Oulton Broad Wealth Management Ltd in Oulton Broad, NR32 3PE

Description

Data updated on: 01-11-2023

Oulton Broad Wealth Management Ltd,registered as Private Limited Company, that is located in Pegaso, 17 Pegasus Mews, Oulton Broad. The company's post code is NR32 3PE. This enterprise exists since 2018-09-20. The company's Companies House Registration Number is 11580231. Registered as Jonesey, the firm used the business name up till 2019-05-10, at which point it was changed to Oulton Broad Wealth Management Ltd. This business's classified under the NACE and SIC code 64999 - Financial intermediation not elsewhere classified. The company's latest annual accounts cover the period up to 2022-09-30 and the latest confirmation statement was filed on 2023-05-18.

Stephen J. is this company's individual director, that was appointed 6 years ago. This business had been guided by Sarah N. till January 2023.

Stephen J. is the individual with significant control over this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Previous company's names
Oulton Broad Wealth Management Ltd 2019-05-10
Jonesey Limited 2018-09-20

Financial data based on annual reports

Profit & Loss
Date of Accounts	2019-09-30	2020-09-30	2021-09-30	2022-09-30
Currency

Balance Sheet
Cash Bank On Hand	10 884	51 833	80 761	54 410
Property Plant Equipment	270	1 233	1 908	6 072
Current Assets			80 761	61 682
Debtors				7 272

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment	9	318	794	2 312
Creditors	3 866	11 252	16 432	29 394
Increase From Depreciation Charge For Year Property Plant Equipment	9	309	476	1 518
Net Current Assets Liabilities	7 018	40 581	64 329	32 288
Other Creditors	2 243	2 252	4 332	4 694
Other Taxation Social Security Payable	1 623	9 000	12 100	24 700
Property Plant Equipment Gross Cost	279	1 551	2 702	8 384
Total Additions Including From Business Combinations Property Plant Equipment	279	1 272	1 151	5 682
Total Assets Less Current Liabilities	7 288	41 814	91 237	148 067
Additions Other Than Through Business Combinations Investment Property Fair Value Model				76 207
Fixed Assets		1 233	26 908	115 779
Investment Property				76 207
Investment Property Fair Value Model				76 207
Investments Fixed Assets			25 000	33 500
Other Investments Other Than Loans			25 000	33 500
Trade Debtors Trade Receivables				7 272

Company staff

Stephen J.

Role: Secretary

Appointed: 06 January 2023

Latest update: 5 May 2024

Stephen J.

Role: Director

Appointed: 20 September 2018

Latest update: 5 May 2024

People with significant control

Stephen J.

Notified on 20 September 2018

Nature of control:

over 3/4 of shares

3/4 to full 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 June 2024
Confirmation statement last made up date	18 May 2023

Annual Accounts
Start Date For Period Covered By Report	20 September 2018
End Date For Period Covered By Report	30 September 2019
Annual Accounts
Start Date For Period Covered By Report	01 October 2019
End Date For Period Covered By Report	30 September 2020
Annual Accounts
Start Date For Period Covered By Report	01 October 2020
End Date For Period Covered By Report	30 September 2021
Annual Accounts
Start Date For Period Covered By Report	01 October 2021
End Date For Period Covered By Report	30 September 2022

Oulton Broad Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Stephen J.

Stephen J.

Sarah N.

Sarah N.

People with significant control

Stephen J.

Accounts Documents

Company filings

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