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Savvy Wealth Management Ltd

Savvy Wealth Management Ltd is an active company incorporated on 11 July 2011 with the registered office located in Pontyclun, Mid Glamorgan. Savvy Wealth Management Ltd was registered 14 years ago.
Status
Active
Active since incorporation
Company No
07700192
Private limited company
Age
14 years
Incorporated 11 July 2011
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 1 July 2025 (4 months ago)
Next confirmation dated 1 July 2026
Due by 15 July 2026 (8 months remaining)
Last change occurred 9 years ago
Accounts
Submitted
For period 1 Oct30 Sep 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 30 September 2025
Due by 30 June 2026 (7 months remaining)
Address
1 Parc Bryn Derwen
Llanharan
Pontyclun
CF72 9TT
Wales
Same address for the past 6 years
Telephone
01443405583
Email
Available in Endole App
People
Officers
2
Shareholders
2
Controllers (PSC)
2
Director • Secretary • PSC • Ifa • British • Lives in Wales • Born in Nov 1980
Ms Emma Beazer
PSC • British • Lives in Wales • Born in Apr 1982
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
Savvy Wealth Management
Savvy Wealth Management helps individuals and businesses with financial planning.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
30 Sep 2024
For period 30 Sep30 Sep 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
1
Same as previous period
Total Assets
£234.87K
Increased by £7.96K (+4%)
Total Liabilities
-£129.67K
Decreased by £4.51K (-3%)
Net Assets
£105.19K
Increased by £12.47K (+13%)
Debt Ratio (%)
55%
Decreased by 3.92% (-7%)
Latest Activity
Confirmation Submitted
4 Months Ago on 1 Jul 2025
Micro Accounts Submitted
4 Months Ago on 11 Jun 2025
Confirmation Submitted
1 Year 4 Months Ago on 4 Jul 2024
Micro Accounts Submitted
1 Year 5 Months Ago on 13 May 2024
Confirmation Submitted
2 Years 3 Months Ago on 11 Jul 2023
Micro Accounts Submitted
2 Years 4 Months Ago on 15 Jun 2023
Confirmation Submitted
3 Years Ago on 22 Aug 2022
Micro Accounts Submitted
3 Years Ago on 17 Jun 2022
Confirmation Submitted
4 Years Ago on 6 Sep 2021
Micro Accounts Submitted
4 Years Ago on 30 Nov 2020
Get Credit Report
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Documents
Confirmation statement made on 1 July 2025 with no updates
Submitted on 1 Jul 2025
Micro company accounts made up to 30 September 2024
Submitted on 11 Jun 2025
Confirmation statement made on 4 July 2024 with no updates
Submitted on 4 Jul 2024
Micro company accounts made up to 30 September 2023
Submitted on 13 May 2024
Confirmation statement made on 11 July 2023 with no updates
Submitted on 11 Jul 2023
Micro company accounts made up to 30 September 2022
Submitted on 15 Jun 2023
Confirmation statement made on 11 July 2022 with no updates
Submitted on 22 Aug 2022
Micro company accounts made up to 30 September 2021
Submitted on 17 Jun 2022
Confirmation statement made on 11 July 2021 with no updates
Submitted on 6 Sep 2021
Micro company accounts made up to 30 September 2020
Submitted on 30 Nov 2020
Repayment History
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