Integrated Wealth Management Ltd in Stirling, FK9 4NF

Description

Data updated on: 01-11-2023

Integrated Wealth Management Ltd could be found at Suite 14 Scion House, University Of Stirling Innovation Park in Stirling. The area code is FK9 4NF. Integrated Wealth Management has been on the British market for the last thirteen years. The Companies House Registration Number is SC403175. This business's classified under the NACE and SIC code 64999, that means Financial intermediation not elsewhere classified. Integrated Wealth Management Limited filed its account information for the period that ended on 2022-07-31. The most recent confirmation statement was submitted on 2023-07-07.

When it comes to the following limited company, the full scope of director's obligations have so far been executed by James L. who was appointed thirteen years ago. To find professional help with legal documentation, this limited company has been utilizing the skillset of Alison L. as a secretary since 2011.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-07-31	2013-07-31	2014-07-31	2015-07-31	2016-07-31	2022-07-31	2023-07-31
Currency
Net Worth	15 972	38 765	35 491	28 844	34 059

Balance Sheet
Cash Bank On Hand						138 875	128 530
Current Assets	16 011	73 160	77 805	76 456	74 262	193 650	177 144
Debtors	580	43 251	45 508	45 508	45 508	54 775	48 614
Net Assets Liabilities						125 936	108 632
Other Debtors						45 514	45 514
Property Plant Equipment						5 238	3 079
Cash Bank In Hand	19 997	29 909	32 297	30 948	28 754
Net Assets Liabilities Including Pension Asset Liability	15 972	38 764	35 491	28 844	34 059

Capital & Reserves
Called Up Share Capital	10	10 010	10 010	10 010	10 010
Profit Loss Account Reserve	11 876	28 754	25 481	18 834	24 049
Shareholder Funds	15 972	38 765	35 491	28 844	34 059

Other Financial Data
Accrued Liabilities Deferred Income							2 400
Accumulated Depreciation Impairment Property Plant Equipment							11 521
Amounts Owed By Directors							3 100
Average Number Employees During Period						4	6
Bank Borrowings Overdrafts						1 965	9 840
Creditors						31 420	46 892
Dividends Paid On Shares						79 000	65 178
Fixed Assets						8 488	6 329
Increase Decrease In Depreciation Impairment Property Plant Equipment							492
Increase From Depreciation Charge For Year Property Plant Equipment							2 159
Investments						3 250	3 250
Investments Fixed Assets						3 250	3 250
Investments In Other Entities Measured Fair Value						3 250	3 250
Loans From Directors						5 133
Net Current Assets Liabilities	11 886	48 764	45 491	38 844	44 059	162 230	130 252
Other Creditors						750	2 211
Prepayments Accrued Income						9 261
Property Plant Equipment Gross Cost							14 600
Taxation Including Deferred Taxation Balance Sheet Subtotal							-241
Taxation Social Security Payable						23 572	32 441
Total Assets Less Current Liabilities	11 886	48 765	45 491	38 844	44 059	170 718	136 581
Creditors Due After One Year		10 000	10 000	10 000	10 000
Creditors Due Within One Year	4 125	24 396	32 314	37 612	30 203
Number Shares Allotted		10 000	10 000	10 000	10 000
Par Value Share		1			1
Share Capital Allotted Called Up Paid	10	10 000	10 000	10 000	10
Value Shares Allotted			1	1	10 000
Amounts Owed To Other Participating Interests After One Year		10 000	10 000	10 000
Amount Specific Advance Or Credit Directors	580	33 251

Company staff

Alison L.

Role: Secretary

Appointed: 07 July 2011

Latest update: 30 March 2024

James L.

Role: Director

Appointed: 07 July 2011

Latest update: 30 March 2024

People with significant control

Executives with significant control over the firm are: James L. has substantial control or influence over the company owns over 3/4 of company shares. James L. owns over 3/4 of company shares.

James L.

Notified on 1 July 2016

Nature of control:

over 3/4 of shares

right to manage directors

substantial control or influence

James L.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	30 April 2024
Account last made up date	31 July 2022
Confirmation statement next due date	21 July 2024
Confirmation statement last made up date	07 July 2023

Annual Accounts 28 March 2013
Start Date For Period Covered By Report	2011-07-07
End Date For Period Covered By Report	2012-07-31
Date Approval Accounts	28 March 2013
Annual Accounts 24 April 2014
Start Date For Period Covered By Report	2012-08-01
End Date For Period Covered By Report	2013-07-31
Date Approval Accounts	24 April 2014
Annual Accounts 04/09/2015
Start Date For Period Covered By Report	1 August 2014
End Date For Period Covered By Report	31 July 2015
Date Approval Accounts	04/09/2015
Annual Accounts 12 September 2016
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Date Approval Accounts	12 September 2016
Annual Accounts
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Annual Accounts 08/09/2014
End Date For Period Covered By Report	31 July 2014
Date Approval Accounts	08/09/2014
Annual Accounts
End Date For Period Covered By Report	31 July 2016

Integrated Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Alison L.

James L.

People with significant control

James L.

James L.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2016

Address:

Post code:

City / Town:

Accountant/Auditor,
2016

Name:

Address:

Post code:

City / Town:

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Integrated Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Alison L.

James L.

People with significant control

James L.

James L.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2016

Address:

Post code:

City / Town:

Accountant/Auditor, 2016

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2016

Accountant/Auditor,
2016