Wealth Experts Limited in Stoke-on-trent, ST1 5SH

Description

Data updated on: 01-11-2023

Wealth Experts is a firm situated at ST1 5SH Stoke-on-trent at Highpoint. This business has been in existence since 2006 and is registered under the registration number 05918247. This business has been active on the British market for eighteen years now and the current status is active. This firm has operated under three previous names. Its first official name, Djh Financial Solutions, was switched on 2011-08-03 to Djh Wealth Management. The current name is used since 2021, is Wealth Experts Limited. This company's declared SIC number is 64999 which stands for Financial intermediation not elsewhere classified. Wealth Experts Ltd reported its latest accounts for the financial year up to 31st December 2022. The latest confirmation statement was filed on 15th November 2022.

Paul D., Terry H. and Richard J. are registered as the company's directors and have been cooperating as the Management Board since 2021.

Previous company's names
Wealth Experts Limited 2021-11-02
Djh Wealth Management Limited 2011-08-03
Djh Financial Solutions Limited 2006-08-29

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-10-31	2013-10-31	2014-10-31	2015-10-31	2016-10-31	2017-10-31	2018-10-31	2019-10-31	2020-12-31	2021-12-31	2022-12-31
Currency
Net Worth	96 729	108 228	65 053	61 401	28 647

Balance Sheet
Cash Bank On Hand					100 113	144 421	124 916	105 245	114 531	188 305	441 830
Current Assets	135 953	149 021	108 101	113 219	126 471	144 421			114 531	217 212	456 442
Debtors	7 564	6 495	8 495	16 283	26 358					28 907	14 612
Other Debtors										28 907	14 612
Property Plant Equipment					2 791	2 233	6 808	9 650	7 529	3 451	673
Cash Bank In Hand	128 389	142 526	99 606	96 936	100 113
Tangible Fixed Assets	996	671	460	1 008	2 791

Capital & Reserves
Called Up Share Capital	10 000	10 000	10 000	10 000	10 000
Profit Loss Account Reserve	86 729	98 228	55 053	51 401	18 647
Shareholder Funds	96 729	108 228	65 053	61 401	28 647

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets											300
Accumulated Depreciation Impairment Property Plant Equipment					9 148	9 706	13 115	15 587	24 765	28 843	32 386
Amounts Owed To Group Undertakings											1 000
Average Number Employees During Period							7	7	7	8	18
Bank Borrowings Overdrafts											14
Creditors					75 615	64 553	64 508	69 403	87 747	114 807	202 054
Fixed Assets										3 451	3 373
Increase From Amortisation Charge For Year Intangible Assets											300
Increase From Depreciation Charge For Year Property Plant Equipment						558	3 409	2 472	9 178	4 078	3 543
Intangible Assets											2 700
Intangible Assets Gross Cost											3 000
Net Current Assets Liabilities	95 733	107 557	64 593	60 393	25 856	79 868	60 408	35 842	26 784	102 405	254 388
Number Shares Issued Fully Paid						1 000
Other Creditors					30 417	5 156	5 156	5 157	5 672	16 574	83 862
Other Taxation Social Security Payable					45 198	59 397	59 352	64 246	73 726	83 456	116 398
Par Value Share		1	1	1	1	1
Property Plant Equipment Gross Cost					11 939	11 939	19 923	25 237	32 294	32 294	33 059
Total Additions Including From Business Combinations Property Plant Equipment							7 984	5 314	7 057		765
Total Assets Less Current Liabilities	96 729	108 228	65 053	61 401	28 647	82 101	67 216	45 492	34 313	105 856	257 761
Trade Creditors Trade Payables									8 349	14 777	780
Trade Debtors Trade Receivables					1 358
Creditors Due Within One Year	40 220	41 464	43 508	52 826	100 615
Number Shares Allotted		1 000	1 000	1 000	1 000
Share Capital Allotted Called Up Paid	1 000	1 000	1 000	1 000	1 000