# Margetts Wealth Management Limited

## Details

- **Company number:** [04458263](https://find-and-update.company-information.service.gov.uk/company/04458263)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 11 Jun 2002
- **Registered office:** OFFICE 1, 50-54 ST PAUL'S SQUARE, BIRMINGHAM, B3 1QS
- **Nature of business:** [66110](/sic/66110) Administration of financial markets
- **Corporate group:** [Crombies Holdings Limited](/group/56660) (3 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Kevin Smith | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 12 Jun 2016 | 25 Oct 2024 |
| Sbv Holdings Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 25 Oct 2024 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Sep 2025 | - | £232,644 | 12 |
| 30 Sep 2024 | - | £269,893 | 12 |
| 30 Sep 2023 | - | £157,052 | 11 |
| 30 Sep 2022 | £699,890 | £291,744 | 9 |
| 30 Sep 2021 | £506,937 | £660,002 | 7 |
| 30 Sep 2020 | £269,250 | £213,639 | 8 |
| 30 Sep 2019 | £223,029 | £173,208 | 6 |
| 30 Sep 2018 | £192,847 | £148,056 | 6 |
| 30 Sep 2017 | £133,107 | £78,812 | 6 |
| 30 Sep 2016 | £198,183 | £142,187 | - |
| 30 Sep 2015 | £192,571 | £49,118 | - |



## Owned by

Margetts Wealth Management Limited → [SBV Holdings Limited](/company/15995424)



## Controls

- [Crombies Financial Planning Limited](/company/13710800) (13710800)