Cbr Wealth Management Ltd in Solihull, B90 8AH

Description

Data updated on: 08-06-2022

This particular company was located in Solihull under the ID 08091239. This company was established in the year 2012. The headquarters of this company was located at Lumaneri House Blythe Gate Blythe Valley Park. The zip code for this place is B90 8AH. The enterprise was officially closed on 2022-04-26, meaning it had been in business for ten years. The name transformation from Catherine B Richardson Wealth Management to Cbr Wealth Management Ltd took place on 2015-01-20.

The executives included: David N. designated to this position in 2020 in April, Darren W. designated to this position in 2020 and Matthew H. designated to this position in 2020 in April.

The companies that controlled this firm were as follows: Navigation Wealth Management Limited owned over 3/4 of company shares and had 3/4 to full of voting rights. This business could have been reached in Solihull at Blythe Gate, Blythe Valley Park, B90 8AH, West Midlands and was registered as a PSC under the registration number 11953339.

Previous company's names
Cbr Wealth Management Ltd 2015-01-20
Catherine B Richardson Wealth Management Limited 2012-05-31

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-06-29	2013-06-30	2014-06-30	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-04-20	2021-04-20
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth			8 870	220	142

Balance Sheet
Current Assets			33 315	28 778	36 377	47 758	65 437	74 780	78 223	10
Net Assets Liabilities					141	5 451	16 863	357	42 849	10
Cash Bank In Hand	24 326	24 326	33 315	23 816	22 637
Debtors				4 962	13 740
Intangible Fixed Assets	119 736	119 736	119 736	77 828	53 881
Net Assets Liabilities Including Pension Asset Liability	9 803	9 803	40 507	220	142
Tangible Fixed Assets				787	437

Capital & Reserves
Called Up Share Capital	1	1	1	1	1
Profit Loss Account Reserve	9 802	9 802	40 506	219	141
Shareholder Funds			8 870	220	142

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal									-820
Average Number Employees During Period							3	4	3	3
Creditors					58 004	247 518	201 449	160 396	137 580
Fixed Assets			95 789	78 615	54 318	263 512	214 001	182 703	155 097
Net Current Assets Liabilities	9 803	9 803	23 654	9 743	17 376	-10 543	4 311	-21 950	25 332	10
Total Assets Less Current Liabilities	129 539	129 539	143 390	88 358	71 694	252 969	218 312	160 753	180 429	10
Creditors Due After One Year	119 736	119 736	102 883	88 138	71 552
Creditors Due Within One Year	14 523	14 523	9 661	19 035	19 001
Intangible Fixed Assets Aggregate Amortisation Impairment			23 947	41 908	65 855
Intangible Fixed Assets Amortisation Charged In Period				17 961	23 947
Intangible Fixed Assets Cost Or Valuation		119 736	119 736	119 736
Number Shares Allotted		1	1	1	1
Par Value Share		1	1	1	1
Share Capital Allotted Called Up Paid	1	1	1	1	1
Tangible Fixed Assets Additions				1 049
Tangible Fixed Assets Cost Or Valuation				1 049
Tangible Fixed Assets Depreciation				262	612
Tangible Fixed Assets Depreciation Charged In Period				262	350
Capital Employed	9 803	9 803	40 507
Intangible Fixed Assets Additions		119 736
Number Shares Allotted Increase Decrease During Period		1
Value Shares Allotted Increase Decrease During Period		1

Company staff

David N.

Role: Director

Appointed: 20 April 2020

Latest update: 21 December 2022

Darren W.

Role: Director

Appointed: 20 April 2020

Latest update: 21 December 2022

Matthew H.

Role: Director

Appointed: 20 April 2020

Latest update: 21 December 2022

People with significant control

Navigation Wealth Management Limited

Address: Lumaneri House Blythe Gate, Blythe Valley Park, Solihull, West Midlands, B90 8AH, United Kingdom

Legal authority Companies Act 2006

Legal form Private Company Limited By Shares

Country registered England And Wales

Place registered Companies House

Registration number 11953339

Notified on 20 April 2020

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Catherine R.

Notified on 31 May 2017

Ceased on 20 April 2020

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	20 January 2023
Account last made up date	20 April 2021
Confirmation statement next due date	14 June 2022
Confirmation statement last made up date	31 May 2021

Annual Accounts 27 January 2014
Start Date For Period Covered By Report	2012-05-31
End Date For Period Covered By Report	2013-06-30
Date Approval Accounts	27 January 2014
Annual Accounts
Start Date For Period Covered By Report	2013-07-01
End Date For Period Covered By Report	30 June 2014
Annual Accounts 19 June 2015
Start Date For Period Covered By Report	01 July 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	19 June 2015
Annual Accounts 26 July 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	26 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts 13 August 2014
Date Approval Accounts	13 August 2014

Cbr Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David N.

Darren W.

Matthew H.

Scott R.

Catherine R.

People with significant control

Navigation Wealth Management Limited

Catherine R.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

City / Town:

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Cbr Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David N.

Darren W.

Matthew H.

Scott R.

Catherine R.

People with significant control

Navigation Wealth Management Limited

Catherine R.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

HQ address,
2015

HQ address,
2016