Filing status
- Accounts due
- 31 May 2028
- Last accounts
- 31 August 2026
- Conf. stmt due
- 12 July 2027
- Last conf. stmt
- 28 June 2026
Stewart Wealth Management Ltd
- Incorporated
- 2 July 2008 (18 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Micro entity
- Region
- East of England
- Address
- Wherstead Park The StreetWhersteadIpswichIP9 2BJ
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 24 October 2018
British
Born December 1962 (63)
Director · Appointed 24 October 2018
British
Born June 1972 (54)
Officer history (3 former)
24 October 2018
24 October 2018
24 October 2018
24 October 2018
Resigned Frampton, Gillian Denise as Secretary
24 October 2018
12 August 2015
2 July 2008
Appointed Frampton, Gillian Denise as Secretary
2 July 2008
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 24 October 2018
Owns 75–100% of shares
Holds 75–100% of voting rights
Private Limited Company By Shares
Reg. no. 11540715
Former controllers (3)
24 October 2018
24 October 2018
24 October 2018
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Pearson Wealth Management Ltd Owns 75–100% of shares
Stewart Wealth Management Ltd This company Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 August 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £341,946
- Cash
- £87,876
- Current Ratio
- 11.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £1 | £2,198 | £4,395 | £6,592 | |
| Current Assets | £375,592 | £427,854 | £435,373 | £437,201 | £530,965 | £499,425 |
| Debtors | £287,716 | £375,205 | £373,364 | £397,037 | £497,038 | £467,038 |
| Cash | £87,876 | £52,649 | £62,009 | £40,164 | £33,927 | £32,387 |
| Creditors (< 1 year) | £33,646 | £57,932 | £79,126 | £162,153 | £203,482 | £245,337 |
| Creditors (> 1 year) | £0 | £37,900 | ||||
| Net Current Assets | £341,946 | £369,922 | £356,247 | £275,048 | £327,483 | £254,088 |
| Net Assets | £341,946 | £369,923 | £358,445 | £279,443 | £296,175 | £254,088 |
| Shareholder Funds | £279,443 | £296,175 | £254,088 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 July 2026 | Confirmation statement with updates | 28 June 2026 | ||
| 30 January 2026 | Total exemption full accounts | 31 August 2025 | ||
| 1 July 2025 | Confirmation statement with updates | 28 June 2025 | ||
| 16 May 2025 | Director's details changed | |||
| 11 November 2024 | Total exemption full accounts | 31 August 2024 |
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