Casson Beckman Wealth Management Limited in Fareham, PO16 9XS

Description

Data updated on: 01-11-2023

Casson Beckman Wealth Management Limited with reg. no. 08680854 has been competing in the field for 11 years. This particular Private Limited Company is located at Murrills House 48 East Street, Portchester, Fareham and company's zip code is PO16 9XS. The enterprise's Standard Industrial Classification Code is 66110, that means Administration of financial markets. Casson Beckman Wealth Management Ltd released its account information for the period up to Sat, 31st Jul 2021. The most recent annual confirmation statement was filed on Wed, 6th Sep 2023.

The data obtained detailing this enterprise's executives shows the existence of two directors: Paul H. and David L. who became a part of the team on May 16, 2023 and February 15, 2022.

The companies that control this firm include: Aim Wealth Holdings Limited owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. This business can be reached in Fareham at 48 East Street, Portchester, PO16 9XS, Hampshire and was registered as a PSC under the registration number 08613891.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-07-31	2015-07-31	2016-07-31	2017-07-31	2018-07-31	2019-07-31	2020-07-31	2021-07-31
Currency
Net Worth	10 482	12 797	14 511

Balance Sheet
Cash Bank In Hand	15 017	14 545	15 487
Cash Bank On Hand			15 487	18 508	12 548	11 528	17 343	59 419
Current Assets	17 962	22 696	26 212	29 527	25 099	32 980	37 135	65 693
Debtors	2 945	8 151	10 725	11 019	2 551	1 227	1 883	3 140
Other Debtors			100	1 264	1 122	1 227	1 883	3 010

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	10 382	12 697	14 411
Shareholder Funds	10 482	12 797	14 511

Other Financial Data
Accrued Liabilities			1 571	1 620
Average Number Employees During Period				4
Corporation Tax Payable			10 130	9 158
Creditors			11 701	10 778	12 749	14 406	15 257	18 564
Creditors Due Within One Year	7 480	9 899	11 701
Current Asset Investments					10 000	20 225	17 909	3 134
Net Current Assets Liabilities	10 482	12 797	14 511	18 749	12 350	18 574	21 878	47 129
Number Shares Allotted	30	30	30
Other Creditors				1 620	1 668	1 716	1 764	1 818
Other Current Asset Investments Balance Sheet Subtotal					10 000	20 225	17 909	3 134
Other Taxation Social Security Payable				9 158	11 081	12 690	13 493	16 746
Par Value Share	1	1	1
Share Capital Allotted Called Up Paid	30	30
Total Assets Less Current Liabilities	10 482	12 797	14 511	18 749	12 350	18 574	21 878	47 129
Trade Debtors Trade Receivables			10 625	9 755	1 429			130
Value Shares Allotted		30	30

Company staff

Paul H.

Role: Director

Appointed: 16 May 2023

Latest update: 2 May 2024

Place registered Registered Office

Registration number 08613891

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

right to manage directors

Accounts Documents

Account next due date	31 July 2023
Account last made up date	31 July 2021
Confirmation statement next due date	20 September 2024
Confirmation statement last made up date	06 September 2023

Annual Accounts
Start Date For Period Covered By Report	06 September 2013
Annual Accounts
Start Date For Period Covered By Report	01 August 2014
Annual Accounts
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 August 2016
Annual Accounts
Start Date For Period Covered By Report	01 August 2017
End Date For Period Covered By Report	31 July 2018
Annual Accounts
Start Date For Period Covered By Report	01 August 2018
End Date For Period Covered By Report	31 July 2019
Annual Accounts
Start Date For Period Covered By Report	01 August 2019
End Date For Period Covered By Report	31 July 2020
Annual Accounts
Start Date For Period Covered By Report	01 August 2020
End Date For Period Covered By Report	31 July 2021
Annual Accounts 25 September 2014
End Date For Period Covered By Report	31 July 2014
Date Approval Accounts	25 September 2014
Annual Accounts 30 September 2015
End Date For Period Covered By Report	31 July 2015
Date Approval Accounts	30 September 2015
Annual Accounts
End Date For Period Covered By Report	31 July 2017
Annual Accounts 7 February 2017
Date Approval Accounts	7 February 2017

Casson Beckman Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Paul H.

David L.

Richard B.

Nicola N.

Andy D.

Stephen W.

Philip W.

People with significant control

Aim Wealth Holdings Limited

Accounts Documents

Company filings

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