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Fund management activities · Norwich, Norfolk

S G Wealth Management

S G Wealth Management Limited

ActiveLatest figures: 2025Filed as a small companyAbridged accountsCompany only25 years on the register

Private limited company registered in Norwich, classed under “Fund management activities”.

Headline figures

FY to Jun 2025 · Company only

Turnover

For subscribers

Profit after tax

£407k

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

Retained reserves

For subscribers

What the numbers say

4 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£20212022202320242025
Profit after tax£407k
Turnover
Net assets
Cash
Employees
Retained reserves
Dividends paid

Every figure for all 5 years

“—” means we did not find the figure in a source; it is never filled with an estimate.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2022202320242025
Fixed assets
Current assets
of which debtors
of which cash
Creditors due within a year
Net current assets
Net assets
Ratios
Profit marginProfit after tax as a share of turnover
Return on equityProfit after tax as a share of net assets
Dividends to profitDividends paid as a share of profit after tax, in a year with a profit
Current ratioCurrent assets for every £1 owed within a year
Cash ratioCash for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets
Turnover per employeeTurnover divided by average staff
Debtor daysDays of turnover owed by customers at the year end

7 balance-sheet lines and 8 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Timeline

Checked 2026-10-22

  1. Accounts
    Accounts for a small company made up to 30 June 2025
  2. Accounts
    Accounts for a small company made up to 30 June 2024
  3. Accounts
    Accounts for a small company made up to 30 June 2023
  4. Directors
    Appointment of Mr David John Tooley as a director on 27 February 2024
  5. Directors
    Appointment of Mrs Frances Claire Kemp as a director on 27 February 2024
  6. Directors
    Termination of appointment of Stephen Michael Girling as a director on 16 December 2023
  7. Directors
    Termination of appointment of Stephen Michael Girling as a secretary on 16 December 2023
  8. Accounts
    Full accounts made up to 30 June 2022
  9. Directors
    Termination of appointment of Christina Smiddy as a director on 22 April 2022
  10. Accounts
    Group of companies' accounts made up to 30 June 2021
  11. Directors
    Appointment of Mrs Christina Smiddy as a director on 14 January 2021
  12. Directors
    Appointment of Mr Henry James Gaskin as a director on 14 January 2021
  13. 24 earlier
    1. Accounts
      Group of companies' accounts made up to 30 June 2020
    2. Accounts
      Group of companies' accounts made up to 30 June 2019
    3. Accounts
      Group of companies' accounts made up to 30 June 2018
    4. Ownership
      Notification of Sgw Group Holdings Limited as a person with significant control on 27 July 2018
    5. Ownership
      Cessation of Neil Shillito as a person with significant control on 27 July 2018
    6. Directors
      Termination of appointment of Neil Shillito as a director on 27 July 2018
    7. Ownership
      Cessation of Stephen Michael Girling as a person with significant control on 27 July 2018
    8. Accounts
      Group of companies' accounts made up to 30 June 2017
    9. Accounts
      Group of companies' accounts made up to 30 June 2016
    10. Accounts
      Amended group of companies' accounts made up to 30 June 2015
    11. Accounts
      Accounts for a small company made up to 30 June 2015
    12. Directors
      Secretary's details changed for Mr Stephen Michael Girling on 23 September 2015
    13. Directors
      Director's details changed for Mr Stephen Michael Girling on 23 September 2015
    14. Accounts
      Accounts for a small company made up to 30 June 2014
    15. Directors
      Appointment of Dr Andrew Charles Wood as a director
    16. Accounts
      Accounts for a small company made up to 30 June 2013
    17. Accounts
      Accounts for a small company made up to 30 June 2012
    18. Accounts
      Accounts for a small company made up to 30 June 2011
    19. Filing
      Memorandum and Articles of Association
    20. Filing
      Resolutions (and 4 more like it since 13 July 2001)
    21. Filing
      Statement of company's objects
    22. Directors
      Director's details changed for Stephen Michael Girling on 30 September 2010
    23. Directors
      Director's details changed for Neil Shillito on 30 September 2010
    24. Accounts
      Accounts for a small company made up to 30 June 2010

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does S G Wealth Management do?

Private limited company registered in Norwich, classed under “Fund management activities”.

›How much turnover does S G Wealth Management make?

Answered in the full report

›Is S G Wealth Management profitable?

Yes: it made a profit after tax of £407k in the year to 30 June 2025, its latest filed accounts.

›How many people work at S G Wealth Management?

Answered in the full report

›Who runs and owns S G Wealth Management?

Its directors are Henry James Gaskin, Frances Claire Kemp, David John Tooley, Andrew Charles Wood. Its owners are shown to subscribers.

›Where is S G Wealth Management based?

Its registered office is 53-57 St Martin'S Lane, Norwich, Norfolk, NR3 3SA, in Norwich, Norfolk.

›When was S G Wealth Management founded?

S G Wealth Management Limited was incorporated on 21 February 2001.

›Is S G Wealth Management still trading?

The register lists S G Wealth Management Limited as active.

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