Filing status
- Accounts due
- 31 October 2027
- Last accounts
- 31 January 2026
- Conf. stmt due
- 22 November 2026
- Last conf. stmt
- 8 November 2025
Sage Wealth Management Limited
- Incorporated
- 8 November 2010 (16 years)
- Industry
- Fund management activities (66300)
- Directors
- Michael John Sage
- Owned by
- Michael John Sage
- Accounts type
- Total exemption full
- Region
- North East
- Address
- 2Dunns Bowes OfficesLambton ParkChester Le StreetDH3 4AN
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 1 active
Officer details are public data from the Companies House register.
Sage, Michael John
Director · Appointed 8 November 2010
British
Born April 1982 (44)
Officer history (2 former)
1 March 2024
Appointed Auld, Christopher as Director
1 March 2024
Resigned Auld, Christopher as Director
7 February 2019
Resigned Sage, Lisa Michelle as Director
8 November 2010
Appointed Sage, Michael John as Director
8 November 2010
Appointed Sage, Lisa Michelle as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Michael John Sage
Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
British
Born April 1982 (44)
Holdings 1
Companies where Sage Wealth Management Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Former controllers (1)
7 February 2019
Ceased Lisa Sage — Owns 25–50% of shares
Financials
Balance sheet as at 31 January 2026 · total exemption full accounts
- Net Assets
- £249,616
- Cash
- £257,011
- Debt Ratio
- 81%
- Current Ratio
- 1.0x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £901,839 | £698,866 | £367,822 | £547,010 | £506,000 | £555,551 | |
| Current Assets | £426,618 | £429,726 | £431,716 | £346,350 | £231,763 | £254,942 | |
| Debtors | £169,607 | £200,533 | £133,906 | £102,854 | £60,376 | £75,616 | |
| Cash | £257,011 | £229,193 | £297,810 | £243,496 | £171,387 | £179,326 | |
| Creditors (< 1 year) | £410,810 | £373,096 | £322,332 | £259,299 | £204,251 | £206,747 | £229,446 |
| Creditors (> 1 year) | £653,704 | £550,107 | £381,023 | £547,019 | £669,962 | £441,494 | £532,323 |
| Net Current Assets | £15,808 | £56,630 | £109,384 | £142,099 | £25,016 | £25,496 | |
| Net Assets | £249,616 | £192,032 | £87,074 | £12,394 | £84,333 | £42,904 | |
| Shareholder Funds | £249,616 | £192,032 | £87,074 | £12,394 | £84,333 | £42,904 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 16 July 2026 | Total exemption full accounts | 31 January 2026 | ||
| 17 December 2025 | Director's details changed | |||
| 17 December 2025 | Change of details for a person with significant control | |||
| 17 December 2025 | Registered office address changed | |||
| 17 November 2025 | Confirmation statement with no updates | 8 November 2025 |
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