Doree Wealth Management Limited in Epping, CM16 4QE

Description

Data updated on: 01-11-2023

2013 is the year of the start of Doree Wealth Management Limited, the firm which is located at 3 Stonards Hill, in Epping. That would make eleven years Doree Wealth Management has prospered in this business, as the company was created on 2013-09-09. The company's Companies House Registration Number is 08682505 and its post code is CM16 4QE. The enterprise's Standard Industrial Classification Code is 64999 : Financial intermediation not elsewhere classified. Doree Wealth Management Ltd released its latest accounts for the period up to 2022-09-30. Its latest confirmation statement was submitted on 2023-09-09.

There seems to be a single director currently controlling the business, namely Nicholas D. who has been executing the director's tasks for eleven years. Moreover, the managing director's responsibilities are aided with by a secretary - Joanne D., who was appointed by the following business in 2013.

Executives who have control over the firm are as follows: Nicholas D. owns over 1/2 to 3/4 of company shares . Joanne D. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-09-30	2015-09-30	2016-09-30	2017-09-30	2018-09-30	2019-09-30	2020-09-30	2021-09-30	2022-09-30
Currency
Net Worth	803	3 648	5 140

Balance Sheet
Cash Bank In Hand	13 812	8 670	17 825
Cash Bank On Hand			17 825	47 350	8 633	4 759	42 133	32 331	21 386
Current Assets	24 198	45 869	54 346	82 546	54 892	44 796	77 131	66 821	56 400
Debtors	10 386	37 199	36 521	35 196	46 259	40 037	34 998	34 490	35 014
Net Assets Liabilities					1 676	-22 524	-27 987	-29 226	-26 829

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	703	3 548	5 040
Shareholder Funds	803	3 648	5 140

Other Financial Data
Average Number Employees During Period				4	4	3	3	3	3
Creditors			49 206	64 353	53 216	25 000	61 000	56 996	49 797
Creditors Due Within One Year	23 395	42 221	49 206
Net Current Assets Liabilities	803	3 648	5 140	18 193	1 676	2 476	33 013	27 770	22 968
Number Shares Allotted	100	100	100
Number Shares Issued Fully Paid				100	100	100	100	100	100
Par Value Share	1	1	1	1	1	1	1	1	1
Share Capital Allotted Called Up Paid	100	100	100
Total Assets Less Current Liabilities	803	3 648	5 140	18 193	1 676	2 476	33 013	27 770	22 968

Company staff

Joanne D.

Role: Secretary

Appointed: 09 September 2013

Latest update: 7 December 2023

Nicholas D.

Role: Director

Appointed: 09 September 2013

Latest update: 7 December 2023

People with significant control

Nicholas D.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

Joanne D.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	30 June 2024
Account last made up date	30 September 2022
Confirmation statement next due date	23 September 2024
Confirmation statement last made up date	09 September 2023

Annual Accounts 26 May 2015
Start Date For Period Covered By Report	09 September 2013
End Date For Period Covered By Report	30 September 2014
Date Approval Accounts	26 May 2015
Annual Accounts 12 April 2016
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Date Approval Accounts	12 April 2016
Annual Accounts 26 June 2017
Start Date For Period Covered By Report	01 October 2015
End Date For Period Covered By Report	30 September 2016
Date Approval Accounts	26 June 2017
Annual Accounts
Start Date For Period Covered By Report	01 October 2016
End Date For Period Covered By Report	30 September 2017
Annual Accounts
Start Date For Period Covered By Report	01 October 2017
End Date For Period Covered By Report	30 September 2018
Annual Accounts
Start Date For Period Covered By Report	01 October 2018
End Date For Period Covered By Report	30 September 2019
Annual Accounts
Start Date For Period Covered By Report	01 October 2019
End Date For Period Covered By Report	30 September 2020
Annual Accounts
Start Date For Period Covered By Report	01 October 2020
End Date For Period Covered By Report	30 September 2021
Annual Accounts
Start Date For Period Covered By Report	01 October 2021
End Date For Period Covered By Report	30 September 2022

Doree Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Joanne D.

Nicholas D.

People with significant control

Nicholas D.

Joanne D.

Accounts Documents

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