Citrus Wealth Management Limited in Ipswich, IP2 8NJ

Description

Data updated on: 01-11-2023

Started with Reg No. 05362909 19 years ago, Citrus Wealth Management Limited is a Private Limited Company. The business latest registration address is Orwell House The Strand, Wherstead Ipswich. Its present name is Citrus Wealth Management Limited. The firm's former clients may know the firm as Noble Wealth Management, which was used until 2005-10-06. The firm's Standard Industrial Classification Code is 66220 meaning Activities of insurance agents and brokers. September 30, 2022 is the last time when the accounts were reported.

With two recruitment announcements since 2014/10/31, the company has been quite active on the job market. On 2014/11/03, it started recruiting new employees for a Sales support/adminstrator - Wealth Manager/IFA position in Ipswich, and on 2014/10/31, for the vacant position of a Paraplanner - Wealth Manager/IFA in Ipswich.

At the moment, the directors appointed by this company include: Charlotte H. appointed 8 years ago and Steven H. appointed 19 years ago. In addition, the director's efforts are assisted with by a secretary - Andrew B., who was appointed by this specific company nineteen years ago.

Previous company's names
Citrus Wealth Management Limited 2005-10-06
Noble Wealth Management Limited 2005-02-14

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-09-18	2012-09-30	2013-09-30	2014-09-30	2015-09-30	2016-09-30	2017-09-30	2018-09-30	2019-09-30	2020-09-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	27 743	40 916	48 121	96 268	123 620	113 609	126 550

Balance Sheet
Cash Bank In Hand	29 190	48 115	8 178	10 328	9 165	469
Current Assets	42 470	54 089	51 393	111 242	133 665	117 018	135 477	151 044	138 211	142 078
Debtors	13 280	5 974	43 215	100 914	124 500	116 549
Net Assets Liabilities Including Pension Asset Liability	27 743	40 916	48 121	96 268	123 620	113 609	126 550
Tangible Fixed Assets	2 891	1 891	1 391	1 191	991	991
Net Assets Liabilities							126 550	141 199	150 686	152 684

Capital & Reserves
Called Up Share Capital	1 000	1 000	1 000	1 000	1 000	1 000
Profit Loss Account Reserve	26 743	39 916	47 121	95 268	122 620	112 609
Shareholder Funds	27 743	40 916	48 121	96 268	123 620	113 609	126 550

Other Financial Data
Creditors Due After One Year Total Noncurrent Liabilities	55	1 147
Creditors Due Within One Year Total Current Liabilities	17 563	12 385
Fixed Assets	2 891	1 891	1 391	1 191	991	991	991	991	19 491	17 491
Net Current Assets Liabilities	24 907	40 172	46 730	95 077	122 629	112 618	125 559	140 208	131 195	135 193
Tangible Fixed Assets Cost Or Valuation	11 910	11 910	11 910	11 910	11 910	11 910
Tangible Fixed Assets Depreciation	9 019	10 019	10 519	10 719	10 919	10 919
Tangible Fixed Assets Depreciation Charge For Period		1 000
Total Assets Less Current Liabilities	27 798	42 063	48 121	96 268	123 620	113 609	126 550	141 199	150 686	152 684
Average Number Employees During Period								4	4	4
Creditors							9 918	10 836	7 016	6 885
Creditors Due After One Year		1 147
Creditors Due Within One Year		13 917	4 663	16 165	11 036	4 400	9 918
Tangible Fixed Assets Depreciation Charged In Period			500	200	200

Company staff

Charlotte H.

Role: Director

Appointed: 04 January 2016

Latest update: 3 February 2024

Andrew B.

Role: Secretary

Appointed: 19 October 2005

Latest update: 3 February 2024

Steven H.

Role: Director

Appointed: 14 February 2005

Latest update: 3 February 2024

People with significant control

The companies that control this firm include: Noble Wealth Holdings Ltd owns over 3/4 of company shares. This business can be reached in Ipswich at The Strand, Wherstead, IP2 8NJ and was registered as a PSC under the registration number 05534895.

Noble Wealth Holdings Ltd

Address: Orwell House The Strand, Wherstead, Ipswich, IP2 8NJ, England

Legal authority Companies Act 2006

Legal form Limited Company

Country registered United Kingdom

Place registered Companies House

Registration number 05534895

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Steven H.

Notified on 6 April 2016

Ceased on 7 April 2016

Nature of control:

over 1/2 to 3/4 of shares

Accounts Documents

Account next due date	30 June 2024
Account last made up date	30 September 2022
Confirmation statement next due date	28 February 2024
Confirmation statement last made up date	14 February 2023

Annual Accounts 8 January 2014
Start Date For Period Covered By Report	2012-10-01
End Date For Period Covered By Report	2013-09-30
Date Approval Accounts	8 January 2014
Annual Accounts 31 October 2014
Start Date For Period Covered By Report	2013-10-01
End Date For Period Covered By Report	2014-09-30
Date Approval Accounts	31 October 2014
Annual Accounts 31 May 2016
Start Date For Period Covered By Report	2014-10-01
End Date For Period Covered By Report	2015-09-30
Date Approval Accounts	31 May 2016
Annual Accounts 16 February 2017
Start Date For Period Covered By Report	2015-10-01
End Date For Period Covered By Report	2016-09-30
Date Approval Accounts	16 February 2017
Annual Accounts 16 November 2017
Start Date For Period Covered By Report	2016-10-01
End Date For Period Covered By Report	2017-09-30
Date Approval Accounts	16 November 2017
Annual Accounts
Start Date For Period Covered By Report	2017-10-01
End Date For Period Covered By Report	2018-09-30
Annual Accounts
Start Date For Period Covered By Report	2018-10-01
End Date For Period Covered By Report	2019-09-30
Annual Accounts
Start Date For Period Covered By Report	2019-10-01
End Date For Period Covered By Report	2020-09-30

Sales support/adminstrator - Wealth Manager/IFA in Ipswich, posted on Monday 3rd November 2014
Region / City	Ipswich
Salary	From £18500.00 to £23500.00 per year
Job type	permanent
Expiration date	Monday 15th December 2014


Paraplanner - Wealth Manager/IFA in Ipswich, posted on Friday 31st October 2014
Region / City	Ipswich
Salary	From £28500.00 to £47500.00 per year
Job type	permanent
Expiration date	Friday 12th December 2014

Sales support/adminstrator - Wealth Manager/IFA in Ipswich, posted on Monday 3rd November 2014

Region / City

Ipswich

Salary

From £18500.00 to £23500.00 per year

Job type

permanent

Expiration date

Monday 15th December 2014

Paraplanner - Wealth Manager/IFA in Ipswich, posted on Friday 31st October 2014

Region / City

Ipswich

Salary

From £28500.00 to £47500.00 per year

Job type

permanent

Expiration date

Friday 12th December 2014

Citrus Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Charlotte H.

Andrew B.

Steven H.

Swift Incorporations Limited

Mark L.

People with significant control

Noble Wealth Holdings Ltd

Steven H.

Accounts Documents

Jobs and Vacancies at Citrus Wealth Management Ltd

Company filings

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