Create Wealth Management Ltd in Newport, NP20 4PG

Description

Data updated on: 01-11-2023

The Create Wealth Management Ltd business has been in this business for 20 years, having launched in 2004. Started with Companies House Reg No. 05288526, Create Wealth Management was set up as a Private Limited Company located in The Estates Office, Newport NP20 4PG. The firm has been on the market under three previous names. Its first listed name, D B Investment Services, was changed on 2005-08-19 to Db Investment Services. The current name, in use since 2006, is Create Wealth Management Ltd. The firm's classified under the NACE and SIC code 66190 and has the NACE code: Activities auxiliary to financial intermediation n.e.c.. 2022-11-30 is the last time when the accounts were reported.

Our data that details the enterprise's management shows us that there are two directors: Stephen N. and Peter D. who became members of the Management Board on 2006-07-11 and 2004-11-16.

Previous company's names
Create Wealth Management Ltd 2006-05-12
Db Investment Services Ltd 2005-08-19
D B Investment Services Limited 2004-11-16

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-11-30	2012-11-30	2013-11-30	2014-11-30	2015-11-30	2016-11-30	2017-11-30	2018-11-30	2019-11-30	2020-11-30	2021-11-30	2022-11-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	35 341	55 116	56 320	55 039	95 789	116 044

Balance Sheet
Cash Bank In Hand	64 140	91 868	93 112	90 219	135 453	136 042
Cash Bank On Hand						136 042	181 365	208 583	219 108	222 727	287 044	380 426
Current Assets	65 756	93 815	94 807	92 308	138 567	154 628	202 849	238 019	249 202	268 061	333 164	412 441
Debtors	1 616	1 947	1 695	2 088	3 114	3 386	3 284	2 872	3 455	18 680	19 658	5 353
Other Debtors								2 872	3 455	18 680	19 658	5 353
Property Plant Equipment						8 171	6 655	6 912	6 209	6 176	7 069	5 551
Tangible Fixed Assets	2 685	1 928	2 584	3 201	7 205	8 171
Net Assets Liabilities Including Pension Asset Liability			56 320	55 039	95 789

Capital & Reserves
Called Up Share Capital	2	2	2	2	2	2
Profit Loss Account Reserve	35 339	55 114	56 318	55 037	95 787	116 042
Shareholder Funds	35 341	55 116	56 320	55 039	95 789	116 044

Other Financial Data
Accrued Liabilities						700	700	840
Accumulated Depreciation Impairment Property Plant Equipment						15 577	17 093	18 759	20 286	21 884	23 848	25 366
Amounts Owed To Directors						11 144	11 144	11 154
Average Number Employees During Period							5	4	4	4	4	4
Corporation Tax Payable						32 716	40 757	29 591
Creditors						46 755	48 249	41 585	47 170	51 797	67 595	75 411
Creditors Due Within One Year	33 100	40 627	41 071	40 470	49 983	46 755
Current Asset Investments						15 200	18 200	26 564	26 639	26 654	26 462	26 662
Increase From Depreciation Charge For Year Property Plant Equipment							1 516	1 666	1 527	1 598	1 964	1 518
Managed Funds						15 200	18 200	26 564	26 639
Net Current Assets Liabilities	32 656	53 188	53 736	51 838	88 584	107 873	154 600	196 434	202 032	216 264	265 569	337 030
Number Shares Allotted		2	2			2
Other Creditors								11 994	2 262	2 262	2 302	2 735
Other Current Asset Investments Balance Sheet Subtotal										26 654	26 462	26 662
Other Taxation Social Security Payable						2 195	-4 352	29 591	44 908	49 535	65 293	71 490
Par Value Share		1	1			1
Prepayments						3 386	3 284	2 872
Property Plant Equipment Gross Cost						23 748	23 748	25 671	26 495	28 060	30 917
Share Capital Allotted Called Up Paid	2	2	2		2	2
Tangible Fixed Assets Additions			1 629	1 675	6 742	2 864
Tangible Fixed Assets Cost Or Valuation	10 837	10 837	12 466	14 141	20 883	23 748
Tangible Fixed Assets Depreciation	8 152	8 909	9 882	10 939	13 678	15 577
Tangible Fixed Assets Depreciation Charged In Period		757	973	1 058	2 739	1 898
Total Additions Including From Business Combinations Property Plant Equipment								1 923	824	1 565	2 857
Total Assets Less Current Liabilities	35 341	55 116	56 320	55 039	95 789	116 044	161 255	203 346	208 241	222 440	272 638	342 581
Trade Creditors Trade Payables									-1			1 186
Fixed Assets			2 584	3 202	7 205

Company staff

Stephen N.

Role: Director

Appointed: 11 July 2006

Latest update: 26 January 2024

Stephen N.

Role: Secretary

Appointed: 13 February 2006

Latest update: 26 January 2024

Peter D.

Role: Director

Appointed: 16 November 2004

Latest update: 26 January 2024

People with significant control

Executives who have control over the firm are as follows: Peter D. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Stephen N. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Peter D.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Stephen N.

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 August 2024
Account last made up date	30 November 2022
Confirmation statement next due date	30 November 2023
Confirmation statement last made up date	16 November 2022

Annual Accounts 21 August 2014
Start Date For Period Covered By Report	01 December 2012
Date Approval Accounts	21 August 2014
Annual Accounts 8 July 2015
Start Date For Period Covered By Report	01 December 2012
End Date For Period Covered By Report	30 November 2013
Date Approval Accounts	8 July 2015
Annual Accounts
Start Date For Period Covered By Report	01 December 2012
End Date For Period Covered By Report	30 November 2013
Annual Accounts
Start Date For Period Covered By Report	01 December 2015
End Date For Period Covered By Report	30 November 2016
Annual Accounts
Start Date For Period Covered By Report	01 December 2016
End Date For Period Covered By Report	30 November 2017
Annual Accounts
Start Date For Period Covered By Report	01 December 2017
End Date For Period Covered By Report	30 November 2018
Annual Accounts
Start Date For Period Covered By Report	01 December 2018
End Date For Period Covered By Report	30 November 2019
Annual Accounts
Start Date For Period Covered By Report	01 December 2019
End Date For Period Covered By Report	30 November 2020
Annual Accounts
Start Date For Period Covered By Report	01 December 2020
End Date For Period Covered By Report	30 November 2021
Annual Accounts
Start Date For Period Covered By Report	01 December 2021
End Date For Period Covered By Report	30 November 2022
Annual Accounts 12 July 2013
End Date For Period Covered By Report	30 November 2012
Date Approval Accounts	12 July 2013
Annual Accounts
End Date For Period Covered By Report	30 November 2013
Annual Accounts 30 June 2016
Date Approval Accounts	30 June 2016
Annual Accounts 17 August 2017
Date Approval Accounts	17 August 2017

Create Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Stephen N.

Stephen N.

Peter D.

Thomas B.

Thomas B.

People with significant control

Peter D.

Stephen N.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2012

Address:

Post code:

City / Town:

HQ address,
2013

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

City / Town:

Accountant/Auditor,
2016

Name:

Address:

Post code:

City / Town:

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Services (by SIC Code)

Company Age

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Create Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Stephen N.

Stephen N.

Peter D.

Thomas B.

Thomas B.

People with significant control

Peter D.

Stephen N.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2012

Address:

Post code:

City / Town:

HQ address, 2013

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Accountant/Auditor, 2016

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

HQ address,
2012

HQ address,
2013

HQ address,
2016

Accountant/Auditor,
2016