James Clarke Wealth Management Solutions Limited in Poole, BH15 2JH

Description

Data updated on: 01-11-2023

James Clarke Wealth Management Solutions is a company registered at BH15 2JH Poole at Tower House. This firm has been registered in year 2013 and is established under the identification number 08693247. This firm has been actively competing on the British market for eleven years now and the last known state is active. The company's Standard Industrial Classification Code is 64999, that means Financial intermediation not elsewhere classified. James Clarke Wealth Management Solutions Ltd filed its account information for the period up to 2022/09/30. The latest annual confirmation statement was released on 2023/09/17.

Because of this particular enterprise's constant expansion, it became imperative to formally appoint more company leaders: Caroline D. and James C. who have been supporting each other since July 2015 to fulfil their statutory duties for the business.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-09-30	2015-09-30	2016-09-30	2017-09-30	2018-09-30	2019-09-30	2020-09-30	2021-09-30	2022-09-30	2023-09-30
Currency
Net Worth	14 575	19 352	21 081	16 623

Balance Sheet
Current Assets	13 833	25 636	25 092	29 523	36 248	37 074	58 537	70 795	50 916	31 693
Net Assets Liabilities				16 623	26 255	24 228	44 525	47 955	27 668	5 662
Cash Bank In Hand	13 833	25 636	23 798
Debtors			1 294
Net Assets Liabilities Including Pension Asset Liability	14 575	19 352	21 081	16 623
Tangible Fixed Assets	13 766	10 992	9 339

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	14 475	19 252	20 981
Shareholder Funds	14 575	19 352	21 081	16 623

Other Financial Data
Average Number Employees During Period						3	3	3		2
Creditors				19 625	14 727	16 026	17 115	27 032	28 163	30 154
Fixed Assets	13 766	10 992	9 339	7 625	5 316	3 057	2 980	4 067	4 903	3 980
Net Current Assets Liabilities	809	8 360	11 742	9 898	22 793	21 171	41 545	43 888	22 765	1 682
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal					1 272	123	123	125	12	143
Total Assets Less Current Liabilities	14 575	19 352	23 411	17 523	28 109	24 228	44 525	47 955	27 668	5 662
Accrued Liabilities Not Expressed Within Creditors Subtotal				900	1 854
Accruals Deferred Income			2 330	900
Creditors Due Within One Year	13 024	17 276	11 020	19 625
Number Shares Allotted	100		100
Par Value Share	1		1
Share Capital Allotted Called Up Paid	100	100	100
Tangible Fixed Assets Additions	13 906		1 460
Tangible Fixed Assets Cost Or Valuation	13 906	13 906	15 366
Tangible Fixed Assets Depreciation	140	2 914	6 027
Tangible Fixed Assets Depreciation Charged In Period	140		3 113

Company staff

Caroline D.

Role: Director

Appointed: 01 July 2015

Latest update: 1 March 2024

James C.

Role: Director

Appointed: 17 September 2013

Latest update: 1 March 2024

People with significant control

Executives who have control over the firm are as follows: Caroline D. has substantial control or influence over the company. James C. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Caroline D.

Notified on 6 April 2016

Nature of control:

substantial control or influence

James C.

Notified on 6 April 2016

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	30 June 2024
Account last made up date	30 September 2022
Confirmation statement next due date	01 October 2024
Confirmation statement last made up date	17 September 2023

Annual Accounts 16 June 2015
Start Date For Period Covered By Report	2013-09-17
End Date For Period Covered By Report	2014-09-30
Date Approval Accounts	16 June 2015
Annual Accounts 13 June 2017
Start Date For Period Covered By Report	2015-10-01
End Date For Period Covered By Report	2016-09-30
Date Approval Accounts	13 June 2017
Annual Accounts 5 April 2018
Start Date For Period Covered By Report	2016-10-01
End Date For Period Covered By Report	2017-09-30
Date Approval Accounts	5 April 2018
Annual Accounts
Start Date For Period Covered By Report	2017-10-01
End Date For Period Covered By Report	2018-09-30
Annual Accounts
Start Date For Period Covered By Report	2019-10-01
End Date For Period Covered By Report	2020-09-30
Annual Accounts
Start Date For Period Covered By Report	2021-10-01
End Date For Period Covered By Report	2022-09-30
Annual Accounts
Start Date For Period Covered By Report	2022-10-01
End Date For Period Covered By Report	2023-09-30

James Clarke Wealth Management Solutions Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Caroline D.

James C.

People with significant control

Caroline D.

James C.

Accounts Documents

Company filings

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