Ltd Facts The UK company register, as filed

Register entry · No. 08511549

STRATEGIC WEALTH AND FINANCIAL PLANNING LTD

Active Private Limited Company Incorporated 30 Apr 2013

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No warning signs 8 clear · 6 can't tell yet

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    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Dec 2026.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 14 May 2027.

    Companies House register
  • Clear
    Owners

    2 owners on file.

    People with significant control · See it
  • Clear
    Last filed accounts

    Net assets £118,634.

    Accounts to 31 Mar 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 30 Apr 2013 (13 years ago).

    Companies House register
  • Clear
    Name changes

    Never renamed.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 1 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    37 UPCOTT VALLEY, OKEHAMPTON, DEVON, EX20 1UX

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    31 Dec 2026
    Last made up to
    31 Mar 2025
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    14 May 2027
    Last made up to
    30 Apr 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. STRATEGIC WEALTH AND FINANCIAL PLANNING LTD current

Figures

Year endTurnoverProfitCashNet assetsStaff
31 Mar 2025 not published not published £88,078 £118,634 2
31 Mar 2024 not published not published £89,359 £134,060 2
31 Mar 2023 not published not published £82,971 £113,352 2
31 Mar 2022 not published not published £79,580 £95,265 2
31 Mar 2021 * not published not published £37,691 £60,865 2

* From the following year's accounts (prior-year figures).

People

Officers

Fetching them from Companies House. They appear here within a few minutes.

Named in the filed accounts meanwhile (not the register; no dates or whether still in office):

  • R Metherell · Director, named in the accounts to 31 Mar 2025
  • A Metherell · Director, named in the accounts to 31 Mar 2025

Owners and controllers All 2, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Russell Metherell Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent 6 Apr 2016 — December 1970 British · United Kingdom
Mrs Abigail Jane Metherell Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent 6 Apr 2016 — April 1977 British · United Kingdom

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

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Questions

Is STRATEGIC WEALTH AND FINANCIAL PLANNING LTD still trading?

The register shows STRATEGIC WEALTH AND FINANCIAL PLANNING LTD as active.

What does STRATEGIC WEALTH AND FINANCIAL PLANNING LTD do?

It files the industry code 64999 (Financial intermediation not elsewhere classified).

When was STRATEGIC WEALTH AND FINANCIAL PLANNING LTD set up?

It was incorporated on 30 April 2013.

When are STRATEGIC WEALTH AND FINANCIAL PLANNING LTD's accounts due?

Next accounts are due by 31 December 2026. The last accounts were made up to 31 March 2025.

When is STRATEGIC WEALTH AND FINANCIAL PLANNING LTD's next confirmation statement due?

By 14 May 2027.

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Same industry code (64999), active, set up around the same time. More in this industry →

  1. NI624353 CATHERINE ADAMS FINANCIAL PLANNING LIMITED Active Private Limited Company Inc. 30 Apr 2014 64999 · Financial intermediation not elsewhere classified
  2. 09019508 GALLAGHER COLOMBIA (UK) LIMITED Active Private Limited Company Inc. 30 Apr 2014 64205 · Activities of financial services holding companies
  3. 09018226 UK SAFE DEPOSIT LOCKERS LIMITED Active Private Limited Company Inc. 30 Apr 2014 64999 · Financial intermediation not elsewhere classified
  4. 09018253 WEST & SCOTT CAPITAL LTD Active Private Limited Company Inc. 30 Apr 2014 62020 · Information technology consultancy activities
  5. 09017333 A & D WOOD LTD Active Private Limited Company Inc. 29 Apr 2014 64999 · Financial intermediation not elsewhere classified

The file

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Source: Companies House, data file of 2026-10-01 and its live updates. View on Companies House