# Steven Rees Wealth Management Limited

## Details

- **Company number:** [08065706](https://find-and-update.company-information.service.gov.uk/company/08065706)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 11 May 2012
- **Registered office:** 1 CORACLE OFFICES, ST. CATHERINE STREET, CARMARTHEN, SA31 1RD
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| 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 | - |