Website & contact details
- Website
Create Wealth Management Ltd
- Incorporated
- 16 November 2004 (21 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Directors
- Owned by
- Stephen Anthony NgPeter Lewis Davies
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- The Estates Office25-26 Gold TopsNewportNP20 4PG
Filing status
- Accounts due
- 31 August 2027
- Last accounts
- 30 November 2025
- Conf. stmt due
- 23 November 2026
- Last conf. stmt
- 9 November 2025
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 11 July 2006
British
Born October 1965 (61)
Secretary · Appointed 13 February 2006
British
Director · Appointed 16 November 2004
Also at Create Financial Planning Ltd · more companies
British
Born July 1967 (59)
Officer history (2 former)
11 July 2006
3 May 2006
Resigned Brown, Thomas Gervais Rentoul as Director
13 February 2006
13 February 2006
Resigned Brown, Thomas Gervais Rentoul as Secretary
16 November 2004
16 November 2004
Appointed Brown, Thomas Gervais Rentoul as Secretary
16 November 2004
Appointed Brown, Thomas Gervais Rentoul as Director
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 6 April 2016
Owns 25–50% of shares
Owns 25–50% of shares (as a firm)
Holds 25–50% of voting rights
British
Born October 1965 (61)
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Holds 25–50% of voting rights (as a firm)
British
Born July 1967 (59)
Financials
Figures from 2024 accounts. Newer accounts, made up to 30 November 2025, are filed but not read yet. See them on Companies House
- Cash
- £538,744
- Employees
- 4
- Current Ratio
- 5.7x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £3,968 | £5,050 | £5,551 | £7,069 | £6,176 | £6,209 |
| Current Assets | £555,806 | £455,480 | £412,441 | £333,164 | £268,061 | £249,202 |
| Debtors | £2,672 | £3,246 | £5,353 | £19,658 | £18,680 | £3,455 |
| Cash | £538,744 | £425,326 | £380,426 | £287,044 | £222,727 | £219,108 |
| Creditors (< 1 year) | £97,309 | £74,073 | £75,411 | £67,595 | £51,797 | £47,170 |
| Net Current Assets | £458,497 | £381,407 | £337,030 | £265,569 | £216,264 | £202,032 |
| Shareholder Funds | £462,465 | £386,457 | £342,581 | £272,638 | £222,440 | £208,241 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 August 2026 | Total exemption full accounts | 30 November 2025 | ||
| 10 November 2025 | Confirmation statement with no updates | 9 November 2025 | ||
| 18 August 2025 | Total exemption full accounts | 30 November 2024 | ||
| 18 November 2024 | Confirmation statement with no updates | 16 November 2024 | ||
| 27 August 2024 | Total exemption full accounts | 30 November 2023 |
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