Jrt Wealth Management Limited in Newcastle Upon Tyne, NE12 9PD

Description

Data updated on: 01-11-2023

This business is based in Newcastle Upon Tyne with reg. no. 07887215. It was registered in the year 2011. The main office of the company is situated at The Gables Thornhill Road Benton. The zip code for this location is NE12 9PD. The firm's SIC code is 70221 and has the NACE code: Financial management. Its latest accounts cover the period up to 2022-12-31 and the most recent annual confirmation statement was released on 2022-12-20.

Since 2011-12-20, the following firm has only been overseen by a single director: Jamie T. who has been guiding it for 13 years.

Jamie T. is the individual who has control over 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	2012-12-31	2013-12-31	2014-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency
Net Worth	164 324	249 209	371 714

Balance Sheet
Cash Bank On Hand				35 398	51 329	116 015	182 668	80 995
Current Assets	20 647	25	63	466 597	471 252	470 975	182 668	402 407
Debtors	100			431 199	419 923	354 960		321 412
Net Assets Liabilities				605 906	539 104	431 947	41 636	211 925
Other Debtors				431 199	419 923
Property Plant Equipment				3 399	1 639	1 438	1 322	130 481
Cash Bank In Hand	20 547	25	63
Intangible Fixed Assets	616 000	550 000	484 000
Net Assets Liabilities Including Pension Asset Liability	153 324	249 209	371 714
Tangible Fixed Assets	708	405	288

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	164 224	249 109	371 614
Shareholder Funds	164 324	249 209	371 714

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets				440 000	506 000	572 000	638 000	660 000
Accumulated Depreciation Impairment Property Plant Equipment				5 248	7 008	5 636	6 656	13 027
Amortisation Rate Used For Intangible Assets					10
Average Number Employees During Period				2	2	2	2	2
Corporation Tax Payable				82 670	85 810	74 729	113 713	131 527
Creditors				83 444	87 476	40 833	35 000	130 051
Current Tax For Period				82 670	85 810
Deferred Tax Expense Credit Relating To Origination Reversal Timing Differences				479	-335
Depreciation Rate Used For Property Plant Equipment					33
Fixed Assets	616 708	550 405	484 288	223 399	155 639	89 438	23 322	130 481
Increase From Amortisation Charge For Year Intangible Assets					66 000	66 000	66 000	22 000
Increase From Depreciation Charge For Year Property Plant Equipment					1 760	2 358	1 020	11 288
Intangible Assets				220 000	154 000	88 000	22 000
Intangible Assets Gross Cost				660 000	660 000	660 000	660 000
Net Current Assets Liabilities	-452 242	-301 115	-112 516	383 153	383 776	383 615	53 565	236 287
Other Creditors				774	789
Other Taxation Social Security Payable					877	1 406	3 300	1 202
Property Plant Equipment Gross Cost					8 647	7 074	7 978	143 508
Provisions For Liabilities Balance Sheet Subtotal				646	311	273	251	24 792
Tax Tax Credit On Profit Or Loss On Ordinary Activities				83 149	85 475
Total Assets Less Current Liabilities	164 466	249 290	371 772	606 552	539 415	473 053	76 887	366 768
Advances Credits Directors				431 199	419 923
Advances Credits Made In Period Directors				353 459
Advances Credits Repaid In Period Directors				453 478
Amount Specific Advance Or Credit Directors				431 199	419 923	354 960	32	321 412
Amount Specific Advance Or Credit Made In Period Directors					440 717	371 768	550 608	741 821
Amount Specific Advance Or Credit Repaid In Period Directors					451 993	436 731	905 600	420 377
Bank Borrowings Overdrafts						833	10 000	10 000
Disposals Decrease In Depreciation Impairment Property Plant Equipment						3 730		4 917
Disposals Property Plant Equipment						3 730		4 917
Finance Lease Liabilities Present Value Total								105 039
Total Additions Including From Business Combinations Property Plant Equipment						2 157	904	140 447
Creditors Due Within One Year	472 789	301 140	112 579
Intangible Fixed Assets Additions	660 000
Intangible Fixed Assets Aggregate Amortisation Impairment	44 000	110 000	176 000
Intangible Fixed Assets Amortisation Charged In Period	44 000	66 000	66 000
Intangible Fixed Assets Cost Or Valuation	660 000	660 000	660 000
Number Shares Allotted	100	100	100
Par Value Share	1	1	1
Provisions For Liabilities Charges	142	81	58
Share Capital Allotted Called Up Paid	100	100	100
Tangible Fixed Assets Additions	910		279
Tangible Fixed Assets Cost Or Valuation	910	910	1 189
Tangible Fixed Assets Depreciation	202	505	901
Tangible Fixed Assets Depreciation Charged In Period	202	303	396

Company staff

Jamie T.

Role: Director

Appointed: 20 December 2011

Latest update: 14 March 2024

People with significant control

Jamie T.

Notified on 6 April 2016

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 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	03 January 2024
Confirmation statement last made up date	20 December 2022

Annual Accounts 1 March 2013
Start Date For Period Covered By Report	2011-12-20
End Date For Period Covered By Report	2012-12-31
Date Approval Accounts	1 March 2013
Annual Accounts 16 September 2014
Start Date For Period Covered By Report	2013-01-01
End Date For Period Covered By Report	2013-12-31
Date Approval Accounts	16 September 2014
Annual Accounts 30 April 2015
Start Date For Period Covered By Report	2014-01-01
End Date For Period Covered By Report	2014-12-31
Date Approval Accounts	30 April 2015
Annual Accounts
Start Date For Period Covered By Report	2019-01-01
End Date For Period Covered By Report	31/12/2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2020
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	01 January 2021
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	01 January 2022
End Date For Period Covered By Report	31 December 2022

Jrt Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Jamie T.

People with significant control

Jamie T.

Accounts Documents

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