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Sip Wealth Management Ltd

Sip Wealth Management Ltd is an active company incorporated on 23 June 2003 with the registered office located in Swansea, West Glamorgan. Sip Wealth Management Ltd was registered 22 years ago.
Status
Active
Active since incorporation
Company No
04807711
Private limited company
Age
22 years
Incorporated 23 June 2003
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 27 June 2025 (2 months ago)
Next confirmation dated 27 June 2026
Due by 11 July 2026 (10 months remaining)
Last change occurred 2 months ago
Accounts
Submitted
For period 1 Jul30 Jun 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2025
Due by 31 March 2026 (6 months remaining)
Contact
Address
Unit B, Marina Villas Trawler Road
Maritime Quarter
Swansea
SA1 1FZ
Wales
Address changed on 22 Nov 2024 (9 months ago)
Previous address was 48 Newton Road Mumbles Swansea SA3 4BQ Wales
Telephone
01792720200
Email
Available in Endole App
People
Officers
4
Shareholders
3
Controllers (PSC)
1
Director • Director • British • Lives in Wales • Born in Sep 1971
Director • Independent Financial Adviser • British • Lives in Wales • Born in Jan 1998
Director • British • Lives in Wales • Born in Jun 1967
Mr Jonathan Simon Francis
PSC • British • Lives in Wales • Born in Jun 1967
Shareholders, PSCs & Group Structure
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Mutual Companies
M4 Financial Group Limited
Jonathan Simon Francis, Alexander Lloyd Francis, and 1 more are mutual people.
Active
Bevan & Buckland Wealth Management Limited
Jonathan Simon Francis and Paul James Williamson are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
30 Jun 2024
For period 30 Jun30 Jun 2024
Traded for 12 months
Cash in Bank
£108.38K
Decreased by £47.01K (-30%)
Turnover
Unreported
Same as previous period
Employees
6
Same as previous period
Total Assets
£687.09K
Increased by £2.21K (0%)
Total Liabilities
-£75.3K
Decreased by £27.77K (-27%)
Net Assets
£611.79K
Increased by £29.98K (+5%)
Debt Ratio (%)
11%
Decreased by 4.09% (-27%)
Latest Activity
Confirmation Submitted
2 Months Ago on 10 Jul 2025
Full Accounts Submitted
9 Months Ago on 10 Dec 2024
Registered Address Changed
9 Months Ago on 22 Nov 2024
Mr Paul James Williamson Appointed
10 Months Ago on 13 Nov 2024
Confirmation Submitted
1 Year Ago on 12 Aug 2024
Full Accounts Submitted
1 Year 5 Months Ago on 20 Mar 2024
Kay Francis Resigned
1 Year 6 Months Ago on 11 Mar 2024
Mr Alexander Lloyd Francis Appointed
1 Year 8 Months Ago on 18 Dec 2023
Confirmation Submitted
2 Years 2 Months Ago on 27 Jun 2023
Confirmation Submitted
2 Years 4 Months Ago on 27 Apr 2023
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Documents
Confirmation statement made on 27 June 2025 with updates
Submitted on 10 Jul 2025
Statement of capital following an allotment of shares on 2 April 2025
Submitted on 1 May 2025
Total exemption full accounts made up to 30 June 2024
Submitted on 10 Dec 2024
Registered office address changed from 48 Newton Road Mumbles Swansea SA3 4BQ Wales to Unit B, Marina Villas Trawler Road Maritime Quarter Swansea SA1 1FZ on 22 November 2024
Submitted on 22 Nov 2024
Appointment of Mr Paul James Williamson as a director on 13 November 2024
Submitted on 22 Nov 2024
Certificate of change of name
Submitted on 19 Nov 2024
Confirmation statement made on 27 June 2024 with no updates
Submitted on 12 Aug 2024
Total exemption full accounts made up to 30 June 2023
Submitted on 20 Mar 2024
Termination of appointment of Kay Francis as a secretary on 11 March 2024
Submitted on 11 Mar 2024
Appointment of Mr Alexander Lloyd Francis as a director on 18 December 2023
Submitted on 18 Dec 2023
Repayment History
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