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Aequitas Wealth Management Limited

Aequitas Wealth Management Limited is an active company incorporated on 14 December 2021 with the registered office located in Walsall, West Midlands. Aequitas Wealth Management Limited was registered 3 years ago.
Status
Active
Active since 2 years 3 months ago
Company No
13799594
Private limited company
Age
3 years
Incorporated 14 December 2021
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 16 January 2025 (9 months ago)
Next confirmation dated 16 January 2026
Due by 30 January 2026 (2 months remaining)
Last change occurred 9 months ago
Accounts
Submitted
For period 1 Aug31 Jul 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 31 July 2026
Due by 30 April 2027 (1 year 5 months remaining)
Address
Azzurri House Walsall Business Park
Aldridge
Walsall
West Midlands
WS9 0RB
England
Same address since incorporation
Telephone
Unreported
Email
Unreported
Website
Unreported
People
Officers
2
Shareholders
2
Controllers (PSC)
1
Director • British • Lives in England • Born in Jan 1962
Director • British • Lives in UK • Born in Nov 1969
Mr Philip Newell Lindsay Stepp
PSC • British • Lives in England • Born in Jan 1962
Shareholders, PSCs & Group Structure
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Mutual Companies
William James Financial Services Limited
Philip Newell Lindsay Stepp is a mutual person.
Active
William James Holdings Limited
Philip Newell Lindsay Stepp is a mutual person.
Active
William James Financial Planning Limited
Philip Newell Lindsay Stepp is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2022–2025)
Period Ended
31 Jul 2025
For period 31 Jul31 Jul 2025
Traded for 12 months
Cash in Bank
£427.76K
Increased by £427.41K (+122820%)
Turnover
Unreported
Same as previous period
Employees
2
Decreased by 1 (-33%)
Total Assets
£573.06K
Increased by £572.68K (+151904%)
Total Liabilities
-£138.51K
Decreased by £65.47K (-32%)
Net Assets
£434.54K
Increased by £638.15K (-313%)
Debt Ratio (%)
24%
Decreased by 54081.93% (-100%)
Latest Activity
Mr Philip Newell Lindsay Stepp Details Changed
2 Months Ago on 1 Sep 2025
Full Accounts Submitted
2 Months Ago on 22 Aug 2025
Confirmation Submitted
9 Months Ago on 16 Jan 2025
Full Accounts Submitted
11 Months Ago on 15 Nov 2024
Confirmation Submitted
1 Year 8 Months Ago on 1 Mar 2024
Full Accounts Submitted
2 Years Ago on 17 Oct 2023
Accounting Period Shortened
2 Years 1 Month Ago on 5 Oct 2023
Dormant Accounts Submitted
2 Years 3 Months Ago on 27 Jul 2023
Confirmation Submitted
2 Years 8 Months Ago on 1 Mar 2023
Mr Matthew William Kidd Appointed
2 Years 8 Months Ago on 21 Feb 2023
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Documents
Director's details changed for Mr Philip Newell Lindsay Stepp on 1 September 2025
Submitted on 2 Sep 2025
Total exemption full accounts made up to 31 July 2025
Submitted on 22 Aug 2025
Confirmation statement made on 16 January 2025 with updates
Submitted on 16 Jan 2025
Statement of capital following an allotment of shares on 10 January 2025
Submitted on 10 Jan 2025
Total exemption full accounts made up to 31 July 2024
Submitted on 15 Nov 2024
Confirmation statement made on 1 March 2024 with no updates
Submitted on 1 Mar 2024
Total exemption full accounts made up to 31 July 2023
Submitted on 17 Oct 2023
Previous accounting period shortened from 31 December 2023 to 31 July 2023
Submitted on 5 Oct 2023
Accounts for a dormant company made up to 31 December 2022
Submitted on 27 Jul 2023
Confirmation statement made on 1 March 2023 with updates
Submitted on 1 Mar 2023
Repayment History
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