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Companies House/Carmarthen/Company profile

STEVEN REES WEALTH MANAGEMENT LIMITED

Active
08065706·incorporated 2012-05-11

STEVEN REES WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 11 May 2012 at Companies House (number 08065706; OpenRegistry canonical ID GB-08065706-steven-rees-wealth-management-limited). Sophymarine's OpenRegistry classifies it under SIC 64999 (Financial intermediation not elsewhere classified), one of 31,002 active UK entities in that code and one of 2,328 active companies registered in Carmarthen, Carmarthenshire (postcode SA31). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2012-05-11
Registered Address
1 CORACLE OFFICES, ST. CATHERINE STREET, CARMARTHEN, CARMARTHENSHIRE, SA31 1RD, WALES
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

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Filings

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Accounts

Last filed accounts made up to 2025-03-31. Next accounts due 2026-12-31. Financial year-end: 31/03. Filing class: TOTAL EXEMPTION FULL.

Confirmation statement

Last confirmation statement made up to 2025-07-29. Next confirmation statement due 2026-08-12.

Persons with significant control

STEVEN REES WEALTH MANAGEMENT LIMITED has 1 person with significant control on file:

  • Mr Steven Rees born 1973 resident in Wales, British national. Notified 2016-04-06.
    • Owns 50–75% of shares
    • Holds 50–75% of voting rights
    • Has the right to appoint and remove directors

1 historical PSC record has ceased:

  • Mrs Nicloa Rees born 1979 resident in Wales, British national. Notified 2016-04-06. Ceased 2024-07-29.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

Similar UK companies

Other companies registered under SIC 64999 (Financial intermediation not elsewhere classified):

Other companies registered in Carmarthen:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/08065706.

Source: Companies House Free Company Data, refreshed 2026-05-01. Official record: find-and-update.company-information.service.gov.uk.