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Strategy Wealth UK Ltd

Strategy Wealth UK Ltd is an active company incorporated on 2 May 2023 with the registered office located in Bodmin, Cornwall. Strategy Wealth UK Ltd was registered 2 years 6 months ago.
Status
Active
Active since incorporation
Company No
14838686
Private limited company
Age
2 years 6 months
Incorporated 2 May 2023
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 30 April 2025 (6 months ago)
Next confirmation dated 30 April 2026
Due by 14 May 2026 (6 months remaining)
Last change occurred 5 months ago
Accounts
Submitted
For period 2 May30 Jun 2024 (1 year 2 months)
Accounts type is Total Exemption Full
Next accounts for period 30 June 2025
Due by 31 March 2026 (5 months remaining)
Address
45 Tanwood View
Bodmin
PL31 2PN
England
Same address since incorporation
Telephone
01726 219560
Email
Unreported
People
Officers
2
Shareholders
3
Controllers (PSC)
3
Director • PSC • Operations Manager • British • Lives in England • Born in Sep 1980
Director • PSC • Financial Adviser • British • Lives in England • Born in Feb 1981
Mrs Charlene Ellicott
PSC • British • Lives in England • Born in May 1981
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
Strategy Wealth
Strategy Wealth provides independent financial advice, specializing in pensions, investments, protection, and financial planning based on individual client needs.
Financials
Net Assets, Total Assets & Total Liabilities (2024–2024)
Period Ended
30 Jun 2024
For period 30 Apr30 Jun 2024
Traded for 14 months
Cash in Bank
£21.31K
Turnover
Unreported
Employees
3
Total Assets
£32.78K
Total Liabilities
-£31.91K
Net Assets
£873
Debt Ratio (%)
97%
Latest Activity
Confirmation Submitted
5 Months Ago on 14 May 2025
Full Accounts Submitted
9 Months Ago on 30 Jan 2025
Confirmation Submitted
1 Year 6 Months Ago on 30 Apr 2024
Accounting Period Extended
2 Years 3 Months Ago on 31 Jul 2023
Incorporated
2 Years 6 Months Ago on 2 May 2023
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Documents
Confirmation statement made on 30 April 2025 with updates
Submitted on 14 May 2025
Total exemption full accounts made up to 30 June 2024
Submitted on 30 Jan 2025
Confirmation statement made on 30 April 2024 with updates
Submitted on 30 Apr 2024
Current accounting period extended from 31 May 2024 to 30 June 2024
Submitted on 31 Jul 2023
Incorporation
Submitted on 2 May 2023
Repayment History
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