Gilbert Wealth Limited in Nottingham, NG5 1AP

Description

Data updated on: 01-11-2023

Gilbert Wealth started its operations in 2005 as a Private Limited Company registered with number: 05643024. This firm has operated for 19 years and it's currently active. This company's registered office is based in Nottingham at Newstead House. Anyone could also locate this business by its postal code, NG5 1AP. The company has a history in business name change. Up till now the firm had two different company names. Up to 2020 the firm was prospering under the name of Routen Chaplin Wealth Management and up to that point the official company name was Routen Chaplin Ifa. This firm's Standard Industrial Classification Code is 65110 - Life insurance. 2022-04-30 is the last time when the accounts were reported.

There seems to be a number of two directors controlling this particular company now, specifically Jonathan P. and Jonathan G. who have been executing the directors tasks since 2020. In addition, the managing director's duties are often aided with by a secretary - Jonathan G., who was selected by the following company in December 2005.

Previous company's names
Gilbert Wealth Limited 2020-08-17
Routen Chaplin Wealth Management Limited 2015-03-16
Routen Chaplin Ifa Limited 2005-12-02

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-04-30	2013-04-30	2014-04-30	2015-04-30	2016-04-30	2017-04-30	2018-04-30	2019-04-30	2020-04-30	2021-04-30	2022-04-30	2023-04-30
Currency
Net Worth	90 436	132 714	174 966	199 738

Balance Sheet
Cash Bank On Hand					85 264	60 048	70 937	123 781	60 591	94 095	118 050	62 276
Current Assets	152 353	184 997	265 904	340 656		76 083	302 054	329 123	268 886	303 956	323 171	170 552
Debtors	135 146	142 460	160 324	240 633	233 478	16 035	231 117	205 342	208 295	209 861	205 121	108 276
Net Assets Liabilities						-13 394	208 055	273 193	27 871	22 819	147 144	173 629
Other Debtors					212 267	3 646	207 778	232 616	208 295	209 861	205 121	108 276
Property Plant Equipment					2 784	2 229	3 543	2 657	3 031	2 183	5 017	3 910
Cash Bank In Hand	17 207	42 537	105 580	100 023
Intangible Fixed Assets	66 260	55 445	44 630	33 815
Net Assets Liabilities Including Pension Asset Liability	90 436	132 714	174 966	199 738
Tangible Fixed Assets	2 231	5 241	5 307	4 594

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	90 336	132 614	174 866	199 638
Shareholder Funds	90 436	132 714	174 966	199 738

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets					85 150	89 750	94 350	98 950	103 550	120 150	162 150	204 150
Accumulated Depreciation Impairment Property Plant Equipment					23 801	24 356	25 226	26 112	26 966	27 814	28 540	29 833
Additions Other Than Through Business Combinations Intangible Assets										120 000	300 000
Additions Other Than Through Business Combinations Property Plant Equipment							2 184		1 228		3 560	186
Amounts Owed By Related Parties					976		976	-27 274
Amounts Owed To Group Undertakings					29 500	27 274	28 250
Average Number Employees During Period								9	9	9	10	11
Bank Borrowings Overdrafts									165 167	120 429	98 042	18 961
Corporation Tax Payable					57 839	54 694
Creditors						109 881	110 827	67 447	165 167	120 429	98 042	18 961
Dividends Paid On Shares							13 800	9 200	4 600
Fixed Assets	68 491	60 686	49 937	38 474		20 694	17 408	11 922	7 631	110 183	371 017	327 910
Increase From Amortisation Charge For Year Intangible Assets						4 600	4 600	4 600	4 600	16 600	42 000	42 000
Increase From Depreciation Charge For Year Property Plant Equipment						555	870	886	854	848	726	1 293
Intangible Assets					23 000	18 400	13 800	9 200	4 600	108 000	366 000	324 000
Intangible Assets Gross Cost					108 150	108 150	108 150	108 150	108 150	228 150	528 150
Investments Fixed Assets				65	65	65	65	65
Net Current Assets Liabilities	55 204	102 307	151 644	202 169		-33 798	191 227	261 676	185 902	33 414	-124 843	-123 577
Number Shares Issued Fully Paid							24
Other Creditors					15 134	109 881	20 550	19 165	7 563	166 588	293 801	177 589
Other Taxation Social Security Payable					5 542	60 676	61 728	48 282	47 555	76 088	126 347	105 500
Par Value Share		1		1			1
Property Plant Equipment Gross Cost					26 585	26 585	28 769	28 769	29 997	29 997	33 557	33 743
Provisions For Liabilities Balance Sheet Subtotal						290	580	405	495	349	988	11 743
Total Assets Less Current Liabilities	123 695	162 993	201 581	240 643		-13 104	208 635	273 598	193 533	143 597	246 174	204 333
Trade Creditors Trade Payables					3 135	32	299
Trade Debtors Trade Receivables					20 235	12 389	22 363
Creditors Due After One Year	19 500	7 500
Creditors Due Within One Year	97 149	82 690	114 260	138 487
Intangible Fixed Assets Aggregate Amortisation Impairment	41 890	52 705	63 520	74 335
Intangible Fixed Assets Amortisation Charged In Period		10 815		10 815
Intangible Fixed Assets Cost Or Valuation	108 150	108 150	108 150	108 150
Number Shares Allotted		50		50
Provisions For Liabilities Charges	13 759	22 779	26 615	40 905
Share Capital Allotted Called Up Paid	50	50	50	50
Tangible Fixed Assets Additions		4 511		1 612
Tangible Fixed Assets Cost Or Valuation	18 516	23 027	24 973	26 585
Tangible Fixed Assets Depreciation	16 285	17 786	19 666	21 991
Tangible Fixed Assets Depreciation Charged In Period		1 501		2 325
Amount Specific Advance Or Credit Directors	21 354	8 951	13 701	199 286

Company staff

Jonathan P.

Role: Director

Appointed: 03 February 2020

Latest update: 17 March 2024