STEVEN REES WEALTH MANAGEMENT LIMITED
Company number 08065706 · Active
STEVEN REES WEALTH MANAGEMENT LIMITED is a private limited company registered in CARMARTHEN, United Kingdom, incorporated on 11 May 2012. Its registered activity is financial intermediation not elsewhere classified. Its latest published accounts for the period ending 31 Mar 2025 show equity of £263k, total assets of £321k. It has filed 5 sets of accounts. Our model estimates a 0.14 % probability that it becomes insolvent within 12 months, 1.2 times the average for active companies (medium risk).
Insolvency risk, next 12 months
Higher than 93 % of active companies in the United Kingdom. 1.2× the average annual insolvency rate (0.12 %).
Raises the risk
Lowers the risk
Each factor compares companies in the same group (for example the same age band) with the average. The score is a statistical estimate from public data (model AUC 0.99, trained 8 Nov 2026), not a credit rating. How it works.
Company details
- Company number
- 08065706 · official register
- Status
- Active
- Legal form
- Private Limited Company
- Incorporated
- 11 May 2012 (14 years)
- Registered address
- SA31 1RD CARMARTHEN
- Postcode area
- Swansea
- Activity
- 64999 Financial intermediation not elsewhere classified
- Industry
- Financial services
- Accounts overdue
- No
Insolvency and register events
No insolvency or liquidation events on record.
Annual accounts GBP
| Period end | Published | Turnover | Result | Equity | Total assets | Current liabilities | Cash | Employees |
|---|---|---|---|---|---|---|---|---|
| 31 Mar 2025 | 15 Nov 2025 | – | – | £263k | £321k | £56k | £177k | 3 |
| 31 Mar 2024 | 15 Dec 2024 | – | – | £319k | £428k | £106k | £266k | 3 |
| 31 Mar 2022 | 15 Oct 2022 | – | – | £238k | £306k | £65k | £181k | 3 |
| 31 Mar 2021 | 15 Dec 2021 | – | – | £162k | £218k | £55k | £117k | 3 |
| 31 Mar 2020 | 15 Nov 2020 | – | – | £132k | £196k | £63k | £91k | 3 |
As published. Small companies often file a balance sheet only, so turnover and result can be missing.
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Questions about STEVEN REES WEALTH MANAGEMENT LIMITED
What is the company number of STEVEN REES WEALTH MANAGEMENT LIMITED?
STEVEN REES WEALTH MANAGEMENT LIMITED is registered under company number 08065706 in the official register of United Kingdom. View it at the official register.
Is STEVEN REES WEALTH MANAGEMENT LIMITED still active?
Yes. STEVEN REES WEALTH MANAGEMENT LIMITED is registered as active (status: Active).
Has STEVEN REES WEALTH MANAGEMENT LIMITED gone bankrupt or into insolvency?
No insolvency, bankruptcy or administration is recorded for STEVEN REES WEALTH MANAGEMENT LIMITED in the official data.
How likely is STEVEN REES WEALTH MANAGEMENT LIMITED to become insolvent?
Our model estimates a 0.14 % probability that STEVEN REES WEALTH MANAGEMENT LIMITED becomes insolvent within the next 12 months (medium risk). That is higher than 93 % of active companies in the United Kingdom.
When was STEVEN REES WEALTH MANAGEMENT LIMITED founded?
STEVEN REES WEALTH MANAGEMENT LIMITED was incorporated on 11 May 2012.
Where is STEVEN REES WEALTH MANAGEMENT LIMITED registered?
STEVEN REES WEALTH MANAGEMENT LIMITED's registered address is in SA31 1RD CARMARTHEN (Swansea), United Kingdom.
What do the latest accounts of STEVEN REES WEALTH MANAGEMENT LIMITED show?
The latest published accounts (period ending 31 Mar 2025) show equity of £263k, total assets of £321k, 3 employees.
Data: Companies House – Free Company Data Product, Accounts Data Product, Public Data API (Contains public sector information licensed under the Open Government Licence v3.0.). Last updated 9 Nov 2026.