Case Wealth Management Limited in Ipswich, IP3 9FE

Description

Data updated on: 01-11-2023

Case Wealth Management began its operations in the year 2012 as a Private Limited Company under the ID 07912302. This business has operated for twelve years and the present status is active. The company's office is registered in Ipswich at 2 Beta Terrace. Anyone can also locate the company utilizing its area code, IP3 9FE. The firm name change from Infinity Financial Services to Case Wealth Management Limited occurred on 2016-06-08. The firm's SIC code is 66110: Administration of financial markets. Case Wealth Management Ltd filed its latest accounts for the financial period up to 2023-01-31. The most recent confirmation statement was filed on 2023-01-17.

In order to meet the requirements of its customer base, the limited company is permanently being supervised by a unit of two directors who are Robert C. and Mandy C.. Their outstanding services have been of prime use to this specific limited company since 2012. What is more, the managing director's responsibilities are constantly backed by a secretary - Mandy C., who was chosen by this specific limited company on 2012-01-17.

Previous company's names
Case Wealth Management Limited 2016-06-08
Infinity Financial Services Limited 2012-01-17

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-01-31	2014-01-31	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	202	102	460	46	-3 170

Balance Sheet
Current Assets	2 056	606	31	31	20 732	4 661		2 383	8 349	8 798	3 597
Net Assets Liabilities					3 170	18 187	15 396	29 785	34 261	31 313	34 072
Debtors	2 056	606	31	31
Net Assets Liabilities Including Pension Asset Liability	202	102	460	45	-3 170
Tangible Fixed Assets	795	30 596	45 448	62 586

Capital & Reserves
Called Up Share Capital	1	1	1	1	1
Profit Loss Account Reserve	201	101	459	45	-3 171
Shareholder Funds	202	102	460	46	-3 170

Other Financial Data
Average Number Employees During Period							4	4	5	5	5
Creditors					600	8 445	5 234	21 297	23 230	6 486	17 092
Fixed Assets	795	30 596	45 447	62 586	58 190	54 894	52 421	51 226	49 562	48 422	47 567
Net Current Assets Liabilities	-593	-4 294	-4 970	-4 395	20 132	3 447	5 234	21 297	14 881	2 312	13 495
Total Assets Less Current Liabilities	202	26 302	40 477	58 191	78 322	51 109	15 396	29 786	42 139	50 734	34 072
Creditors Due After One Year		26 200	40 017	58 145	81 492
Creditors Due Within One Year	2 649	4 900	5 001	4 426	600
Tangible Fixed Assets Additions	1 060	30 000	15 000	23 000
Tangible Fixed Assets Cost Or Valuation	1 060	31 060	46 060	69 060
Tangible Fixed Assets Depreciation	265	464	613	6 474
Tangible Fixed Assets Depreciation Charged In Period	265	199	149	5 862

Company staff

Robert C.

Role: Director

Appointed: 17 January 2012

Latest update: 30 April 2024

Mandy C.

Role: Secretary

Appointed: 17 January 2012

Latest update: 30 April 2024

Mandy C.

Role: Director

Appointed: 17 January 2012

Latest update: 30 April 2024

People with significant control

Robert C. is the individual with significant control over this firm, owns 1/2 or less of company shares.

Robert C.

Notified on 1 January 2017

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 October 2024
Account last made up date	31 January 2023
Confirmation statement next due date	31 January 2024
Confirmation statement last made up date	17 January 2023

Annual Accounts 1 October 2013
Start Date For Period Covered By Report	2012-01-17
End Date For Period Covered By Report	2013-01-31
Date Approval Accounts	1 October 2013
Annual Accounts 24 October 2014
Start Date For Period Covered By Report	2013-02-01
End Date For Period Covered By Report	2014-01-31
Date Approval Accounts	24 October 2014
Annual Accounts 8 October 2015
Start Date For Period Covered By Report	2014-02-01
End Date For Period Covered By Report	2015-01-31
Date Approval Accounts	8 October 2015
Annual Accounts 31 August 2016
Start Date For Period Covered By Report	2015-02-01
End Date For Period Covered By Report	2016-01-31
Date Approval Accounts	31 August 2016
Annual Accounts 10 August 2017
Start Date For Period Covered By Report	2016-02-01
End Date For Period Covered By Report	2017-01-31
Date Approval Accounts	10 August 2017
Annual Accounts
Start Date For Period Covered By Report	2017-02-01
End Date For Period Covered By Report	2018-01-31
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

Case Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Robert C.

Mandy C.

Mandy C.

People with significant control

Robert C.

Accounts Documents

Company filings

Filing category

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