Filing status
- Accounts due
- 31 July 2027
- Last accounts
- 31 October 2025
- Conf. stmt due
- 17 September 2027
- Last conf. stmt
- 3 September 2026
Castle Vista Wealth Management Limited
- Incorporated
- 4 October 2021 (5 years)
- Industry
- Other business support service activities n.e.c. (82990)
- Directors
- James David Phillips
- Owned by
- James David Phillips
- Accounts type
- Total exemption full
- Region
- Wales
- Address
- 23 Nevill StreetAbergavennyNP7 5AA
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Phillips, James David
Director · Appointed 4 October 2021
British
Born October 1987 (39)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
James David Phillips
Individual · Notified 4 October 2021
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
British
Born October 1987 (39)
Financials
Balance sheet as at 31 October 2025 · total exemption full accounts
- Net Assets
- £7,947
- Cash
- £5,905
- Debt Ratio
- 32%
- Current Ratio
- 2.9x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Fixed Assets | £2,166 | £2,575 | £189 | £223 |
| Current Assets | £9,540 | £4,707 | £1,664 | £555 |
| Debtors | £3,635 | £3,078 | £140 | £432 |
| Cash | £5,905 | £1,629 | £1,524 | £123 |
| Creditors (< 1 year) | £3,347 | £2,597 | £1,791 | £376 |
| Creditors (> 1 year) | £0 | £1,000 | ||
| Net Current Assets | £6,193 | £2,110 | (£127) | £179 |
| Net Assets | £7,947 | £4,366 | £62 | (£598) |
| Shareholder Funds | £7,947 | £4,366 | £62 | (£598) |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 8 September 2026 | Confirmation statement with no updates | 3 September 2026 |
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