Stephenson Wealth Limited

General information

Name:

Stephenson Wealth Ltd

Office Address:

21 Heath Grove HG2 0PX Harrogate

Number: 09133780

Incorporation date: 2014-07-16

End of financial year: 31 July

Category: Private Limited Company

Status: Active

Description

Data updated on:

Stephenson Wealth has been in this business for at least 10 years. Established under number 09133780, the firm is listed as a Private Limited Company. You may visit the headquarters of this firm during office times at the following address: 21 Heath Grove, HG2 0PX Harrogate. The company's current name is Stephenson Wealth Limited. The company's previous customers may recognize the firm as Js2 Wealth Management, which was in use up till Monday 24th September 2018. The company's classified under the NACE and SIC code 66300, that means Fund management activities. The firm's latest financial reports describe the period up to 31st July 2022 and the latest confirmation statement was released on 16th July 2023.

According to the official data, this particular limited company is guided by 1 managing director: James S., who was chosen to lead the company in 2014. Since July 2014 Jennifer W., had been responsible for a variety of tasks within this specific limited company till the resignation on Wednesday 16th July 2014.

  • Previous company's names
  • Stephenson Wealth Limited 2018-09-24
  • Js2 Wealth Management Limited 2014-07-16

Financial data based on annual reports

Company staff

James S.

Role: Director

Appointed: 16 July 2014

Latest update: 4 December 2023

People with significant control

Executives with significant control over the firm are: James S. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Jennifer S. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

James S.
Notified on 16 July 2016
Nature of control:
over 1/2 to 3/4 of shares
over 1/2 to 3/4 of voting rights
Jennifer S.
Notified on 16 July 2019
Nature of control:
1/2 or less of voting rights
1/2 or less of shares

Accounts Documents

Account next due date 30 April 2024
Account last made up date 31 July 2022
Confirmation statement next due date 30 July 2024
Confirmation statement last made up date 16 July 2023
Annual Accounts
Start Date For Period Covered By Report 01 August 2016
End Date For Period Covered By Report 31 July 2017
Annual Accounts
Start Date For Period Covered By Report 01 August 2016
End Date For Period Covered By Report 31 July 2017
Annual Accounts
Start Date For Period Covered By Report 01 August 2016
End Date For Period Covered By Report 31 July 2017
Annual Accounts
Start Date For Period Covered By Report 01 August 2016
End Date For Period Covered By Report 31 July 2017
Annual Accounts
Start Date For Period Covered By Report 01 August 2016
End Date For Period Covered By Report 31 July 2017
Annual Accounts
Start Date For Period Covered By Report 01 August 2016
End Date For Period Covered By Report 31 July 2017
Annual Accounts
End Date For Period Covered By Report 31 July 2017

Company filings

Filing category

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Accounts Address Annual return Change of name Confirmation statement Incorporation Officers Persons with significant control Resolution
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Micro company financial statements for the year ending on July 31, 2023 (AA)
filed on: 30th, January 2024
accounts
Free Download Download filing (4 pages)

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Services (by SIC Code)

  • 66300 : Fund management activities
9
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