Corfe Wealth Management Limited in Ashtead, KT21 2HA

Description

Data updated on: 01-11-2023

2010 signifies the start of Corfe Wealth Management Limited, the firm that is situated at 6 Corfe Close, in Ashtead. This means it's been 14 years Corfe Wealth Management has existed in the United Kingdom, as the company was established on September 22, 2010. Its reg. no. is 07384062 and its area code is KT21 2HA. It has been already five years that This company's business name is Corfe Wealth Management Limited, but until 2019 the business name was Corfe Associates and up to that point, until October 20, 2010 the firm was known under the name Corfe Wealth Management. It means this company used three other names. The company's declared SIC number is 66190 and their NACE code stands for Activities auxiliary to financial intermediation n.e.c.. 2021-12-31 is the last time when the accounts were filed.

Considering the following company's size, it became imperative to acquire extra executives: Christopher W. and Michelle W. who have been participating in joint efforts for 14 years to promote the success of this specific limited company.

Previous company's names
Corfe Wealth Management Limited 2019-06-17
Corfe Associates Limited 2010-10-20
Corfe Wealth Management Limited 2010-09-22

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-09-30	2012-09-30	2013-09-30	2014-09-30	2015-09-30	2016-09-30	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2023-03-31
Currency
Net Worth	5 252	486	1 421	-27 829	-47 070

Balance Sheet
Current Assets	6 632	3 603	5 414			5 145	10 216	33 828	51 071	69 447	58 920	31 065
Net Assets Liabilities						-43 689	7 074	5 838	6 324	4 049	1 812	2 785
Cash Bank In Hand	4 114	3 603	5 414	3 712	1 000
Intangible Fixed Assets			231 163	192 636	154 109
Net Assets Liabilities Including Pension Asset Liability	5 252	486	1 421	-27 829	-47 070
Tangible Fixed Assets			1 514	1 972	1 349
Debtors	2 518

Capital & Reserves
Called Up Share Capital	2	2	2	2	2
Profit Loss Account Reserve	5 250	484	1 419	-27 831	-47 072
Shareholder Funds	5 252	486	1 421	-27 829	-47 070

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal						-1 500	-1 350	-1 100	-1 100	-975	1 172
Average Number Employees During Period							2	2	2	2	1	2
Creditors						74 998	38 735	23 426	10 023	30 583	32 850	16 763
Fixed Assets			232 677	194 608	155 458	115 582	68 546	30 384	1 013	1 514	831	895
Net Current Assets Liabilities	5 252	486	-72 781	-80 584	-83 767	-82 773	-21 387	-20	16 434	34 093	26 070	14 302
Total Assets Less Current Liabilities	5 252	486	159 896	114 024	71 691	32 809	47 159	30 364	17 447	35 607	26 901	15 197
Amount Specific Advance Or Credit Directors							-2 460	18 782	45 485	34 662	52 047
Amount Specific Advance Or Credit Made In Period Directors								116 244	94 782	67 797	55 560
Amount Specific Advance Or Credit Repaid In Period Directors								-95 002	-68 079	-78 620	-38 175
Creditors Due After One Year			158 475	141 853	118 761
Creditors Due Within One Year	1 380	3 117	78 195	84 296	84 767
Intangible Fixed Assets Aggregate Amortisation Impairment			38 527	77 054	115 581
Intangible Fixed Assets Amortisation Charged In Period			38 527	38 527	38 527
Intangible Fixed Assets Cost Or Valuation			269 690	269 690
Number Shares Allotted				2	2
Par Value Share				1	1
Share Capital Allotted Called Up Paid			2	2	2
Tangible Fixed Assets Additions			2 271	1 823	1 112
Tangible Fixed Assets Cost Or Valuation			2 271	4 094	5 206
Tangible Fixed Assets Depreciation			757	2 122	3 857
Tangible Fixed Assets Depreciation Charged In Period			757	1 365	1 735
Intangible Fixed Assets Additions			269 690

Company staff

Christopher W.

Role: Director

Appointed: 22 September 2010

Latest update: 9 December 2023

Michelle W.

Role: Director

Appointed: 22 September 2010

Latest update: 9 December 2023

People with significant control

Executives with significant control over the firm are: Christopher W. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Michelle W. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Christopher W.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Michelle W.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 December 2021
Confirmation statement next due date	06 October 2023
Confirmation statement last made up date	22 September 2022

Annual Accounts 25 June 2013
Start Date For Period Covered By Report	2011-10-01
End Date For Period Covered By Report	2012-09-30
Date Approval Accounts	25 June 2013
Annual Accounts
Start Date For Period Covered By Report	2012-10-01
End Date For Period Covered By Report	2013-09-30
Annual Accounts 24 March 2015
Start Date For Period Covered By Report	01 October 2013
End Date For Period Covered By Report	30 September 2014
Date Approval Accounts	24 March 2015
Annual Accounts 31 May 2016
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Date Approval Accounts	31 May 2016
Annual Accounts
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Annual Accounts
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Annual Accounts
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Annual Accounts
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Annual Accounts
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Annual Accounts
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Annual Accounts
End Date For Period Covered By Report	30 September 2015
Annual Accounts 30 June 2014
Date Approval Accounts	30 June 2014

Corfe Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Christopher W.

Michelle W.

People with significant control

Christopher W.

Michelle W.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor,
2015

Name:

Address:

Post code:

City / Town:

Accountant/Auditor,
2014

Name:

Address:

Post code:

City / Town:

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Corfe Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Christopher W.

Michelle W.

People with significant control

Christopher W.

Michelle W.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2015

Name:

Address:

Post code:

City / Town:

Accountant/Auditor, 2014

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Accountant/Auditor,
2015

Accountant/Auditor,
2014