opendata.bot
Company number
08065706

STEVEN REES WEALTH MANAGEMENT LIMITED

Officer · REES, Steven and 1 others
Active
✓ Active company on the official register. Next accounts due 31 December 2026.

Company details

Registered name
STEVEN REES WEALTH MANAGEMENT LIMITED
Company number
08065706
Registered office
1 Coracle Offices, St. Catherine Street, Carmarthen, Carmarthenshire, SA31 1RD, Wales
Company type
Private limited company
Incorporated on
11 May 2012
Status
Active
Age
14 years
Nature of business (SIC)
64999 — Financial intermediation not elsewhere classified
Accounts — next due
31 Dec 2026
Accounts — last made up to
31 Mar 2025
Confirmation statement — next due
12 Aug 2027
Confirmation statement — last
29 Jul 2026

Officers

1 active · 1 resigned

director
Appointed 11/05/2012
Active

People with significant control

Beneficial owners holding over 25% of shares, voting rights or the right to appoint directors

Mrs Nicloa Rees
ownership-of-shares-25-to-50-percent, voting-rights-25-to-50-percent
Notified 06/04/2016
Mr Steven Rees
ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent, right-to-appoint-and-remove-directors
Notified 06/04/2016

Corporate structure

Who controls this company, and who they control in turn

Connections

Serving officers

director Appointed 11/05/2012

Change history

Reconstructed from the dated records Companies House publishes

DateChangeWasNow
29/07/2024 Person with significant control ceased Mrs Nicloa Rees
29/07/2024 Director resigned REES, Nicola Sian
06/04/2016 Person with significant control added Mr Steven Rees
06/04/2016 Person with significant control added Mrs Nicloa Rees
11/05/2012 Director appointed REES, Nicola Sian
11/05/2012 Director appointed REES, Steven

Financial highlights

No figures could be read from the accounts filed on 27 Nov 2025. Companies House holds some filings only as a document image, which carries no tagged figures; the filing itself is on the register either way.

Documents for STEVEN REES WEALTH MANAGEMENT LIMITED

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Company extract£1.99

The full registration record as held today — name, number, status, registered office, company type, previous names, officers, PSC and SIC codes, timestamped for your file.

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Financial statements£3.99

Every figure the company’s own accounts state, across each filed period, with year-on-year movement. Most UK companies file small or micro-entity accounts — a balance sheet and a headcount, no turnover or profit.

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Ownership report£3.99

Who controls the company: persons with significant control, the nature of that control, the ownership graph and every other company those controllers hold.

PDF Order

Filing history

Most recent filings

CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-total-exemption-full
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-total-exemption-full
accounts
CS01 — confirmation-statement-with-updates
confirmation-statement
TM01 — termination-director-company-with-name-termination-date
officers
PSC07 — cessation-of-a-person-with-significant-control
persons-with-significant-control
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-total-exemption-full
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-total-exemption-full
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-total-exemption-full
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-total-exemption-full
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AA — accounts-with-accounts-type-total-exemption-full
accounts
CS01 — confirmation-statement-with-updates
confirmation-statement
CH01 — change-person-director-company-with-change-date
officers
CH01 — change-person-director-company-with-change-date
officers
PSC04 — change-to-a-person-with-significant-control
persons-with-significant-control
PSC04 — change-to-a-person-with-significant-control
persons-with-significant-control
AA — accounts-with-accounts-type-total-exemption-full
accounts
CS01 — confirmation-statement-with-no-updates
confirmation-statement
AD01 — change-registered-office-address-company-with-date-old-address-new-address
address

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Frequently asked questions

What is the company number of STEVEN REES WEALTH MANAGEMENT LIMITED?
According to the official registry, the company number of STEVEN REES WEALTH MANAGEMENT LIMITED is 08065706.
Where is STEVEN REES WEALTH MANAGEMENT LIMITED registered?
The registered office is 1 Coracle Offices, St. Catherine Street, Carmarthen, Carmarthenshire, SA31 1RD, Wales.
Who runs STEVEN REES WEALTH MANAGEMENT LIMITED?
REES, Steven is listed among the officers of STEVEN REES WEALTH MANAGEMENT LIMITED.
What is the SIC code of STEVEN REES WEALTH MANAGEMENT LIMITED?
The nature of business is recorded under SIC code 64999 — Financial intermediation not elsewhere classified.
Who controls STEVEN REES WEALTH MANAGEMENT LIMITED?
Mrs Nicloa Rees is recorded as a person with significant control, with ownership of shares 25 to 50 percent, voting rights 25 to 50 percent.
When are the next accounts of STEVEN REES WEALTH MANAGEMENT LIMITED due?
The next annual accounts are due by 31 December 2026, and the last accounts were made up to 31 March 2025.

About STEVEN REES WEALTH MANAGEMENT LIMITED (08065706)

STEVEN REES WEALTH MANAGEMENT LIMITED is a private limited company incorporated on 11 May 2012 and registered in the United Kingdom under company number 08065706. Its registered office is at 1 Coracle Offices, St. Catherine Street, Carmarthen, Carmarthenshire, SA31 1RD, Wales. The recorded nature of business is financial intermediation not elsewhere classified (SIC 64999). The company is currently active , with statutory accounts last made up to 31 March 2025. 2 active officers are on record , and the person with significant control is Mrs Nicloa Rees. This profile is provided by opendata.bot by Noetikos, aggregating official data from Companies House , last refreshed 4 September 2026.

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