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Companies House/Wirral/Company profile

LEE WEALTH MANAGEMENT LIMITED

Active
08327421·incorporated 2012-12-11

LEE WEALTH MANAGEMENT LIMITED is an active UK private limited company, incorporated on 11 December 2012 at Companies House (number 08327421; OpenRegistry canonical ID GB-08327421-lee-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 8,125 active companies registered in Wirral (postcode CH63). Programmatic access via MCP at https://openregistry.sophymarine.com/mcp.

Status
Active
Type
Private Limited Company
Incorporated
2012-12-11
Registered Address
3A BLAKELEY DELL, RABY MERE, WIRRAL, CH63 0NJ, ENGLAND
SIC
64999 — Financial intermediation not elsewhere classified
Country of origin
United Kingdom

Directors

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Shareholders

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Financials

Check financials of LEE WEALTH MANAGEMENT LIMITED

Filings

Check filing history of LEE WEALTH MANAGEMENT LIMITED

Accounts

Last filed accounts made up to 2025-12-31. Next accounts due 2027-09-30. Financial year-end: 31/12. Filing class: MICRO ENTITY.

Confirmation statement

Last confirmation statement made up to 2025-06-22. Next confirmation statement due 2026-07-06.

Persons with significant control

LEE WEALTH MANAGEMENT LIMITED has 2 persons with significant control on file:

  • Mrs Maria Elizabeth Lee born 1974 resident in United Kingdom, British national. Notified 2021-06-21.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights
  • Mr Stephen Trevor Lee born 1972 resident in United Kingdom, British national. Notified 2021-06-21.
    • Owns 25–50% of shares
    • Holds 25–50% of voting rights

1 historical PSC record has ceased:

  • Mr John Michael Lee born 1946 resident in England, British national. Notified 2016-04-30. Ceased 2021-06-21.
    • Owns 25–50% of shares

Similar UK companies

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

Other companies registered in Wirral:

Need real-time profile, officers, shareholders, financials or filing? Open the live profile at /company/gb/08327421.

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