Bateman Wealth Management Limited in Liskeard, PL14 3QP

Description

Data updated on: 01-11-2023

Registered at Scawns House, Liskeard PL14 3QP Bateman Wealth Management Limited is classified as a Private Limited Company with 03875327 registration number. The company was started on Thu, 11th Nov 1999. The firm now known as Bateman Wealth Management Limited was known as South West Direct up till Tue, 28th Sep 2004 at which point the name was replaced. This firm's SIC and NACE codes are 64999 and their NACE code stands for Financial intermediation not elsewhere classified. Bateman Wealth Management Ltd reported its latest accounts for the financial year up to Fri, 30th Sep 2022. The business most recent confirmation statement was submitted on Fri, 11th Nov 2022.

Richard B. is the enterprise's single managing director, that was selected to lead the company twenty five years ago. Furthermore, the managing director's responsibilities are constantly supported by a secretary - Elaine B., who was officially appointed by this business in November 1999.

Previous company's names
Bateman Wealth Management Limited 2004-09-28
South West Direct Limited 1999-11-11

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-09-30	2012-09-30	2013-09-30	2014-09-30	2015-09-30	2016-09-30	2017-09-30	2018-09-30	2019-09-30	2020-09-30	2021-09-30	2022-09-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	14 068	13 371	12 732	23 472	38 429	64 946

Balance Sheet
Cash Bank In Hand	3 582	2 558	1 978	3 476	25 574	7 203
Cash Bank On Hand						7 203	58 436	119 659	159 401	212 540	322 485	129 197
Current Assets	18 562	16 717	15 958	30 284	46 454	76 583	104 316	149 559	213 301	273 840	359 841	147 728
Debtors	14 980	14 159	13 980	26 808	20 880	69 380	45 880	29 900	53 900	61 300	37 356	18 531
Other Debtors					20 880	69 380		29 900	28 900	28 900	28 900
Property Plant Equipment											833	625
Net Assets Liabilities Including Pension Asset Liability				23 472	38 429

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	2
Profit Loss Account Reserve	13 968	13 271	12 632	23 372	38 329	64 944
Shareholder Funds	14 068	13 371	12 732	23 472	38 429	64 946

Other Financial Data
Amount Specific Advance Or Credit Directors					3 686	4 384	4 834	5 958		167	591	328
Amount Specific Advance Or Credit Made In Period Directors							150	65 552			3 432	15 383
Amount Specific Advance Or Credit Repaid In Period Directors						698	600	66 676			3 856	15 120
Amounts Owed By Associates						69 380	45 880		25 000	32 400	8 456	18 531
Average Number Employees During Period						1	1	1	1
Creditors						11 637	12 070	16 257	16 516	16 403	33 086	8 262
Creditors Due Within One Year	4 494	3 346	3 226	6 812	8 025	11 637
Net Current Assets Liabilities	14 068	13 371	12 732	23 473	38 430	64 946	92 246	133 302	196 785	257 437	326 755	139 466
Number Shares Allotted		100	100	100	100	2
Other Creditors						4 984	5 458	6 626	1 648	768	1 192	930
Other Taxation Social Security Payable						6 653	6 612	9 631	14 868	15 635	31 894	7 332
Par Value Share		1	1	1	1	1
Share Capital Allotted Called Up Paid	100	100	100	100	2	2
Total Assets Less Current Liabilities	14 068	13 371	12 732	23 473	38 430	64 946	92 246	133 302	196 785	257 437	327 588	343 638
Accumulated Depreciation Impairment Property Plant Equipment											277	485
Additions Other Than Through Business Combinations Investment Property Fair Value Model												203 547
Fixed Assets											833	204 172
Increase From Depreciation Charge For Year Property Plant Equipment											277	208
Investment Property												203 547
Investment Property Fair Value Model												203 547
Property Plant Equipment Gross Cost											1 110
Total Additions Including From Business Combinations Property Plant Equipment											1 110
Net Proceeds From Issue Shares Other Equity Instruments Excluding Shares Issued To Minority Interests					100
Value Shares Allotted				100	100

Company staff

Richard B.

Role: Director

Appointed: 11 November 1999

Latest update: 9 February 2024

Elaine B.

Role: Secretary

Appointed: 11 November 1999

Latest update: 9 February 2024

People with significant control

Executives who have control over the firm are as follows: Elaine B. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Richard B. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Elaine B.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Richard B.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	30 June 2024
Account last made up date	30 September 2022
Confirmation statement next due date	25 November 2023
Confirmation statement last made up date	11 November 2022

Annual Accounts
Start Date For Period Covered By Report	01 October 2012
Annual Accounts 8 March 2016
Start Date For Period Covered By Report	01 October 2012
End Date For Period Covered By Report	30 September 2014
Date Approval Accounts	8 March 2016
Annual Accounts 05/07/2017
Start Date For Period Covered By Report	01 October 2012
End Date For Period Covered By Report	30 September 2014
Date Approval Accounts	05/07/2017
Annual Accounts
Start Date For Period Covered By Report	01 October 2016
End Date For Period Covered By Report	30 September 2017
Annual Accounts
Start Date For Period Covered By Report	01 October 2017
End Date For Period Covered By Report	30 September 2018
Annual Accounts
Start Date For Period Covered By Report	01 October 2018
End Date For Period Covered By Report	30 September 2019
Annual Accounts
Start Date For Period Covered By Report	01 October 2019
End Date For Period Covered By Report	30 September 2020
Annual Accounts
Start Date For Period Covered By Report	01 October 2020
End Date For Period Covered By Report	30 September 2021
Annual Accounts
Start Date For Period Covered By Report	01 October 2021
End Date For Period Covered By Report	30 September 2022
Annual Accounts 25 June 2013
End Date For Period Covered By Report	30 September 2012
Date Approval Accounts	25 June 2013
Annual Accounts 27 June 2014
End Date For Period Covered By Report	30 September 2013
Date Approval Accounts	27 June 2014
Annual Accounts 23 June 2015
End Date For Period Covered By Report	30 September 2014
Date Approval Accounts	23 June 2015

Bateman Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Richard B.

Elaine B.

Suzanne B.

Kevin B.

People with significant control

Elaine B.

Richard B.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2012

Address:

Post code:

City / Town:

HQ address,
2013

Address:

Post code:

City / Town:

HQ address,
2014

Address:

Post code:

City / Town:

Accountant/Auditor,
2014 - 2012

Name:

Address:

Post code:

City / Town:

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Bateman Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Richard B.

Elaine B.

Suzanne B.

Kevin B.

People with significant control

Elaine B.

Richard B.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2012

Address:

Post code:

City / Town:

HQ address, 2013

Address:

Post code:

City / Town:

HQ address, 2014

Address:

Post code:

City / Town:

Accountant/Auditor, 2014 - 2012

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2012

HQ address,
2013

HQ address,
2014

Accountant/Auditor,
2014 - 2012