Strategic Wealth Management Limited
Company Profile
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MicroStrategic Wealth Management Limited
02205890•Private Limited With Share Capital
Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, TN91BE
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Incorporated
16/12/1987
Company Age
38 years
Directors
2
Employees
6
SIC Code
64999
Risk
low risk
Company Overview
Registration, classification & business activity
Strategic Wealth Management Limited (02205890) is a private limited with share capital incorporated on 16/12/1987 (38 years old) and registered in tonbridge, TN91BE. The company operates under SIC code 64999 and is classified as Micro.
We are a financial planning and wealth management firm located near sevenoaks in kent, dedicated to the service and prosperity of individuals, couples and their families. we provide a personalised, life-centred approach to planning and investing for the future.our services include:retirement plannin...
Private Limited With Share Capital
SIC: 64999
Micro
Incorporated 16/12/1987
TN91BE
6 employees
Financial Overview
Total Assets
£285.1K
Liabilities
£90.9K
Net Assets
£194.2K
Est. Turnover
£6.52M
AI Estimated
Unreported
Cash
£0
Key Metrics
6
Employees
2
Directors
4
Shareholders
Filed Documents
100
Document Name
Category
Date
Confirmation Statement With Updates
Category:Confirmation Statement
Date:16-03-2026
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:28-05-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:06-03-2025
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:29-05-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:06-03-2024
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:11-05-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:02-03-2023
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:20-05-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:10-03-2022
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:25-05-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:03-03-2021
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:01-02-2021
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:20-05-2020
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-03-2020
Appoint Person Secretary Company With Name Date
Category:Officers
Date:17-12-2019
Termination Director Company With Name Termination Date
Category:Officers
Date:17-12-2019
Termination Secretary Company With Name Termination Date
Category:Officers
Date:17-12-2019
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:28-05-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:04-03-2019
Confirmation Statement With Updates
Category:Confirmation Statement
Date:06-03-2018
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:27-11-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:12-04-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:16-03-2017
Change Person Director Company With Change Date
Category:Officers
Date:26-08-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:13-05-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:07-03-2016
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:06-05-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-03-2015
Change Person Director Company With Change Date
Category:Officers
Date:18-03-2015
Change Person Director Company With Change Date
Category:Officers
Date:18-03-2015
Change Person Secretary Company With Change Date
Category:Officers
Date:18-03-2015
Accounts With Accounts Type Full
Category:Accounts
Date:22-05-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:10-03-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:28-03-2013
Accounts With Accounts Type Full
Category:Accounts
Date:05-03-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:25-06-2012
Termination Director Company With Name
Category:Officers
Date:19-06-2012
Accounts With Accounts Type Full
Category:Accounts
Date:01-06-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:01-07-2011
Accounts With Accounts Type Full
Category:Accounts
Date:28-02-2011
Appoint Person Director Company With Name
Category:Officers
Date:12-11-2010
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-06-2010
Accounts With Accounts Type Full
Category:Accounts
Date:27-05-2010
Appoint Person Director Company With Name
Category:Officers
Date:19-11-2009
Legacy
Category:Annual Return
Date:13-07-2009
Accounts With Accounts Type Full
Category:Accounts
Date:21-01-2009
Legacy
Category:Annual Return
Date:09-07-2008
Accounts With Accounts Type Full
Category:Accounts
Date:11-06-2008
Legacy
Category:Annual Return
Date:19-06-2007
Legacy
Category:Officers
Date:19-06-2007
Accounts With Accounts Type Full
Category:Accounts
Date:05-04-2007
Legacy
Category:Annual Return
Date:04-07-2006
Legacy
Category:Officers
Date:29-06-2006
Legacy
Category:Officers
Date:28-06-2006
Accounts With Accounts Type Full
Category:Accounts
Date:31-03-2006
Certificate Change Of Name Re Registration Public Limited Company To Private
Category:Change Of Name
Date:13-09-2005
Re Registration Memorandum Articles
Category:Incorporation
Date:13-09-2005
Legacy
Category:Reregistration
Date:13-09-2005
Resolution
Category:Resolution
Date:13-09-2005
Legacy
Category:Annual Return
Date:07-09-2005
Accounts With Accounts Type Full
Category:Accounts
Date:08-03-2005
Legacy
Category:Annual Return
Date:26-07-2004
Accounts Amended With Accounts Type Full
Category:Accounts
Date:05-04-2004
Accounts With Accounts Type Full
Category:Accounts
Date:01-04-2004
Legacy
Category:Annual Return
Date:07-07-2003
Accounts With Accounts Type Full
Category:Accounts
Date:05-04-2003
Legacy
Category:Officers
Date:30-12-2002
Legacy
Category:Officers
Date:03-12-2002
Legacy
Category:Officers
Date:03-12-2002
Legacy
Category:Address
Date:14-10-2002
Legacy
Category:Annual Return
Date:12-07-2002
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:03-04-2002
Legacy
Category:Annual Return
Date:10-07-2001
Accounts With Accounts Type Full
Category:Accounts
Date:28-03-2001
Legacy
Category:Capital
Date:13-02-2001
Resolution
Category:Resolution
Date:13-02-2001
Resolution
Category:Resolution
Date:13-02-2001
Resolution
Category:Resolution
Date:13-02-2001
Resolution
Category:Resolution
Date:13-02-2001
Legacy
Category:Officers
Date:08-02-2001
Legacy
Category:Capital
Date:19-01-2001
Legacy
Category:Annual Return
Date:20-06-2000
Accounts With Accounts Type Full
Category:Accounts
Date:05-04-2000
Legacy
Category:Annual Return
Date:06-07-1999
Legacy
Category:Officers
Date:06-05-1999
Accounts With Accounts Type Full
Category:Accounts
Date:31-03-1999
Legacy
Category:Address
Date:06-01-1999
Legacy
Category:Officers
Date:28-09-1998
Legacy
Category:Officers
Date:28-09-1998
Legacy
Category:Officers
Date:11-08-1998
Legacy
Category:Annual Return
Date:06-07-1998
Legacy
Category:Capital
Date:07-05-1998
Resolution
Category:Resolution
Date:23-04-1998
Legacy
Category:Capital
Date:23-04-1998
Legacy
Category:Officers
Date:15-01-1998
Legacy
Category:Officers
Date:15-01-1998
Accounts With Accounts Type Full
Category:Accounts
Date:14-01-1998
Legacy
Category:Officers
Date:25-07-1997
Legacy
Category:Annual Return
Date:14-07-1997
Accounts With Accounts Type Full
Category:Accounts
Date:27-03-1997
Risk Assessment
low risk
International Score
Future Factor
excellent
Performance Rating
Accounts
Typemicro-entity accounts
Due Date31/05/2026
Filing Date28/05/2025
Latest Accounts31/08/2024
Trading Addresses
1 East Point, High Street, Seal, Sevenoaks, Kent, TN150EG
North House, 198 High Street, Tonbridge, Kent, TN91BERegistered
Contact
01732760000grant@strategicwealth.co.ukstrategicwealth.co.uk
Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, TN91BE