Gerald Thomas Wealth Management Limited in Swansea, SA7 9FG

Description

Data updated on: 01-11-2023

Gerald Thomas Wealth Management Limited is officially located at Swansea at 3 New Mill Court. Anyone can search for the company by its area code - SA7 9FG. This company has been operating on the UK market for fourteen years. This company is registered under the number 07152145 and their last known state is active. Established as Kindgrade, this firm used the name up till 2013, at which moment it was replaced by Gerald Thomas Wealth Management Limited. This firm's classified under the NACE and SIC code 64999, that means Financial intermediation not elsewhere classified. Gerald Thomas Wealth Management Ltd released its account information for the period up to 2022-04-28. The latest confirmation statement was filed on 2023-02-09.

Currently, the directors listed by the following limited company include: John E. arranged to perform management duties on 2013-06-12, Bernard G. arranged to perform management duties in 2013, Margaret J. arranged to perform management duties 11 years ago and Philip W..

Previous company's names
Gerald Thomas Wealth Management Limited 2013-07-22
Kindgrade Ltd 2010-02-09

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-04-30	2015-04-30	2016-04-30	2017-04-29	2018-04-29	2019-04-28	2020-04-28	2021-04-28	2022-04-28
Currency
Net Worth	-15 720	-47	5 214

Balance Sheet
Cash Bank In Hand	6 393	7 318	5 478
Cash Bank On Hand			5 478	16 432	589
Current Assets	23 636	41 974	56 518	53 960	32 043	28 319	28 297	22 239	25 418
Debtors	2 400	18 450	51 040	37 528	31 454
Intangible Fixed Assets	54 000	46 500	39 000
Net Assets Liabilities			9 214	17 545	-3 177	-3 919	586	-5 851	939
Net Assets Liabilities Including Pension Asset Liability	-15 720	-47	5 214
Other Debtors				2 537
Property Plant Equipment			414	153	1
Stocks Inventory	14 843	16 206	9 089
Tangible Fixed Assets		675	414

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	-15 820	-147	5 114
Shareholder Funds	-15 720	-47	5 214

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets			21 000	28 500	36 000
Accumulated Depreciation Impairment Property Plant Equipment			370	631	783
Average Number Employees During Period			2	2	2	6	6	6	6
Corporation Tax Recoverable					3 134
Creditors			44 000	32 000	28 000	22 000	12 000	8 000	24 480
Creditors Due After One Year	70 000	60 000	48 000
Creditors Due Within One Year	23 356	29 196	42 718
Fixed Assets	54 000	47 175	39 414	31 653	24 001	16 501	9 001	1 501	1
Increase From Amortisation Charge For Year Intangible Assets				7 500	7 500
Increase From Depreciation Charge For Year Property Plant Equipment				261	152
Intangible Assets			39 000	31 500	24 000
Intangible Assets Gross Cost			60 000	60 000
Intangible Fixed Assets Aggregate Amortisation Impairment	6 000	13 500	21 000
Intangible Fixed Assets Amortisation Charged In Period			7 500
Intangible Fixed Assets Cost Or Valuation	60 000	60 000
Net Current Assets Liabilities	280	12 778	13 800	17 892	822	1 580	3 585	648	938
Number Shares Allotted		100	100
Other Creditors			44 000	32 000	28 000
Other Taxation Social Security Payable			14 232	16 423	9 173
Par Value Share		1	1
Prepayments			1 623	256	142
Property Plant Equipment Gross Cost			784	784
Share Capital Allotted Called Up Paid	100	100	100
Tangible Fixed Assets Cost Or Valuation		784
Tangible Fixed Assets Depreciation		109	370
Tangible Fixed Assets Depreciation Charged In Period			261
Total Assets Less Current Liabilities	54 280	59 953	53 214	49 545	24 823	18 081	12 586	2 149	939
Trade Debtors Trade Receivables			40 328	25 415	28 178

Company staff

John E.

Role: Director

Appointed: 12 June 2013

Latest update: 14 January 2024

Bernard G.

Role: Director

Appointed: 12 June 2013

Latest update: 14 January 2024

Margaret J.

Role: Director

Appointed: 12 June 2013

Latest update: 14 January 2024

Philip W.

Role: Director

Appointed: 01 July 2010

Latest update: 14 January 2024

People with significant control

Philip W. is the individual who has control over this firm, has substantial control or influence over the company.

Philip W.

Notified on 6 April 2016

Nature of control:

substantial control or influence

Accounts Documents

Account next due date	28 January 2024
Account last made up date	28 April 2022
Confirmation statement next due date	23 February 2024
Confirmation statement last made up date	09 February 2023

Annual Accounts 29 January 2016
Start Date For Period Covered By Report	01 May 2014
End Date For Period Covered By Report	30 April 2015
Date Approval Accounts	29 January 2016
Annual Accounts 30 January 2017
Start Date For Period Covered By Report	01 May 2015
End Date For Period Covered By Report	30 April 2016
Date Approval Accounts	30 January 2017
Annual Accounts
Start Date For Period Covered By Report	01 May 2016
End Date For Period Covered By Report	29 April 2017
Annual Accounts
Start Date For Period Covered By Report	30 April 2017
End Date For Period Covered By Report	29 April 2018
Annual Accounts
Start Date For Period Covered By Report	30 April 2018
End Date For Period Covered By Report	28 April 2019
Annual Accounts
Start Date For Period Covered By Report	29 April 2019
End Date For Period Covered By Report	28 April 2020
Annual Accounts
Start Date For Period Covered By Report	29 April 2020
End Date For Period Covered By Report	28 April 2021
Annual Accounts
Start Date For Period Covered By Report	29 April 2021
End Date For Period Covered By Report	28 April 2022

Gerald Thomas Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

John E.

Bernard G.

Margaret J.

Philip W.

Richard H.

Yomtov J.

People with significant control

Philip W.

Accounts Documents

Company filings

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