Strategic Wealth Partners Limited
- Company number
- 10817804
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 14 Jun 2017
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- Up Family Limited (9 companies)
Registered office
Previous names
- Kingswood Financial Planning Limited (until 18 Sep 2023)
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Graham Colston Day | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Right To Appoint And Remove Directors |
14 Jun 2017 | 11 Sep 2023 |
| Mrs Diane Margaret Day | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent Right To Appoint And Remove Directors |
14 Jun 2017 | 11 Sep 2023 |
| Strategic Wealth Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
11 Sep 2023 |
Accounts
| Year ended | Cash | Employees |
|---|---|---|
| 30 Jun 2025 | £311,162 | 2 |
| 30 Jun 2024 | £175,652 | 2 |
| 30 Jun 2023 | £139,696 | 2 |
| 30 Jun 2022 | £139,499 | 2 |
| 30 Jun 2021 | £107,614 | 2 |
| 30 Jun 2020 | £96,196 | 2 |
| 30 Jun 2019 | £78,459 | 2 |
| 30 Jun 2018 | £40,946 | 2 |
Connections
Owned by
Strategic Wealth Partners Limited → Strategic Wealth Group Limited → Perpetual Wealth Group Limited
Registered address
219 companies are registered at this address - likely a registration agent.