Carter Legrand Wealth Strategies Limited in Arnold, NG5 6LJ

Description

Data updated on: 01-11-2023

2015 is the year of the establishment of Carter Legrand Wealth Strategies Limited, the firm located at C/o Atkinson Evans Limited The Old Drill Hall, 10 Arnot Hill Road, Arnold. That would make 9 years Carter Legrand Wealth Strategies has prospered in the business, as it was registered on 4th June 2015. Its reg. no. is 09624006 and the post code is NG5 6LJ. This enterprise's principal business activity number is 66190 and their NACE code stands for Activities auxiliary to financial intermediation n.e.c.. Its latest annual accounts cover the period up to 2022-06-30 and the most recent annual confirmation statement was filed on 2023-06-04.

Concerning this firm, a variety of director's tasks have so far been done by Ian L. who was designated to this position in 2015 in June.

Ian L. 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	2016-06-30	2017-06-30	2018-06-30	2019-06-30	2020-06-30	2021-06-30	2022-06-30	2023-06-30
Currency
Net Worth	12 616

Balance Sheet
Cash Bank On Hand	22 901	7 771	9 884	52 530	57 714	14 303	180 598	112 061
Current Assets	54 561	47 014	55 678	71 230	86 850	64 258	399 873	128 270
Debtors	31 660	39 243	45 794	18 700	29 136	49 955	219 275	16 209
Net Assets Liabilities	12 616	1	30 127	36 737	60 422	77 178	440 678	237 236
Property Plant Equipment	746	24 731	23 751	25 322	18 633	12 034	7 472	5 150
Cash Bank In Hand	22 901
Intangible Fixed Assets	1 562 953
Net Assets Liabilities Including Pension Asset Liability	12 616
Tangible Fixed Assets	746

Capital & Reserves
Called Up Share Capital	1
Profit Loss Account Reserve	12 615
Shareholder Funds	12 616

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal							-7 819	-8 203
Accumulated Amortisation Impairment Intangible Assets	76 946	213 606	350 308	487 440	624 597	762 408	460 251	527 385
Accumulated Depreciation Impairment Property Plant Equipment	205	2 551	8 894	15 635	24 343	31 948	38 014	40 336
Average Number Employees During Period	4	5	4	4	4	4	2	2
Creditors	683 573	1 130 188	885 312	967 106	826 899	630 742	163 255	65 389
Fixed Assets	1 563 699	1 451 024	1 315 732	1 183 426	1 039 872	904 022	352 770	283 314
Increase From Amortisation Charge For Year Intangible Assets		136 660	136 702	137 132	137 157	137 811	78 985	67 134
Increase From Depreciation Charge For Year Property Plant Equipment		2 346	6 343	6 741	8 708	7 605	6 066	2 322
Intangible Assets	1 562 953	1 426 293	1 291 981	1 158 104	1 021 239	891 988	345 298	278 164
Intangible Assets Gross Cost	1 639 899	1 639 899	1 642 289	1 645 544	1 645 836	1 654 396	805 549	805 549
Net Current Assets Liabilities	-867 361	-316 306	-395 780	-174 772	-149 011	-193 816	252 583	28 802
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal							1 400	11 171
Property Plant Equipment Gross Cost	951	27 282	32 645	40 957	42 976	43 982	45 486	45 486
Provisions For Liabilities Balance Sheet Subtotal	149	4 529	4 513	4 811	3 540	2 286	1 420	1 288
Total Assets Less Current Liabilities	696 338	1 134 718	919 952	1 008 654	890 861	710 206	605 353	312 116
Amount Specific Advance Or Credit Directors		8 882
Amount Specific Advance Or Credit Made In Period Directors		8 882					58 706
Amount Specific Advance Or Credit Repaid In Period Directors			8 882				58 706
Creditors Due After One Year	683 573
Creditors Due Within One Year	921 922
Future Minimum Lease Payments Under Non-cancellable Operating Leases		36 975	14 000	8 975	21 932	13 765	16 680
Intangible Fixed Assets Additions	1 639 899
Intangible Fixed Assets Aggregate Amortisation Impairment	76 946
Intangible Fixed Assets Amortisation Charged In Period	76 946
Intangible Fixed Assets Cost Or Valuation	1 639 899
Number Shares Allotted	1
Par Value Share	1
Provisions For Liabilities Charges	149
Share Capital Allotted Called Up Paid	1
Tangible Fixed Assets Additions	951
Tangible Fixed Assets Cost Or Valuation	951
Tangible Fixed Assets Depreciation	205
Tangible Fixed Assets Depreciation Charged In Period	205
Total Additions Including From Business Combinations Intangible Assets			2 390	3 255	292	8 560	8 720
Total Additions Including From Business Combinations Property Plant Equipment		26 331	5 363	8 312	2 019	1 006	1 504
Disposals Decrease In Amortisation Impairment Intangible Assets							381 142
Disposals Intangible Assets							857 567

Company staff

Ian L.

Role: Director

Appointed: 04 June 2015

Latest update: 3 April 2024

People with significant control

Ian L.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	31 March 2024
Account last made up date	30 June 2022
Confirmation statement next due date	18 June 2024
Confirmation statement last made up date	04 June 2023

Annual Accounts 23rd January 2017
Start Date For Period Covered By Report	04 June 2015
End Date For Period Covered By Report	30 June 2016
Date Approval Accounts	23rd January 2017
Annual Accounts
Start Date For Period Covered By Report	01 July 2016
End Date For Period Covered By Report	30 June 2017
Annual Accounts
Start Date For Period Covered By Report	01 July 2017
End Date For Period Covered By Report	30 June 2018
Annual Accounts
Start Date For Period Covered By Report	01 July 2018
End Date For Period Covered By Report	30 June 2019
Annual Accounts
Start Date For Period Covered By Report	01 July 2019
End Date For Period Covered By Report	30 June 2020
Annual Accounts
Start Date For Period Covered By Report	01 July 2020
End Date For Period Covered By Report	30 June 2021
Annual Accounts
Start Date For Period Covered By Report	01 July 2021
End Date For Period Covered By Report	30 June 2022
Annual Accounts
Start Date For Period Covered By Report	01 July 2021
End Date For Period Covered By Report	30 June 2022

Carter Legrand Wealth Strategies Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Ian L.

People with significant control

Ian L.

Accounts Documents

Company filings

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