STRATEGIC WEALTH PARTNERS LIMITED

Active Leatherhead

Financial intermediation not elsewhere classified

2 employees website.com
Financial services Financial intermediation not elsewhere classified
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STRATEGIC WEALTH PARTNERS LIMITED

Financial intermediation not elsewhere classified

Founded 14 Jun 2017 Active Leatherhead, England 2 employees website.com
Financial services Financial intermediation not elsewhere classified

Previous Company Names

KINGSWOOD FINANCIAL PLANNING LIMITED 14 Jun 2017 — 18 Sept 2023
Accounts Submitted 17 Mar 2026 Next due 31 Mar 2026 3 months overdue
Confirmation Submitted 13 Jun 2025 Next due 27 Jun 2026 25 days remaining
Net assets £252K £109K 2025 year on year
Total assets £315K £135K 2025 year on year
Total Liabilities £63K £26K 2025 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

Station House Station Approach East Horsley Leatherhead KT24 6QX England

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for STRATEGIC WEALTH PARTNERS LIMITED (10817804), an active financial services company based in Leatherhead, England. Incorporated 14 Jun 2017. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jul → 30 Jun 2025
Type total-exemption-full
Next accounts 30 Jun 2025
Due by 31 Mar 2026 3 months overdue

Net Assets, Total Assets & Total Liabilities (2018–2025)

Cash in Bank

£311.16k

Increased by £135.51k (+77%)

Net Assets

£251.83k

Increased by £109.33k (+77%)

Total Liabilities

£63.22k

Increased by £26.07k (+70%)

Turnover

N/A

Employees

2

Debt Ratio

20%

Decreased by 1 (-5%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
30 Jun Year End
2024
30 Jun Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share Capital

Share allotments and capital structure

1 Allotment 499,900 Shares £5k Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
14 Aug 2017499,900£5k£0.01

Officers

Officers

2 active 1 resigned
Status
Amyr Badim Rocha LimaDirectorBritishUnited Kingdom4111 Sept 2023Active
Cooke, Ian RobertDirectorBritishUnited Kingdom5811 Sept 2023Active

Shareholders

Shareholders (3)

Strategic Wealth Group Limited
100.0%
5,000
Graham Colston Day
0.0%
0

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased
Active
Notified 11 Sept 2023
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Graham Colston Day

Ceased 11 Sept 2023

Ceased

Diane Margaret Day

Ceased 11 Sept 2023

Ceased

Group Structure

Group Structure

STRATEGIC WEALTH PARTNERS LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
17 Mar 2026AccountsAnnual accounts made up to 30 Jun 2025
27 Jun 2025AddressChange Registered Office Address Company With Date Old Address New Address
27 Jun 2025Persons With Significant ControlChange to Strategic Wealth Group Limited as a person with significant control on 27 Jun 2025
13 Jun 2025Confirmation StatementConfirmation statement made on 13 Jun 2025 with no updates
26 Mar 2025AccountsAnnual accounts made up to 30 Jun 2024
17 Mar 2026 Accounts

Annual accounts made up to 30 Jun 2025

27 Jun 2025 Address

Change Registered Office Address Company With Date Old Address New Address

27 Jun 2025 Persons With Significant Control

Change to Strategic Wealth Group Limited as a person with significant control on 27 Jun 2025

13 Jun 2025 Confirmation Statement

Confirmation statement made on 13 Jun 2025 with no updates

26 Mar 2025 Accounts

Annual accounts made up to 30 Jun 2024

Recent Activity

Latest Activity

Annual accounts made up to 30 Jun 2025

2 months ago on 17 Mar 2026

Change Registered Office Address Company With Date Old Address New Address

11 months ago on 27 Jun 2025

Change to Strategic Wealth Group Limited as a person with significant control on 27 Jun 2025

11 months ago on 27 Jun 2025

Confirmation statement made on 13 Jun 2025 with no updates

11 months ago on 13 Jun 2025

Annual accounts made up to 30 Jun 2024

1 years ago on 26 Mar 2025