Company Registration No. 07029720 (England and Wales)
Stonegate Wealth Management Limited
Unaudited accounts
for the year ended 31 December 2025
Stonegate Wealth Management Limited
Unaudited accounts
Contents
Stonegate Wealth Management Limited
Company Information
for the year ended 31 December 2025
Company Number
07029720 (England and Wales)
Registered Office
Bellwether House
20 Stafford Street
Stone
ST15 8QW
Stonegate Wealth Management Limited
Statement of financial position
as at 31 December 2025
Cash at bank and in hand
88
67
Creditors: amounts falling due within one year
(5,956)
(5,956)
Net current assets
21,386
27,342
Total assets less current liabilities
21,386
27,342
Creditors: amounts falling due after more than one year
(20,350)
(26,306)
Called up share capital
162
162
Profit and loss account
874
874
Shareholders' funds
1,036
1,036
For the year ending 31 December 2025 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 18 August 2026 and were signed on its behalf by
Steven Hendry
Director
Company Registration No. 07029720
Stonegate Wealth Management Limited
Notes to the Accounts
for the year ended 31 December 2025
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.
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.
The accounts have been prepared under the historical cost convention as modified by the revaluation of certain fixed assets.
The accounts are presented in £ sterling.
Amounts falling due within one year
Amounts due from group undertakings etc.
27,254
33,231
5
Creditors: amounts falling due within one year
2025
2024
Bank loans and overdrafts
5,956
5,956
6
Creditors: amounts falling due after more than one year
2025
2024
Allotted, called up and fully paid:
100 Ordinary shares of £1 each
100
100
62 "B" Ordinary shares of £1 each
62
62
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.
Stonegate Wealth Management Limited
Notes to the Accounts
for the year ended 31 December 2025
9
Average number of employees
During the year the average number of employees was 1 (2024: 1).