Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 12 August 2027
- Last conf. stmt
- 29 July 2026
Steven Rees Wealth Management Limited
- Incorporated
- 11 May 2012 (14 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Steven Rees
- Owned by
- Steven Rees
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- 1 Coracle OfficesSt. Catherine StreetCarmarthenSA31 1RD
Officers 1 active
Officer details are public data from the Companies House register.
Rees, Steven
Director · Appointed 11 May 2012
British
Born September 1973 (53)
Officer history (1 former)
29 July 2024
11 May 2012
Appointed Rees, Steven as Director
11 May 2012
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Steven Rees
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
British
Born September 1973 (53)
Former controllers (1)
29 July 2024
Ceased Nicloa Rees — Owns 25–50% of shares
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £262,770
- Cash
- £177,334
- Employees
- 3
- Debt Ratio
- 18%
- Current Ratio
- 5.0x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £43,989 | £43,278 | £47,650 | £39,053 | £36,780 | |
| Current Assets | £277,451 | £384,680 | £258,405 | £179,103 | £159,299 | |
| Debtors | £100,117 | £119,124 | £77,345 | £61,893 | £67,852 | |
| Cash | £177,334 | £265,556 | £181,060 | £117,210 | £91,447 | |
| Creditors (< 1 year) | £55,850 | £106,317 | £71,320 | £64,907 | £55,019 | £62,885 |
| Net Current Assets | £221,601 | £278,363 | £193,498 | £124,084 | £96,414 | |
| Net Assets | £262,770 | £318,821 | £238,174 | £161,797 | £132,286 | |
| Shareholder Funds | £262,770 | £318,821 | £238,174 | £161,797 | £132,286 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 12 August 2026 | Confirmation statement with no updates | 29 July 2026 | ||
| 27 November 2025 | Total exemption full accounts | 31 March 2025 | ||
| 2 September 2025 | Confirmation statement with no updates | 29 July 2025 | ||
| 21 December 2024 | Total exemption full accounts | 31 March 2024 | ||
| 29 July 2024 | Cessation of a person with significant control |
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