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First Rate Wealthtech Limited

First Rate Wealthtech Limited is an active company incorporated on 12 February 2021 with the registered office located in Lichfield, Staffordshire. First Rate Wealthtech Limited was registered 4 years ago.
Status
Active
Active since 2 years 11 months ago
Company No
13197919
Private limited company
Age
4 years
Incorporated 12 February 2021
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 1 year 8 months ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
Office 3 South Staffs Freight Terminal Lynn Lane
Shenstone
Lichfield
WS14 0ED
England
Address changed on 8 Jun 2023 (2 years 4 months ago)
Previous address was 406a Birmingham Road Sutton Coldfield B72 1YJ England
Telephone
Unreported
Email
Unreported
People
Officers
3
Shareholders
1
Controllers (PSC)
1
PSC • Director • American • Lives in United States • Born in Dec 1956
Director • Certified Accountant • British • Lives in England • Born in Mar 1957
Director • Managing Director • American • Lives in United States • Born in May 1996
Shareholders, PSCs & Group Structure
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Mutual Companies
Sutton Coldfield Squash Rackets Club Limited
Eric John Phillip Smart is a mutual person.
Active
Smart Online Accountants Ltd
Eric John Phillip Smart is a mutual person.
Active
E J P Smart Associates Limited
Eric John Phillip Smart is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2022–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
5
Increased by 1 (+25%)
Total Assets
£20.19K
Decreased by £13.59K (-40%)
Total Liabilities
-£21.51K
Decreased by £177.11K (-89%)
Net Assets
-£1.32K
Increased by £163.52K (-99%)
Debt Ratio (%)
107%
Decreased by 481.45% (-82%)
Latest Activity
Grayson Greer Resigned
27 Days Ago on 26 Sep 2025
Mr David Stone Appointed
27 Days Ago on 26 Sep 2025
Micro Accounts Submitted
4 Months Ago on 23 Jun 2025
Confirmation Submitted
8 Months Ago on 18 Feb 2025
Micro Accounts Submitted
1 Year 1 Month Ago on 10 Sep 2024
Mr Eric John Phillip Smart Appointed
1 Year 4 Months Ago on 1 Jun 2024
Confirmation Submitted
1 Year 8 Months Ago on 22 Feb 2024
Accounting Period Shortened
1 Year 9 Months Ago on 9 Jan 2024
Jonathan Martin Carter Resigned
1 Year 9 Months Ago on 7 Jan 2024
Micro Accounts Submitted
1 Year 10 Months Ago on 29 Nov 2023
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Documents
Termination of appointment of Grayson Greer as a director on 26 September 2025
Submitted on 14 Oct 2025
Appointment of Mr David Stone as a director on 26 September 2025
Submitted on 7 Oct 2025
Micro company accounts made up to 31 December 2024
Submitted on 23 Jun 2025
Confirmation statement made on 16 February 2025 with no updates
Submitted on 18 Feb 2025
Micro company accounts made up to 31 December 2023
Submitted on 10 Sep 2024
Appointment of Mr Eric John Phillip Smart as a director on 1 June 2024
Submitted on 14 Jun 2024
Confirmation statement made on 16 February 2024 with updates
Submitted on 22 Feb 2024
Termination of appointment of Jonathan Martin Carter as a director on 7 January 2024
Submitted on 29 Jan 2024
Previous accounting period shortened from 28 February 2024 to 31 December 2023
Submitted on 9 Jan 2024
Micro company accounts made up to 28 February 2023
Submitted on 29 Nov 2023
Repayment History
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