Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 4 December 2026
- Last conf. stmt
- 20 November 2025
Paul Smith Wealth Management Ltd
- Incorporated
- 20 November 2012 (13 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- Yorkshire
- Address
- 17B Appleton CourtWakefieldWF2 7AR
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 24 March 2026
British
Born May 1980 (46)
Officer history (2 former)
24 March 2026
24 March 2026
Resigned Smith, Sally Anne as Director
24 March 2026
Resigned Smith, Paul as Director
16 September 2014
Appointed Smith, Sally Anne as Director
20 November 2012
Appointed Smith, Paul as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 24 March 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 07970712
Former controllers (2)
24 March 2026
Ceased Sally Anne Smith — Owns 25–50% of shares
24 March 2026
Ceased Paul Smith — Owns 50–75% of shares
Group structure 6 companies
Ownership group derived from the Companies House PSC register
Regency Financial Advice Ltd Owns 75–100% of shares
Regency Wealth Ltd Owns 75–100% of shares
Paul Smith Wealth Management Ltd This company Owns 75–100% of shares
Regentia Lifestyle Planning Ltd Owns 75–100% of shares
Whittaker Wealth Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 December 2025 · total exemption full accounts
- Net Assets
- £365,501
- Cash
- £30,519
- Employees
- 2
- Debt Ratio
- 17%
- Current Ratio
- 0.6x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £398,017 | £400,677 | £457,477 | £406,991 | £383,895 | £389,646 | £390,696 |
| Current Assets | £42,866 | £69,370 | £42,016 | £39,865 | £48,970 | £53,901 | £80,555 |
| Debtors | £12,347 | £10,565 | £9,621 | £8,725 | £10,018 | £11,083 | £10,334 |
| Cash | £30,519 | £58,805 | £32,395 | £31,140 | £38,952 | £42,818 | £70,221 |
| Creditors (< 1 year) | £72,408 | £113,921 | £98,207 | £47,361 | £45,204 | £49,962 | £55,393 |
| Creditors (> 1 year) | £9,931 | £65,292 | £72,143 | £91,059 | £109,458 | £131,267 | |
| Net Current Assets | (£29,542) | (£44,551) | (£56,191) | (£7,496) | £3,766 | £3,939 | £25,162 |
| Net Assets | £365,501 | £342,716 | £321,723 | £321,964 | £292,678 | £279,110 | £279,118 |
| Shareholder Funds | £365,501 | £342,716 | £321,723 | £321,964 | £292,678 | £279,110 | £279,118 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 2 April 2026 | Appointment of a director | |||
| 2 April 2026 | Termination of appointment of a director | |||
| 2 April 2026 | Termination of appointment of a director | |||
| 30 March 2026 | Registered office address changed | |||
| 30 March 2026 | Notification of a person with significant control |
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