 15%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £108,294 | £40,687 | £60,356 | £56,341 | £27,036 | £100,304 |
| Current Assets | £573,002 | £646,401 | £624,520 | £788,774 | £944,899 | £650,376 |
| Debtors | £168,651 | £538,021 | £469,126 | £262,958 | £295,963 | £622,154 |
| Cash | £404,351 | £108,380 | £155,394 | £525,816 | £648,936 | £28,222 |
| Creditors (< 1 year) | £194,136 | £498,190 | £124,381 | |||
| Net Current Assets | £483,038 | £580,220 | £530,571 | £594,638 | £446,709 | £525,995 |
| Net Assets | £582,217 | £611,792 | £581,812 | £646,358 | £469,124 | £621,678 |
| Shareholder Funds | £646,358 | £469,124 | £621,678 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 27 July 2026 | Confirmation statement with no updates | 27 June 2026 | ||
| 26 March 2026 | Total exemption full accounts | 30 June 2025 | ||
| 10 July 2025 | Confirmation statement with updates | 27 June 2025 | ||
| 1 May 2025 | Statement of capital following an allotment of shares | |||
| 10 December 2024 | Total exemption full accounts | 30 June 2024 |
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