Adeptio Wealth Management Ltd in Birkenhead, CH41 5EU

Description

Data updated on: 01-11-2023

The Adeptio Wealth Management Ltd firm has been in this business field for at least 3 years, as it's been established in 2021. Registered under the number 13288802, Adeptio Wealth Management was set up as a Private Limited Company located in 1 Mortimer Street, Birkenhead CH41 5EU. The enterprise's classified under the NACE and SIC code 66290 - Other activities auxiliary to insurance and pension funding. Adeptio Wealth Management Limited reported its latest accounts for the financial period up to Thu, 31st Mar 2022. The company's latest annual confirmation statement was filed on Thu, 23rd Mar 2023.

According to the official data, the firm is overseen by a single director: Niall M., who was formally appointed on 24th March 2021.

Niall M. is the individual with significant control over this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2022-03-31	2023-03-31
Currency

Balance Sheet
Cash Bank On Hand	37 094	64 981
Current Assets	41 967	73 489
Debtors	4 873	8 508
Net Assets Liabilities	115 029	187 258
Property Plant Equipment	621

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets		47 051
Accumulated Depreciation Impairment Property Plant Equipment	310	954
Average Number Employees During Period	1	1
Creditors	349 853	296 179
Disposals Intangible Assets		2 902
Fixed Assets	474 032	471 827
Increase From Amortisation Charge For Year Intangible Assets		47 051
Increase From Depreciation Charge For Year Property Plant Equipment	310	309
Intangible Assets	473 411	470 509
Intangible Assets Gross Cost	473 411	517 560
Issue Bonus Shares Decrease Increase In Equity		-47 051
Net Current Assets Liabilities	-9 150	11 610
Other Creditors	349 853	296 179
Other Taxation Social Security Payable	5 702	17 154
Property Plant Equipment Gross Cost	931	2 272
Total Additions Including From Business Combinations Property Plant Equipment	931	1 341
Total Assets Less Current Liabilities	464 882	483 437
Total Increase Decrease From Revaluations Intangible Assets		47 051
Trade Creditors Trade Payables	-1
Trade Debtors Trade Receivables	4 873	8 508
Total Additions Including From Business Combinations Intangible Assets	473 411

Company staff

Niall M.

Role: Director

Appointed: 24 March 2021

Latest update: 19 April 2024

People with significant control

Niall M.

Notified on 24 March 2021

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	06 April 2024
Confirmation statement last made up date	23 March 2023

Annual Accounts
Start Date For Period Covered By Report	24 March 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

Adeptio Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Niall M.

People with significant control

Niall M.

Accounts Documents

Company filings

Filing category

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode