Andrew M Williams Wealth Management Ltd in Llanelli, SA14 8AH

Description

Data updated on: 01-11-2023

This business referred to as Andrew M Williams Wealth Management was created on Thu, 17th May 2012 as a Private Limited Company. The company's head office could be found at Llanelli on 42 Aber Llwchwr, Llangennech. Should you need to contact this company by post, its area code is SA14 8AH. The company registration number for Andrew M Williams Wealth Management Ltd is 08073936. The company's classified under the NACE and SIC code 66220 and has the NACE code: Activities of insurance agents and brokers. The business most recent annual accounts were submitted for the period up to 2023/03/31 and the most current annual confirmation statement was filed on 2023/08/04.

There seems to be a team of two directors supervising this specific business at the current moment, specifically Sarah W. and Andrew W. who have been doing the directors obligations since 2015.

Executives with significant control over the firm are: Sarah W. owns 1/2 or less of company shares. Andrew W. owns over 1/2 to 3/4 of company shares .

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-03-31	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	89 905	192 987	289 859	357 928

Balance Sheet
Cash Bank On Hand				137 581	216 500	417 622	587 097	766 955	962 744
Current Assets	117 874	248 492	228 824	163 810	263 084	493 346	742 324	931 032	1 144 596	1 386 842	1 036 045
Debtors	25 597	26 472	18 174	26 229	46 584	75 724	155 227	164 077	181 852
Net Assets Liabilities				334 026	406 785	564 306	757 403	910 432	1 086 181	1 320 160	1 339 038
Other Debtors							129 755	129 755
Property Plant Equipment				3 927	22 512	18 010	14 408	11 926	9 540
Cash Bank In Hand	92 277	222 020	210 650	137 581
Intangible Fixed Assets		142 965	236 684	193 191
Net Assets Liabilities Including Pension Asset Liability	89 905	192 986	288 959	357 928
Tangible Fixed Assets	7 669	6 135	4 908	3 927

Capital & Reserves
Profit Loss Account Reserve	89 805	192 887	288 859	357 928
Called Up Share Capital	100	100	100
Shareholder Funds	89 905	192 987	289 859	357 928

Other Financial Data
Version Production Software								2 020	2 021
Accrued Liabilities Not Expressed Within Creditors Subtotal											1 860
Accumulated Amortisation Impairment Intangible Assets				111 263	154 756	198 249	241 742	285 238	304 454
Accumulated Depreciation Impairment Property Plant Equipment				5 659	11 288	15 790	19 392	22 373	24 759
Additions Other Than Through Business Combinations Property Plant Equipment					24 214			499
Average Number Employees During Period				1	1	1	1	3	3	4	4
Creditors				26 902	28 509	53 255	62 041	51 742	67 955	75 768	56 620
Fixed Assets	7 669	149 100	241 592	197 118	172 210	124 215	77 120	31 142	9 540	9 086	361 473
Increase From Amortisation Charge For Year Intangible Assets					43 493	43 493	43 493	43 496	19 216
Increase From Depreciation Charge For Year Property Plant Equipment					5 629	4 502	3 602	2 981	2 386
Intangible Assets				193 191	149 698	106 205	62 712	19 216
Intangible Assets Gross Cost				304 454	304 454	304 454	304 454	304 454	304 454
Loans From Directors				2 000
Net Current Assets Liabilities	82 136	43 887	115 029	160 810	234 575	440 091	680 283	879 290	1 076 641	1 311 074	979 425
Other Creditors				1 000	1 100	1 450	1 450	1 450
Property Plant Equipment Gross Cost				9 586	33 800	33 800	33 800	34 299	34 299
Taxation Social Security Payable				23 902	27 409	51 805	60 591	50 292
Total Assets Less Current Liabilities	89 905	192 987	357 521	357 928					1 086 181	1 320 160	1 340 898
Trade Debtors Trade Receivables				26 229	46 584	75 724	25 472	34 322
Creditors Due After One Year			67 662
Creditors Due Within One Year	35 739	204 706	113 795	3 000
Intangible Fixed Assets Aggregate Amortisation Impairment		23 827	67 770	111 263
Intangible Fixed Assets Amortisation Charged In Period		23 827	43 943	43 493
Intangible Fixed Assets Cost Or Valuation		166 792	304 454	304 454
Called Up Share Capital Not Paid Not Expressed As Current Asset	100	100
Intangible Fixed Assets Additions		166 792	137 662
Non-instalment Debts Due After5 Years	35 738	204 706
Number Shares Allotted		100	100
Other Debtors Due After One Year	25 597	26 472	18 174
Par Value Share		1	1
Share Capital Allotted Called Up Paid	100	100	100
Tangible Fixed Assets Additions	9 586
Tangible Fixed Assets Cost Or Valuation	9 586	9 586	9 586	9 586
Tangible Fixed Assets Depreciation	1 917	3 451	4 678	5 659
Tangible Fixed Assets Depreciation Charged In Period	1 917	1 534	1 227	981

Company staff

Sarah W.

Role: Director

Appointed: 01 April 2015

Latest update: 17 March 2024

Andrew W.

Role: Director

Appointed: 17 May 2012

Latest update: 17 March 2024

People with significant control

Sarah W.

Notified on 1 August 2023

Nature of control:

1/2 or less of shares

Andrew W.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	18 August 2024
Confirmation statement last made up date	04 August 2023

Annual Accounts 27 November 2013
Start Date For Period Covered By Report	2012-05-17
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	27 November 2013
Annual Accounts 8 December 2014
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	8 December 2014
Annual Accounts 8 December 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	8 December 2015
Annual Accounts
Start Date For Period Covered By Report	1 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	1 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	1 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	1 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	1 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	1 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	1 April 2022
End Date For Period Covered By Report	31 March 2023
Annual Accounts 2 December 2016
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	2 December 2016

Andrew M Williams Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Sarah W.

Andrew W.

People with significant control

Sarah W.

Andrew W.

Accounts Documents

Company filings

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