MOUNT STUART WEALTH MANAGEMENT LTD

Company number 09141516 ·

Active

Free AI analysis

Have an AI read this company's filings and write an assessment — financial health, risks, and what the numbers say.

Get the analysis

Shareholders' funds

£1,277,259

Balance sheet as at 2025-12-31

View full accounts →

What it does

The principal activity of the company is Financial Advice SJP partner business

The company's own description, from its latest filed accounts.

Overview

Company type
Private Limited Company
Incorporated
2014-07-22
Employees
5 (2025 accounts · was 7 in 2024)
Registered office
Midway House Herrick Way, Staverton, Cheltenham, England, GL51 6TQ
Postcode
GL51 6TQ
Capital
100 GBP
Accounts category
Total Exemption Full

Accounts

Last made up to
2025-12-31
Next due by
2027-09-30
Financial year end
31 December

Confirmation statement

Last statement dated
2026-06-23
Next due by
2027-07-07
View filing history →

Nature of business (SIC)

  • 64999 Financial intermediation not elsewhere classified
  • 66190 Activities auxiliary to financial intermediation not elsewhere classified

Officers 1 current

Appointed 2014-07-22

View all officers and resignations →

Group structure 1 subsidiary

From persons-with-significant-control filings on the public register.

Data protection registration

Registered with the ICO as a data protection fee payer — ZA072672 (Tier 1), registered since 2014.

Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.

Previous registered addresses 3

AddressChanged on
38 CATHEDRAL ROAD, CARDIFF, CF11 9LL, UNITED KINGDOM2019-04-16
CEREDIG HOUSE 6 MOUNT STUART SQUARE, CARDIFF, CF10 5EE2018-06-28
1 PARK VIEW COURT COLD STREAM TERRACE, CARDIFF, CF11 6LY, UNITED KINGDOM2014-08-04

Among its peers

Top 10%

by shareholders' funds, of 255 similar companies in GL

Among the biggest employers among its local peers (5 staff).

Trading since 2014.

No.17 of the largest financial intermediation not elsewhere classified companies in Cheltenham →

542 companies are registered at this postcode →

Competitors Cheltenham

This company ranks 17 among financial intermediation not elsewhere classified in Cheltenham.

Full league table →

The class of 2014

37%

of the 2,862 companies in this sector incorporated in 2014 are still active today; 59% have since been dissolved.

A fact about the year, not a forecast for this company.

Survival rates for every incorporation year →

This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.