Anderson Wealth Planning Ltd. in Newtownards, BT23 4AH

Description

Data updated on: 01-11-2023

Located at 2 William Street, Newtownards BT23 4AH Anderson Wealth Planning Ltd. is classified as a Private Limited Company issued a NI617286 Companies House Reg No. It was founded on Tue, 12th Mar 2013. This business's SIC and NACE codes are 66190 - Activities auxiliary to financial intermediation n.e.c.. 2023-03-31 is the last time account status updates were reported.

In order to be able to match the demands of its clientele, the following firm is consistently led by a team of two directors who are James E. and Claire A.. Their successful cooperation has been of extreme use to this firm since June 2023.

Executives who have control over the firm are as follows: James E. owns 1/2 or less of company shares. Claire 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	165 401	141 216	24 617	47 509

Balance Sheet
Cash Bank On Hand				110 587	158 301			242 477	215 716	95 387
Current Assets	126 150	85 355	93 670	119 171	196 470	272 232	333 012	331 718	227 757	115 387
Debtors	33 872	30 862	44 069	8 584	38 169			89 241	12 041	20 000
Net Assets Liabilities				47 509	127 407	204 222	299 998	517 791	604 477	744 559
Property Plant Equipment				1 955	1 466			674	5 554	47 171
Cash Bank In Hand	92 278	54 493	49 601
Intangible Fixed Assets	220 000	110 000
Net Assets Liabilities Including Pension Asset Liability	165 401	141 216	24 617	47 509
Tangible Fixed Assets	1 611	1 208	606

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	165 301	141 116	24 517
Shareholder Funds	165 401	141 216	24 617	47 509

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets								453 298	560 898	676 195
Accumulated Depreciation Impairment Property Plant Equipment				2 193	2 682			3 474	3 643	15 784
Average Number Employees During Period						4	4	8	8	8
Creditors				73 617	70 529	77 307	1 849 340	1 667 252	1 373 885	1 047 753
Fixed Assets	221 611	111 208	606	1 955	1 466	9 297	1 816 326	1 853 325	1 750 605	1 676 925
Increase From Amortisation Charge For Year Intangible Assets									107 600	115 297
Increase From Depreciation Charge For Year Property Plant Equipment					489				169	12 141
Intangible Assets								1 852 651	1 745 051	1 629 754
Intangible Assets Gross Cost								2 305 949	2 305 949	2 305 949
Net Current Assets Liabilities	-56 210	30 008	24 011	45 554	125 941	194 925	1 516 328	1 335 534	-1 146 128	-932 366
Property Plant Equipment Gross Cost				4 148	4 148			4 148	9 197	62 955
Total Additions Including From Business Combinations Property Plant Equipment									5 049	53 758
Total Assets Less Current Liabilities	165 401	141 216	24 617	47 509	127 407	204 222	299 998	517 791	604 477	744 559
Creditors Due Within One Year	182 360	55 347	69 659	73 617
Intangible Fixed Assets Additions	330 000
Intangible Fixed Assets Aggregate Amortisation Impairment	110 000	220 000	330 000
Intangible Fixed Assets Amortisation Charged In Period	110 000	110 000	110 000
Intangible Fixed Assets Cost Or Valuation	330 000	330 000	330 000
Tangible Fixed Assets Additions	2 148
Tangible Fixed Assets Cost Or Valuation	2 148	2 148	2 148
Tangible Fixed Assets Depreciation	537	940	1 542
Tangible Fixed Assets Depreciation Charged In Period	537	403	602

Company staff

James E.

Role: Director

Appointed: 19 June 2023

Latest update: 10 February 2024

Claire A.

Role: Director

Appointed: 12 March 2013

Latest update: 10 February 2024

People with significant control

James E.

Notified on 8 November 2022

Nature of control:

1/2 or less of shares

Claire 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	28 November 2023
Confirmation statement last made up date	14 November 2022

Annual Accounts 6 January 2015
Start Date For Period Covered By Report	2013-03-12
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	6 January 2015
Annual Accounts 14 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	14 September 2015
Annual Accounts 15 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	15 December 2016
Annual Accounts 3 July 2017
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	2017-03-31
Date Approval Accounts	3 July 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	2020-04-01
End Date For Period Covered By Report	2021-03-31
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	2022-03-31
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	2023-03-31

Anderson Wealth Planning Ltd.

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

James E.

Claire A.

People with significant control

James E.

Claire A.

Accounts Documents

Company filings

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