Loading the map…

Financial intermediation not elsewhere classified · Carmarthen, Carmarthenshire

Steven Rees Wealth Management

Steven Rees Wealth Management Limited

ActiveLatest figures: 2025Abridged accountsCompany only14 years on the register

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

Headline figures

FY to Mar 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

What the numbers say

3 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—
Turnover
Net assets
Cash
Employees
Retained reserves

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
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

7 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.

Questions people ask

›What does Steven Rees Wealth Management do?

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

›How much turnover does Steven Rees Wealth Management make?

Answered in the full report

›Is Steven Rees Wealth Management profitable?

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

›How many people work at Steven Rees Wealth Management?

Answered in the full report

›Where is Steven Rees Wealth Management based?

Its registered office is 1 Coracle Offices, St. Catherine Street, Carmarthen, Carmarthenshire, SA31 1RD, in Carmarthen, Carmarthenshire.

›When was Steven Rees Wealth Management founded?

Steven Rees Wealth Management Limited was incorporated on 11 May 2012.

›Is Steven Rees Wealth Management still trading?

The register lists Steven Rees Wealth Management Limited as active.