Harris Associates Wealth Management Limited in Eaton Socon, PE19 8EP

Description

Data updated on: 01-11-2023

Harris Associates Wealth Management Limited has existed on the local market for at least twelve years. Started with registration number 07992007 in 2012, the firm is registered at 4 Fenice Court, Eaton Socon PE19 8EP. The firm's classified under the NACE and SIC code 64999 - Financial intermediation not elsewhere classified. The business most recent financial reports describe the period up to 2022-03-31 and the most current annual confirmation statement was released on 2023-03-15.

There is a group of two directors supervising this specific limited company right now, specifically Christopher H. and David H. who have been performing the directors duties for 5 years. To find professional help with legal documentation, this particular limited company has been utilizing the expertise of Diane H. as a secretary since March 2012.

David H. is the individual who controls this firm, 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	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	16 566	85 052	143 170

Balance Sheet
Cash Bank In Hand	5 345	4 175	20 756
Cash Bank On Hand			20 756	3 935	4 688	29 767	1 097	307	122	38 397	11 355
Current Assets	15 638	16 157	43 211	24 619	31 663	61 767	36 182	45 660	60 883	104 209	71 907
Debtors	10 293	11 982	22 455	20 684	26 975	32 000	35 085	45 353	60 761	65 812	60 552
Intangible Fixed Assets	926 809	878 870	830 931
Net Assets Liabilities			143 170	187 917	214 267	238 922	221 673	224 943	225 865	173 634	106 456
Net Assets Liabilities Including Pension Asset Liability	16 566	85 052	143 170
Other Debtors						1 669	2 273
Property Plant Equipment			9 963	9 946	8 793	8 701	11 449	8 365	4 867	11 179	8 601
Tangible Fixed Assets	520	776	9 963

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	16 466	84 952	143 070
Shareholder Funds	16 566	85 052	143 170

Other Financial Data
Accrued Liabilities			1 951	2 046	4 321	2 254
Accumulated Amortisation Impairment Intangible Assets			127 837	210 930	262 887	337 181	411 475	485 769	553 528	688 732	823 936
Accumulated Depreciation Impairment Property Plant Equipment			2 257	4 404	6 407	8 874	11 105	14 911	19 309	24 539	29 233
Average Number Employees During Period				5	5	6	6	6	6	7	7
Bank Borrowings Overdrafts			81 626	79 319	70 592	219 454	140 672	68 897	40 100	412 399	132 413
Corporation Tax Payable			38 772	41 434		24 475
Corporation Tax Recoverable					6 082
Creditors			447 393	368 527	289 520	219 454	140 672	68 897	40 100	412 399	448 893
Creditors Due After One Year	354 419	526 100	447 393
Creditors Due Within One Year	571 982	284 651	293 542
Disposals Decrease In Depreciation Impairment Property Plant Equipment							2 044
Disposals Property Plant Equipment							2 054
Fixed Assets	927 329	879 646	840 894	678 594	603 147	528 761	457 215	379 837	298 580	787 455	649 673
Increase From Amortisation Charge For Year Intangible Assets				83 093	74 294	74 294	74 294	74 294	73 427	135 204	135 204
Increase From Depreciation Charge For Year Property Plant Equipment				2 147	2 003	2 467	4 275	4 583	4 398	5 230	4 694
Intangible Assets			830 931	668 648	594 354	520 060	445 766	371 472	293 713	776 276	641 072
Intangible Assets Gross Cost			958 768	857 241	857 241	857 241	857 241	857 241	847 241	1 465 008
Intangible Fixed Assets Additions	958 768
Intangible Fixed Assets Aggregate Amortisation Impairment	31 959	79 898	127 837
Intangible Fixed Assets Amortisation Charged In Period	31 959	47 939	47 939
Intangible Fixed Assets Cost Or Valuation	958 768	958 768
Net Current Assets Liabilities	-556 344	-268 494	-250 331	-221 688	-97 689	-69 914	-93 678	-85 196	-32 281	-199 692	-92 456
Number Shares Allotted	100	100	100
Number Shares Issued Fully Paid				100
Other Creditors			3 744	4 454	4 555	37 947	36 589	29 370	36 291	174 415	42 874
Other Taxation Social Security Payable				1 244	1 118	1 522	19 463	28 742	29 113	42 190	42 319
Par Value Share	1	1	1	1
Prepayments			828	967	1 062	1 669
Property Plant Equipment Gross Cost			12 220	14 350	15 200	17 575	22 554	23 276	24 176	35 718	37 834
Provisions				1 989
Provisions For Liabilities Balance Sheet Subtotal				1 989	1 671	471	1 192	801	334	1 730	1 868
Share Capital Allotted Called Up Paid	100	100	100
Tangible Fixed Assets Additions	668	715	10 837
Tangible Fixed Assets Cost Or Valuation	668	1 383	12 220
Tangible Fixed Assets Depreciation	148	607	2 257
Tangible Fixed Assets Depreciation Charged In Period	148	459	1 650
Total Additions Including From Business Combinations Property Plant Equipment				2 130	850	2 375	7 033	1 499	900	11 542	2 116
Total Assets Less Current Liabilities	370 985	611 152	590 563	558 433	505 458	458 847	363 537	294 641	266 299	587 763	557 217
Trade Debtors Trade Receivables			21 627	19 717	19 831	30 331	32 812	45 353	60 761	65 812	60 552
Disposals Decrease In Amortisation Impairment Intangible Assets									5 668
Disposals Intangible Assets									10 000
Total Additions Including From Business Combinations Intangible Assets										617 767

Company staff

Christopher H.

Role: Director

Appointed: 22 January 2019

Latest update: 4 March 2024

Diane H.

Role: Secretary

Appointed: 15 March 2012

Latest update: 4 March 2024

David H.

Role: Director

Appointed: 15 March 2012

Latest update: 4 March 2024

People with significant control

David H.

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 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	29 March 2024
Confirmation statement last made up date	15 March 2023

Annual Accounts 24 December 2014
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	24 December 2014
Annual Accounts 21 December 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	21 December 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	01 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	01 April 2022
End Date For Period Covered By Report	31 March 2023
Annual Accounts 10 December 2013
End Date For Period Covered By Report	31 March 2013
Date Approval Accounts	10 December 2013

Harris Associates Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Christopher H.

Diane H.

David H.

People with significant control

David H.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2013

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

Harris Associates Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Christopher H.

Diane H.

David H.

People with significant control

David H.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2013

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2013