# Stevenson Wealth Management Limited

## Details

- **Company number:** [07269742](https://find-and-update.company-information.service.gov.uk/company/07269742)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 1 Jun 2010
- **Registered office:** DALE COTTAGE, DENTON ROAD, ILKLEY, LS29 0AF
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| ROUND, Jonathon Charles | director | 1 Jun 2010 | 1 Jun 2010 |
| STEVENSON, Mark | director | 1 Jun 2010 |  |
| STEVENSON, Tracy Claire | secretary | 1 Jun 2010 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mrs Tracy Claire Stevenson | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent | 6 Apr 2016 |  |
| Mr Mark Stevenson | ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Jun 2025 | £30,681 | - | 2 |
| 30 Jun 2024 | £46,450 | - | 2 |
| 30 Jun 2023 | £67,082 | - | 2 |
| 30 Jun 2022 | £25,390 | - | 2 |
| 30 Jun 2021 | £112,057 | - | 2 |
| 30 Jun 2020 | £80,674 | - | 2 |
| 30 Jun 2019 | £37,064 | - | - |
| 30 Jun 2018 | £34,027 | - | - |
| 30 Jun 2017 | £4,910 | - | - |
| 30 Jun 2016 | £8,265 | £30,280 | - |
| 30 Jun 2015 | £29,321 | £51,533 | - |
| 30 Jun 2014 | £27,312 | £45,792 | - |
| 30 Jun 2013 | £78,670 | £98,912 | - |
| 30 Jun 2012 | £71,815 | £90,852 | - |
| 30 Jun 2011 | £68,043 | £120,159 | - |