Holmes Wealth Management Limited in York, YO26 8BB

Description

Data updated on: 01-11-2023

Holmes Wealth Management Limited can be reached at York at Treetops Longland Lane. You can look up the firm by referencing its post code - YO26 8BB. This enterprise has been in the field on the UK market for nine years. The enterprise is registered under the number 09867941 and company's official state is active. This business's registered with SIC code 66190 - Activities auxiliary to financial intermediation n.e.c.. 2022-11-30 is the last time the company accounts were filed.

In order to satisfy their clientele, this specific firm is permanently being controlled by a unit of two directors who are Amanda H. and Daniel H.. Their support has been of pivotal use to this firm since 2015-11-11.

Executives with significant control over the firm are: Amanda H. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Daniel H. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2016-11-30	2017-11-30	2018-11-30	2019-11-30	2020-11-30	2021-11-30	2022-11-30
Currency
Net Worth	6 884

Balance Sheet
Cash Bank On Hand	28 341	104 273	138 063	49 728	59 043	86 047	37 468
Current Assets		104 273	174 899	99 785	81 043	86 047	47 468
Debtors			36 836	50 057	22 000		10 000
Net Assets Liabilities	6 884	74 417	102 010	95 432	81 487	50 265	49 626
Other Debtors			36 836	49 493	22 000		10 000
Property Plant Equipment	4 248	3 398	2 718	4 022	3 647	2 918	2 918
Cash Bank In Hand	28 341
Net Assets Liabilities Including Pension Asset Liability	6 884
Tangible Fixed Assets	4 248

Capital & Reserves
Profit Loss Account Reserve	6 884
Shareholder Funds	6 884

Other Financial Data
Version Production Software					2 022
Accrued Liabilities	390	402	810	736	336	372	380
Accumulated Depreciation Impairment Property Plant Equipment	1 062	1 912	2 592	3 596	4 400	5 129	5 129
Additions Other Than Through Business Combinations Property Plant Equipment				2 308	429
Average Number Employees During Period				2	2	2	1
Creditors	25 705	188 254	75 607	8 375	3 203	38 700	760
Disposals Intangible Assets			155 000
Fixed Assets	4 248	158 398	2 718
Increase From Depreciation Charge For Year Property Plant Equipment		850	680	1 004	804	729
Intangible Assets		155 000
Intangible Assets Gross Cost		155 000
Loans From Directors	20 962	159 263	66 680		3 434	38 088	208
Net Current Assets Liabilities	2 636	-83 981	99 292	91 410	77 840	47 347	46 708
Other Creditors			788
Property Plant Equipment Gross Cost	5 310	5 310	5 310	7 618	8 047	8 047	8 047
Taxation Social Security Payable	4 353	28 589	7 329	7 639	-567	240	172
Total Additions Including From Business Combinations Intangible Assets		155 000
Trade Debtors Trade Receivables				564
Creditors Due Within One Year	25 705
Tangible Fixed Assets Additions	5 310
Tangible Fixed Assets Cost Or Valuation	5 310
Tangible Fixed Assets Depreciation	1 062
Tangible Fixed Assets Depreciation Charged In Period	1 062

Company staff

Amanda H.

Role: Director

Appointed: 11 November 2015

Latest update: 13 February 2024

Daniel H.

Role: Director

Appointed: 11 November 2015

Latest update: 13 February 2024

People with significant control

Amanda H.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Daniel H.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 August 2024
Account last made up date	30 November 2022
Confirmation statement next due date	04 December 2023
Confirmation statement last made up date	20 November 2022

Annual Accounts 16 February 2017
Start Date For Period Covered By Report	11 November 2015
End Date For Period Covered By Report	30 November 2016
Date Approval Accounts	16 February 2017
Annual Accounts
Start Date For Period Covered By Report	1 December 2016
End Date For Period Covered By Report	30 November 2017
Annual Accounts
Start Date For Period Covered By Report	1 December 2017
End Date For Period Covered By Report	30 November 2018
Annual Accounts
Start Date For Period Covered By Report	1 December 2018
End Date For Period Covered By Report	30 November 2019
Annual Accounts
Start Date For Period Covered By Report	1 December 2019
End Date For Period Covered By Report	30 November 2020
Annual Accounts
Start Date For Period Covered By Report	1 December 2020
End Date For Period Covered By Report	30 November 2021
Annual Accounts
Start Date For Period Covered By Report	1 December 2021
End Date For Period Covered By Report	30 November 2022

Holmes Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Amanda H.

Daniel H.

People with significant control

Amanda H.

Daniel H.

Accounts Documents

Company filings

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