Calverts Financial Solutions Ltd in Keighley, BD22 0LD

Description

Data updated on: 01-11-2023

Calverts Financial Solutions Ltd has existed in the business for at least fourteen years. Started with registration number 07161035 in 2010, it is based at Calvert Cottage, Keighley BD22 0LD. The company started under the name Calvert Wealth Management, though for the last 14 years has been on the market under the name Calverts Financial Solutions Ltd. This enterprise's principal business activity number is 64999, that means Financial intermediation not elsewhere classified. 2023-03-31 is the last time when company accounts were filed.

Taking into consideration this specific company's number of employees, it was necessary to formally appoint other executives: Susannah C. and Charles C. who have been participating in joint efforts since April 2020 for the benefit of this specific business.

Executives with significant control over the firm are: Susannah C. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Charles C. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Previous company's names
Calverts Financial Solutions Ltd 2010-03-02
Calvert Wealth Management Ltd 2010-02-17

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-03-31	2012-03-31	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	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	288	9 435	698	29 767	37 328	22 638	5 431	-333

Balance Sheet
Cash Bank On Hand									8 314	2 741	100 152	18 218	27 123
Current Assets	13 287	25 660	9 163	51 819	56 027	34 562	23 633	13 425	8 314	11 804	199 352	186 718	47 123
Debtors	10 209	15 692	6 139	14 525						9 064	20 000	20 000	20 000
Net Assets Liabilities								333	334	29	8 733	14 176	9 497
Other Debtors										9 064	20 000	20 000	20 000
Property Plant Equipment									3 548	3 838	3 070	2 456	1 965
Cash Bank In Hand	3 078	9 968	3 024	37 294	56 027	34 562
Net Assets Liabilities Including Pension Asset Liability	288	9 435	698	29 767	37 328	22 638	5 431	-333
Tangible Fixed Assets	465	812	1 495	1 579	1 263	2 266

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100
Profit Loss Account Reserve	188	9 335	598	29 667	37 228	22 224
Shareholder Funds	288	9 435	698	29 767	37 328	22 638	5 431	-333

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment									3 988	4 498	5 266	5 880	6 371
Average Number Employees During Period										2	2	2	2
Bank Borrowings Overdrafts											30 000	19 000	13 000
Corporation Tax Payable									9 487	9 385	11 565	8 526	9 536
Creditors								15 208	11 528	15 614	30 000	19 000	13 000
Current Asset Investments											79 200	148 500
Fixed Assets						2 266	1 813	1 450	3 548	3 838	83 070	3 956	1 965
Increase From Depreciation Charge For Year Property Plant Equipment										510	768	614	491
Investments Fixed Assets											80 000	1 500
Net Current Assets Liabilities	-81	8 785	-498	28 504	36 065	20 372	3 618	-1 783	3 214	-3 809	-44 337	29 603	20 837
Other Creditors									2 041	901	150 148	140 607	10 750
Other Investments Other Than Loans											800	1 500
Other Taxation Social Security Payable										5 328	2 776	1 982
Property Plant Equipment Gross Cost									7 536	8 336	8 336	8 336
Provisions For Liabilities Balance Sheet Subtotal												383	305
Total Additions Including From Business Combinations Property Plant Equipment										800
Total Assets Less Current Liabilities	384	9 597	997	30 083	37 328	22 638	5 431	-333	334	29	38 733	33 559	22 802
Trade Debtors Trade Receivables										-1
Creditors Due Within One Year	13 368	16 875	9 661	23 315	19 962	14 190	20 015	15 208
Number Shares Allotted		100	100	100	100	100
Par Value Share		1	1	1	1	1
Provisions For Liabilities Charges	96	162	299	316	253
Share Capital Allotted Called Up Paid	100	100	100	100	100	100
Tangible Fixed Assets Additions		550	1 058	478		1 570
Tangible Fixed Assets Cost Or Valuation	600	1 150	2 208	2 686	2 686
Tangible Fixed Assets Depreciation	135	338	713	1 107	1 423	1 990
Tangible Fixed Assets Depreciation Charged In Period		203	375	394	316	567
Advances Credits Directors	2 155		6 140	14 525
Advances Credits Made In Period Directors	2 155		6 140	14 525
Advances Credits Repaid In Period Directors		2 155		6 140
Net Proceeds From Issue Shares Other Equity Instruments Excluding Shares Issued To Minority Interests					100

Company staff

Susannah C.

Role: Director

Appointed: 01 April 2020

Latest update: 20 March 2024

Charles C.

Role: Director

Appointed: 17 February 2010

Latest update: 20 March 2024

People with significant control

Susannah C.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

right to manage directors

1/2 or less of shares

Charles C.

Notified on 6 April 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	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	02 March 2024
Confirmation statement last made up date	17 February 2023

Annual Accounts
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Annual Accounts 5 May 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	5 May 2015
Annual Accounts 28 April 2017
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	28 April 2017
Annual Accounts 22 May 2018
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	22 May 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Annual Accounts 5 April 2012
End Date For Period Covered By Report	31 March 2012
Date Approval Accounts	5 April 2012
Annual Accounts 31 July 2013
End Date For Period Covered By Report	31 March 2013
Date Approval Accounts	31 July 2013
Annual Accounts 18/05/2016
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	18/05/2016
Annual Accounts 12 May 2014
Date Approval Accounts	12 May 2014

Calverts Financial Solutions Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Susannah C.

Charles C.

People with significant control

Susannah C.

Charles C.

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:

HQ address,
2015

Address:

Post code:

City / Town:

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Calverts Financial Solutions Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Susannah C.

Charles C.

People with significant control

Susannah C.

Charles C.

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:

HQ address, 2015

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

HQ address,
2015