Carlson Wealth Management Limited in Cardiff, CF24 4HL

Description

Data updated on: 01-11-2023

Carlson Wealth Management Limited with reg. no. 09408222 has been in this business field for nine years. This Private Limited Company is located at 35 Maindy Road, in Cardiff and its zip code is CF24 4HL. This enterprise's principal business activity number is 64999 which stands for Financial intermediation not elsewhere classified. Carlson Wealth Management Ltd filed its latest accounts for the period up to 2022/05/31. Its most recent annual confirmation statement was submitted on 2023/01/27.

There's just one director at the current moment supervising the following business, namely Steven C. who's been utilizing the director's obligations since 2015-01-27.

Steven C. 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	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-05-31
Currency

Balance Sheet
Cash Bank On Hand	23 574	21 931	47 734	49 631	34 187
Current Assets	60 818	84 473	117 092	110 636	97 692
Debtors	37 244	62 542	69 358	61 005	63 505
Net Assets Liabilities	62 035	64 112	67 513	74 471	73 624
Other Debtors	37 244	62 542	59 561	59 535	59 651
Property Plant Equipment	3 386	3 296	3 342	16 255	14 822

Other Financial Data
Accrued Liabilities Deferred Income			329	435	513
Accumulated Depreciation Impairment Property Plant Equipment	1 529	2 300	3 218	4 686	6 119
Average Number Employees During Period	1	1	1	1	1
Bank Borrowings Overdrafts			33 511	6 357	6 357
Creditors	1 526	23 031	18 775	24 288	17 454
Fixed Assets	3 386	3 296	3 342	16 255	14 822
Increase From Depreciation Charge For Year Property Plant Equipment		771	918	1 468	1 433
Net Current Assets Liabilities	59 292	61 442	98 317	86 348	80 238
Other Creditors	1 526	23 031	18 775	836	943
Prepayments Accrued Income			1 211	1 470	1 549
Property Plant Equipment Gross Cost	4 915	5 596	6 560	20 941	20 941
Provisions For Liabilities Balance Sheet Subtotal	643	626	635	3 088	2 816
Taxation Social Security Payable			17 641	16 660	9 641
Total Additions Including From Business Combinations Property Plant Equipment		681	964	14 381
Total Assets Less Current Liabilities	62 678	64 738	101 659	102 603	95 060
Trade Debtors Trade Receivables			8 586		2 305
Amount Specific Advance Or Credit Directors	26 310	46 484	45 010	44 985	44 981
Amount Specific Advance Or Credit Made In Period Directors		92 425	72 319	81 345	43 500
Amount Specific Advance Or Credit Repaid In Period Directors		72 251	73 793	81 370	43 504

Company staff

Steven C.

Role: Secretary

Appointed: 27 January 2015

Latest update: 2 April 2024

Steven C.

Role: Director

Appointed: 27 January 2015

Latest update: 2 April 2024

People with significant control

Steven C.

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	29 February 2024
Account last made up date	31 May 2022
Confirmation statement next due date	10 February 2024
Confirmation statement last made up date	27 January 2023

Annual Accounts
Start Date For Period Covered By Report	2019-06-01
End Date For Period Covered By Report	2020-05-31
Annual Accounts
Start Date For Period Covered By Report	2020-06-01
End Date For Period Covered By Report	2021-05-31
Annual Accounts
Start Date For Period Covered By Report	2021-06-01
End Date For Period Covered By Report	2022-05-31
Annual Accounts
Start Date For Period Covered By Report	2022-06-01
End Date For Period Covered By Report	2023-05-31

Carlson Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Steven C.

Steven C.

People with significant control

Steven C.

Accounts Documents

Company filings

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