Carter Lee Financial Services Limited in Neath, SA10 6HD

Description

Data updated on: 01-11-2023

Started with Reg No. 08979997 10 years ago, Carter Lee Financial Services Limited is a Private Limited Company. The active mailing address is 174 New Road, Skewen Neath. This enterprise's declared SIC number is 66290 which means Other activities auxiliary to insurance and pension funding. March 31, 2022 is the last time the accounts were filed.

As for the limited company, just about all of director's responsibilities have so far been performed by Lee S. who was formally appointed in 2014.

Lee S. is the individual who has control over this firm, owns over 3/4 of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	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
Net Worth	1	22 414

Balance Sheet
Cash Bank In Hand		40 139
Cash Bank On Hand		40 139	32 971	48 556	122 504	151 452	264 130	154 661	130 486
Current Assets	1	40 140	32 972	48 557	122 505	151 453	298 720	214 415	138 243
Debtors	1	1	1	1	1	1	34 590	59 754	7 757
Intangible Fixed Assets		6 000
Net Assets Liabilities						54 511	91 171	148 651	174 087
Other Debtors		1	1	1	1	1	1	1	1
Property Plant Equipment		1 427	1 070	2 306	2 450	2 287	1 715	1 287
Tangible Fixed Assets		1 427
Net Assets Liabilities Including Pension Asset Liability	1

Capital & Reserves
Called Up Share Capital	1	1
Profit Loss Account Reserve		22 413
Shareholder Funds	1	22 414

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment		475	832	1 600	2 416	3 178	3 750	4 178	4 500
Average Number Employees During Period			1	1	1	1	1	1	1
Bank Borrowings Overdrafts							50 000	45 798	40 652
Creditors		25 153	17 407	30 707	86 781	105 229	50 000	45 798	40 652
Creditors Due Within One Year		25 153
Fixed Assets		7 427	7 070	8 306	8 450	8 287	7 715	7 287	6 965
Increase From Depreciation Charge For Year Property Plant Equipment			357	768	816	762	572	428	322
Intangible Assets		6 000	6 000	6 000	6 000	6 000	6 000	6 000	6 000
Intangible Assets Gross Cost		6 000	6 000	6 000	6 000	6 000	6 000	6 000
Intangible Fixed Assets Additions		6 000
Intangible Fixed Assets Cost Or Valuation		6 000
Net Current Assets Liabilities	1	14 987	15 565	17 850	35 724	46 224	133 456	187 162	207 774
Number Shares Allotted	1	1
Other Creditors		17 111	3 918	1 868	239	-9 847	-8 894	-146 834	-180 706
Other Taxation Social Security Payable		5 996	6 644	6 916	12 618	12 096	30 359	23 299	14 692
Par Value Share	1	1
Payments Received On Account							109 538	100 357	94 700
Property Plant Equipment Gross Cost		1 902	1 902	3 906	4 866	5 465	5 465	5 465
Share Capital Allotted Called Up Paid	1	1
Tangible Fixed Assets Additions		1 902
Tangible Fixed Assets Cost Or Valuation		1 902
Tangible Fixed Assets Depreciation		475
Tangible Fixed Assets Depreciation Charged In Period		475
Total Additions Including From Business Combinations Property Plant Equipment				2 004	960	599
Total Assets Less Current Liabilities	1	22 414	22 635	26 156	44 174	54 511	141 171	194 449	214 739
Trade Creditors Trade Payables		2 046	6 845	21 923	73 924	102 980	34 261	50 431	1 783
Trade Debtors Trade Receivables							34 589	59 753	7 756
Called Up Share Capital Not Paid Not Expressed As Current Asset	1

Company staff

Lee S.

Role: Director

Appointed: 04 April 2014

Latest update: 13 March 2024

People with significant control

Lee S.

Notified on 4 April 2017

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	18 April 2024
Confirmation statement last made up date	04 April 2023

Annual Accounts 22 December 2015
Start Date For Period Covered By Report	2014-04-04
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	22 December 2015
Annual Accounts 19 December 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	19 December 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	01 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	01 April 2022
End Date For Period Covered By Report	31 March 2023

Carter Lee Financial Services Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Lee S.

People with significant control

Lee S.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2016

Name:

Address:

Post code:

City / Town:

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Carter Lee Financial Services Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Lee S.

People with significant control

Lee S.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2016

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2016