J A Wealth Management Limited in Wimborne, BH21 1JH

Description

Data updated on: 01-11-2023

This company is widely known under the name of J A Wealth Management Limited. This company first started thirteen years ago and was registered under 07511754 as the registration number. This particular office of the company is based in Wimborne. You can reach them at 7 & 8 Church Street. The company's registered with SIC code 74909 and has the NACE code: Other professional, scientific and technical activities not elsewhere classified. The business most recent filed accounts documents describe the period up to 2022-03-31 and the most current annual confirmation statement was filed on 2023-02-09.

That limited company owes its achievements and unending improvement to a group of two directors, who are Michael L. and Martin B., who have been managing it since December 2017.

The companies with significant control over this firm include: Lester Brunt Wealth Management Ltd owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Wimborne, BH21 1JH, Dorset and was registered as a PSC under the reg no 10973718.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-03-31	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
Net Worth	135 630	248 994	369 312	388 425	392 130	429 706

Balance Sheet
Cash Bank On Hand						67 783	50 485
Current Assets	40 886	61 712	180 471	96 770	81 510	130 216	240 455	189 863
Debtors	16 909	35 830	33 929	33 323	25 461	62 435	189 970	189 863	1 001	1 001	1 001	1 000
Other Debtors						351	189 970
Property Plant Equipment						1 813
Cash Bank In Hand	23 977	25 882	146 542	63 447	56 049
Intangible Fixed Assets	534 242	506 124	412 851	388 573	364 295
Net Assets Liabilities Including Pension Asset Liability	135 630	248 994	369 312	388 425	392 130	429 706
Tangible Fixed Assets	887	592	297	58 974	1 621

Capital & Reserves
Called Up Share Capital	1 000	1 000	1 000	1 000	1 000
Profit Loss Account Reserve	134 630	247 994	368 312	387 425	391 130
Shareholder Funds	135 630	248 994	369 312	388 425	392 130	429 706

Other Financial Data
Accrued Liabilities Deferred Income						3 700
Accumulated Amortisation Impairment Intangible Assets						145 542	169 820	194 098	218 376	242 654	266 932
Accumulated Depreciation Impairment Property Plant Equipment						1 979
Amounts Owed By Group Undertakings							189 970	189 863	1 001	1 001	1 001	1 000
Average Number Employees During Period						2	2	2	2	2	2	2
Corporation Tax Payable						38 178	48 838
Creditors						42 341	50 592
Disposals Decrease In Amortisation Impairment Intangible Assets												291 210
Disposals Decrease In Depreciation Impairment Property Plant Equipment							1 979
Disposals Intangible Assets												485 559
Disposals Property Plant Equipment							3 792
Fixed Assets	535 129	506 716	413 148	447 547	365 916	341 831	315 739
Increase From Amortisation Charge For Year Intangible Assets							24 278	24 278	24 278	24 278	24 278	24 278
Intangible Assets						340 017	315 739	291 461	267 183	242 905	218 627
Intangible Assets Gross Cost						485 559	485 559	485 559	485 559	485 559	485 559
Net Current Assets Liabilities	-56 979	-45 774	56 047	-17 867	29 833	91 575	189 863	189 863	1 001	1 001	1 001	1 000
Number Shares Issued Fully Paid							50	50	50	50	50	600
Other Creditors							1 754
Other Taxation Social Security Payable						463
Par Value Share			1	1	1		1	1	1	1	1	1
Property Plant Equipment Gross Cost						3 792
Total Assets Less Current Liabilities	478 150	460 942	469 195	429 680	392 130	433 406	505 602	481 324	268 184	243 906	219 628	1 000
Trade Debtors Trade Receivables						42 511
Creditors Due After One Year Total Noncurrent Liabilities	342 520
Intangible Fixed Assets Additions	562 360		1 255
Intangible Fixed Assets Aggregate Amortisation Impairment	28 118	56 236	72 708	96 986	121 264
Intangible Fixed Assets Amortisation Charged In Period	28 118	28 118	24 278	24 278	24 278
Intangible Fixed Assets Cost Or Valuation	562 360	562 360	485 559	485 559	485 559
Prepayments Accrued Income Not Expressed Within Current Asset Sub-total	-97 865
Tangible Fixed Assets Additions	1 182			69 043	1 415
Tangible Fixed Assets Cost Or Valuation	1 182	1 182	1 182	70 225	3 005
Tangible Fixed Assets Depreciation	295	590	885	11 251	1 384
Tangible Fixed Assets Depreciation Charge For Period	295
Accruals Deferred Income					3 619	3 700
Creditors Due After One Year	342 520	211 948	99 883	41 255
Creditors Due Within One Year	97 865	107 486	110 762	114 637	55 296	38 641
Intangible Fixed Assets Amortisation Decrease Increase On Disposals			7 806
Intangible Fixed Assets Disposals			78 056
Number Shares Allotted			1 000	50	50
Secured Debts				56 003
Share Capital Allotted Called Up Paid		1 000	50	50	50
Tangible Fixed Assets Depreciation Charged In Period		295	295	10 366	142
Tangible Fixed Assets Depreciation Decrease Increase On Disposals					10 009
Tangible Fixed Assets Disposals					68 635

Company staff

Michael L.

Role: Director

Appointed: 01 December 2017

Latest update: 24 March 2024

Martin B.

Role: Director

Appointed: 01 December 2017

Latest update: 24 March 2024

People with significant control

Lester Brunt Wealth Management Ltd

Legal authority England & Wales

Legal form Limited Company

Country registered England And Wales

Place registered Lester Brunt Wealth Management Limited

Registration number 10973718

Notified on 1 December 2017

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Hazel A.

Notified on 6 April 2016

Ceased on 30 November 2017

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Jonathan A.

Notified on 6 April 2016

Ceased on 30 November 2017

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 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	23 February 2024
Confirmation statement last made up date	09 February 2023

Annual Accounts 12 December 2013
Start Date For Period Covered By Report	2012-04-01
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	12 December 2013
Annual Accounts 30 December 2014
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	30 December 2014
Annual Accounts 18 December 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	18 December 2015
Annual Accounts 23 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	23 December 2016
Annual Accounts 26 July 2017
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	2017-03-31
Date Approval Accounts	26 July 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

J A Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Michael L.

Martin B.

Jonathan A.

People with significant control

Lester Brunt Wealth Management Ltd

Hazel A.

Jonathan A.

Accounts Documents

Company filings

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