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Sustainable Wealth Management Ltd
Sustainable Wealth Management Ltd is an active company incorporated on 12 April 2021 with the registered office located in Sale, Greater Manchester. Sustainable Wealth Management Ltd was registered 4 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
13327422
Private limited company
Age
4 years
Incorporated
12 April 2021
Size
Micro
Turnover is under
£1M
Balance sheet is under
£500,000
Under
10 employees
Confirmation
Submitted
Dated
20 August 2025
(2 months ago)
Next confirmation dated
20 August 2026
Due by
3 September 2026
(10 months remaining)
Last change occurred
2 months ago
Accounts
Submitted
For period
1 May
⟶
30 Apr 2025
(12 months)
Accounts type is
Micro Entity
Next accounts for period
30 April 2026
Due by
31 January 2027
(1 year 3 months remaining)
Learn more about Sustainable Wealth Management Ltd
Contact
Update Details
Address
5 Brooklands Place
Brooklands Road
Sale
Cheshire
M33 3SD
England
Same address for the past
4 years
Companies in M33 3SD
Telephone
0161 9385650
Email
Unreported
Website
Unreported
See All Contacts
People
Officers
3
Shareholders
3
Controllers (PSC)
3
Mr Jonathan David Hall
Director • PSC • Ifa • British • Lives in UK • Born in Mar 1972
Mr David John Rogers
Director • PSC • British • Lives in England • Born in Mar 1975
Mr Aidan Vere Upton
Director • PSC • British • Lives in England • Born in Feb 1963
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Elliot Miles Limited
Mr David John Rogers is a mutual person.
Active
JDH Wealth Ltd
Mr Jonathan David Hall is a mutual person.
Active
Au Wealth Management Ltd
Mr Aidan Vere Upton is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2022–2025)
Period Ended
30 Apr 2025
For period
30 Apr
⟶
30 Apr 2025
Traded for
12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
4
Increased by 1 (+33%)
Total Assets
£241.27K
Increased by £173.96K (+258%)
Total Liabilities
-£143.96K
Increased by £140.18K (+3709%)
Net Assets
£97.31K
Increased by £33.77K (+53%)
Debt Ratio (%)
60%
Increased by 54.05% (+963%)
See 10 Year Full Financials
Latest Activity
Micro Accounts Submitted
20 Days Ago on 9 Oct 2025
David John Rogers (PSC) Appointed
2 Months Ago on 20 Aug 2025
Confirmation Submitted
2 Months Ago on 20 Aug 2025
Shares Cancelled
5 Months Ago on 27 May 2025
Confirmation Submitted
5 Months Ago on 22 May 2025
Aidan Vere Upton (PSC) Appointed
5 Months Ago on 20 May 2025
Micro Accounts Submitted
10 Months Ago on 4 Dec 2024
Confirmation Submitted
1 Year Ago on 14 Oct 2024
Aidan Vere Upton (PSC) Resigned
1 Year 8 Months Ago on 5 Feb 2024
Antonios Ioannides (PSC) Resigned
1 Year 8 Months Ago on 5 Feb 2024
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Get Credit Report
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See All Credit Score & Limits
Documents
Micro company accounts made up to 30 April 2025
Submitted on 9 Oct 2025
Notification of David John Rogers as a person with significant control on 20 August 2025
Submitted on 29 Aug 2025
Confirmation statement made on 20 August 2025 with updates
Submitted on 20 Aug 2025
Resolutions
Submitted on 28 May 2025
Cancellation of shares. Statement of capital on 16 May 2025
Submitted on 27 May 2025
Confirmation statement made on 22 May 2025 with updates
Submitted on 22 May 2025
Notification of Aidan Vere Upton as a person with significant control on 20 May 2025
Submitted on 22 May 2025
Micro company accounts made up to 30 April 2024
Submitted on 4 Dec 2024
Confirmation statement made on 12 October 2024 with updates
Submitted on 14 Oct 2024
Appointment of Mr David John Rogers as a director on 5 February 2024
Submitted on 20 Feb 2024
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Repayment History
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