John Sherlock Wealth Management Ltd in Wrexham, LL13 7SU

Description

Data updated on: 30-07-2023

John Sherlock Wealth Management started its operations in 2012 as a Private Limited Company under the ID 08291937. The company's headquarters was registered in Wrexham at The Old Brewery. This John Sherlock Wealth Management Ltd business had been operating offering its services for at least eleven years.

As suggested by this particular enterprise's directors directory, there were five directors to name just a few: James P., Thomas H. and Warren H..

Executives who had control over this firm were as follows: James P. owned 1/2 or less of company shares and had 1/2 or less of voting rights. Warren H. owned 1/2 or less of company shares, had 1/2 or less of voting rights. Thomas H. owned 1/2 or less of company shares, had 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-11-30	2014-11-30	2015-11-30	2016-11-30	2017-11-30	2018-11-30	2019-11-30	2020-11-30	2021-12-16
Currency

Balance Sheet
Cash Bank On Hand					19 008	70 350	79 710	68 225	47 450
Current Assets	64 049	35 746	37 484	201 609	45 777	104 085	109 624	85 723	50 758
Debtors	6 664	9 348	13 866	24 832	59 538	33 735	29 914	17 498	3 308
Net Assets Liabilities				133 040	131 931	172 656	193 069	177 913	15 391
Other Debtors					47 769	15 000	15 000	5 354	3 308
Property Plant Equipment					129 420	125 453	121 082	118 335
Cash Bank In Hand	57 385	26 398	23 618	176 777
Intangible Fixed Assets	123 998	110 141	596 458	480 396
Net Assets Liabilities Including Pension Asset Liability	26 559	36 764	46 274	133 040
Tangible Fixed Assets	2 140	3 043	4 721	3 508

Capital & Reserves
Called Up Share Capital	24	24	24	24
Profit Loss Account Reserve	26 535	36 740	46 250	133 016

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets					137 827	205 848	273 869	341 890	412 745
Accumulated Depreciation Impairment Property Plant Equipment					9 385	15 032	19 403	22 948
Additions Other Than Through Business Combinations Property Plant Equipment						1 680		798
Average Number Employees During Period					3	3	4	4	4
Bank Borrowings					475 318	403 248	329 366	253 422
Bank Overdrafts					102 034	72 608	66 690	61 159
Creditors				131 596	108 008	125 212	117 254	113 998	293 084
Disposals Intangible Assets						1 000	654		14 551
Fixed Assets	126 138	113 184	601 179	483 904	672 800	599 812	532 226	461 458	257 717
Increase From Amortisation Charge For Year Intangible Assets						68 021	68 021	68 021	70 855
Increase From Depreciation Charge For Year Property Plant Equipment						5 647	4 371	3 545	2 777
Intangible Assets					543 380	474 359	411 144	343 123	257 717
Intangible Assets Gross Cost					681 207	680 207	685 013	685 013	670 462
Net Current Assets Liabilities	-99 281	-75 918	-553 961	70 013	62 231	-21 127	-7 630	-28 275	-242 326
Other Creditors					3 717	8 413	10 150	1 401	232 292
Other Disposals Decrease In Depreciation Impairment Property Plant Equipment									25 725
Other Disposals Property Plant Equipment									141 283
Property Plant Equipment Gross Cost					138 805	140 485	140 485	141 283
Provisions For Liabilities Balance Sheet Subtotal				701	3 321	2 781	2 161	1 848
Taxation Social Security Payable					35 025	44 191	40 414	51 438	60 775
Total Additions Including From Business Combinations Intangible Assets							5 460
Total Assets Less Current Liabilities	26 857	37 266	47 218	553 917	610 569	578 685	524 596	433 183	15 391
Trade Creditors Trade Payables									17
Trade Debtors Trade Receivables					11 769	18 735	14 914	12 144
Bank Borrowings Overdrafts Secured			503 438	463 352
Capital Employed	26 559	36 764	46 274	133 040
Creditors Due After One Year				420 176
Creditors Due Within One Year	163 330	111 664	591 445	131 596
Intangible Fixed Assets Additions	138 576		504 377	1 083
Intangible Fixed Assets Aggregate Amortisation Impairment	14 578	28 435	46 495	74 951
Intangible Fixed Assets Amortisation Charged In Period	14 578	13 857	18 060	55 535
Intangible Fixed Assets Amortisation Decrease Increase On Disposals				27 079
Intangible Fixed Assets Cost Or Valuation	138 576	138 576	642 953	555 347
Intangible Fixed Assets Disposals				88 689
Number Shares Allotted	24	24	24	24
Number Shares Allotted Increase Decrease During Period	24
Par Value Share	1	1	1	1
Provisions For Liabilities Charges	298	502	944	701
Share Capital Allotted Called Up Paid	24	24	24	24
Tangible Fixed Assets Additions	2 990	2 041	2 754
Tangible Fixed Assets Cost Or Valuation	2 990	5 031	7 785	7 785
Tangible Fixed Assets Depreciation	850	1 988	3 064	4 277
Tangible Fixed Assets Depreciation Charged In Period	850	1 138	1 076	1 213
Value Shares Allotted Increase Decrease During Period	24

Company staff

James P.

Role: Director

Appointed: 16 December 2021

Latest update: 10 May 2024

Thomas H.

Role: Director

Appointed: 16 December 2021

Latest update: 10 May 2024

Warren H.

Role: Director

Appointed: 16 December 2021

Latest update: 10 May 2024

People with significant control

James P.

Notified on 16 December 2021

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Warren H.

Notified on 16 December 2021

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Thomas H.

Notified on 16 December 2021

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

John S.

Notified on 6 April 2016

Ceased on 16 December 2021

Nature of control:

1/2 or less of shares

Susan S.

Notified on 6 April 2016

Ceased on 16 December 2021

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	16 September 2023
Account last made up date	16 December 2021
Confirmation statement next due date	27 November 2022
Confirmation statement last made up date	13 November 2021

Annual Accounts
Start Date For Period Covered By Report	2012-11-13
End Date For Period Covered By Report	2013-11-30
Annual Accounts 27 August 2015
Start Date For Period Covered By Report	2013-12-01
End Date For Period Covered By Report	30 November 2014
Date Approval Accounts	27 August 2015
Annual Accounts 30 August 2016
Start Date For Period Covered By Report	2014-12-01
End Date For Period Covered By Report	30 November 2015
Date Approval Accounts	30 August 2016
Annual Accounts 21 August 2017
Start Date For Period Covered By Report	2015-12-01
End Date For Period Covered By Report	30 November 2016
Date Approval Accounts	21 August 2017
Annual Accounts
Start Date For Period Covered By Report	2016-12-01
End Date For Period Covered By Report	2017-11-30
Annual Accounts
Start Date For Period Covered By Report	2018-12-01
End Date For Period Covered By Report	30 November 2019
Annual Accounts
Start Date For Period Covered By Report	2019-12-01
End Date For Period Covered By Report	30 November 2020
Annual Accounts
Start Date For Period Covered By Report	2020-12-01
End Date For Period Covered By Report	16 December 2021
Annual Accounts
End Date For Period Covered By Report	30 November 2018
Annual Accounts 4 March 2014
Date Approval Accounts	4 March 2014

John Sherlock Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

James P.

Thomas H.

Warren H.

John S.

Susan S.

People with significant control

James P.

Warren H.

Thomas H.

John S.

Susan S.

Accounts Documents

Company filings

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