Filing status
- Accounts due
- 30 April 2027
- Last accounts
- 31 July 2025
- Conf. stmt due
- 24 April 2027
- Last conf. stmt
- 10 April 2026
Stephenson Wealth Limited
- Incorporated
- 16 July 2014 (12 years)
- Previously known as
- JS2 Wealth Management Limited (until 24 September 2018)This list may be incomplete. See all names on Companies House
- Industry
- Fund management activities (66300)
- Directors
- Owned by
- James David Stephenson
- Accounts type
- Micro entity
- Region
- Yorkshire
- Address
- 21 Heath GroveHarrogateHG2 0PX
Officers 1 active
Officer details are public data from the Companies House register.
British
Born January 1977 (49)
Officer history (1 former)
16 July 2014
16 July 2014
Appointed White, Jennifer Clare as Director
16 July 2014
Resigned White, Jennifer Clare as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 16 July 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born January 1977 (49)
Former controllers (1)
21 March 2025
Ceased Jennifer Clare Stephenson — Owns 25–50% of shares
Financials
Balance sheet as at 31 July 2025 · micro entity accounts
- Net Assets
- £44,435
- Employees
- 2
- Debt Ratio
- 33%
- Current Ratio
- 0.1x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £63,393 | £70,524 | £77,699 | £84,932 | £91,000 | £98,000 |
| Current Assets | £2,737 | £1,233 | £5,420 | £7,898 | £2,723 | £8,206 |
| Creditors (< 1 year) | £20,296 | £26,124 | £36,103 | £29,458 | £47,312 | £62,317 |
| Net Current Assets | (£17,002) | (£24,330) | (£30,383) | (£21,560) | (£44,589) | (£54,111) |
| Net Assets | £44,435 | £44,334 | £45,559 | £61,734 | £44,773 | £42,251 |
| Shareholder Funds | £44,435 | £44,334 | £45,559 | £61,734 | £44,773 | £42,251 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 13 April 2026 | Confirmation statement with no updates | 10 April 2026 | ||
| 20 January 2026 | Micro company accounts | 31 July 2025 | ||
| 28 April 2025 | Statement of capital following an allotment of shares | |||
| 10 April 2025 | Cessation of a person with significant control | |||
| 10 April 2025 | Change of details for a person with significant control |
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