Sip Wealth Management Ltd

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sip wealth management ltd
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Sip Wealth Management Ltd

04807711Private Limited With Share Capital

Unit B, Marina Villas, Trawler Road, Swansea, SA11FZ
Incorporated

23/06/2003

Company Age

22 years

Directors

6

Employees

SIC Code

82990

Risk

very low risk

Company Overview

Registration, classification & business activity

Sip Wealth Management Ltd (04807711) is a private limited with share capital incorporated on 23/06/2003 (22 years old) and registered in swansea, SA11FZ. The company operates under SIC code 82990 - other business support service activities n.e.c..

Sip wealth management is a specialist practice of independent financial advisers with over 50 years experience and expertise in developing ‘self invested’ pension and investment portfolios. our expertise allows us to educate and inform our clients thereby encouraging them and empowering them to take...

Private Limited With Share Capital
SIC: 82990
Micro
Incorporated 23/06/2003
SA11FZ

Financial Overview

Total Assets

£681.3K

Liabilities

£99.1K

Net Assets

£582.2K

Est. Turnover

£4.29M

AI Estimated
Unreported
Cash

£404.4K

Key Metrics

6

Directors

3

Shareholders

Board of Directors

5

Filed Documents

93
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:26-03-2026
Confirmation Statement With Updates
Category:Confirmation Statement
Date:10-07-2025
Capital Allotment Shares
Category:Capital
Date:01-05-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:10-12-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:22-11-2024
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:22-11-2024
Certificate Change Of Name Company
Category:Change Of Name
Date:19-11-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-08-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:20-03-2024
Termination Secretary Company With Name Termination Date
Category:Officers
Date:11-03-2024
Appoint Person Director Company With Name Date
Category:Officers
Date:18-12-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:27-06-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:27-04-2023
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:31-03-2023
Confirmation Statement With Updates
Category:Confirmation Statement
Date:12-05-2022
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:31-03-2022
Capital Cancellation Shares
Category:Capital
Date:25-05-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:07-05-2021
Change Account Reference Date Company Current Extended
Category:Accounts
Date:07-03-2021
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:07-03-2021
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:01-10-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:14-05-2020
Termination Director Company With Name Termination Date
Category:Officers
Date:24-01-2020
Accounts With Accounts Type Unaudited Abridged
Category:Accounts
Date:06-08-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:22-05-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:13-09-2018
Confirmation Statement With Updates
Category:Confirmation Statement
Date:06-04-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:06-04-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:28-09-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:19-07-2017
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:19-07-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:29-09-2016
Capital Allotment Shares
Category:Capital
Date:27-06-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:23-06-2016
Appoint Person Director Company With Name Date
Category:Officers
Date:06-06-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:26-06-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:20-04-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:17-09-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:05-09-2014
Appoint Person Director Company With Name Date
Category:Officers
Date:05-09-2014
Change Registered Office Address Company With Date Old Address
Category:Address
Date:14-04-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:12-08-2013
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:31-05-2013
Change Account Reference Date Company Previous Extended
Category:Accounts
Date:29-05-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:17-07-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:22-03-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:12-07-2011
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-06-2011
Termination Director Company With Name
Category:Officers
Date:22-03-2011
Capital Allotment Shares
Category:Capital
Date:24-02-2011
Change Registered Office Address Company With Date Old Address
Category:Address
Date:17-02-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:06-08-2010
Change Person Director Company With Change Date
Category:Officers
Date:06-08-2010
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:01-06-2010
Legacy
Category:Annual Return
Date:21-07-2009
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:26-05-2009
Legacy
Category:Officers
Date:18-05-2009
Legacy
Category:Annual Return
Date:24-06-2008
Legacy
Category:Address
Date:24-06-2008
Legacy
Category:Address
Date:24-06-2008
Legacy
Category:Address
Date:24-06-2008
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:11-06-2008
Legacy
Category:Annual Return
Date:26-09-2007
Legacy
Category:Officers
Date:26-09-2007
Legacy
Category:Officers
Date:26-09-2007
Legacy
Category:Address
Date:27-06-2007
Accounts With Accounts Type Full
Category:Accounts
Date:11-05-2007
Legacy
Category:Address
Date:28-11-2006
Legacy
Category:Address
Date:17-11-2006
Legacy
Category:Address
Date:17-11-2006
Legacy
Category:Annual Return
Date:07-07-2006
Accounts With Accounts Type Full
Category:Accounts
Date:02-02-2006
Legacy
Category:Annual Return
Date:25-06-2005
Accounts With Accounts Type Full
Category:Accounts
Date:14-04-2005
Legacy
Category:Accounts
Date:30-09-2004
Legacy
Category:Annual Return
Date:09-07-2004
Legacy
Category:Officers
Date:09-07-2004
Legacy
Category:Officers
Date:09-07-2004
Legacy
Category:Officers
Date:09-07-2004
Certificate Change Of Name Company
Category:Change Of Name
Date:02-04-2004
Legacy
Category:Officers
Date:30-03-2004
Legacy
Category:Officers
Date:30-03-2004
Legacy
Category:Officers
Date:30-03-2004
Legacy
Category:Officers
Date:30-03-2004
Legacy
Category:Address
Date:30-03-2004
Legacy
Category:Officers
Date:04-11-2003
Legacy
Category:Officers
Date:04-11-2003
Legacy
Category:Capital
Date:08-09-2003
Legacy
Category:Officers
Date:24-07-2003
Legacy
Category:Officers
Date:24-07-2003
Legacy
Category:Officers
Date:26-06-2003
Legacy
Category:Officers
Date:26-06-2003
Incorporation Company
Category:Incorporation
Date:23-06-2003

Risk Assessment

very low risk

International Score

Accounts

Typetotal exemption full
Due Date31/03/2027
Filing Date26/03/2026
Latest Accounts30/06/2025

Trading Addresses

48 Newton Road, Mumbles, Swansea, West Glamorgan, SA34BQ
Unit B, Marina Villas, Trawler Road, Swansea, Sa1 1Fz, SA11FZRegistered

Contact

01792720200
info@sipwealthmanagement.co.uk
sipwealthmanagement.co.uk
Unit B, Marina Villas, Trawler Road, Swansea, SA11FZ