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Financial intermediation not elsewhere classified · Liverpool, Merseyside

SME Wealth Management

SME Wealth Management Limited

ActiveLatest figures: 2025Abridged accountsCompany only2 years on the register

Private limited company registered in Liverpool, classed under “Financial intermediation not elsewhere classified”.

Headline figures

FY to Apr 2025 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

Retained reserves

For subscribers

History

Pro
£2025
Profit after tax—
Turnover
Net assets
Cash
Employees
Retained reserves

Every figure for the year

“—” 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 sheet2025
Current assets
of which debtors
of which cash
Creditors due within a year
Net current assets
Net assets
Ratios
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

6 balance-sheet lines and 3 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 2026-10-25

  1. Ownership
    Change of details for Ian Scott Paginton as a person with significant control on 25 June 2026 (and 1 more like it since 25 June 2026)
  2. Address
    Registered office address changed from Suite 1, 10 Princes Dock Princes Parade Liverpool Waters Liverpool Merseyside L3 1BG United Kingdom to America House 8B Rumford Court Rumf…
  3. Directors
    Director's details changed for Daniel Lewis Colman on 25 June 2026 (and 1 more like it since 25 June 2026)
  4. Directors
    Director's details changed for Ian Scott Paginton on 25 June 2026 (and 1 more like it since 25 June 2026)
  5. Address
    Registered office address changed from America House 8B Rumford Court Rumford Place Liverpool L3 9DD England to Suite 1, 10 Princes Dock Princes Parade Liverpool Waters Liverpoo…
  6. Ownership
    Change of details for Ian Scott Paginton as a person with significant control on 11 March 2025
  7. Shares
    Statement of capital following an allotment of shares on 21 August 2025 · GBP 19,168 (and 3 more like it since 8 August 2024)
  8. Accounts
    Total exemption full accounts made up to 30 April 2025
  9. Incorporation
    Incorporation

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 SME Wealth Management do?

Private limited company registered in Liverpool, classed under “Financial intermediation not elsewhere classified”.

›How much turnover does SME Wealth Management make?

Answered in the full report

›Is SME Wealth Management profitable?

SME Wealth Management's profit isn't public: small companies may file without a profit and loss account.

›How many people work at SME Wealth Management?

Answered in the full report

›Who runs and owns SME Wealth Management?

Its directors are Daniel Lewis Colman, Ian Scott Paginton. Its owners are shown to subscribers.

›Where is SME Wealth Management based?

Its registered office is America House 8b Rumford Court, Rumford Place, Liverpool, Merseyside, L3 9DD, in Liverpool, Merseyside.

›When was SME Wealth Management founded?

SME Wealth Management Limited was incorporated on 18 April 2024.

›Is SME Wealth Management still trading?

The register lists SME Wealth Management Limited as active.

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