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Create Wealth Management Ltd

Create Wealth Management Ltd is an active company incorporated on 16 November 2004 with the registered office located in Newport, Gwent. Create Wealth Management Ltd was registered 20 years ago.
Status
Active
Active since incorporation
Company No
05288526
Private limited company
Age
20 years
Incorporated 16 November 2004
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 November 2024 (9 months ago)
Next confirmation dated 16 November 2025
Due by 30 November 2025 (2 months remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Dec ⟶ 30 Nov 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 30 November 2025
Due by 31 August 2026 (11 months remaining)
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Contact
Address
The Estates Office
25-26 Gold Tops
Newport
NP20 4PG
Wales
Address changed on 29 Nov 2021 (3 years ago)
Previous address was Sophia House 28 Cathedral Road Cardiff South Glamorgan CF11 9LJ
Telephone
08458032125
Email
Available in Endole App
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People
Officers
3
Shareholders
3
Controllers (PSC)
2
Stephen Anthony NG
Director • Secretary • PSC • Financial Adviser • British • Lives in UK • Born in Oct 1965
Mr Peter Lewis Davies
Director • PSC • Independent Financial Adviser • British • Lives in England • Born in Jul 1967
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Shareholders, PSCs & Group Structure
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Mutual Companies
Create Financial Planning Ltd
Stephen Anthony NG and Mr Peter Lewis Davies are mutual people.
Active
Working Design Limited
Stephen Anthony NG is a mutual person.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
30 Nov 2024
For period 30 Nov ⟶ 30 Nov 2024
Traded for 12 months
Cash in Bank
£538.74K
Increased by £113.42K (+27%)
Turnover
Unreported
Same as previous period
Employees
4
Same as previous period
Total Assets
£559.77K
Increased by £99.24K (+22%)
Total Liabilities
-£97.31K
Increased by £23.24K (+31%)
Net Assets
£462.47K
Increased by £76.01K (+20%)
Debt Ratio (%)
17%
Increased by 1.3% (+8%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
23 Days Ago on 18 Aug 2025
Confirmation Submitted
9 Months Ago on 18 Nov 2024
Full Accounts Submitted
1 Year Ago on 27 Aug 2024
Confirmation Submitted
1 Year 9 Months Ago on 16 Nov 2023
Full Accounts Submitted
2 Years Ago on 18 Aug 2023
Confirmation Submitted
2 Years 9 Months Ago on 17 Nov 2022
Full Accounts Submitted
3 Years Ago on 22 Jul 2022
Confirmation Submitted
3 Years Ago on 29 Nov 2021
Registered Address Changed
3 Years Ago on 29 Nov 2021
Full Accounts Submitted
4 Years Ago on 18 Aug 2021
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Documents
Total exemption full accounts made up to 30 November 2024
Submitted on 18 Aug 2025
Confirmation statement made on 16 November 2024 with no updates
Submitted on 18 Nov 2024
Total exemption full accounts made up to 30 November 2023
Submitted on 27 Aug 2024
Confirmation statement made on 16 November 2023 with no updates
Submitted on 16 Nov 2023
Total exemption full accounts made up to 30 November 2022
Submitted on 18 Aug 2023
Confirmation statement made on 16 November 2022 with no updates
Submitted on 17 Nov 2022
Total exemption full accounts made up to 30 November 2021
Submitted on 22 Jul 2022
Registered office address changed from Sophia House 28 Cathedral Road Cardiff South Glamorgan CF11 9LJ to The Estates Office 25-26 Gold Tops Newport NP20 4PG on 29 November 2021
Submitted on 29 Nov 2021
Confirmation statement made on 16 November 2021 with updates
Submitted on 29 Nov 2021
Statement of capital following an allotment of shares on 2 November 2021
Submitted on 2 Nov 2021
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Repayment History
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