Accumulate Wealth Management (kent) Ltd in Barnet, EN5 5TZ

Description

Data updated on: 01-11-2023

The Accumulate Wealth Management (kent) Ltd firm has been operating in this business field for eleven years, as it's been established in 2013. Started with Registered No. 08456496, Accumulate Wealth Management (kent) is a Private Limited Company with office in 1 Beauchamp Court, Barnet EN5 5TZ. The company's principal business activity number is 66220: Activities of insurance agents and brokers. 2023-03-31 is the last time account status updates were filed.

According to the data we have, this specific business was started in March 2013 and has been guided by two directors.

Executives with significant control over the firm are: Geoffrey A. owns 1/2 or less of company shares. Tracy A. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency
Net Worth	2 534	4 756	-10 172	14 025

Balance Sheet
Cash Bank On Hand							50 592	128 984	133 209	108 650
Current Assets	33 671	35 601	27 335	55 665	87 450	181 211	86 068	175 614	180 827	156 568
Debtors	26 030	23 259	25 239				35 476	46 630	47 616	47 918
Net Assets Liabilities				14 025	43 191	124 880	174 851	319 257	512 901	628 585
Other Debtors							180
Property Plant Equipment							6 422	4 033	8 786	2 991
Cash Bank In Hand	7 641	12 342	2 096
Net Assets Liabilities Including Pension Asset Liability	2 534	4 756	-10 172	14 025
Tangible Fixed Assets	1 456	1 040	624

Capital & Reserves
Called Up Share Capital	2	2	2
Profit Loss Account Reserve	2 532	4 754	-10 174
Shareholder Funds	2 534	4 756	-10 172	14 025

Other Financial Data
Accrued Liabilities							2 027	2 025
Accumulated Depreciation Impairment Property Plant Equipment							8 048	10 437	14 123	19 918
Additional Provisions Increase From New Provisions Recognised										5 226
Average Number Employees During Period						3	4	5	5	5
Bank Borrowings								50 000
Bank Borrowings Overdrafts								50 000
Corporation Tax Payable							49 976	57 372	65 252	63 251
Creditors				46 325	47 020	56 905	54 328	50 000	68 241	64 783
Dividends Paid								110 300	129 500	175 450
Fixed Assets	1 456	1 040	624	6 923	4 582	2 438	146 359	255 659	410 056	551 767
Increase From Depreciation Charge For Year Property Plant Equipment								2 389	3 686	5 795
Investments Fixed Assets							139 937	251 626	401 270	548 776
Net Current Assets Liabilities	2 582	4 844	-9 722	9 587	40 580	124 306	31 740	113 907	112 586	91 785
Number Shares Issued Fully Paid								2	2	2
Other Investments Other Than Loans							139 937	251 626	401 270	548 776
Other Taxation Social Security Payable							412
Par Value Share		1	1					1	1	1
Profit Loss								255 016	323 144	291 134
Property Plant Equipment Gross Cost							14 470	14 470	22 909
Provisions									9 741	14 967
Provisions For Liabilities Balance Sheet Subtotal				1 385	871	464	1 221	309	9 741	14 967
Total Additions Including From Business Combinations Property Plant Equipment									8 439
Total Assets Less Current Liabilities	4 038	5 884	-9 098	16 510	45 162	126 744	178 099	369 566	522 642	643 552
Trade Creditors Trade Payables							436	840
Trade Debtors Trade Receivables							35 296	46 530	47 507	47 818
Accrued Liabilities Not Expressed Within Creditors Subtotal				1 100	1 100	1 400	2 027
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal				247	150
Accruals Deferred Income	1 213	920	950	1 100
Creditors Due Within One Year	31 089	30 757	37 056	46 325
Number Shares Allotted		2	2
Provisions For Liabilities Charges	291	208	125	1 385
Share Capital Allotted Called Up Paid	2	2	2
Tangible Fixed Assets Additions	1 664
Tangible Fixed Assets Cost Or Valuation	1 664	1 664	1 664
Tangible Fixed Assets Depreciation	208	624	1 040
Tangible Fixed Assets Depreciation Charged In Period	208	416	416

Company staff

Geoff A.

Role: Director

Appointed: 21 March 2013

Latest update: 12 January 2024

Tracy A.

Role: Director

Appointed: 21 March 2013

Latest update: 12 January 2024

People with significant control

Geoffrey A.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Tracy A.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	04 April 2024
Confirmation statement last made up date	21 March 2023

Annual Accounts
Start Date For Period Covered By Report	2013-03-21
Annual Accounts 9 September 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	9 September 2015
Annual Accounts 14 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	14 December 2016
Annual Accounts 21 September 2017
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	2017-03-31
Date Approval Accounts	21 September 2017
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	2018-03-31
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	2019-03-31
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	2020-03-31
Annual Accounts
Start Date For Period Covered By Report	01 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	01 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	01 April 2022
End Date For Period Covered By Report	31 March 2023
Annual Accounts 10 June 2014
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	10 June 2014

Accumulate Wealth Management (kent) Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Geoff A.

Tracy A.

People with significant control

Geoffrey A.

Tracy A.

Accounts Documents

Company filings

Filing category

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