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Stevens Wealth Management Ltd

Stevens Wealth Management Ltd is an active company incorporated on 12 May 2017 with the registered office located in Skipton, North Yorkshire. Stevens Wealth Management Ltd was registered 8 years ago.
Status
Active
Active since incorporation
Company No
10767227
Private limited company
Age
8 years
Incorporated 12 May 2017
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 May 2025 (7 months ago)
Next confirmation dated 16 May 2026
Due by 30 May 2026 (5 months remaining)
Last change occurred 7 months ago
Accounts
Submitted
For period 1 Jun31 May 2025 (12 months)
Accounts type is Micro Entity
Next accounts for period 31 May 2026
Due by 28 February 2027 (1 year 2 months remaining)
Contact
Address
Ground Floor, North Barn
Broughton Hall Business Park
Skipton
North Yorkshire
BD23 3AE
England
Address changed on 14 Dec 2025 (14 days ago)
Previous address was The Annexe Coach House Museum Walk Skipton North Yorkshire BD23 1FS United Kingdom
Telephone
01326218675
Email
Unreported
People
Officers
3
Shareholders
3
Controllers (PSC)
2
Director • British • Lives in England • Born in May 1964
Director • British • Lives in England • Born in Sep 1993
Mark Clive Stevens
PSC • British • Lives in England • Born in May 1964
Alison Jayne Stevens
PSC • British • Lives in UK • Born in Jul 1965
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Financials
Net Assets, Total Assets & Total Liabilities (2018–2025)
Period Ended
31 May 2025
For period 31 May31 May 2025
Traded for 12 months
Cash in Bank
Unreported
Decreased by £198.37K (-100%)
Turnover
Unreported
Same as previous period
Employees
5
Same as previous period
Total Assets
£467.09K
Decreased by £206.34K (-31%)
Total Liabilities
-£178.76K
Decreased by £59.09K (-25%)
Net Assets
£288.33K
Decreased by £147.24K (-34%)
Debt Ratio (%)
38%
Increased by 2.95% (+8%)
Latest Activity
Registered Address Changed
14 Days Ago on 14 Dec 2025
Micro Accounts Submitted
2 Months Ago on 15 Oct 2025
Confirmation Submitted
7 Months Ago on 17 May 2025
Confirmation Submitted
7 Months Ago on 12 May 2025
Mrs Courtney Mechan Appointed
8 Months Ago on 7 Apr 2025
Full Accounts Submitted
10 Months Ago on 17 Feb 2025
Mr Mark Clive Stevens (PSC) Details Changed
1 Year Ago on 6 Dec 2024
Alison Jayne Stevens (PSC) Appointed
1 Year Ago on 6 Dec 2024
Mr Mark Clive Stevens Details Changed
1 Year Ago on 3 Dec 2024
Mr Mark Clive Stevens (PSC) Details Changed
1 Year Ago on 3 Dec 2024
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Documents
Registered office address changed from The Annexe Coach House Museum Walk Skipton North Yorkshire BD23 1FS United Kingdom to Ground Floor, North Barn Broughton Hall Business Park Skipton North Yorkshire BD23 3AE on 14 December 2025
Submitted on 14 Dec 2025
Micro company accounts made up to 31 May 2025
Submitted on 15 Oct 2025
Appointment of Mrs Courtney Mechan as a director on 7 April 2025
Submitted on 11 Sep 2025
Confirmation statement made on 16 May 2025 with updates
Submitted on 17 May 2025
Confirmation statement made on 11 May 2025 with no updates
Submitted on 12 May 2025
Total exemption full accounts made up to 31 May 2024
Submitted on 17 Feb 2025
Notification of Alison Jayne Stevens as a person with significant control on 6 December 2024
Submitted on 13 Jan 2025
Change of details for Mr Mark Clive Stevens as a person with significant control on 6 December 2024
Submitted on 13 Jan 2025
Change of share class name or designation
Submitted on 3 Jan 2025
Memorandum and Articles of Association
Submitted on 23 Dec 2024
Repayment History
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