Chamberlain Wealth Management Ltd in Tamworth, B78 3HX

Description

Data updated on: 01-11-2023

The firm named Chamberlain Wealth Management was started on 10th May 2006 as a Private Limited Company. The company's registered office can be reached at Tamworth on New Mill House Park Lane, Bonehill. In case you want to contact this business by post, the zip code is B78 3HX. The office reg. no. for Chamberlain Wealth Management Ltd is 05811964. Since 14th August 2009 Chamberlain Wealth Management Ltd is no longer under the name Chamberlain Financial Planning. The company's SIC code is 66190, that means Activities auxiliary to financial intermediation n.e.c.. 2022-05-31 is the last time the company accounts were reported.

Since 9th June 2006, this firm has only been overseen by one director: Robert P. who has been overseeing it for eighteen years. In order to provide support to the directors, the abovementioned firm has been utilizing the skillset of Kerry G. as a secretary since 2006.

Robert P. is the individual who controls this firm.

Previous company's names
Chamberlain Wealth Management Ltd 2009-08-14
Chamberlain Financial Planning Limited 2006-05-10

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-05-31	2012-05-31	2013-05-31	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-05-31
Currency
Net Worth	100	226	99 415	153 081	208 662	281 083

Balance Sheet
Cash Bank On Hand							26 435	61 116	38 651	106 534	107 480	293 151	318 504
Current Assets	100	4 164	26 048	26 960	26 005	25 934	26 435	62 241	277 906	262 441	347 013	549 672	663 578
Debtors	100		1 418	2 300	2 655	6 605	6 042	2 667	239 255	155 907	239 533	256 521	345 074
Net Assets Liabilities							287 295	289 539	476 315	428 061	534 964	737 671	841 955
Other Debtors							6 042	2 667	207 203	20 642	1 792	1 504	35 000
Property Plant Equipment							8 196	11 772	9 053	94 906	125 309	139 849	142 296
Cash Bank In Hand		4 164	24 630	24 660	23 350	19 329
Intangible Fixed Assets			380 000	360 000	340 000	320 000
Net Assets Liabilities Including Pension Asset Liability	100	325	99 415	153 081	208 662	281 083
Tangible Fixed Assets			1 187	5 316	4 071	2 708

Capital & Reserves
Called Up Share Capital	100	1	2	2	4	4
Profit Loss Account Reserve		225	99 413	153 079	208 658	281 079
Shareholder Funds	100	226	99 415	153 081	208 662	281 083

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal						720	810	810	810
Accumulated Amortisation Impairment Intangible Assets							100 000	120 000	140 000	160 000	180 000	200 000	220 000
Accumulated Depreciation Impairment Property Plant Equipment							7 792	11 598	14 666	17 019	18 896	21 697	25 207
Additions Other Than Through Business Combinations Property Plant Equipment								7 382		88 206	32 280	17 341	5 957
Amounts Owed By Group Undertakings Participating Interests									32 052	135 265	237 741	255 017	310 074
Average Number Employees During Period							4	5	5	5	5	9	10
Bank Borrowings Overdrafts										50 000	50 000	10 000	10 000
Corporation Tax Payable							43 578	60 757	63 565	114 527	102 821	104 698	83 462
Creditors						66 839	53 378	66 016	70 644	119 286	107 358	121 850	123 919
Depreciation Amortisation Impairment Expense						21 363	22 996
Depreciation Rate Used For Property Plant Equipment								20		20	20	20	20
Fixed Assets			381 187	365 316	344 071	322 708	308 196	291 772	269 053	334 906	345 309	339 849	322 296
Increase From Amortisation Charge For Year Intangible Assets								20 000		20 000	20 000	20 000	20 000
Increase From Depreciation Charge For Year Property Plant Equipment								3 806		2 353	1 877	2 801	3 510
Intangible Assets							300 000	280 000	260 000	240 000	220 000	200 000	180 000
Intangible Assets Gross Cost								400 000		400 000	400 000	400 000	400 000
Net Current Assets Liabilities	100	226	-281 772	-212 235	-135 409	-41 625	-20 091	-2 233	207 262	143 155	239 655	427 822	539 659
Other Creditors							2 367	1 203	1 416	850	1 081	1 606	26 536
Other Operating Income Format1						5	3
Other Taxation Social Security Payable							847	880	1 018	1 695	1 868	3 966	3 438
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal						6 605	6 042	1 542	1 792
Profit Loss						132 421	137 712
Property Plant Equipment Gross Cost							15 988	23 370	23 719	111 925	144 205	161 546	167 503
Staff Costs Employee Benefits Expense						28 008	28 601
Tax Tax Credit On Profit Or Loss On Ordinary Activities						39 163	33 504
Total Assets Less Current Liabilities	100	226	99 415	153 081	208 662	281 083	288 105	289 539	272 925	478 061	584 964	767 671	861 955
Trade Creditors Trade Payables							6 586	3 176	4 645	2 214	1 588	1 580	483
Turnover Revenue						420 546	423 034
Advances Credits Directors					88 758	12 601	1 028	453	666	18 850	206	346	155
Advances Credits Made In Period Directors						130 788	156 158	364 323	296 849	174 918	380 328	262 942
Advances Credits Repaid In Period Directors						54 631	144 585	363 748	297 062	155 402	399 384	263 082
Creditors Due Within One Year		3 938	307 820	239 195	161 414	67 559
Intangible Fixed Assets Additions			400 000
Intangible Fixed Assets Aggregate Amortisation Impairment			20 000	40 000	60 000	80 000
Intangible Fixed Assets Amortisation Charged In Period			20 000	20 000	20 000	20 000
Intangible Fixed Assets Cost Or Valuation			400 000	400 000	400 000	400 000
Number Shares Allotted		1	2	2	4	4
Par Value Share			1	1	1	1
Share Capital Allotted Called Up Paid		1	2	2	4	4
Tangible Fixed Assets Additions			1 583	5 691	230
Tangible Fixed Assets Cost Or Valuation			1 583	7 274	7 504	7 504
Tangible Fixed Assets Depreciation			396	1 958	3 433	4 796
Tangible Fixed Assets Depreciation Charged In Period			396	1 562	1 475	1 363

Company staff

Kerry G.

Role: Secretary

Appointed: 09 June 2006

Latest update: 4 February 2024

Robert P.

Role: Director

Appointed: 09 June 2006

Latest update: 4 February 2024

People with significant control

Robert P.

Notified on 6 April 2016

Nature of control:

right to manage directors

Accounts Documents

Account next due date	29 February 2024
Account last made up date	31 May 2022
Confirmation statement next due date	06 May 2024
Confirmation statement last made up date	22 April 2023

Annual Accounts 28 February 2013
Start Date For Period Covered By Report	2011-06-01
End Date For Period Covered By Report	2012-05-31
Date Approval Accounts	28 February 2013
Annual Accounts 13 November 2013
Start Date For Period Covered By Report	2012-06-01
End Date For Period Covered By Report	2013-05-31
Date Approval Accounts	13 November 2013
Annual Accounts 4 February 2015
Start Date For Period Covered By Report	2013-06-01
End Date For Period Covered By Report	2014-05-31
Date Approval Accounts	4 February 2015
Annual Accounts 24 September 2015
Start Date For Period Covered By Report	2014-06-01
End Date For Period Covered By Report	2015-05-31
Date Approval Accounts	24 September 2015
Annual Accounts 13 September 2016
Start Date For Period Covered By Report	2015-06-01
End Date For Period Covered By Report	2016-05-31
Date Approval Accounts	13 September 2016
Annual Accounts
Start Date For Period Covered By Report	2016-06-01
End Date For Period Covered By Report	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	2017-06-01
End Date For Period Covered By Report	31 May 2018
Annual Accounts
Start Date For Period Covered By Report	2018-06-01
End Date For Period Covered By Report	31 May 2019
Annual Accounts
Start Date For Period Covered By Report	2019-06-01
End Date For Period Covered By Report	31 May 2020
Annual Accounts
Start Date For Period Covered By Report	2020-06-01
End Date For Period Covered By Report	31 May 2021
Annual Accounts
Start Date For Period Covered By Report	2021-06-01
End Date For Period Covered By Report	31 May 2022
Annual Accounts
Start Date For Period Covered By Report	2022-06-01
End Date For Period Covered By Report	31 May 2023

Chamberlain Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Kerry G.

Robert P.

Temple Secretaries Limited

Company Directors Limited

People with significant control

Robert P.

Accounts Documents

Company filings

Filing category

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode