| Company Name | Lee Wealth Management Limited |
|---|---|
| Directors | Stephen Trevor Lee and Maria Elizabeth Lee |
| Company Status | Active |
| Company Number | 08327421 |
| Category | Private Limited Company |
| Incorporation Date | 11 December 2012(11 years, 4 months ago) |
Business Activity
| Section K | Financial and insurance activities |
|---|---|
| SIC 6523 | Other financial intermediation |
| SIC 64999 | Financial intermediation not elsewhere classified |
Directors
| Director Name | Stephen Trevor Lee |
|---|---|
| Date of Birth | February 1972 (Born 52 years ago) |
| Nationality | British |
| Status | Current |
| Appointed | 16 June 2015(2 years, 6 months after company formation) |
| Appointment Duration | 8 years, 10 months |
| Role | Financial Director |
| Country of Residence | England |
| Correspondence Address | 3a Blakeley Dell Raby Mere Wirral CH63 0NJ Wales |
| Director Name | Maria Elizabeth Lee |
|---|---|
| Date of Birth | January 1974 (Born 50 years ago) |
| Nationality | British |
| Status | Current |
| Appointed | 29 June 2016(3 years, 6 months after company formation) |
| Appointment Duration | 7 years, 9 months |
| Role | Financial Advisor |
| Country of Residence | England |
| Correspondence Address | 3a Blakeley Dell Raby Mere Wirral CH63 0NJ Wales |
| Director Name | John Christopher Lee |
|---|---|
| Date of Birth | December 1969 (Born 54 years ago) |
| Nationality | British |
| Status | Resigned |
| Appointed | 11 December 2012(same day as company formation) |
| Role | Company Director |
| Country of Residence | England |
| Correspondence Address | 11 Market Street Abergele Dembigshire LL22 7AG Wales |
| Director Name | John Christopher Lee |
|---|---|
| Date of Birth | December 1969 (Born 54 years ago) |
| Nationality | British |
| Status | Resigned |
| Appointed | 11 December 2012(same day as company formation) |
| Role | Company Director |
| Country of Residence | England |
| Correspondence Address | 11 Market Street Abergele Clwyd LL22 7AG Wales |
| Director Name | Mr John Michael Lee |
|---|---|
| Date of Birth | March 1946 (Born 78 years ago) |
| Nationality | British |
| Status | Resigned |
| Appointed | 11 December 2012(same day as company formation) |
| Role | Company Director |
| Country of Residence | Wales |
| Correspondence Address | 11 Market Street Abergele Dembigshire LL22 7AG Wales |
Location
| Registered Address | 3a Blakeley Dell Raby Mere Wirral CH63 0NJ Wales |
|---|---|
| Region | North West |
| Constituency | Wirral South |
| County | Merseyside |
| Ward | Clatterbridge |
| Built Up Area | Birkenhead |
Shareholders
| 5k at £1 | John Christopher Lee 50.00% Ordinary |
|---|---|
| 5k at £1 | John Michael Lee 50.00% Ordinary |
Financials
| Year | 2014 |
|---|---|
| Turnover | £274,881 |
| Gross Profit | £16,395 |
| Net Worth | £13,799 |
| Cash | £10,000 |
| Current Liabilities | £7,581 |
Accounts
| Latest Accounts | 31 December 2023 (3 months, 2 weeks ago) |
|---|---|
| Next Accounts Due | 30 September 2025 (1 year, 5 months from now) |
| Accounts Category | Micro |
| Accounts Year End | 31 December |
Returns
| Latest Return | 22 June 2023 (10 months ago) |
|---|---|
| Next Return Due | 6 July 2024 (2 months, 2 weeks from now) |
Filing History
| 13 December 2017 | Confirmation statement made on 11 December 2017 with no updates (3 pages) |
|---|---|
| 13 February 2017 | Total exemption full accounts made up to 31 December 2016 (6 pages) |
| 31 January 2017 | Director's details changed for Maria Elizabeth Gilronan on 29 June 2016 (4 pages) |
| 13 January 2017 | Confirmation statement made on 11 December 2016 with updates (5 pages) |
| 2 August 2016 | Appointment of Maria Elizabeth Gilronan as a director on 29 June 2016 (3 pages) |
| 2 February 2016 | Total exemption full accounts made up to 31 December 2015 (6 pages) |
| 16 December 2015 | Annual return made up to 11 December 2015 with a full list of shareholders Statement of capital on 2015-12-16
|
| 26 June 2015 | Termination of appointment of John Christopher Lee as a director on 16 June 2015 (2 pages) |
| 26 June 2015 | Appointment of Stephen Trevor Lee as a director on 16 June 2015 (3 pages) |
| 21 February 2015 | Total exemption full accounts made up to 31 December 2014 (6 pages) |
| 16 December 2014 | Annual return made up to 11 December 2014 with a full list of shareholders Statement of capital on 2014-12-16
|
| 6 March 2014 | Total exemption full accounts made up to 31 December 2013 (6 pages) |
| 15 January 2014 | Annual return made up to 11 December 2013 with a full list of shareholders Statement of capital on 2014-01-15
|
| 25 April 2013 | Statement of capital following an allotment of shares on 28 December 2012
|
| 5 March 2013 | Statement of capital following an allotment of shares on 28 December 2012
|
| 18 February 2013 | Termination of appointment of John Lee as a director (1 page) |
| 18 February 2013 | Registered office address changed from , 11 Market Street, Abergele, Denbigshire, Ll22 Tag, England on 18 February 2013 (1 page) |
| 18 February 2013 | Appointment of John Christopher Lee as a director (2 pages) |
| 11 December 2012 | Incorporation
|