J T Wealth Management Limited in Exeter, EX2 4DG

Description

Data updated on: 01-11-2023

08324879 is the registration number for J T Wealth Management Limited. The firm was registered as a Private Limited Company on 10th December 2012. The firm has been active on the market for the last 12 years. This business could be contacted at 1 Colleton Crescent in Exeter. The main office's area code assigned to this place is EX2 4DG. This business's principal business activity number is 66110 meaning Administration of financial markets. Its most recent filed accounts documents describe the period up to 2023-03-31 and the latest confirmation statement was filed on 2022-12-01.

The knowledge we have that details the following firm's members shows us the existence of two directors: Amy T. and Jonathan T. who were appointed to their positions on 10th December 2012.

Executives who control the firm include: Amy T. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Jonathan T. 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	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	2024-03-31
Currency
Net Worth	100	42 655	37 197	21 232

Balance Sheet
Cash Bank On Hand				12 834	20 582	19 945	34 287	55 745	37 030	82 188	81 582	51 783
Current Assets	100	27 268	13 249	24 930	42 152	39 741	42 622	80 470	51 887	98 559	90 720	66 399
Debtors	100	12 031	9 353	12 096	21 570	19 796	8 335	24 725	14 857	16 371	9 138	14 616
Net Assets Liabilities				21 232	11 554	65 299	51 282	18 011	13 789	25 064	9 811	13 206
Other Debtors				5							1 178
Property Plant Equipment				330	964	556	148	1 934	1 415	2 814	1 378	578
Cash Bank In Hand		15 237	3 896	12 834
Intangible Fixed Assets		305 000	271 111	237 222
Net Assets Liabilities Including Pension Asset Liability	100	42 655	37 197	21 232
Tangible Fixed Assets		1 503	917	330

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve		42 555	37 097	21 132
Shareholder Funds	100	42 655	37 197	21 232

Other Financial Data
Accrued Liabilities					2 975	4 522	3 362	1 702	1 555	1 462	1 609	1 804
Accumulated Amortisation Impairment Intangible Assets				128 778	162 667	196 556	230 445	264 334	298 223	333 250	368 276	369 414
Accumulated Depreciation Impairment Property Plant Equipment				1 759	2 361	2 769	3 177	3 751	4 270	4 525	5 961	6 761
Additions Other Than Through Business Combinations Intangible Assets									9 104
Additions Other Than Through Business Combinations Property Plant Equipment					1 236			2 360		2 423
Administrative Expenses					61 994	66 836
Average Number Employees During Period				2	2	2	2	2	2	2	2	2
Bank Borrowings				151 912	123 857	94 558	58 348	33 809	9 880	10 083
Comprehensive Income Expense					56 322	53 745
Corporation Tax Payable					14 103	13 070	12 479	21 052
Cost Sales					5 363	7 601
Creditors				151 912	123 857	94 558	58 348	33 809	9 880	117 628	88 853	59 316
Disposals Decrease In Depreciation Impairment Property Plant Equipment										-769
Disposals Property Plant Equipment										-769
Dividend Per Share Interim				60 000	66 000
Dividends Paid					-66 000
Fixed Assets		306 503	272 028	237 552	204 297	170 000	135 703	103 600	78 296	44 668	8 206	6 268
Gross Profit Loss					137 108	135 665
Increase From Amortisation Charge For Year Intangible Assets					33 889	33 889	33 889	33 889	33 889	35 027	35 026	1 138
Increase From Depreciation Charge For Year Property Plant Equipment					602	408	408	574	519	1 024	1 436	800
Intangible Assets				237 222	203 333	169 444	135 555	101 666	76 881	41 854	6 828	5 690
Intangible Assets Gross Cost				366 000	366 000	366 000	366 000	366 000	375 104	375 104	375 104	375 104
Interest Payable Similar Charges Finance Costs					5 988	4 869
Net Current Assets Liabilities	100	-57 471	-54 824	-64 408	-68 886	-10 143	-26 073	-51 413	-54 359	-19 069	1 867	7 083
Operating Profit Loss					76 404	71 677
Other Creditors					513	3 088	25 135	84 445	67 088	84 600	72 863	33 959
Other Interest Receivable Similar Income Finance Income					6	7
Other Operating Income Format1					1 290	2 848
Other Remaining Borrowings				46 423	64 324	3 088
Profit Loss					56 322	53 745
Profit Loss On Ordinary Activities Before Tax					70 422	66 815
Property Plant Equipment Gross Cost				2 089	3 325	3 325	3 325	5 685	5 685	7 339	7 339	7 339
Provisions For Liabilities Balance Sheet Subtotal								367	268	535	262	145
Taxation Social Security Payable				251	254			21 052	13 197	21 483	14 381	23 553
Tax Tax Credit On Profit Or Loss On Ordinary Activities					14 100	13 070
Total Assets Less Current Liabilities	100	249 032	217 204	173 144	135 411	159 857	109 630	52 187	23 937	25 599	10 073	13 351
Total Borrowings				151 912	123 857	94 558	58 348	33 809	9 880	10 083
Trade Creditors Trade Payables				1 024	1 075	579	3 433
Trade Debtors Trade Receivables				12 091	21 570	19 796	8 335	24 725	14 857	16 371	7 960	14 616
Turnover Revenue					142 471	143 266
Creditors Due After One Year		206 377	180 007	151 912
Creditors Due Within One Year		84 739	68 073	89 338
Intangible Fixed Assets Additions		366 000
Intangible Fixed Assets Aggregate Amortisation Impairment		61 000	94 889	128 778
Intangible Fixed Assets Amortisation Charged In Period		61 000	33 889	33 889
Intangible Fixed Assets Cost Or Valuation		366 000	366 000
Number Shares Allotted		10	10	10
Par Value Share		1	1	1
Secured Debts		232 068	206 086	179 405
Share Capital Allotted Called Up Paid	10	10	10	10
Tangible Fixed Assets Additions		2 089
Tangible Fixed Assets Cost Or Valuation		2 089	2 089
Tangible Fixed Assets Depreciation		586	1 172	1 759
Tangible Fixed Assets Depreciation Charged In Period		586	586	587

Company staff

Amy T.

Role: Director

Appointed: 10 December 2012

Latest update: 9 March 2024

Jonathan T.

Role: Director

Appointed: 10 December 2012

Latest update: 9 March 2024

People with significant control

Amy T.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Jonathan T.

Notified on 10 December 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	15 December 2023
Confirmation statement last made up date	01 December 2022

Annual Accounts 12 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	12 December 2014
Annual Accounts 3 August 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	3 August 2015
Annual Accounts 29 July 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	29 July 2016
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 2015
End Date For Period Covered By Report	31 March 2016
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 2015
End Date For Period Covered By Report	31 March 2016
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 2015
End Date For Period Covered By Report	31 March 2016
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 2015
End Date For Period Covered By Report	31 March 2016

J T Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Amy T.

Jonathan T.

People with significant control

Amy T.

Jonathan T.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

City / Town:

Accountant/Auditor,
2016 - 2015

Name:

Address:

Post code:

City / Town:

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J T Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Amy T.

Jonathan T.

People with significant control

Amy T.

Jonathan T.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Accountant/Auditor, 2016 - 2015

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2014

HQ address,
2015

HQ address,
2016

Accountant/Auditor,
2016 - 2015