GENESIS WEALTH STRATEGIES LIMITED
Company number 04847952 · Monitor this company
Executive summary
Genesis Wealth Strategies Limited presents a mixed risk profile: the company is solvent with minimal liabilities and over 21 years of trading history, but a £130,000 director's loan representing 56% of total assets with no apparent repayment activity raises material concerns about asset quality and concentration. The sustained 25% decline in shareholders' funds over three years, combined with micro-entity filing limitations that obscure profitability, warrants enhanced due diligence before any investment commitment. The primary risk is not insolvency but rather the recoverability and transparency of the company's asset base.
Shareholders' funds
£232,188
Balance sheet as at 2026-07-31
Overview
- Company type
- Private Limited Company
- Incorporated
- 2003-07-28
- Employees
- 2 (2026 accounts · was 1 in 2025)
- Registered office
- The Retreat Spen Lane, Treales, Preston, Lancashire, England, PR4 3TE
- Postcode
- PR4 3TE
- Capital
- 1,000 GBP
- Accounts category
- Micro
Accounts
- Last made up to
- 2026-07-31
- Next due by
- 2028-04-30
- Financial year end
- 31 July
Confirmation statement
- Last statement dated
- 2026-07-28
- Next due by
- 2027-08-11
Nature of business (SIC)
- 70221 Financial management
Officers 1 current · 3 resigned
Data protection registration
Registered with the ICO as a data protection fee payer — Z8418036 (Tier 1), registered since 2004.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Previous registered addresses 2
| Address | Changed on |
|---|---|
| 53 ROSEACRE DRIVE, ELSWICK, PRESTON, LANCASHIRE PR4 3UQ | 2005-04-05 |
| SPRINGFIELD HOUSE, 41 - 45 CHAPEL BROW, LEYLAND, LANCASHIRE PR5 2NH | 2003-09-15 |
Among its peers
Top 25%
by shareholders' funds, of 61 similar companies in PR
Among the oldest 25% of its local peers, trading since 2003.
No.10 of the largest financial management companies in Preston →
Competitors Preston
This company ranks 10 among financial management in Preston.
The class of 2003
42%
of the 266 companies in this sector incorporated in 2003 are still active today; 54% have since been dissolved.
A fact about the year, not a forecast for this company.