Fidra Wealth Management Limited in North Berwick, EH39 4QU

Description

Data updated on: 01-11-2023

The firm is registered in North Berwick under the following Company Registration No.: SC361288. It was set up in 2009. The headquarters of the company is situated at The Sycamores Grange Road. The zip code for this location is EH39 4QU. The enterprise's SIC code is 64999 and their NACE code stands for Financial intermediation not elsewhere classified. 2022-12-31 is the last time the company accounts were filed.

William D. is this specific firm's solitary managing director, who was assigned to lead the company in 2009 in June.

Executives with significant control over the firm are: Sarah D. owns 1/2 or less of company shares and has 1/2 or less of voting rights. William D. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency

Balance Sheet
Cash Bank On Hand	218 974	110 750	151 780	143 840	138 451	166 481	201 160	192 500
Current Assets	221 895	113 658	154 385	145 714	140 615	169 783	204 212	195 273
Debtors	2 921	2 908	2 605	1 874	2 164	3 302	3 052	2 773
Net Assets Liabilities	215 810	97 423	105 597	95 759	87 213	114 202	143 702	140 704
Other Debtors	2 921	2 908	2 605	1 874	2 164	3 302	3 052	2 773
Property Plant Equipment	4 397	2 972	2 497	4 130	6 201	8 031	8 684	5 395

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets	72 000	96 000	120 000	120 000	120 000	120 000	120 000
Accumulated Depreciation Impairment Property Plant Equipment	16 914	19 979	23 371	25 599	3 551	6 067	9 259	14 477
Additions Other Than Through Business Combinations Property Plant Equipment		1 640	2 917	3 861	5 890	8 782	5 950	1 929
Amortisation Expense Intangible Assets	24 000	24 000
Amortisation Rate Used For Intangible Assets		20	20	20	20	20	20
Average Number Employees During Period		1	1	1	1	1	2	3
Corporation Tax Payable	44 845	36 165	39 632	34 387	34 578	42 816	43 532	36 543
Creditors	47 095	38 415	50 811	53 300	58 549	62 086	67 023	58 615
Depreciation Expense Property Plant Equipment	2 968	3 065
Disposals Decrease In Depreciation Impairment Property Plant Equipment					24 879	1 739	1 388
Disposals Property Plant Equipment					25 867	4 436	2 105
Fixed Assets	52 397	26 972	2 497
Increase From Amortisation Charge For Year Intangible Assets		24 000	24 000
Increase From Depreciation Charge For Year Property Plant Equipment		3 065	3 392	2 228	2 831	4 255	4 580	5 218
Intangible Assets	48 000	24 000
Intangible Assets Gross Cost		120 000	120 000	120 000	120 000	120 000	120 000
Net Current Assets Liabilities	174 800	71 045	103 574	92 414	82 066	107 697	137 189	136 658
Number Shares Issued Fully Paid	100	100	100
Other Creditors	2 250	2 250	11 179	18 904	23 970	19 270	23 491	22 072
Par Value Share		1	1
Property Plant Equipment Gross Cost	21 311	22 951	25 868	29 729	9 752	14 098	17 943	19 872
Provisions For Liabilities Balance Sheet Subtotal							2 171	1 349
Taxation Including Deferred Taxation Balance Sheet Subtotal	879	594	474	785	1 054	1 526	2 171
Total Assets Less Current Liabilities	227 197	102 215	106 071	96 544	88 267	115 728	145 873	142 053
Trade Creditors Trade Payables				9	1

Company staff

William D.

Role: Director

Appointed: 16 June 2009

Latest update: 10 February 2024

People with significant control

Sarah D.

Notified on 17 June 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

William D.

Notified on 17 June 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

right to manage directors

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	30 June 2024
Confirmation statement last made up date	16 June 2023

Annual Accounts
Start Date For Period Covered By Report	2016-01-01
End Date For Period Covered By Report	31 December 2016
Annual Accounts
Start Date For Period Covered By Report	2017-01-01
End Date For Period Covered By Report	31 December 2017
Annual Accounts
Start Date For Period Covered By Report	2018-01-01
End Date For Period Covered By Report	31 December 2018
Annual Accounts
Start Date For Period Covered By Report	2019-01-01
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	2020-01-01
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	2021-01-01
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	2022-01-01
End Date For Period Covered By Report	2022-12-31

Fidra Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

William D.

People with significant control

Sarah D.

William D.

Accounts Documents

Company filings

Filing category

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies