Filing status
- Accounts due
- 31 August 2027
- Last accounts
- 30 November 2025
- Conf. stmt due
- 19 November 2027
- Last conf. stmt
- 5 November 2026
Elite Wealth Management Solutions Ltd
- Incorporated
- 5 November 2013 (13 years)
- Industry
- Financial management (70221)
- Directors
- Owned by
- Jason Herbert
- Accounts type
- Micro entity
- Region
- Wales
- Address
- 74 High StreetFishguardSA65 9AU
Officers 1 active
Officer details are public data from the Companies House register.
British
Born August 1970 (56)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 5 November 2018
Owns 50–75% of shares
Holds 50–75% of voting rights
Right to appoint and remove directors
Welsh
Born August 1970 (56)
Former controllers (1)
20 September 2022
Ceased Diane Herbert — Owns 25–50% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 30 November 2025, are filed but not read yet. See them on Companies House
- Employees
- 2
- Current Ratio
- 3.4x
Trend
Shareholder Funds
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £77 | £116 | £174 | £76,521 | £102,069 | £127,681 |
| Current Assets | £185,577 | £132,961 | £105,494 | £389,204 | £323,044 | |
| Debtors | £252,667 | |||||
| Cash | £20,138 | |||||
| Creditors (< 1 year) | £53,941 | £11,950 | £57,112 | £35,650 | £63,921 | £173,031 |
| Creditors (> 1 year) | £0 | £37,079 | £44,152 | |||
| Net Current Assets | £99,774 | |||||
| Net Assets | £227,344 | |||||
| Shareholder Funds | £56,007 | £52,932 | £2,940 | £351,634 | £295,184 | £227,344 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 November 2026 | Confirmation statement with no updates | 5 November 2026 | ||
| 28 August 2026 | Micro company accounts | 30 November 2025 | ||
| 14 November 2025 | Director's details changed | |||
| 14 November 2025 | Change of details for a person with significant control | |||
| 14 November 2025 | Confirmation statement with no updates | 5 November 2025 |
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