Iwm Wealth Management Ltd in Blackwood, NP12 1AE

Description

Data updated on: 01-11-2023

Iwm Wealth Management Ltd is located at Blackwood at 76b High Street. Anyone can look up the company by its post code - NP12 1AE. Iwm Wealth Management's incorporation dates back to year 2017. This business is registered under the number 10852119 and its status at the time is active. This firm's principal business activity number is 64999 meaning Financial intermediation not elsewhere classified. 2022-03-31 is the last time the company accounts were reported.

There is a number of two directors supervising the business at the current moment, including Andrew P. and Lewis P. who have been doing the directors assignments since July 2017.

Executives with significant control over the firm are: Lewis P. owns 1/2 or less of company shares. Andrew P. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2018-03-31	2019-03-31	2020-03-31	2021-03-31
Currency

Balance Sheet
Cash Bank On Hand	22 389	12 226	20 677	46 025
Current Assets	26 479	34 886	41 622	46 710
Debtors	4 090	2 400	685	685
Net Assets Liabilities	317	8 925	9 705	1 913
Other Debtors	4 090	2 400	685	685
Property Plant Equipment	880	25 027	20 022	16 018
Total Inventories		20 260	20 260

Other Financial Data
Version Production Software			2 020	2 021
Accrued Liabilities		720	1 128	1 200
Accumulated Depreciation Impairment Property Plant Equipment	220	6 477	11 482	15 486
Additions Other Than Through Business Combinations Property Plant Equipment	1 100	30 404
Amounts Owed To Group Undertakings Participating Interests				24 649
Average Number Employees During Period	4	4	4	4
Bank Borrowings	15 000	14 727	11 439	32 000
Creditors	12 042	36 261	40 500	24 641
Equity Securities Held				20 475
Fixed Assets			20 022	36 493
Increase From Depreciation Charge For Year Property Plant Equipment	220	6 257	5 005	4 004
Investments				20 475
Loans From Directors	469	2 395	4 102	5 479
Net Current Assets Liabilities	14 437	-1 375	1 122	22 069
Other Creditors		4 388	2 740
Property Plant Equipment Gross Cost	1 100	31 504	31 504	31 504
Taxation Social Security Payable	11 573	28 758	32 530	17 962
Total Assets Less Current Liabilities	15 317	23 652	21 144	58 562
Work In Progress		20 260	20 260

Company staff

Andrew P.

Role: Director

Appointed: 05 July 2017

Latest update: 11 February 2024

Lewis P.

Role: Director

Appointed: 05 July 2017

Latest update: 11 February 2024

People with significant control

Lewis P.

Notified on 1 September 2023

Nature of control:

1/2 or less of shares

Andrew P.

Notified on 5 July 2017

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	01 April 2024
Confirmation statement last made up date	18 March 2023

Annual Accounts
Start Date For Period Covered By Report	5 July 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	1 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	1 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	1 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	1 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	1 April 2022
End Date For Period Covered By Report	31 March 2023

Iwm Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Andrew P.

Lewis P.

People with significant control

Lewis P.

Andrew P.

Accounts Documents

Company filings

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