Jon Purnell Wealth Management Limited in Bridgend, CF31 5AP

Description

Data updated on: 01-11-2023

Jon Purnell Wealth Management Limited can be contacted at 13 Trem-y-dyffryn, Broadlands in Bridgend. The company's postal code is CF31 5AP. Jon Purnell Wealth Management has been operating on the British market since it was registered on 2019-11-19. The company's registration number is 12320956. This firm's registered with SIC code 70221 and their NACE code stands for Financial management. The most recent filed accounts documents describe the period up to 2022-10-31 and the latest annual confirmation statement was released on 2023-09-21.

Presently, the following company is administered by just one managing director: Jonathan P., who was formally appointed in 2019.

Jonathan P. is the individual who controls this firm, 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	2020-10-31	2021-10-31	2022-10-31	2023-10-31
Currency

Balance Sheet
Cash Bank On Hand	5 923	42 027	53 901	43 267
Current Assets			53 901	43 511
Debtors				244
Net Assets Liabilities	153	9 344	17 055	26 482
Other Debtors				244
Property Plant Equipment	1 764	1 324	884	444

Other Financial Data
Version Production Software		2 022	2 023
Accrued Liabilities	900	1 080	1 140	1 197
Accumulated Amortisation Impairment Intangible Assets	5 200	10 400	15 600	20 800
Accumulated Depreciation Impairment Property Plant Equipment	440	880	1 320	1 760
Average Number Employees During Period		1	1	1
Bank Borrowings		10 625	9 125	7 625
Bank Borrowings Overdrafts		2 250	2 250	2 250
Called Up Share Capital Not Paid Not Expressed As Current Asset	100
Creditors	28 434	38 982	39 005	15 048
Fixed Assets	22 564	16 924	11 284	5 644
Increase From Amortisation Charge For Year Intangible Assets		5 200	5 200	5 200
Increase From Depreciation Charge For Year Property Plant Equipment		440	440	440
Intangible Assets	20 800	15 600	10 400	5 200
Intangible Assets Gross Cost	26 000	26 000	26 000	26 000
Loans From Directors	26 237	25 371	18 862
Net Current Assets Liabilities	-22 511	3 045	14 896	28 463
Other Creditors		865
Property Plant Equipment Gross Cost	2 204	2 204	2 204	2 204
Taxation Social Security Payable	1 297	9 416	16 753	11 601
Total Assets Less Current Liabilities	153	19 969	26 180	34 107

Company staff

Jonathan P.

Role: Director

Appointed: 19 November 2019

Latest update: 21 April 2024

People with significant control

Jonathan P.

Notified on 19 November 2019

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Accounts Documents

Account next due date	31 July 2024
Account last made up date	31 October 2022
Confirmation statement next due date	05 October 2024
Confirmation statement last made up date	21 September 2023

Annual Accounts
Start Date For Period Covered By Report	1 November 2020
End Date For Period Covered By Report	31 October 2021
Annual Accounts
Start Date For Period Covered By Report	1 November 2021
End Date For Period Covered By Report	31 October 2022
Annual Accounts
Start Date For Period Covered By Report	1 November 2022
End Date For Period Covered By Report	31 October 2023

Jon Purnell Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Jonathan P.

People with significant control

Jonathan P.

Accounts Documents

Company filings

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