Bluerock Wealth Management Limited in Cheadle Hulme, SK8 7AB

Description

Data updated on: 01-11-2023

Bluerock Wealth Management is a firm with it's headquarters at SK8 7AB Cheadle Hulme at Blenheim House. The company has been registered in year 2012 and is established under the registration number 08230435. The company has been operating on the UK market for 12 years now and the current status is active. The enterprise's classified under the NACE and SIC code 66220, that means Activities of insurance agents and brokers. The business most recent financial reports were submitted for the period up to 2022-12-31 and the most current confirmation statement was filed on 2023-09-26.

According to the official data, this particular firm is directed by just one managing director: Leon N., who was designated to this position in September 2012.

Executives with significant control over the firm are: Karen N. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Leon N. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-12-31	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency
Net Worth	1 258	628	1 045

Balance Sheet
Cash Bank In Hand	3 205	6 481	12 655
Current Assets	5 625	11 002	12 785	17 504	13 645	24 140	27 421	52 238	70 921	54 953
Debtors	2 420	4 521	130
Tangible Fixed Assets	383	222	261
Net Assets Liabilities							15 161	15 953	30 229	24 589

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	1 158	528	945
Shareholder Funds	1 258	628	1 045

Other Financial Data
Amount Specific Advance Or Credit Directors		82	605	5 818	8 182	2 692		23 718		19 092
Amount Specific Advance Or Credit Made In Period Directors			44 749	44 467	20 339	40 097	14 084	26 315	36 062	22 913
Amount Specific Advance Or Credit Repaid In Period Directors			44 226	50 890	17 975	45 587	16 776	2 597	59 780	3 821
Average Number Employees During Period				1	1	1	1	2	2	2
Creditors			12 001	16 747	11 355	12 600	12 458	25 000	22 917	12 917
Creditors Due Within One Year	4 750	10 596	12 001
Fixed Assets			261	126			198	574	397	220
Net Current Assets Liabilities	875	406	784	757	2 290	11 540	14 963	40 379	47 749	37 286
Number Shares Allotted	100	100	100
Par Value Share	1	1	1
Share Capital Allotted Called Up Paid	100	100	100
Tangible Fixed Assets Additions	571		270
Tangible Fixed Assets Cost Or Valuation	571	571	841
Tangible Fixed Assets Depreciation	188	349	580
Tangible Fixed Assets Depreciation Charged In Period	188	161	231
Total Assets Less Current Liabilities	1 258	628	1 045	883	2 290	11 540	15 161	40 953	48 146	37 506

Company staff

Leon N.

Role: Director

Appointed: 26 September 2012

Latest update: 31 January 2024

People with significant control

Karen N.

Notified on 6 April 2020

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Leon N.

Notified on 26 September 2016

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	10 October 2024
Confirmation statement last made up date	26 September 2023

Annual Accounts
Start Date For Period Covered By Report	26 September 2012
End Date For Period Covered By Report	31 December 2013
Annual Accounts 2 September 2015
Start Date For Period Covered By Report	01 January 2014
End Date For Period Covered By Report	31 December 2014
Date Approval Accounts	2 September 2015
Annual Accounts 11 May 2016
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Date Approval Accounts	11 May 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2016
End Date For Period Covered By Report	31 December 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2017
End Date For Period Covered By Report	31 December 2017
Annual Accounts
Start Date For Period Covered By Report	01 January 2018
End Date For Period Covered By Report	31 December 2018
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2020
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	01 January 2021
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	01 January 2022
End Date For Period Covered By Report	31 December 2022
Annual Accounts 24 June 2014
Date Approval Accounts	24 June 2014

Bluerock Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Leon N.

People with significant control

Karen N.

Leon N.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2015 - 2013

Name:

Address:

Post code:

City / Town:

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Services (by SIC Code)

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Bluerock Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Leon N.

People with significant control

Karen N.

Leon N.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2015 - 2013

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2015 - 2013