General information

Name:

Wealth Strategy Ltd

Office Address:

19/21 Hatchett Street B19 3NX Birmingham

Number: 06166394

Incorporation date: 2007-03-16

End of financial year: 31 March

Category: Private Limited Company

Status: Active

Description

Data updated on:

Wealth Strategy Limited can be reached at 19/21 Hatchett Street, in Birmingham. The company's zip code is B19 3NX. Wealth Strategy has been in this business since the company was registered in 2007. The company's Companies House Registration Number is 06166394. Despite the fact, that recently operating under the name of Wealth Strategy Limited, it was not always so. This firm was known as Wealth Strategy until 2014-05-12, then it was replaced by Owen Aston Estate Planning. The definitive transformation took place on 2017-01-04. The enterprise's registered with SIC code 64999, that means Financial intermediation not elsewhere classified. The company's latest annual accounts cover the period up to 31st March 2017 and the latest confirmation statement was submitted on 3rd September 2017.

According to the latest data, this particular limited company is supervised by just one managing director: Glen O., who was chosen to lead the company 11 years ago. For almost one year Julia S., had been functioning as a director for this specific limited company up until the resignation in 2007. Moreover, the managing director's tasks are helped with by a secretary - Julia O., who was appointed by this specific limited company in 2007.

  • Previous company's names
  • Wealth Strategy Limited 2017-01-04
  • Owen Aston Estate Planning Limited 2014-05-12
  • Wealth Strategy Limited 2007-03-16

Financial data based on annual reports

Company staff

Julia O.

Role: Secretary

Appointed: 17 March 2007

Latest update: 23 June 2018

Glen O.

Role: Director

Appointed: 16 March 2007

Latest update: 23 June 2018

People with significant control

Executives who have control over the firm are as follows: Glen O. owns 1/2 or less of company shares. Julia O. owns 1/2 or less of company shares.

Glen O.
Notified on 6 April 2016
Nature of control:
1/2 or less of shares
Julia O.
Notified on 6 April 2016
Nature of control:
1/2 or less of shares

Accounts Documents

Account next due date 31 December 2018
Account last made up date 31 March 2017
Confirmation statement next due date 17 September 2018
Confirmation statement last made up date 03 September 2017
Annual Accounts 23 December 2014
Start Date For Period Covered By Report 01 April 2013
End Date For Period Covered By Report 31 March 2014
Date Approval Accounts 23 December 2014
Annual Accounts 24 December 2015
Start Date For Period Covered By Report 01 April 2014
End Date For Period Covered By Report 31 March 2015
Date Approval Accounts 24 December 2015
Annual Accounts 20 December 2016
Start Date For Period Covered By Report 01 April 2015
End Date For Period Covered By Report 31 March 2016
Date Approval Accounts 20 December 2016
Annual Accounts
Start Date For Period Covered By Report 01 April 2016
End Date For Period Covered By Report 31 March 2017

Company filings

Filing category

Hide filing type
Accounts Address Annual return Change of name Confirmation statement Gazette Incorporation Officers Resolution
Free Download
Total exemption full accounts record for the accounting period up to Friday 31st March 2017 (AA)
filed on: 13th, December 2017
accounts
Free Download (7 pages)

Search other companies

Services (by SIC Code)

  • 64999 : Financial intermediation not elsewhere classified
11
Company Age

Similar companies nearby

Closest companies