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Bevan & Buckland Wealth Management Limited

Bevan & Buckland Wealth Management Limited is an active company incorporated on 20 May 2015 with the registered office located in Swansea, West Glamorgan. Bevan & Buckland Wealth Management Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09600466
Private limited company
Age
10 years
Incorporated 20 May 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 22 June 2025 (4 months ago)
Next confirmation dated 22 June 2026
Due by 6 July 2026 (8 months remaining)
Last change occurred 3 years ago
Accounts
Submitted
For period 1 Jul30 Jun 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 29 June 2025
Due by 29 March 2026 (4 months remaining)
Address
Unit B, Marina Villas Trawler Road
Maritime Quarter
Swansea
SA1 1FZ
Wales
Address changed on 25 Nov 2024 (11 months ago)
Previous address was 11 Axis Court Mallard Way Swansea SA7 0AJ Wales
Telephone
01792410100
Email
Unreported
People
Officers
2
Shareholders
3
Controllers (PSC)
1
Director • British • Lives in Wales • Born in Jun 1967
Director • Directors • British • Lives in Wales • Born in Sep 1971
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
Sip Wealth Management Ltd
Paul James Williamson and Jonathan Simon Francis are mutual people.
Active
M4 Financial Group Limited
Paul James Williamson and Jonathan Simon Francis are mutual people.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
30 Jun 2024
For period 30 Jun30 Jun 2024
Traded for 12 months
Cash in Bank
£1.84K
Increased by £1.84K (%)
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£17.87K
Decreased by £16.44K (-48%)
Total Liabilities
-£15.04K
Decreased by £11.54K (-43%)
Net Assets
£2.83K
Decreased by £4.9K (-63%)
Debt Ratio (%)
84%
Increased by 6.7% (+9%)
Latest Activity
Confirmation Submitted
3 Months Ago on 10 Jul 2025
Full Accounts Submitted
4 Months Ago on 27 Jun 2025
Accounting Period Shortened
7 Months Ago on 28 Mar 2025
Mr Paul James Williamson Details Changed
11 Months Ago on 25 Nov 2024
Registered Address Changed
11 Months Ago on 25 Nov 2024
Mr Jonathan Simon Francis Appointed
11 Months Ago on 13 Nov 2024
Confirmation Submitted
1 Year 3 Months Ago on 9 Jul 2024
Micro Accounts Submitted
1 Year 7 Months Ago on 22 Mar 2024
Confirmation Submitted
2 Years 3 Months Ago on 6 Jul 2023
Micro Accounts Submitted
2 Years 7 Months Ago on 29 Mar 2023
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Documents
Confirmation statement made on 22 June 2025 with no updates
Submitted on 10 Jul 2025
Total exemption full accounts made up to 30 June 2024
Submitted on 27 Jun 2025
Previous accounting period shortened from 30 June 2024 to 29 June 2024
Submitted on 28 Mar 2025
Director's details changed for Mr Paul James Williamson on 25 November 2024
Submitted on 25 Nov 2024
Registered office address changed from 11 Axis Court Mallard Way Swansea SA7 0AJ Wales to Unit B, Marina Villas Trawler Road Maritime Quarter Swansea SA1 1FZ on 25 November 2024
Submitted on 25 Nov 2024
Appointment of Mr Jonathan Simon Francis as a director on 13 November 2024
Submitted on 22 Nov 2024
Confirmation statement made on 22 June 2024 with no updates
Submitted on 9 Jul 2024
Micro company accounts made up to 30 June 2023
Submitted on 22 Mar 2024
Confirmation statement made on 22 June 2023 with no updates
Submitted on 6 Jul 2023
Micro company accounts made up to 30 June 2022
Submitted on 29 Mar 2023
Repayment History
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