Filing status
- Accounts due
- 31 August 2027
- Last accounts
- 30 November 2025
- Conf. stmt due
- 4 February 2027
- Last conf. stmt
- 21 January 2026
Southern Wealth Associates Limited
- Incorporated
- 3 November 2015 (11 years)
- Industry
- Financial management (70221)
- Accounts type
- Total exemption full
- Region
- South East
- Address
- Lancaster Court8 Barnes Wallis RoadFarehamPO15 5TU
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 9 January 2026
Owns 50–75% of shares
Holds 75–100% of voting rights
Limited Company
Reg. no. 14654527
Former controllers (2)
9 January 2026
Ceased Caroline Emily O'Mara — Owns 25–50% of shares
9 January 2026
Ceased Samuel O'Mara — Owns 50–75% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
Southern Wealth Associates Limited This company Holds 75–100% of voting rights
JWR Wealth Associates Ltd Owns 25–50% of shares
Financials
Balance sheet as at 30 November 2025 · total exemption full accounts
- Net Assets
- £169,233
- Cash
- £290,674
- Employees
- 3
- Debt Ratio
- 45%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £50 | £276 | £3,592 | £7,481 | £7,000 | £9,654 |
| Current Assets | £305,852 | £277,574 | £195,212 | £153,330 | £154,749 | £180,177 |
| Debtors | £15,178 | £27,044 | £29,675 | £21,103 | £45,916 | |
| Cash | £290,674 | £250,530 | £165,537 | £135,904 | £133,646 | £134,261 |
| Creditors (< 1 year) | £87,778 | £76,791 | £71,787 | |||
| Creditors (> 1 year) | £38,098 | £50,555 | £70,242 | |||
| Net Current Assets | £190,635 | £156,972 | £99,380 | £65,552 | £77,958 | £108,390 |
| Net Assets | £169,233 | £129,779 | £69,485 | £34,935 | £34,403 | £47,802 |
| Shareholder Funds | £169,233 | £129,779 | £69,485 | £34,935 | £34,403 | £47,802 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 January 2026 | Confirmation statement with updates | 21 January 2026 | ||
| 20 January 2026 | Notification of a person with significant control | |||
| 20 January 2026 | Cessation of a person with significant control | |||
| 20 January 2026 | Cessation of a person with significant control | |||
| 8 January 2026 | Total exemption full accounts | 30 November 2025 |
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