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Steven Rees Wealth Management Limited (registration number 08065706) is a private limited company founded on 2012-05-11 originating in Wales. This company is situated at 1 Coracle Offices, St. Catherine Street, Carmarthen SA31 1RD. Steven Rees Wealth Management Limited is operating under Standard Industrial Classification: 64999 that means "financial intermediation not elsewhere classified".

Company details

Name Steven Rees Wealth Management Limited
Number 08065706
Date of Incorporation: 11th May 2012
End of financial year: 31 March
Address: 1 Coracle Offices, St. Catherine Street, Carmarthen, SA31 1RD
SIC code: 64999 - Financial intermediation not elsewhere classified

When it comes to the 2 directors that can be found in the aforementioned business, we can name: Nicola R. (appointed on 11 May 2012), Steven R. (appointment date: 11 May 2012). The official register indexes 2 persons of significant control, namely: Steven R. owns over 1/2 to 3/4 of shares , over 1/2 to 3/4 of voting rights, Nicloa R. owns 1/2 or less of shares, 1/2 or less of voting rights.

Directors

Accounts data

Date of Accounts 2013-03-31 2014-03-31 2015-03-31 2016-03-31 2017-03-31 2018-03-31 2019-03-31 2020-03-31 2021-03-31 2022-03-31 2023-03-31
Current Assets 50,711 52,408 82,101 99,122 125,386 83,286 95,340 159,299 179,103 258,405 310,576
Fixed Assets 139,030 108,283 106,480 63,450 48,999 37,372 37,542 36,780 39,053 47,650 44,866
Total Assets Less Current Liabilities 31,557 77,866 123,286 119,860 85,098 69,288 80,965 133,194 163,137 241,148 284,122
Intangible Fixed Assets 138,696 106,696 101,330 56,212 - - - - - - -
Shareholder Funds 31,557 77,866 98,353 105,502 - - - - - - -
Tangible Fixed Assets 334 1,587 5,150 7,238 - - - - - - -

People with significant control

Steven R.
6 April 2016
Nature of control: 50,01-75% shares
50,01-75% voting rights
right to appoint and remove directors
Nicloa R.
6 April 2016
Nature of control: 25-50% voting rights
25-50% shares

Filings

Categories:
Accounts Address Annual return Confirmation statement Incorporation Officers Persons with significant control
(AA) Total exemption full accounts data made up to 31st March 2023
filed on: 19th, October 2023 | accounts 		Free Download (7 pages)

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