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Home > England & Wales Companies > SAGE WEALTH MANAGEMENT LIMITED
Company Information for

SAGE WEALTH MANAGEMENT LIMITED

West Walk 5 Bowes Offices, Lambton Park, Chester Le Street, CO DURHAM, DH3 4AN,
Company Registration Number
07433037
Private Limited Company
Active

Company Overview

About Sage Wealth Management Ltd
SAGE WEALTH MANAGEMENT LIMITED was founded on 2010-11-08 and has its registered office in Chester Le Street. The organisation's status is listed as "Active". Sage Wealth Management Limited is a Private Limited Company registered in ENGLAND with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
SAGE WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
West Walk 5 Bowes Offices
Lambton Park
Chester Le Street
CO DURHAM
DH3 4AN
Other companies in NE61
 
Filing Information
Company Number 07433037
Company ID Number 07433037
Date formed 2010-11-08
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 2024-01-31
Account next due 2025-10-31
Latest return 2024-11-08
Return next due 2025-11-22
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-12-12 13:56:20
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for SAGE WEALTH MANAGEMENT LIMITED
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Companies with same name SAGE WEALTH MANAGEMENT LIMITED
The following companies were found which have the same name as SAGE WEALTH MANAGEMENT LIMITED. These may be the same company in different jurisdictions
  Registered addressLast known statusFormation date
SAGE WEALTH MANAGEMENT, INC. 125 HIGH ROCK AVE, STE 103 SARATOGA SARATOGA SPRINGS NEW YORK 12866 Active Company formed on the 1996-05-23
Sage Wealth Management, Inc. 474 Road 1AB Powell WY 82435 Active Company formed on the 2005-04-22
SAGE WEALTH MANAGEMENT PTY LIMITED NSW 2065 Active Company formed on the 2013-12-12
SAGE WEALTH MANAGEMENT LLC Georgia Unknown
SAGE WEALTH MANAGEMENT INCORPORATED California Unknown
SAGE WEALTH MANAGEMENT LTD. 503 BURTON CLOSE NW EDMONTON ALBERTA T6R 2B2 Active Company formed on the 2018-01-22
SAGE WEALTH MANAGEMENT LLC Georgia Unknown
SAGE WEALTH MANAGEMENT INC Arkansas Unknown

Company Officers of SAGE WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
LISA MICHELLE SAGE
 Director 2010-11-08
MICHAEL JOHN SAGE
 Director 2010-11-08

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2024-12-12CONFIRMATION STATEMENT MADE ON 08/11/24, WITH NO UPDATES
2024-06-2731/01/24 ACCOUNTS TOTAL EXEMPTION FULL
2024-04-25APPOINTMENT TERMINATED, DIRECTOR CHRISTOPHER AULD
2024-03-27DIRECTOR APPOINTED MR CHRISTOPHER AULD
2023-10-1831/01/23 ACCOUNTS TOTAL EXEMPTION FULL
2022-11-21CONFIRMATION STATEMENT MADE ON 08/11/22, WITH UPDATES
2022-10-0631/01/22 ACCOUNTS TOTAL EXEMPTION FULL
2022-10-06AA31/01/22 ACCOUNTS TOTAL EXEMPTION FULL
2021-12-02CS01CONFIRMATION STATEMENT MADE ON 08/11/21, WITH UPDATES
2021-10-18AA31/01/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-09-30RES13Resolutions passed:
  • Sub-division of shares 06/08/2021
2021-09-29SH02Sub-division of shares on 2021-08-06
2021-05-11MR01REGISTRATION OF A CHARGE / CHARGE CODE 074330370002
2020-11-18CS01CONFIRMATION STATEMENT MADE ON 08/11/20, WITH NO UPDATES
2020-11-18PSC04Change of details for Mr Michael Sage as a person with significant control on 2019-02-07
2020-11-18PSC07CESSATION OF LISA SAGE AS A PERSON OF SIGNIFICANT CONTROL
2020-08-24AA31/01/20 ACCOUNTS TOTAL EXEMPTION FULL
2019-11-20CS01CONFIRMATION STATEMENT MADE ON 08/11/19, WITH UPDATES
2019-10-03AA31/01/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-06-24MR04 STATEMENT OF SATISFACTION OF A CHARGE / FULL / CHARGE CODE 074330370001
2019-02-22RES13Resolutions passed:
  • Re-sub div 07/02/2019
2019-02-20SH02Sub-division of shares on 2019-02-07
2019-02-13TM01APPOINTMENT TERMINATED, DIRECTOR LISA MICHELLE SAGE
2018-11-12CS01CONFIRMATION STATEMENT MADE ON 08/11/18, WITH NO UPDATES
2018-10-24AA31/01/18 ACCOUNTS TOTAL EXEMPTION FULL
2017-11-13CS01CONFIRMATION STATEMENT MADE ON 08/11/17, WITH NO UPDATES
2017-10-30AA31/01/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-05-16AD01REGISTERED OFFICE CHANGED ON 16/05/17 FROM 1 Blencathra Court St Mary Park Morpeth Tyne and Wear NE61 6BX
2016-11-15LATEST SOC15/11/16 STATEMENT OF CAPITAL;GBP 10
2016-11-15CS01CONFIRMATION STATEMENT MADE ON 08/11/16, WITH UPDATES
2016-10-21AAMICRO ENTITY ACCOUNTS MADE UP TO 31/01/16
2015-12-18LATEST SOC18/12/15 STATEMENT OF CAPITAL;GBP 10
2015-12-18AR0108/11/15 ANNUAL RETURN FULL LIST
2015-10-20AAMICRO ENTITY ACCOUNTS MADE UP TO 31/01/15
2015-03-05MR01REGISTRATION OF A CHARGE / CHARGE CODE 074330370001
2014-12-09LATEST SOC09/12/14 STATEMENT OF CAPITAL;GBP 10
2014-12-09AR0108/11/14 ANNUAL RETURN FULL LIST
2014-12-09CH01DIRECTOR'S CHANGE OF PARTICULARS / MICHAEL JOHN SAGE / 01/01/2014
2014-12-09CH01DIRECTOR'S CHANGE OF PARTICULARS / LISA MICHELLE SAGE / 01/01/2014
2014-09-10AA31/01/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-01-07AD01REGISTERED OFFICE CHANGED ON 07/01/14 FROM 71 Howard Street North Shields Tyne and Wear NE30 1AF
2013-12-19AR0108/11/13 ANNUAL RETURN FULL LIST
2013-07-03AD01REGISTERED OFFICE CHANGED ON 03/07/13 FROM 70 Hawks Edge Westmoor Newcastle upon Tyne NE12 7DR United Kingdom
2013-06-03AA31/01/13 ACCOUNTS TOTAL EXEMPTION SMALL
2012-11-20AR0108/11/12 ANNUAL RETURN FULL LIST
2012-08-01AA31/01/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-03-21AA01Previous accounting period extended from 30/11/11 TO 31/01/12
2011-11-29AR0108/11/11 FULL LIST
2010-11-08MODEL ARTICLESMODEL ARTICLES ADOPTED: PRIVATE LIMITED BY SHARES
2010-11-08NEWINCCERTIFICATE OF INCORPORATION GENERAL COMPANY DETAILS & STATEMENTS OF; OFFICERS, CAPITAL & SHAREHOLDINGS, GUARANTEE, COMPLIANCE MEMORANDUM OF ASSOCIATION
Industry Information
SIC/NAIC Codes
66 - Activities auxiliary to financial services and insurance activities
663 - Fund management activities
66300 - Fund management activities




Licences & Regulatory approval
We could not find any licences issued to SAGE WEALTH MANAGEMENT LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against SAGE WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 2
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 2
Details of Mortgagee Charges
We do not yet have the details of SAGE WEALTH MANAGEMENT LIMITED's previous or outstanding mortgage charges.
Filed Financial Reports
Annual Accounts
2015-01-31
Annual Accounts
2016-01-31
Annual Accounts
2017-01-31
Annual Accounts
2018-01-31
Annual Accounts
2019-01-31
Annual Accounts
2020-01-31
Annual Accounts
2022-01-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on SAGE WEALTH MANAGEMENT LIMITED

Intangible Assets
Patents
We have not found any records of SAGE WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for SAGE WEALTH MANAGEMENT LIMITED
Trademarks
We have not found any records of SAGE WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for SAGE WEALTH MANAGEMENT LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (66300 - Fund management activities) as SAGE WEALTH MANAGEMENT LIMITED are:

Outgoings
Business Rates/Property Tax
No properties were found where SAGE WEALTH MANAGEMENT LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded SAGE WEALTH MANAGEMENT LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded SAGE WEALTH MANAGEMENT LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode DH3 4AN

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