Cascade Wealth Management Limited in Cardiff, CF3 0PL

Description

Data updated on: 01-11-2023

2009 is the year of the founding of Cascade Wealth Management Limited, the company which is situated at 63 Matthysens Way, St. Mellons in Cardiff. That would make 15 years Cascade Wealth Management has been on the British market, as the company was registered on Sun, 8th Nov 2009. The firm registered no. is 07069341 and the company post code is CF3 0PL. The enterprise's declared SIC number is 66190 - Activities auxiliary to financial intermediation n.e.c.. Cascade Wealth Management Ltd released its latest accounts for the financial period up to 2022-11-30. Its most recent annual confirmation statement was submitted on 2022-11-08.

Because of the firm's constant growth, it was vital to formally appoint other executives: Ceri H. and Simon H. who have been collaborating since September 2023 to promote the success of this specific business.

Simon H. is the individual with significant control over this firm, owns over 3/4 of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2015-11-30	2016-11-30	2017-11-30	2018-11-30	2019-11-30	2020-11-30	2021-11-30	2022-11-30
Currency
Net Worth	4 836	6 474

Balance Sheet
Current Assets	7 360	11 398	39 204	71 250	37 539	86 519	81 434	88 709
Net Assets Liabilities		6 474	26 403	11 374	13 577	22 496	22 285	25 975
Cash Bank In Hand	920	1 672
Debtors	6 440	9 726
Net Assets Liabilities Including Pension Asset Liability	4 836	6 474

Capital & Reserves
Called Up Share Capital	2	2
Profit Loss Account Reserve	4 834	6 472
Shareholder Funds	4 836	6 474

Other Financial Data
Average Number Employees During Period					1	1	1	1
Creditors		4 924	12 801	59 876	23 962	14 023	15 435	27 997
Net Current Assets Liabilities	4 836	6 474	26 403	11 374	13 577	72 496	65 999	60 712
Total Assets Less Current Liabilities	4 836	6 474	26 403	11 374	13 577	72 496	65 999	60 712
Creditors Due Within One Year	2 524	4 924
Number Shares Allotted		2
Other Debtors Due After One Year	6 440	9 726
Par Value Share		1
Share Capital Allotted Called Up Paid	2	2

Company staff

Ceri H.

Role: Director

Appointed: 07 September 2023

Latest update: 16 December 2023

Simon H.

Role: Director

Appointed: 08 November 2009

Latest update: 16 December 2023

People with significant control

Simon H.

Notified on 8 November 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 August 2024
Account last made up date	30 November 2022
Confirmation statement next due date	22 November 2023
Confirmation statement last made up date	08 November 2022

Annual Accounts 5 July 2017
Start Date For Period Covered By Report	2015-12-01
End Date For Period Covered By Report	2016-11-30
Date Approval Accounts	5 July 2017
Annual Accounts
Start Date For Period Covered By Report	2016-12-01
End Date For Period Covered By Report	2017-11-30
Annual Accounts
Start Date For Period Covered By Report	2017-12-01
End Date For Period Covered By Report	2018-11-30
Annual Accounts
Start Date For Period Covered By Report	2018-12-01
End Date For Period Covered By Report	2019-11-30
Annual Accounts
Start Date For Period Covered By Report	2019-12-01
End Date For Period Covered By Report	2020-11-30
Annual Accounts
Start Date For Period Covered By Report	2020-12-01
End Date For Period Covered By Report	2021-11-30
Annual Accounts
Start Date For Period Covered By Report	2021-12-01
End Date For Period Covered By Report	2022-11-30

Cascade Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Ceri H.

Simon H.

Ceri H.

People with significant control

Simon H.

Accounts Documents

Company filings

Filing category

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies