Filing status
- Accounts due
- 29 June 2027
- Last accounts
- 29 September 2025
- Conf. stmt due
- 23 February 2027
- Last conf. stmt
- 9 February 2026
Gerald Thomas Wealth Management Limited
- Incorporated
- 9 February 2010 (16 years)
- Previously known as
- Kindgrade Ltd (until 22 July 2013)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- John Michael EvansMargaret Elizabeth Jones
- Controlled by
- Philip James Williams
- Accounts type
- Micro entity
- Region
- Wales
- Address
- Mha House Charter CourtPhoenix WaySwansea Enterprise ParkSwanseaSA7 9FS
Officers 4 active
Officer details are public data from the Companies House register.
Evans, John Michael
Director · Appointed 12 June 2013
British
Born May 1954 (72)
Director · Appointed 12 June 2013
Irish
Born September 1960 (66)
Jones, Margaret Elizabeth
Director · Appointed 12 June 2013
British
Born September 1950 (76)
Director · Appointed 1 July 2010
English
Born March 1957 (69)
Officer history (2 former)
8 December 2017
Resigned Holland, Richard James as Director
12 June 2013
Appointed Evans, John Michael as Director
12 June 2013
12 June 2013
Appointed Jones, Margaret Elizabeth as Director
12 June 2013
Appointed Holland, Richard James as Director
1 July 2010
9 March 2010
9 February 2010
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
English
Born March 1957 (69)
Financials
Balance sheet as at 29 September 2025 · micro entity accounts
- Current Ratio
- 1.0x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £1 | £1,501 | £9,001 | £16,501 | ||
| Current Assets | £4,344 | £8,940 | £9,200 | £25,418 | £22,239 | £28,297 | £28,319 |
| Creditors (< 1 year) | £4,230 | £8,446 | £8,220 | £24,480 | £21,591 | £24,712 | £26,739 |
| Creditors (> 1 year) | £0 | £8,000 | £12,000 | £22,000 | |||
| Net Current Assets | £114 | £494 | £980 | £938 | £648 | £3,585 | £1,580 |
| Net Assets | £939 | (£5,851) | £586 | (£3,919) | |||
| Shareholder Funds | £114 | £494 | £980 | £939 | (£5,851) | £586 | (£3,919) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 June 2026 | Micro company accounts | 29 September 2025 | ||
| 16 April 2026 | Confirmation statement with no updates | 9 February 2026 | ||
| 25 June 2025 | Micro company accounts | 29 September 2024 | ||
| 20 February 2025 | Confirmation statement with no updates | 9 February 2025 | ||
| 10 February 2025 | Micro company accounts | 29 September 2023 |
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