Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 15 June 2027
- Last conf. stmt
- 1 June 2026
Stevenson Wealth Management Limited
- Incorporated
- 1 June 2010 (16 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Mark Stevenson
- Owned by
- Mark StevensonTracy Claire Stevenson
- Accounts type
- Micro entity
- Region
- Yorkshire
- Address
- Dale CottageDenton RoadIlkleyLS29 0AF
Officers 2 active
Officer details are public data from the Companies House register.
Stevenson, Tracy Claire
Secretary · Appointed 1 June 2010
Stevenson, Mark
Director · Appointed 1 June 2010
British
Born July 1964 (62)
Officer history (1 former)
1 June 2010
Appointed Stevenson, Tracy Claire as Secretary
1 June 2010
Appointed Stevenson, Mark as Director
1 June 2010
1 June 2010
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Mark Stevenson
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Right to appoint and remove directors
English
Born July 1964 (62)
Tracy Claire Stevenson
Individual · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
English
Born January 1974 (52)
Financials
Balance sheet as at 30 June 2025 · micro entity accounts
- Net Assets
- £30,681
- Employees
- 2
- Debt Ratio
- 58%
- Current Ratio
- 1.0x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £31,008 | £41,343 | £52,124 | £4,486 | £5,981 | £7,974 |
| Current Assets | £42,000 | £59,201 | £80,118 | £55,051 | £138,142 | £155,383 |
| Creditors (< 1 year) | £42,327 | £54,094 | £65,160 | £34,147 | £32,066 | £82,683 |
| Net Current Assets | (£327) | £5,107 | £14,958 | £20,904 | £106,076 | £72,700 |
| Net Assets | £30,681 | £46,450 | £67,082 | £25,390 | £112,057 | £80,674 |
| Shareholder Funds | £30,681 | £46,450 | £67,082 | £25,390 | £112,057 | £80,674 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 July 2026 | Confirmation statement with no updates | 1 June 2026 | ||
| 24 November 2025 | Micro company accounts | 30 June 2025 | ||
| 3 June 2025 | Confirmation statement with no updates | 1 June 2025 | ||
| 30 July 2024 | Micro company accounts | 30 June 2024 | ||
| 4 June 2024 | Confirmation statement with no updates | 1 June 2024 |
Other companies in this industry
Manchester
Manchester
London
London
London
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →