ContactCredit ReportFinancialsPeopleOwnershipLatest ActivityMutual CompaniesDocumentsRepayment History

Mount Stuart Wealth Management Ltd

Mount Stuart Wealth Management Ltd is an active company incorporated on 22 July 2014 with the registered office located in Cheltenham, Gloucestershire. Mount Stuart Wealth Management Ltd was registered 11 years ago.
Status
Active
Active since incorporation
Company No
09141516
Private limited company
Age
11 years
Incorporated 22 July 2014
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 23 June 2025 (4 months ago)
Next confirmation dated 23 June 2026
Due by 7 July 2026 (8 months remaining)
Last change occurred 5 years ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Learn more about Mount Stuart Wealth Management Ltd
Contact Update Details
Address
Midway House Herrick Way
Staverton
Cheltenham
GL51 6TQ
England
Address changed on 9 Feb 2022 (3 years ago)
Previous address was Advantage Accountancy & Advisory Ltd Second Floor, Carlyle House 5-7 Cathedral Road Cardiff CF11 9HA United Kingdom
Telephone
02075165700
Email
Unreported
See All Contacts
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Mr Codey Alexander Rees
Director • PSC • Welsh • Lives in UK • Born in Feb 1988
See Key People
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
See All Shareholders, PSCs & Group Structure
Mutual Companies
12 Lynn Road Limited
Mr Codey Alexander Rees is a mutual person.
Active
See All Mutual Companies
Brands
Mount Stuart Wealth Management Ltd
Mount Stuart Wealth Management provides financial advice tailored to individual goals.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£592.54K
Increased by £277.68K (+88%)
Turnover
Unreported
Same as previous period
Employees
7
Decreased by 1 (-13%)
Total Assets
£4.22M
Decreased by £215.54K (-5%)
Total Liabilities
-£3.21M
Decreased by £521.99K (-14%)
Net Assets
£1.01M
Increased by £306.46K (+44%)
Debt Ratio (%)
76%
Decreased by 8.07% (-10%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
3 Months Ago on 1 Jul 2025
Full Accounts Submitted
5 Months Ago on 2 May 2025
Confirmation Submitted
1 Year 4 Months Ago on 26 Jun 2024
Full Accounts Submitted
1 Year 7 Months Ago on 8 Mar 2024
Confirmation Submitted
2 Years 3 Months Ago on 5 Jul 2023
Full Accounts Submitted
2 Years 4 Months Ago on 20 Jun 2023
Accounting Period Extended
3 Years Ago on 8 Aug 2022
Confirmation Submitted
3 Years Ago on 1 Jul 2022
Mr Codey Alexander Rees (PSC) Details Changed
3 Years Ago on 20 May 2022
Mr Codey Alexander Rees (PSC) Details Changed
3 Years Ago on 20 May 2022
Get Alerts
Get Credit Report
Discover Mount Stuart Wealth Management Ltd's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Confirmation statement made on 23 June 2025 with no updates
Submitted on 1 Jul 2025
Total exemption full accounts made up to 31 December 2024
Submitted on 2 May 2025
Confirmation statement made on 23 June 2024 with no updates
Submitted on 26 Jun 2024
Total exemption full accounts made up to 31 December 2023
Submitted on 8 Mar 2024
Submitted on 10 Jul 2023
Submitted on 7 Jul 2023
Confirmation statement made on 23 June 2023 with no updates
Submitted on 5 Jul 2023
Total exemption full accounts made up to 31 December 2022
Submitted on 20 Jun 2023
Current accounting period extended from 31 July 2022 to 31 December 2022
Submitted on 8 Aug 2022
Confirmation statement made on 23 June 2022 with no updates
Submitted on 1 Jul 2022
Explore All Documents
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
See All Charges & CCJs