SFIA WEALTH MANAGEMENT LIMITED
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Next accounts due
2026-09-30 (in 4mo)
Last filed for 2024-12-31
Confirmation statement due
2027-01-30 (in 8mo)
Last made up 2026-01-16
Watchouts
None on the register
Cash
£1M
+40.1% highest in 4 filed years
Net assets
£2M
+59.7% highest in 4 filed years
Employees
35
+20.7% highest in 4 filed years
Profit before tax
—
Period ending 2022-12-31
Net assets
4-year trend · vs Financials median
Accounts
4-year trend · latest reflected 2022-12-31
Latest accounts filed cover 2024-12-31; financial figures currently reflect up to 2022-12-31.
| Metric | Trend | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Turnover | — | — | — | — | |
| Operating profit | — | — | — | — | |
| Profit before tax | — | — | — | — | |
| Net profit | — | — | — | — | |
| Cash | £71,428 | £312,742 | £1,012,397 | £1,418,048 | |
| Total assets less current liabilities | £54,298 | £172,109 | £1,645,715 | £2,418,568 | |
| Net assets | £54,298 | £166,678 | £1,320,467 | £2,108,344 | |
| Equity | — | £166,678 | — | — | |
| Average employees | 3 | 1 | 29 | 35 | |
| Wages | — | — | — | — |
Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers
Ratios
Computed from the line items above — sparklines read oldest → newest
| Ratio | Trend | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 |
|---|---|---|---|---|---|
| Current ratio | 4.17x | — | 1.82x | 2.03x |
Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.
Audit & accounting basis
- Accounting basis
- FRS 101 Reduced Disclosure Framework
- Reporting scope
- Standalone (parent only)
- Auditor
- Deloitte LLP
- Audit opinion
- Unqualified (clean)
- Going concern
- Affirmed
“The Directors have, at the time of approving the financial statements, a reasonable expectation that the Company has adequate financial resources to continue to trade for at least 12 months from the date of this report and consequently, have continued to adopt the going concern basis of accounting in preparing the financial statements.”
Significant events
- “No events have occurred between the balance sheet date and the date of this report, which have had an adjusting or non-adjusting impact on the results and amounts disclosed in the financial statements.”
Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers
People
2 active · 4 resigned
| Name | Role | Appointed | Born | Nationality |
|---|---|---|---|---|
| NEAGLE, Glen William | Director | 2021-07-07 | Jun 1970 | British |
| PROCTER, Christopher | Director | 2019-09-30 | Jun 1965 | British |
Show 4 resigned officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CAUNT, Samuel Leigh | Secretary | 2014-01-16 | 2019-10-01 |
| SWANN, Lars Fredrick Arthur | Secretary | 2020-10-23 | 2023-02-28 |
| CAUNT, Mandy Patricia | Director | 2014-01-16 | 2019-10-01 |
| CAUNT, Samuel Leigh | Director | 2014-01-16 | 2019-10-01 |
Ownership
Persons with significant control
| Name | Kind | Nature of control | Notified | Status |
|---|---|---|---|---|
| Sfia 2020 Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2020-10-22 | Active |
| Mr Christopher Procter | Individual | Shares 25–50%, Voting 25–50%, Appoints directors | 2020-01-01 | Ceased 2020-01-01 |
| Cdesc Limited | Corporate entity | Shares 75–100%, Voting 75–100%, Appoints directors | 2019-06-13 | Ceased 2020-10-22 |
| Mrs Mandy Patricia Caunt | Individual | Shares 25–50%, Voting 25–50% | 2016-04-06 | Ceased 2020-01-01 |
| Mr Sam Leigh Caunt | Individual | Shares 25–50%, Voting 25–50% | 2016-04-06 | Ceased 2020-01-01 |
Filing timeline
Last 20 of 49 total filings
| Date | Type | Category | Description | |
|---|---|---|---|---|
| 2026-01-20 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2025-12-05 | CH01 | officers | Change person director company with change date | |
| 2025-09-24 | AA | accounts | Accounts with accounts type full | |
| 2025-02-05 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2024-10-07 | AA | accounts | Accounts with accounts type full | |
| 2024-01-18 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2023-05-23 | AA | accounts | Accounts with accounts type small | |
| 2023-03-10 | MA | incorporation | Memorandum articles | |
| 2023-03-10 | RESOLUTIONS | resolution | Resolution | |
| 2023-03-02 | TM02 | officers | Termination secretary company with name termination date | |
| 2023-02-28 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-02-28 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2023-02-28 | PSC07 | persons-with-significant-control | Cessation of a person with significant control | |
| 2023-02-28 | PSC02 | persons-with-significant-control | Notification of a person with significant control | |
| 2023-02-22 | RP04SH01 | capital | Second filing capital allotment shares | |
| 2023-01-26 | CS01 | confirmation-statement | Confirmation statement with no updates | |
| 2022-05-17 | AA | accounts | Accounts with accounts type total exemption full | |
| 2022-01-21 | CS01 | confirmation-statement | Confirmation statement with updates | |
| 2021-08-04 | AA | accounts | Accounts with accounts type total exemption full | |
| 2021-07-07 | AP01 | officers | Appoint person director company with name date |
Public-record activity
Raw counts from Companies House — last 12–24 months
- Filings
- 3
- Capital events
- 0
- Officers appointed
- 0
- Officers resigned
- 0
last 12 months
last 24 months
last 12 months
last 12 months
Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.
Year-on-year
FY2021 → FY2022 · period ending 2022-12-31 vs 2021-12-31
-
Turnover
—
Not reported
-
Cash
+40.1%
£1,012,397 £1,418,048
highest in 4 filed years
-
Net assets
+59.7%
£1,320,467 £2,108,344
highest in 4 filed years
-
Employees
+20.7%
29 35
highest in 4 filed years
Each % is (latest − prior) ÷ |prior| for the line item as filed. Periods don't have to be exactly 12 months apart — a long or short period (typical around incorporation or year-end changes) will distort the comparison. Lines a company doesn't report are omitted. About these numbers