Dwj Wealth Management Limited in Swansea, SA4 4AA

Description

Data updated on: 01-11-2023

09104954 - registration number of Dwj Wealth Management Limited. This firm was registered as a Private Limited Company on June 26, 2014. This firm has been active in this business for 10 years. The enterprise could be contacted at Argyle House 10 West Street Gorseinon in Swansea. The post code assigned to this address is SA4 4AA. The company's SIC code is 64999 which stands for Financial intermediation not elsewhere classified. The company's most recent accounts were submitted for the period up to Tuesday 31st January 2023 and the latest annual confirmation statement was filed on Monday 26th June 2023.

Presently, this particular limited company is directed by a single director: Danielle W., who was selected to lead the company on June 26, 2014.

Executives who control the firm include: Terence W. owns over 3/4 of company shares. Danielle W. owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2015-01-31	2016-01-31	2017-01-31	2018-01-31	2019-01-31	2020-01-31	2021-01-31	2022-01-31	2023-01-31
Currency
Net Worth	110	29 415	56 817	74 282

Balance Sheet
Current Assets		46 012	122 974	197 009	298 897	229 693	322 015	411 573	429 711
Net Assets Liabilities				74 282	101 429	115 173	138 336	210 162	280 615
Cash Bank In Hand		42 561
Debtors		3 451
Net Assets Liabilities Including Pension Asset Liability	100	29 415	56 817	74 282
Tangible Fixed Assets		2 554

Capital & Reserves
Called Up Share Capital	110	110
Profit Loss Account Reserve		29 305
Shareholder Funds	110	29 415	56 817	74 282

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal				1 120	1 960	6 900	900	3 672	-5 510
Average Number Employees During Period						5	5	7	7
Creditors				124 812	199 032	111 633	186 564	201 925	147 406
Fixed Assets		2 554	3 340	3 028	3 346	3 361	3 103	3 380	3 132
Net Current Assets Liabilities		27 611	55 454	72 374	100 043	118 712	136 133	210 454	282 993
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal				177	178	652	682	806	688
Total Assets Less Current Liabilities	110	30 165	58 794	75 402	103 389	122 073	139 236	213 834	286 125
Accruals Deferred Income		750	1 977	1 120
Called Up Share Capital Not Paid Not Expressed As Current Asset	100
Creditors Due Within One Year		18 401	67 520	124 812
Number Shares Allotted	100	10
Par Value Share	1	1
Share Capital Allotted Called Up Paid	10	10
Tangible Fixed Assets Additions		2 647
Tangible Fixed Assets Cost Or Valuation		2 647
Tangible Fixed Assets Depreciation		93
Tangible Fixed Assets Depreciation Charged In Period		93

Company staff

Danielle W.

Role: Director

Appointed: 26 June 2014

Latest update: 16 April 2024

People with significant control

Terence W.

Notified on 16 September 2022

Nature of control:

over 3/4 of shares

Danielle W.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	31 October 2024
Account last made up date	31 January 2023
Confirmation statement next due date	10 July 2024
Confirmation statement last made up date	26 June 2023

Annual Accounts 13 March 2015
Start Date For Period Covered By Report	2014-06-26
End Date For Period Covered By Report	2015-01-31
Date Approval Accounts	13 March 2015
Annual Accounts 26 May 2016
Start Date For Period Covered By Report	2015-02-01
End Date For Period Covered By Report	2016-01-31
Date Approval Accounts	26 May 2016
Annual Accounts 21 April 2017
Start Date For Period Covered By Report	2016-02-01
Date Approval Accounts	21 April 2017
Annual Accounts 15 March 2018
Start Date For Period Covered By Report	2017-02-01
End Date For Period Covered By Report	2018-01-31
Date Approval Accounts	15 March 2018
Annual Accounts
Start Date For Period Covered By Report	2018-02-01
End Date For Period Covered By Report	2019-01-31
Annual Accounts
Start Date For Period Covered By Report	2019-02-01
End Date For Period Covered By Report	2020-01-31
Annual Accounts
Start Date For Period Covered By Report	2020-02-01
End Date For Period Covered By Report	2021-01-31
Annual Accounts
Start Date For Period Covered By Report	2021-02-01
End Date For Period Covered By Report	2022-01-31
Annual Accounts
Start Date For Period Covered By Report	2022-02-01
End Date For Period Covered By Report	2023-01-31
Annual Accounts
End Date For Period Covered By Report	2017-01-31

Dwj Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Danielle W.

People with significant control

Terence W.

Danielle W.

Accounts Documents

Company filings

Filing category

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