Strategic Wealth Partners Limited
- Incorporated
- 14 June 2017 (9 years)
- Previously known as
- Kingswood Financial Planning Limited (until 18 September 2023)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Total exemption full
- Region
- South East
- Address
- Station House Station ApproachEast HorsleyLeatherheadKT24 6QX
Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 27 June 2027
- Last conf. stmt
- 13 June 2026
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 11 September 2023
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 14624770
Former controllers (2)
11 September 2023
Ceased Diane Margaret Day — Owns 25–50% of shares
11 September 2023
Ceased Graham Colston Day — Owns 25–50% of shares
Group structure 8 companies
Ownership group derived from the Companies House PSC register
Family Capital Limited Owns 75–100% of shares
Family Wealth Platform Limited Owns 75–100% of shares
Finovate Limited Owns 75–100% of shares
Perpetual Wealth Solutions Limited Owns 75–100% of shares
Rathmore Financial Limited Owns 25–50% of shares (as a firm)
Strategic Wealth Group Limited Owns 50–75% of shares
Strategic Wealth Partners Limited This company Owns 75–100% of shares
Financials
Balance sheet as at 30 June 2025 · total exemption full accounts
- Cash
- £311,162
- Employees
- 2
- Current Ratio
- 5.0x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £108 | £213 | £0 | £751 | £2,118 | £1,509 |
| Current Assets | £314,950 | £179,440 | £144,773 | £145,533 | £113,276 | £101,450 |
| Debtors | £3,788 | £3,788 | £5,077 | £6,034 | £5,662 | £5,254 |
| Cash | £311,162 | £175,652 | £139,696 | £139,499 | £107,614 | £96,196 |
| Creditors (< 1 year) | £63,224 | £37,154 | £28,117 | £30,312 | £27,012 | £45,115 |
| Net Current Assets | £251,726 | £142,286 | £116,656 | £115,221 | £86,264 | £56,335 |
| Shareholder Funds | £251,834 | £142,499 | £116,656 | £115,972 | £88,382 | £57,844 |
What Strategic Wealth Partners say about themselves
“We help successful professionals age 50+ educe taxes, invest wisely, and retire with confidence - on their terms and with a clear financial plan.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 18 June 2026 | Confirmation statement with no updates | 13 June 2026 | ||
| 17 March 2026 | Total exemption full accounts | 30 June 2025 | ||
| 27 June 2025 | Registered office address changed | |||
| 27 June 2025 | Change of details for a person with significant control | |||
| 13 June 2025 | Confirmation statement with no updates | 13 June 2025 |
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