Astute Wealth Management Ltd in Malvern, WR14 1BJ

Description

Data updated on: 01-11-2023

Astute Wealth Management Ltd is a Private Limited Company, based in Clifton House, Clifton Centre, Spring Lane South, Malvern. It's post code is WR14 1BJ. This company has existed 16 years on the market. The firm's registration number is 06747603. Astute Wealth Management Ltd was registered four years from now under the name of Malvern Independent Financial Advisers. The enterprise's SIC code is 64999 and their NACE code stands for Financial intermediation not elsewhere classified. The firm's most recent financial reports were submitted for the period up to 2022-03-31 and the most recent confirmation statement was filed on 2023-03-07.

There is a solitary managing director this particular moment leading the following firm, namely Gary M. who's been carrying out the director's tasks for 16 years. What is more, the managing director's tasks are often assisted with by a secretary - Alexandra M., who was selected by this firm in 2016.

Previous company's names
Astute Wealth Management Ltd 2020-06-03
Malvern Independent Financial Advisers Limited 2008-11-12

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-11-30	2012-11-30	2013-11-30	2014-11-30	2015-11-30	2016-11-30	2017-11-30	2018-11-30	2019-11-29	2019-11-30	2021-03-31	2022-03-31	2023-03-31
Currency
Net Worth	10 962	19 948	8 091	16 902	84 317	53 079

Balance Sheet
Current Assets	10 733	14 846	13 300	34 378	102 389	68 870	99 711	110 551	26 423	26 423	86 666	66 554	25 230
Net Assets Liabilities						53 079	62 286	56 883	18 015	18 015	40 931	63 494	32 563
Cash Bank In Hand	633	1 526		12 268	6 190	13 961
Debtors	10 100	13 320	13 300	22 110	96 199	54 909
Tangible Fixed Assets				740	556	1 193
Intangible Fixed Assets	10 875	13 917	6 959
Net Assets Liabilities Including Pension Asset Liability	10 962	19 948	8 091	16 902	84 317

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100
Profit Loss Account Reserve	10 862	19 848	7 991	16 802	84 217	52 979
Shareholder Funds	10 962	19 948	8 091	16 902	84 317	53 079

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal						390	695	895	895	895	895	895	895
Average Number Employees During Period									3		3	3	3
Creditors						16 593	38 037	53 645	8 584	8 584	26 748	20 279	7 958
Fixed Assets	10 875	13 917	6 959	740	556	1 193	894	872	653	653	17 741	17 552	15 700
Net Current Assets Liabilities	87	6 031	1 132	16 162	83 761	51 886	62 087	56 906	18 257	18 257	60 752	46 837	17 758
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal						473	413		418	418	834	562	486
Total Assets Less Current Liabilities	10 962	19 948	8 091	16 902	84 317	53 079	62 981	57 778	18 910	18 910	78 493	64 389	33 458
Creditors Due Within One Year	10 646	8 815	12 168	18 216	18 628	16 984
Intangible Fixed Assets Aggregate Amortisation Impairment	7 250	14 208	21 166	28 125	28 125
Intangible Fixed Assets Cost Or Valuation	18 125	28 125	28 125	28 125	28 125
Number Shares Allotted				100		100
Par Value Share				1		1
Share Capital Allotted Called Up Paid			100	100	100	100
Tangible Fixed Assets Additions				987		1 035
Tangible Fixed Assets Cost Or Valuation				987	987	2 022
Tangible Fixed Assets Depreciation				247	431	829
Tangible Fixed Assets Depreciation Charged In Period				247	184	398
Advances Credits Directors					96 098	54 131
Advances Credits Made In Period Directors					96 098
Intangible Fixed Assets Additions		10 000
Intangible Fixed Assets Amortisation Charged In Period		6 958	6 958	6 959

Company staff

Alexandra M.

Role: Secretary

Appointed: 24 May 2016

Latest update: 13 April 2024

Gary M.

Role: Director

Appointed: 12 November 2008

Latest update: 13 April 2024

People with significant control

Executives who control the firm include: Alexandra M. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Gary M. owns over 1/2 to 3/4 of company shares .

Alexandra M.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Gary M.

Notified on 12 November 2016

Nature of control:

over 1/2 to 3/4 of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	21 March 2024
Confirmation statement last made up date	07 March 2023

Annual Accounts 13 August 2013
Start Date For Period Covered By Report	2011-12-01
End Date For Period Covered By Report	2012-11-30
Date Approval Accounts	13 August 2013
Annual Accounts 30 July 2014
Start Date For Period Covered By Report	2012-12-01
End Date For Period Covered By Report	2013-11-30
Date Approval Accounts	30 July 2014
Annual Accounts 27 July 2015
Start Date For Period Covered By Report	2013-12-01
End Date For Period Covered By Report	2014-11-30
Date Approval Accounts	27 July 2015
Annual Accounts 18 August 2016
Start Date For Period Covered By Report	2014-12-01
End Date For Period Covered By Report	2015-11-30
Date Approval Accounts	18 August 2016
Annual Accounts 24 August 2017
Start Date For Period Covered By Report	01 December 2015
End Date For Period Covered By Report	30 November 2016
Date Approval Accounts	24 August 2017
Annual Accounts
Start Date For Period Covered By Report	01 December 2015
End Date For Period Covered By Report	30 November 2016
Annual Accounts
Start Date For Period Covered By Report	01 December 2015
End Date For Period Covered By Report	30 November 2016
Annual Accounts
Start Date For Period Covered By Report	01 December 2015
End Date For Period Covered By Report	30 November 2016
Annual Accounts
Start Date For Period Covered By Report	01 December 2015
End Date For Period Covered By Report	30 November 2016
Annual Accounts
Start Date For Period Covered By Report	01 December 2015
End Date For Period Covered By Report	30 November 2016
Annual Accounts
End Date For Period Covered By Report	30 November 2016

Astute Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Alexandra M.

Gary M.

People with significant control

Alexandra M.

Gary M.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2016

Address:

Post code:

City / Town:

Accountant/Auditor,
2016

Name:

Address:

Post code:

City / Town:

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Astute Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Alexandra M.

Gary M.

People with significant control

Alexandra M.

Gary M.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2016

Address:

Post code:

City / Town:

Accountant/Auditor, 2016

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2016

Accountant/Auditor,
2016