OpenCompanies

Steven Rees Wealth Management Limited

Company number
08065706
Status
Active
Type
Private Limited Company
Incorporated
11 May 2012
Nature of business
Financial intermediation not elsewhere classified

Registered office

1 Coracle Offices
St. Catherine Street
Carmarthen
SA31 1RD

Control

NameNature of controlNotifiedCeased
Mrs Nicloa Rees Ownership Of Shares 25 To 50 Percent
Voting Rights 25 To 50 Percent
6 Apr 2016 29 Jul 2024
Mr Steven Rees Ownership Of Shares 50 To 75 Percent
Voting Rights 50 To 75 Percent
Right To Appoint And Remove Directors
6 Apr 2016

Accounts

Year ended Net assets Cash Employees
31 Mar 2025 £262,770 £177,334 3
31 Mar 2024 £318,821 £265,556 3
31 Mar 2023 £281,677 £225,407 3
31 Mar 2022 £238,174 £181,060 3
31 Mar 2021 £161,797 £117,210 3
31 Mar 2020 £132,286 £91,447 3
31 Mar 2019 £79,912 £36,055 2
31 Mar 2018 £68,107 £19,275 2
31 Mar 2017 £82,050 £52,365 2
31 Mar 2016 £105,502 £62,435 -
31 Mar 2015 £98,353 £66,608 -
31 Mar 2014 £77,866 £34,711 -
31 Mar 2013 £31,557 £35,666 -

Data