Jdw Wealth Management Ltd in Stockport, SK12 1XF

Description

Data updated on: 01-11-2023

Registered as 06651052 sixteen years ago, Jdw Wealth Management Ltd is categorised as a Private Limited Company. The business latest registration address is 3 Wigwam Close, Poynton Stockport. The enterprise's classified under the NACE and SIC code 66290 - Other activities auxiliary to insurance and pension funding. Jdw Wealth Management Limited filed its latest accounts for the period that ended on July 31, 2022. The business most recent confirmation statement was filed on July 21, 2023.

There is 1 director at the moment managing this specific firm, specifically Julianna W. who's been utilizing the director's responsibilities for sixteen years.

Julianna W. is the individual who has control over this firm, has substantial control or influence over the company, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-07-31	2012-07-31	2013-07-31	2014-07-31	2015-07-31	2016-07-31	2017-07-31	2018-07-31	2019-07-31	2020-07-31	2021-07-31	2022-07-31	2023-07-31
Currency
Net Worth	2 245	780	342	764	455	2 081

Balance Sheet
Cash Bank On Hand						101	180	133	604	1 173		1 000
Current Assets	20 955	24 621	24 622	29 196	23 770	26 046	24 657	22 417	30 216	51 774	51 448	55 425	82 022
Debtors	19 526	24 621	24 621	29 099	23 570	25 945	24 477	22 284	29 612	50 601	51 448	54 425	82 022
Net Assets Liabilities									859	291	311	1 038	1 080
Other Debtors						25 945	24 477	22 284	29 612	50 601	51 448	54 425	82 022
Property Plant Equipment						1 372	2 820	2 756	1 851	2 722	2 091	1 639	4 573
Cash Bank In Hand	1 429		1	97	200	101
Net Assets Liabilities Including Pension Asset Liability	2 245	780	342	764	455	2 081
Tangible Fixed Assets	806	392	902	1 100	507	1 372

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100
Profit Loss Account Reserve	2 145	680	242	664	355	1 981
Shareholder Funds	2 245	780	342	764	455	2 081

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment						4 473	5 404	6 438	7 343	7 670	8 301	8 753	9 393
Additions Other Than Through Business Combinations Property Plant Equipment							938	970		1 198			3 574
Average Number Employees During Period									1	1	1	1	1
Bank Borrowings Overdrafts										30 000	29 060	23 047	14 716
Corporation Tax Payable						13 627	11 655	12 421	19 474	13 861	15 314	11 101	11 938
Creditors						25 339	24 683	24 313	31 208	30 000	29 060	23 047	14 716
Increase From Depreciation Charge For Year Property Plant Equipment							281	1 034	905	327	631	452	640
Net Current Assets Liabilities	1 439	388	-560	-336	-52	709	-26	-1 896	-992	27 569	27 280	22 446	11 223
Number Shares Issued Fully Paid							100	100
Other Creditors						11 493	12 640	11 527	11 649	10 325	8 836	8 193	28 483
Other Taxation Social Security Payable						219	388	365	85	19	18	13 685	13 834
Par Value Share					1	1	1	1
Property Plant Equipment Gross Cost						5 844	8 224	9 194	9 194	10 392	10 392	10 392	13 966
Total Assets Less Current Liabilities	2 245	780	342	764	455	2 081	2 794	860	859	30 291	29 371	24 085	15 796
Creditors Due Within One Year	19 516	24 233	25 182	29 532	23 822	25 337
Fixed Assets	806	392	902	1 100	507	1 372
Number Shares Allotted					100	100
Share Capital Allotted Called Up Paid				100	100	100
Tangible Fixed Assets Additions			856	800		1 252
Tangible Fixed Assets Cost Or Valuation	2 936	2 936	3 792	4 592	4 592	5 844
Tangible Fixed Assets Depreciation	2 130	2 544	2 890	3 492	4 085	4 472
Tangible Fixed Assets Depreciation Charged In Period		414	346	602	593	387
Amount Specific Advance Or Credit Directors	19 526	19 697

Company staff

Julianna W.

Role: Director

Appointed: 21 July 2008

Latest update: 26 January 2024

People with significant control

Julianna W.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

substantial control or influence

Accounts Documents

Account next due date	30 April 2024
Account last made up date	31 July 2022
Confirmation statement next due date	04 August 2024
Confirmation statement last made up date	21 July 2023

Annual Accounts 24 April 2013
Start Date For Period Covered By Report	2011-08-01
End Date For Period Covered By Report	2012-07-31
Date Approval Accounts	24 April 2013
Annual Accounts 29 April 2014
Start Date For Period Covered By Report	2012-08-01
Date Approval Accounts	29 April 2014
Annual Accounts 16 April 2015
Start Date For Period Covered By Report	2013-08-01
End Date For Period Covered By Report	2014-07-31
Date Approval Accounts	16 April 2015
Annual Accounts 4 April 2016
Start Date For Period Covered By Report	2014-08-01
End Date For Period Covered By Report	2015-07-31
Date Approval Accounts	4 April 2016
Annual Accounts 25 April 2017
Start Date For Period Covered By Report	2015-08-01
End Date For Period Covered By Report	2016-07-31
Date Approval Accounts	25 April 2017
Annual Accounts
Start Date For Period Covered By Report	2016-08-01
End Date For Period Covered By Report	2017-07-31
Annual Accounts
Start Date For Period Covered By Report	2017-08-01
End Date For Period Covered By Report	2018-07-31
Annual Accounts
Start Date For Period Covered By Report	2018-08-01
End Date For Period Covered By Report	2019-07-31
Annual Accounts
Start Date For Period Covered By Report	2019-08-01
End Date For Period Covered By Report	2020-07-31
Annual Accounts
Start Date For Period Covered By Report	2020-08-01
End Date For Period Covered By Report	2021-07-31
Annual Accounts
Start Date For Period Covered By Report	2021-08-01
End Date For Period Covered By Report	2022-07-31
Annual Accounts
Start Date For Period Covered By Report	2022-08-01
End Date For Period Covered By Report	2023-07-31
Annual Accounts
End Date For Period Covered By Report	2013-07-31

Jdw Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Julianna W.

People with significant control

Julianna W.

Accounts Documents

Company filings

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