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Company Registration No. 07029720 (England and Wales)
Stonegate Wealth Management Limited Unaudited accounts for the year ended 31 December 2024
Stonegate Wealth Management Limited Unaudited accounts Contents
Page
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Stonegate Wealth Management Limited Company Information for the year ended 31 December 2024
Director
Steven Hendry
Secretary
Steven Hendry
Company Number
07029720 (England and Wales)
Registered Office
Bellwether House 20 Stafford Street Stone ST15 8QW
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Stonegate Wealth Management Limited Statement of financial position as at 31 December 2024
2024 
2023 
Notes
£ 
£ 
Current assets
Debtors
33,231 
39,230 
Cash at bank and in hand
67 
24 
33,298 
39,254 
Creditors: amounts falling due within one year
(5,956)
(5,956)
Net current assets
27,342 
33,298 
Total assets less current liabilities
27,342 
33,298 
Creditors: amounts falling due after more than one year
(26,306)
(32,262)
Net assets
1,036 
1,036 
Capital and reserves
Called up share capital
162 
162 
Profit and loss account
874 
874 
Shareholders' funds
1,036 
1,036 
For the year ending 31 December 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies. The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.
The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies' regime and in accordance with the provisions of FRS 102 Section 1A - Small Entities. The profit and loss account has not been delivered to the Registrar of Companies.
The financial statements were approved by the Board and authorised for issue on 28 August 2025 and were signed on its behalf by
Steven Hendry Director Company Registration No. 07029720
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Stonegate Wealth Management Limited Notes to the Accounts for the year ended 31 December 2024
1
Statutory information
Stonegate Wealth Management Limited is a private company, limited by shares, registered in England and Wales, registration number 07029720. The registered office is Bellwether House, 20 Stafford Street, Stone, ST15 8QW.
2
Compliance with accounting standards
The accounts have been prepared in accordance with the provisions of FRS 102 Section 1A Small Entities. There were no material departures from that standard.
3
Accounting policies
The principal accounting policies adopted in the preparation of the financial statements are set out below and have remained unchanged from the previous year, and also have been consistently applied within the same accounts.
Basis of preparation
The accounts have been prepared under the historical cost convention as modified by the revaluation of certain fixed assets.
Presentation currency
The accounts are presented in £ sterling.
4
Debtors
2024 
2023 
£ 
£ 
Amounts falling due within one year
Amounts due from group undertakings etc.
33,231 
39,230 
5
Creditors: amounts falling due within one year
2024 
2023 
£ 
£ 
Bank loans and overdrafts
5,956 
5,956 
6
Creditors: amounts falling due after more than one year
2024 
2023 
£ 
£ 
Bank loans
26,306 
32,262 
7
Share capital
2024 
2023 
£ 
£ 
Allotted, called up and fully paid:
100 Ordinary shares of £1 each
100 
100 
62 "B" Ordinary shares of £1 each
62 
62 
162 
162 
8
Controlling party
The shares in the business were acquired by The Stonegate Wealth Group Limited, a company controlled by the original shareholders in Stonegate Wealth Management Limited, as part of the transition to becoming a directly authorised entity under the FCA.
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Stonegate Wealth Management Limited Notes to the Accounts for the year ended 31 December 2024
9
Average number of employees
During the year the average number of employees was 1 (2023: 1).
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