Filing status
- Accounts due
- 7 April 2028
- Last accounts
- 7 July 2026
- Conf. stmt due
- 19 June 2027
- Last conf. stmt
- 5 June 2026
SMG Financial Management Limited
- Incorporated
- 8 August 2003 (23 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Accounts type
- Total exemption full
- Region
- Scotland
- Address
- 55 Melville StreetEdinburghEH3 7HL
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 7 July 2026
Also at Swiss Life Gio Synd Limited, Chase DE Vere Consulting Limited (proposed for strike-off), Chase DE Vere Ifa Group PLC · more companies
British
Born December 1970 (55)
Director · Appointed 7 July 2026
Also at Swiss Life Gio Synd Limited, Chase DE Vere Consulting Limited (proposed for strike-off), Chase DE Vere Ifa Group PLC · more companies
British
Born September 1968 (58)
Director · Appointed 7 July 2026
British
Born April 1978 (48)
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 7 July 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Public Limited Company
Reg. no. 03323436
Former controllers (2)
7 July 2026
Ceased Roslyn Jane Mcgauchie — Owns 25–50% of shares
7 July 2026
Ceased Shaun Mcgauchie — Owns 25–50% of shares
Group structure 13 companies
Ownership group derived from the Companies House PSC register
Chase DE Vere Independent Financial Advisers Limited Owns 75–100% of shares
Chase DE Vere Private Client Trustees Limited Owns 75–100% of shares
DL Bloomer Limited Owns 75–100% of shares
Kenneth Ross Independent Financial Advisers Ltd. Owns 75–100% of shares
Nancherro Limited Owns 75–100% of shares
Fitasa Limited Owns 75–100% of shares
Fitasaboxer Limited Owns 75–100% of shares
Principal & Prosper Ifa Holdings Limited Owns 75–100% of shares
Principal & Prosper Limited Owns 75–100% of shares
SMG Financial Management Limited This company Owns 75–100% of shares
Financials
Figures from 2024 accounts. Newer accounts, made up to 7 July 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £384,302
- Cash
- £171,421
- Employees
- 8
- Debt Ratio
- 30%
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £94,630 | £127,085 | £78,264 | £99,571 | £162,143 |
| Current Assets | £454,513 | £434,717 | £535,250 | £535,752 | £390,519 |
| Debtors | £283,092 | £316,636 | £338,679 | ||
| Cash | £171,421 | £118,081 | £196,571 | ||
| Creditors (< 1 year) | £95,376 | £68,080 | |||
| Creditors (> 1 year) | £32,831 | £49,960 | £18,961 | £36,459 | £54,152 |
| Net Current Assets | £346,161 | £334,251 | £448,901 | £451,354 | £333,337 |
| Net Assets | £384,302 | £387,231 | £493,634 | £512,586 | £438,414 |
| Shareholder Funds | £512,586 | £438,414 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 21 July 2026 | Appointment of a director | |||
| 9 July 2026 | Notification of a person with significant control | |||
| 8 July 2026 | Cessation of a person with significant control | |||
| 8 July 2026 | Cessation of a person with significant control | |||
| 8 July 2026 | Termination of appointment of a director |
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