Ltd Facts The UK company register, as filed

Register entry · No. 13327422

SUSTAINABLE WEALTH MANAGEMENT LTD

Active Private Limited Company Incorporated 12 Apr 2021

Checks

No warning signs 10 clear · 4 can't tell yet

What was checked
  • Can't tell
    Insolvency

    The filing history can't be read just now.

    Filing history
  • Can't tell
    Strike-off notices

    The filing history can't be read just now.

    Filing history (The Gazette notices) · What this means
  • Can't tell
    Year-end changes

    The filing history can't be read just now.

    Filing history (form AA01)
  • Can't tell
    Office moves

    The filing history can't be read just now.

    Filing history (form AD01)
  • Clear
    Company status

    Active.

    Companies House register
  • Clear
    Accounts on time

    Next due 31 Jan 2027.

    Companies House register
  • Clear
    Confirmation statement on time

    Next due 3 Sep 2027.

    Companies House register
  • Clear
    Disqualified directors

    None of the 3 current officers checked are disqualified.

    Companies House disqualified directors register · See it
  • Clear
    Directors

    3 current directors.

    Officers on the register · See it
  • Clear
    Owners

    3 owners on file.

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

    Net assets £97,308.

    Accounts to 30 Apr 2025 · See it
  • Clear
    Charges

    None registered.

    Companies House register
  • Clear
    Trading history

    Incorporated 12 Apr 2021 (5 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 13 Nov 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    5 BROOKLANDS PLACE, BROOKLANDS ROAD, SALE, CHESHIRE, ENGLAND, M33 3SD

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    31 Jan 2027
    Last made up to
    30 Apr 2025
    Type
    MICRO ENTITY

  4. Confirmation statement

    Next due
    3 Sep 2027
    Last made up to
    20 Aug 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. SUSTAINABLE WEALTH MANAGEMENT LTD current

Figures

Year endTurnoverProfitCashNet assetsStaff
30 Apr 2025 not published not published — £97,308 4
30 Apr 2024 not published not published — £63,535 3
30 Apr 2023 not published not published — — —
30 Apr 2022 (13 months) not published not published — £14,060 2

Public contracts

No contracts found on Find a Tender under this company number.

Matching is by Companies House number only, so contracts filed without the number are not shown.

Contains public sector information licensed under the Open Government Licence v3.0. Source: Find a Tender award notices. JSON

People

Officers All 3, with past →

NameRoleAppointedResignedBornNationality · lives in
Jonathan David Hall Ifa Director 12 Apr 2021 — March 1972 British · United Kingdom
Aidan Vere Upton Director Director 1 Sep 2021 — February 1963 British · England
David John Rogers Director Director 5 Feb 2024 — March 1975 British · England

Owners and controllers All 5, with past →

NameControlNotifiedCeasedBornNationality · lives in
Mr Jonathan David Hall Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent 12 Apr 2021 — March 1972 British · United Kingdom
Mr Aidan Vere Upton Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent 20 May 2025 — February 1963 British · England
Mr David John Rogers Ownership of shares 25 to 50 percent; Voting rights 25 to 50 percent 20 Aug 2025 — March 1975 British · England

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

Ask about this company

Answers cite the filings they come from. Free: 3 questions a day.

Try:

Questions

Is SUSTAINABLE WEALTH MANAGEMENT LTD still trading?

The register shows SUSTAINABLE WEALTH MANAGEMENT LTD as active.

What does SUSTAINABLE WEALTH MANAGEMENT LTD do?

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

When was SUSTAINABLE WEALTH MANAGEMENT LTD set up?

It was incorporated on 12 April 2021.

When are SUSTAINABLE WEALTH MANAGEMENT LTD's accounts due?

Next accounts are due by 31 January 2027. The last accounts were made up to 30 April 2025.

When is SUSTAINABLE WEALTH MANAGEMENT LTD's next confirmation statement due?

By 3 September 2027.

Who runs SUSTAINABLE WEALTH MANAGEMENT LTD?

SUSTAINABLE WEALTH MANAGEMENT LTD has 3 current directors. They're listed under People on this page.

Similar companies

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

  1. 13823607 OCULUS WEALTH MANAGEMENT (SHROPSHIRE) LIMITED Active Private Limited Company Inc. 31 Dec 2021 64999 · Financial intermediation not elsewhere classified
  2. 13823126 BENHURST FINANCIAL LTD Active Private Limited Company Inc. 30 Dec 2021 64999 · Financial intermediation not elsewhere classified
  3. SC718568 CAM FINANCIAL SERVICES LTD Active Private Limited Company Inc. 30 Dec 2021 64999 · Financial intermediation not elsewhere classified
  4. 13822198 EASYTRANSFER LIMITED Active Private Limited Company Inc. 30 Dec 2021 62012 · Business and domestic software development
  5. 13821562 IMPERIAL TRADE AND FINANCE LTD Active Private Limited Company Inc. 30 Dec 2021 46900 · Non-specialised wholesale trade

The file

3 of 3 free downloads left today · Last 5 years' accounts as one zip (1 credit a PDF)

Filing history is loading from Companies House. Refresh in a moment.

Source: Companies House, data file of 2026-11-01 and its live updates. View on Companies House