Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 7 March 2027
- Last conf. stmt
- 21 February 2026
Stonebridge Wealth Management Limited
- Incorporated
- 22 February 2016 (10 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Accounts type
- Micro entity
- Region
- North West
- Address
- The Grants 11 Market PlaceRamsbottomBuryBL0 9AJ
Officers
Not loaded yet. See them on Companies House
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Limited
Reg. no. 05246224
Former controllers (1)
31 March 2026
Ceased John Graham Holt — Owns 75–100% of shares
Group structure 5 companies
Ownership group derived from the Companies House PSC register
Independent Financial Advisor Limited Owns 75–100% of shares
Rosebridge Asset Management Limited Owns 50–75% of shares
Stonebridge Wealth Management Limited This company Owns 75–100% of shares
Park Square Wealth Management Limited Owns 75–100% of shares
Financials
Balance sheet as at 31 March 2026 · micro entity accounts
- Net Assets
- £5,814
- Employees
- 5
- Debt Ratio
- 15%
- Current Ratio
- 0.1x
Trend
Net Assets
Balance sheet detail
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £5,632 | £47,840 | £64,023 | £84,228 | |||
| Current Assets | £1,240 | £61,852 | £73,927 | £79,058 | £149,919 | ||
| Debtors | £1,000 | £4,000 | |||||
| Cash | £78,058 | £145,919 | £111,085 | £114,928 | |||
| Creditors (< 1 year) | £23,264 | £67,596 | £65,336 | £64,848 | £50,156 | £53,231 | |
| Creditors (> 1 year) | £24,332 | £32,729 | |||||
| Net Current Assets | £470 | £12,271 | £24,317 | £13,722 | £85,071 | £60,929 | £61,697 |
| Net Assets | £5,814 | £46,223 | £61,808 | £65,221 | £86,320 | £61,895 | £64,309 |
| Shareholder Funds | £5,814 | £46,223 | £61,808 | £86,320 | £61,895 | £64,309 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 28 October 2026 | Other filing | — | ||
| 26 October 2026 | Notification of a person with significant control | |||
| 17 June 2026 | Micro company accounts | 31 March 2026 | ||
| 14 April 2026 | Appointment of a director | |||
| 14 April 2026 | Cessation of a person with significant control |
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