Bartholomew Wealth Management Ltd in Camberley, GU17 9JQ

Description

Data updated on: 01-11-2023

Bartholomew Wealth Management came into being in 2013 as a company enlisted under no 08713486, located at GU17 9JQ Camberley at 6 Waldorf Heights. This company has been in business for eleven years and its current state is active. The enterprise's declared SIC number is 66220 and has the NACE code: Activities of insurance agents and brokers. Bartholomew Wealth Management Limited filed its account information for the period up to 31st October 2022. Its most recent confirmation statement was submitted on 1st October 2023.

At present, this specific company is directed by just one managing director: Karen B., who was designated to this position in 2013.

Karen B. is the individual who has 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	2014-10-31	2015-10-31	2016-10-31	2017-10-31	2018-10-31	2019-10-31	2020-10-31	2021-10-31	2022-10-31
Currency
Net Worth	26 837	6 728

Balance Sheet
Cash Bank In Hand	5 359	3 455
Cash Bank On Hand		3 455	4 442	14 199	32 578	6 282	34 028	52 719	24 024
Current Assets	25 129	9 606	18 468	112 578	113 738	79 411	58 817	58 002	27 186
Debtors	19 770	6 151	14 026	98 379	81 160	73 129	24 789	5 283	3 162
Intangible Fixed Assets	228 271	202 670
Other Debtors		6 151	14 026	98 379	81 160	70 175	24 789	5 283	3 162
Property Plant Equipment			441	2 197	3 100	4 358	3 813	3 905	2 491

Capital & Reserves
Called Up Share Capital	1	1
Profit Loss Account Reserve	26 836	6 727
Shareholder Funds	26 837	6 728

Other Financial Data
Accrued Liabilities		1 558	1 680	1 700	2 101	6 506	2 897
Accumulated Amortisation Impairment Intangible Assets		53 335	78 936	104 537	130 138	155 739	181 340	206 941	232 542
Accumulated Depreciation Impairment Property Plant Equipment			7	340	847	1 770	3 153	4 833	6 247
Amounts Owed To Directors			233 312	197 732	182 604	153 548
Average Number Employees During Period		2	2	2	4	4	4	4	3
Corporation Tax Payable		7 492	4 466	17 983	1 722
Corporation Tax Recoverable						1 722	8 482
Creditors		205 548	222 591	218 126	188 473	160 507	142 371	114 331	52 261
Creditors Due Within One Year	226 563	205 548
Fixed Assets		202 670	177 510	153 665	128 967	104 624	78 478	52 969	25 954
Increase From Amortisation Charge For Year Intangible Assets			25 601	25 601	25 601	25 601	25 601	25 601	25 601
Increase From Depreciation Charge For Year Property Plant Equipment			7	333	507	923	1 383	2 141	1 414
Intangible Assets		202 670	177 069	151 468	125 867	100 266	74 665	49 064	23 463
Intangible Assets Gross Cost		256 005	256 005	256 005	256 005	256 005	256 005	256 005
Intangible Fixed Assets Additions	256 005
Intangible Fixed Assets Aggregate Amortisation Impairment	27 734	53 335
Intangible Fixed Assets Amortisation Charged In Period	27 734	25 601
Intangible Fixed Assets Cost Or Valuation	256 005
Net Current Assets Liabilities	-201 434	-195 942	-204 123	-105 548	-74 735	-81 096	-83 554	-56 329	-25 075
Number Shares Allotted	1	1
Other Creditors			1 796		751		141 391	113 094	50 275
Other Taxation Social Security Payable		124	644	711	1 295	231	980	1 237	1 986
Par Value Share	1	1
Prepayments Accrued Income						1 232	4 677
Property Plant Equipment Gross Cost			448	2 537	3 947	6 128	6 966	8 738
Share Capital Allotted Called Up Paid	1	1
Total Additions Including From Business Combinations Property Plant Equipment			448	2 089	1 410	2 181	838	7 307
Total Assets Less Current Liabilities	26 837	6 728	12 774	48 117	54 232	23 528	-5 076	-3 360	879
Trade Creditors Trade Payables						222
Disposals Decrease In Depreciation Impairment Property Plant Equipment								461
Disposals Property Plant Equipment								5 535

Company staff

Karen B.

Role: Director

Appointed: 01 October 2013

Latest update: 12 February 2024

People with significant control

Karen B.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Accounts Documents

Account next due date	31 July 2024
Account last made up date	31 October 2022
Confirmation statement next due date	15 October 2024
Confirmation statement last made up date	01 October 2023

Annual Accounts 29 June 2015
Start Date For Period Covered By Report	01 October 2013
End Date For Period Covered By Report	31 October 2014
Date Approval Accounts	29 June 2015
Annual Accounts 28 July 2016
Start Date For Period Covered By Report	01 November 2014
End Date For Period Covered By Report	31 October 2015
Date Approval Accounts	28 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 November 2015
End Date For Period Covered By Report	31 October 2016
Annual Accounts
Start Date For Period Covered By Report	01 November 2016
End Date For Period Covered By Report	31 October 2017
Annual Accounts
Start Date For Period Covered By Report	01 November 2017
End Date For Period Covered By Report	31 October 2018
Annual Accounts
Start Date For Period Covered By Report	01 November 2018
End Date For Period Covered By Report	31 October 2019
Annual Accounts
Start Date For Period Covered By Report	01 November 2019
End Date For Period Covered By Report	31 October 2020
Annual Accounts
Start Date For Period Covered By Report	01 November 2020
End Date For Period Covered By Report	31 October 2021
Annual Accounts
Start Date For Period Covered By Report	01 November 2021
End Date For Period Covered By Report	31 October 2022

Bartholomew Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Karen B.

People with significant control

Karen B.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2014 - 2015

Name:

Address:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

Bartholomew Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Karen B.

People with significant control

Karen B.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2014 - 2015

Name:

Address:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

Accountant/Auditor,
2014 - 2015