Mount Stuart Wealth Management Ltd

Active09141516 Private limited company
Incorporated
22 July 2014 (12 years)
Industry
Financial intermediation not elsewhere classified (64999)
Activities auxiliary to financial intermediation n.e.c. (66190)
Owned by
Codey Alexander Rees
Accounts type
Total exemption full
Region
South West
Address
Midway House Herrick Way
Staverton
Cheltenham
GL51 6TQ

Filing status

Accounts due
30 September 2027
Last accounts
31 December 2025
Conf. stmt due
7 July 2027
Last conf. stmt
23 June 2026

Officers 1 active

Officer details are public data from the Companies House register.

Director · Appointed 22 July 2014
Welsh
Born February 1988 (38)

Ownership 1 active

People and entities with significant control, from the Companies House PSC register

Individual · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Welsh
Born February 1988 (38)
Former controllers (1)
6 April 2016
Ceased Codey Alexander Rees — Owns 75–100% of shares

Financials

Balance sheet as at 31 December 2025 · total exemption full accounts

Net Assets
£1,277,259
Cash
£915,372
Employees
5
Debt Ratio
68%
Current Ratio
1.5x

Trend

Net Assets
£0 £500k £1.0M £1.5M 2020 2021 2022 2023 2024 2025 £743,293 £751,034 £880,660 £701,178 £1,007,635 £1,277,259
Balance sheet detail
202520242023202220212020
Fixed Assets£3,037,968£3,517,389£4,024,310£4,332,200£4,868,114£5,234,913
Current Assets£1,005,948£700,351£408,965£739,784£491,498£736,521
Debtors£94,105£38,686£129,024
Cash£915,372£592,544£314,860£682,678£452,812£607,497
Creditors (< 1 year)£664,112£690,872£803,061£706,282£766,661
Creditors (> 1 year)£2,102,545£2,518,512£3,387,765£3,902,296£4,460,665
Net Current Assets£341,836£9,479(£224,858)(£63,277)(£214,784)(£30,140)
Net Assets£1,277,259£1,007,635£701,178£880,660£751,034£743,293
Shareholder Funds£1,277,259£1,007,635£701,178£880,660

Filings

Recent filings only. See the full history on Companies House

DateDescriptionMade Up ToPagesPDF
26 June 2026Confirmation statement with no updates23 June 2026
23 June 2026Total exemption full accounts31 December 2025
1 July 2025Confirmation statement with no updates23 June 2025
2 May 2025Total exemption full accounts31 December 2024
26 June 2024Confirmation statement with no updates23 June 2024
Show all recent filings

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