Keystone Wealth Management Limited

Active07153249 Private limited company

What Keystone Wealth Management say about themselves

“Discover comprehensive financial planning and wealth management services in Kingston upon Thames with Keystone Wealth Management.”

— from www.keystonewm.co.uk
Incorporated
10 February 2010 (16 years)
Industry
Activities auxiliary to financial intermediation n.e.c. (66190)
Controlled by
David William Carter
Accounts type
Total exemption full
Region
Greater London
Address
Vine House 143
London Road
Kingston Upon Thames
KT2 6NH

Filing status

Accounts due
31 December 2026
Last accounts
31 March 2025
Conf. stmt due
17 November 2026
Last conf. stmt
3 November 2025

Officers 2 active

Officer details are public data from the Companies House register.

Carter, David William
Secretary · Appointed 10 February 2010
Director · Appointed 10 February 2010
British
Born April 1963 (63)

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Individual · Notified 6 April 2016
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born April 1963 (63)
Former controllers (1)
25 September 2023
Ceased Julika Carter — Owns 25–50% of shares

Financials

Balance sheet as at 31 March 2025 · total exemption full accounts

Net Assets
£150,436
Cash
£250
Debt Ratio
50%
Current Ratio
2.1x

Trend

Net Assets
£0 £50k £100k £150k £200k 2020 2021 2022 2023 2024 2025 £1,459 £79,186 £142,851 £141,518 £147,792 £150,436
Balance sheet detail
202520242023202220212020
Fixed Assets£1,321£3,657£5,993£8,329
Current Assets£298,082£293,611£256,862£268,834£228,095£147,871
Debtors£297,832£286,399£255,139£235,374£168,809£147,621
Cash£250£7,212£1,723£33,460£59,286£250
Creditors (< 1 year)£141,467£131,976£97,173£101,812£104,128£138,751
Creditors (> 1 year)£7,500£17,500£24,164£32,500£44,781£7,661
Net Current Assets£156,615£161,635£159,689£167,022£123,967£9,120
Net Assets£150,436£147,792£141,518£142,851£79,186£1,459
Shareholder Funds£150,436£147,792£141,518£142,851£79,186£1,459

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
31 March 2026Total exemption full accounts31 March 2025
17 December 2025Confirmation statement with updates3 November 2025
31 March 2025Total exemption full accounts31 March 2024
22 November 2024Confirmation statement with no updates3 November 2024
6 February 2024Total exemption full accounts31 March 2023
Show all recent filings

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