STEVEN REES WEALTH MANAGEMENT LIMITED
Company number 08065706 · Monitor this company
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Shareholders' funds
£262,770
Balance sheet as at 2025-03-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2012-05-11
- Employees
- 3 (2025 accounts)
- Registered office
- 1 Coracle Offices, St. Catherine Street, Carmarthen, Carmarthenshire, Wales, SA31 1RD
- Postcode
- SA31 1RD
- Capital
- 100 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-03-31
- Next due by
- 2026-12-31
- Financial year end
- 31 March
Confirmation statement
- Last statement dated
- 2026-07-29
- Next due by
- 2027-08-12
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current
Data protection registration
Registered with the ICO as a data protection fee payer — Z3220951 (Tier 1), registered since 2012.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Previous registered addresses 1
| Address | Changed on |
|---|---|
| 49 PARC Y STARLING, JOHNSTOWN, CARMARTHEN, CARMARTHENSHIRE, SA31 3HX | 2018-04-23 |
Among its peers
Top 25%
by shareholders' funds, of 132 similar companies in SA
Among the biggest employers among its local peers (3 staff).
Trading since 2012.
No.20 of the largest financial intermediation not elsewhere classified companies in Swansea →
Competitors Swansea
This company ranks 20 among financial intermediation not elsewhere classified in Swansea.
The class of 2012
29%
of the 2,766 companies in this sector incorporated in 2012 are still active today; 68% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.