Zenith Independent Wealth Management Limited in Bolton, BL5 3AG

Description

Data updated on: 01-01-2022

Zenith Independent Wealth Management Limited has been in the business for at least 12 years. Registered with number 07143330 in the year 2010, the firm have office at 47 Market Street, Bolton BL5 3AG. It is known under the name of Zenith Independent Wealth Management Limited. Moreover this company also operated as Jw Independent Wealth Management until the name was replaced four years ago. This business's registered with SIC code 64999 - Financial intermediation not elsewhere classified. The company's latest financial reports describe the period up to 2020-08-31 and the most current annual confirmation statement was submitted on 2021-02-02.

When it comes to this limited company, a variety of director's assignments have so far been performed by Richard D. who was formally appointed in 2014. Since February 2010 John W., had been performing the duties for the limited company up to the moment of the resignation eight years ago.

Richard D. is the individual with significant control over this firm, has substantial control or influence over the company.

Previous company's names
Zenith Independent Wealth Management Limited 2018-03-21
Jw Independent Wealth Management Ltd 2010-02-02

Financial data based on annual reports

Profit & Loss
Date of Accounts	2015-03-31	2016-08-31	2017-08-31	2018-08-31	2019-08-31	2020-08-31
Currency
Net Worth	23 378	23 378	23 379

Balance Sheet
Current Assets	43 962	48 915	159 858	81 978	44 654	60 785
Net Assets Liabilities			23 379	23 379	23 379	23 379
Cash Bank In Hand	3 144	7 894
Debtors	40 818	41 021
Net Assets Liabilities Including Pension Asset Liability	23 378	23 378	23 379
Tangible Fixed Assets	1 423	1 043

Capital & Reserves
Called Up Share Capital	100	100
Profit Loss Account Reserve	23 278	23 278
Shareholder Funds	23 378	23 378	23 379

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal			2 763	3 060	6 072	6 266
Average Number Employees During Period					3	3
Creditors			138 021	105 159	47 986	37 982
Fixed Assets	141 423	141 043	5 231	50 270	60 314	59 136
Net Current Assets Liabilities	-82 760	-114 765	21 905	22 830	2 954	23 195
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal		71	68	351	378	392
Provisions For Liabilities Balance Sheet Subtotal			994	1 001	2 909	2 686
Total Assets Less Current Liabilities	58 663	26 278	27 136	27 440	57 360	82 331
Accruals Deferred Income		2 691	2 763
Creditors Due After One Year	35 000
Creditors Due Within One Year	126 722	163 680	138 021
Investments Fixed Assets	140 000	140 000
Number Shares Allotted		100
Par Value Share		1
Provisions For Liabilities Charges	285	209	994
Share Capital Allotted Called Up Paid	100	100
Tangible Fixed Assets Cost Or Valuation	4 344	4 344
Tangible Fixed Assets Depreciation	2 921	3 301
Tangible Fixed Assets Depreciation Charged In Period		380

Company staff

Richard D.

Role: Director

Appointed: 11 November 2014

Latest update: 21 December 2021

People with significant control

Richard D.

Notified on 2 February 2017

Nature of control:

substantial control or influence

Accounts Documents

Account next due date	31 May 2022
Account last made up date	31 August 2020
Confirmation statement next due date	16 February 2022
Confirmation statement last made up date	02 February 2021

Annual Accounts 30 May 2017
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-08-31
Date Approval Accounts	30 May 2017
Annual Accounts 13 February 2018
Start Date For Period Covered By Report	2016-09-01
End Date For Period Covered By Report	2017-08-31
Date Approval Accounts	13 February 2018
Annual Accounts
Start Date For Period Covered By Report	2017-09-01
End Date For Period Covered By Report	2018-08-31
Annual Accounts
Start Date For Period Covered By Report	2018-09-01
End Date For Period Covered By Report	2019-08-31
Annual Accounts
Start Date For Period Covered By Report	2019-09-01
End Date For Period Covered By Report	2020-08-31

Zenith Independent Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Richard D.

John W.

People with significant control

Richard D.

Accounts Documents

Company filings

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