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Strategic Vision Wealth Limited

Strategic Vision Wealth Limited is an active company incorporated on 16 February 2009 with the registered office located in Kidlington, Oxfordshire. Strategic Vision Wealth Limited was registered 16 years ago.
Status
Active
Active since incorporation
Company No
06820917
Private limited company
Age
16 years
Incorporated 16 February 2009
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 February 2025 (8 months ago)
Next confirmation dated 16 February 2026
Due by 2 March 2026 (4 months remaining)
Last change occurred 7 years ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 2 months remaining)
Address
Clock Tower
2 - 4 High Street
Kidlington
Oxfordshire
OX5 2DH
England
Same address for the past 9 years
Telephone
01865664066
Email
Available in Endole App
Website
People
Officers
2
Shareholders
1
Controllers (PSC)
1
Director • PSC • Independent Financial Advisor • British • Lives in England • Born in Apr 1971
Director • Operations Manager • Romanian • Lives in England • Born in Nov 1978
Shareholders, PSCs & Group Structure
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Mutual Companies
Inspired Wealth Solutions Limited
Mr Paul Davidson is a mutual person.
Active
The Independent Financial Advice Company(UK) Ltd
Mr Paul Davidson is a mutual person.
Active
Brands
Strategic Vision Wealth Management
Strategic Vision Wealth Management provides independent financial planning and advice services for individuals, families, and businesses.
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£15.54K
Decreased by £10.7K (-41%)
Turnover
Unreported
Same as previous period
Employees
8
Increased by 1 (+14%)
Total Assets
£376.8K
Increased by £138.65K (+58%)
Total Liabilities
-£90.3K
Increased by £23.51K (+35%)
Net Assets
£286.51K
Increased by £115.14K (+67%)
Debt Ratio (%)
24%
Decreased by 4.08% (-15%)
Latest Activity
Full Accounts Submitted
3 Months Ago on 30 Jun 2025
Ms Georgiana Breaban Details Changed
6 Months Ago on 16 Apr 2025
Ms Georgiana Breaban Details Changed
6 Months Ago on 16 Apr 2025
Ms Georgiana Breaban Appointed
6 Months Ago on 1 Apr 2025
Confirmation Submitted
8 Months Ago on 18 Feb 2025
Full Accounts Submitted
1 Year 2 Months Ago on 8 Aug 2024
Confirmation Submitted
1 Year 8 Months Ago on 28 Feb 2024
Full Accounts Submitted
2 Years 4 Months Ago on 20 Jun 2023
Confirmation Submitted
2 Years 8 Months Ago on 21 Feb 2023
Full Accounts Submitted
3 Years Ago on 26 May 2022
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Documents
Total exemption full accounts made up to 31 March 2025
Submitted on 30 Jun 2025
Director's details changed for Ms Georgiana Breaban on 16 April 2025
Submitted on 16 Apr 2025
Director's details changed for Ms Georgiana Breaban on 16 April 2025
Submitted on 16 Apr 2025
Appointment of Ms Georgiana Breaban as a director on 1 April 2025
Submitted on 9 Apr 2025
Confirmation statement made on 16 February 2025 with no updates
Submitted on 18 Feb 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 8 Aug 2024
Confirmation statement made on 16 February 2024 with no updates
Submitted on 28 Feb 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 20 Jun 2023
Confirmation statement made on 16 February 2023 with no updates
Submitted on 21 Feb 2023
Total exemption full accounts made up to 31 March 2022
Submitted on 26 May 2022
Repayment History
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