Filing status
- Accounts due
- 31 January 2027
- Last accounts
- 30 April 2025
- Conf. stmt due
- 3 September 2027
- Last conf. stmt
- 20 August 2026
Sustainable Wealth Management Ltd
- Incorporated
- 12 April 2021 (5 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Aidan Vere Upton
- Owned by
- David John RogersAidan Vere UptonJonathan David Hall
- Accounts type
- Micro entity
- Region
- North West
- Address
- 5 Brooklands PlaceBrooklands RoadSaleM33 3SD
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
British
Born March 1975 (51)
Upton, Aidan Vere
Director · Appointed 1 September 2021
British
Born February 1963 (63)
British
Born March 1972 (54)
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Individual · Notified 20 August 2025
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born March 1975 (51)
Aidan Vere Upton
Individual · Notified 20 May 2025
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born February 1963 (63)
Individual · Notified 12 April 2021
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born March 1972 (54)
Former controllers (2)
5 February 2024
Ceased Antonios Ioannides — Owns 25–50% of shares
5 February 2024
Ceased Aidan Vere Upton — Owns 25–50% of shares
Financials
Balance sheet as at 30 April 2025 · micro entity accounts
- Net Assets
- £97,308
- Employees
- 4
- Debt Ratio
- 60%
- Current Ratio
- 1.3x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Fixed Assets | £158,032 | £434 | ||
| Current Assets | £83,238 | £66,881 | £34,820 | |
| Creditors (< 1 year) | £64,674 | £3,780 | £29,429 | £20,760 |
| Creditors (> 1 year) | £79,288 | |||
| Net Current Assets | £18,564 | £63,101 | £14,060 | |
| Net Assets | £97,308 | |||
| Shareholder Funds | £97,308 | £63,535 | £14,060 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 25 August 2026 | Confirmation statement with no updates | 20 August 2026 | ||
| 9 October 2025 | Micro company accounts | 30 April 2025 | ||
| 29 August 2025 | Notification of a person with significant control | |||
| 20 August 2025 | Confirmation statement with updates | 20 August 2025 | ||
| 28 May 2025 | Resolutions |
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