Beta Wealth Management Limited

Registered number: 10926250

	2025	2024
	£	£
Fixed assets	36,545	46,100

Current assets	20,969	11,975
Prepayments and accrued income	-	921
Creditors: Amounts Falling Due Within One Year	(49,353 )	(37,794 )

NET CURRENT LIABILITIES	(28,384 )	(24,898 )

TOTAL ASSETS LESS CURRENT LIABILITIES	8,161	21,202

NET ASSETS	8,161	21,202

CAPITAL AND RESERVES	8,161	21,202

Notes

1. General Information

Beta Wealth Management Limited is a private company, limited by shares, incorporated in England & Wales, registered number 10926250 . The registered office is 43 Snells Nook Lane, Nanpantan, Loughborough, LE11 3YA.

2. Average Number of Employees

Average number of employees, including directors, during the year was: 2 (2024: 2)

3. Directors Advances, Credits and Guarantees

Included within Debtors are the following loans to directors:

	As at 1 September 2024	Amounts advanced	Amounts repaid	Amounts written off	As at 31 August 2025
	£	£	£	£	£
Mr Robert Sutherland	312	(177,653 )	168,812	-	(8,529 )

The above loan is unsecured, interest free and repayable on demand.

For the year ending 31 August 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The member has 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 in accordance with the micro-entity provisions and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

On behalf of the board

Mr Robert Sutherland

Director

17 February 2026