STRATEGIC WEALTH MANAGEMENT LIMITED - Check The Company

STRATEGIC WEALTH MANAGEMENT

Phone: 01732 760 000

A⁺ rating

ABOUT STRATEGIC WEALTH MANAGEMENT LIMITED

It is therefore our role as financial planners to help our clients understand what money means to them, and help them understand where they are, and where it is they want to get to with their lives. Once this clarity is established, the financial stresses are eradicated and the client finds themselves in a position to make informed decisions about their money and their lives.

Our tried and trusted process is designed to help you create and protect the lifestyle you would aspire to.

Our advice will help you to take control of your financial future, so you can rebalance your work and leisure time.

We can help you to plan for the next phase in your life, so you can enjoy the lifestyle you’ve worked hard for.

We can help you to preserve your wealth for future generations and tax efficiently cascade it down.

Strategic Wealth Management is an independently owned, entrepreneurial business committed to providing comprehensive wealth services, with financial planning at the core, to a select group of individuals and their families.

We help materially successful individuals who are approaching retirement or already retired, to plan for the next stage of their lives. We will start by defining where you want to be, then structure your finances to achieve your ambitions.

"Our focus at Strategic Wealth Management is on building

directly or provide your details below. We offer an initial, no obligation, exploratory meeting at our own cost to establish if there is a fit between your requirements and the services we provide.

KEY FINANCES

Year

2017

Assets

£159.11k ^{▼ £-1.22k (-0.76 %)}

Cash

£0k ^{▼ £-87.8k (-100.00 %)}

Liabilities

£87.08k ^{▲ £2.26k (2.67 %)}

Net Worth

£72.03k ^{▼ £-3.48k (-4.61 %)}

Download Balance Sheet for 2013-2017

REGISTRATION INFO

Company name: STRATEGIC WEALTH MANAGEMENT LIMITED
Company number: 02205890
Status: Active
Categroy: Private Limited Company
Date of Incorporation: 16 Dec 1987
Age - 37 years
Home Country: United Kingdom

CONTACTS

Website: strategicwealth.co.uk
Phones: 01732 760 000
01732 763 816
Registered Address: LINDEYER FRANCIS FERGUSON,
NORTH HOUSE 198 HIGH STREET,
TONBRIDGE,
KENT,
TN9 1BE

ECONOMIC ACTIVITIES

64999: Financial intermediation not elsewhere classified

LAST EVENTS

12 Apr 2017: Total exemption small company accounts made up to 31 August 2016
16 Mar 2017: Confirmation statement made on 1 March 2017 with updates
26 Aug 2016: Director's details changed for Mr Steven Robert Hotham on 25 August 2016

See Also

STRATEGIC SAFETY SYSTEMS LTD STRATEGIC SUPPORT LIMITED STRATEGY INC. LIMITED STRATEGY TO SUCCEED LIMITED STRATFORD LABOUR HIRE LIMITED STRATFORD UPON AVON VENTILATION LIMITED

Last update 2018

STRATEGIC WEALTH MANAGEMENT LIMITED DIRECTORS

Elizabeth Marsh

Acting

Appointed: 25 November 2002
Role: Secretary
Address: Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, Kent, TN9 1BE
Name: MARSH, Elizabeth

Steven Robert Hotham

Acting

Appointed: 16 November 2009
Occupation: None
Role: Director
Age: 55
Nationality: British
Address: Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, Kent, TN9 1BE
Country Of Residence: United Kingdom
Name: HOTHAM, Steven Robert

Stephen Raymond Marsh

Acting

Occupation: Company Director
Role: Director
Age: 72
Nationality: British
Address: Lindeyer Francis Ferguson, North House 198 High Street, Tonbridge, Kent, TN9 1BE
Country Of Residence: United Kingdom
Name: MARSH, Stephen Raymond

Simon Richard Billing

Resigned

Appointed: 25 October 1994
Resigned: 14 September 1998
Role: Secretary
Address: 17 Trenches Road, Crowborough, East Sussex, TN6 1ES
Name: BILLING, Simon Richard

Terence Edmund Johnson

Resigned

Resigned: 25 October 1994
Role: Secretary
Address: Cornford Farmhouse Cornford Close, Pembury, Tunbridge Wells, Kent, TN2 4QT
Name: JOHNSON, Terence Edmund

Stephen Raymond Marsh

Resigned

Appointed: 14 September 1998
Resigned: 25 November 2002
Role: Secretary
Address: Gamons, Town Row Green, Rotherfield, East Sussex, TN6 3QX
Name: MARSH, Stephen Raymond

James Edwin Biggin

Resigned

Appointed: 01 May 1996
Resigned: 30 June 1997
Occupation: Director
Role: Director
Age: 82
Nationality: British
Address: 7 Hurn Road, Christchurch, Dorset, BH23 2RJ
Name: BIGGIN, James Edwin

Simon Richard Billing

Resigned

Appointed: 01 December 1997
Resigned: 14 September 1998
Occupation: Director
Role: Director
Age: 59
Nationality: British
Address: 17 Trenches Road, Crowborough, East Sussex, TN6 1ES
Country Of Residence: United Kingdom
Name: BILLING, Simon Richard

Lesley Karen Chatfield

Resigned

Appointed: 02 November 2010
Resigned: 11 June 2012
Occupation: None
Role: Director
Age: 63
Nationality: British
Address: 1 East Point, East Point, Seal, Kent, TN15 0EG
Country Of Residence: Uk
Name: CHATFIELD, Lesley Karen

Terence Edmund Johnson

Resigned

Resigned: 01 December 1997
Occupation: Operations Director
Role: Director
Age: 74
Nationality: British
Address: Cornford Farmhouse Cornford Close, Pembury, Tunbridge Wells, Kent, TN2 4QT
Name: JOHNSON, Terence Edmund

David Marsh

Resigned

Appointed: 21 April 1999
Resigned: 26 January 2001
Occupation: Independent Financial Advisor
Role: Director
Age: 68
Nationality: British
Address: Foresters, Beacon Road West, Crowborough, East Sussex, TN6 1QL
Name: MARSH, David

John Richard Poyner

Resigned

Appointed: 06 August 1998
Resigned: 31 December 2002
Occupation: Director/ Manager
Role: Director
Age: 80
Nationality: British
Address: Cross House North Road, Brotherton, Knottingley, West Yorkshire, WF11 9EP
Name: POYNER, John Richard

Trevor Henry Rider

Resigned

Resigned: 28 February 1995
Occupation: Financial Adviser
Role: Director
Age: 71
Nationality: British
Address: Holly Tree House High Street, Brasted, Westerham, Kent, TN16 1HS
Country Of Residence: England
Name: RIDER, Trevor Henry

Nigel Andrew Rimmer

Resigned

Resigned: 02 December 1996
Occupation: Financial Adviser
Role: Director
Age: 78
Nationality: British
Address: Little Hurst Shoreham Road, Otford, Sevenoaks, Kent, TN14 5RL
Name: RIMMER, Nigel Andrew

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Excellent according to the company’s financial health.