Jwh Wealth Management Ltd, HG1 2NG

Websites

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www.jwhwealth.co.uk

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www.jwhwealthmanagement.co.uk

Description

Data updated on: 01-11-2023

Based in 122 Cornwall Road, Harrogate HG1 2NG Jwh Wealth Management Ltd is a Private Limited Company issued a 06382512 Companies House Reg No. It's been founded 17 years ago. This company's SIC code is 65110 which stands for Life insurance. 31st August 2022 is the last time account status updates were filed.

According to the data we have, this specific firm was created in Wednesday 26th September 2007 and has been guided by two directors.

Executives who have control over the firm are as follows: Jeremy W. owns 1/2 or less of company shares. Geraldine W. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-08-31	2012-08-31	2013-08-31	2014-08-31	2015-08-31	2016-08-31	2017-08-31	2018-08-31	2019-08-31	2020-08-31	2021-08-31	2022-08-31	2023-08-31
Currency
Net Worth	60 267	50 537	52 483	71 074	89 515	133 704

Balance Sheet
Cash Bank On Hand								147 763	175 316	213 745	295 885	329 850	267 541
Current Assets	44 035	37 443	44 020	56 009	67 348	113 705	201 648	174 900	200 728	230 187	333 269	356 699	290 096
Debtors	10 327	14 428	5 849	6 893	12 636	9 834		27 137	25 412	16 442	37 384	26 849	22 555
Net Assets Liabilities						133 705	203 651	199 358	213 574	230 207	298 462	340 748	309 091
Other Debtors											1 387
Property Plant Equipment								2 631	1 692	1 117			1 894
Cash Bank In Hand	33 708	23 015	38 171	49 116	54 712	103 871
Intangible Fixed Assets	103 088	97 137	91 203	85 269	79 335	73 384
Net Assets Liabilities Including Pension Asset Liability	60 267	50 537	52 483	71 074	89 515	133 704
Tangible Fixed Assets	5 188	5 235	2 996	2 615	4 026	4 325

Capital & Reserves
Called Up Share Capital	2	2	2	2	2	2
Profit Loss Account Reserve	60 265	50 535	52 481	71 072	89 513	133 702
Shareholder Funds	60 267	50 537	52 483	71 074	89 515	133 704

Other Financial Data
Accrued Liabilities								1 200	1 200	1 192	802
Accrued Liabilities Not Expressed Within Creditors Subtotal							-855	-1 200
Accumulated Amortisation Impairment Intangible Assets								57 171	63 105	69 039	74 974	80 908	86 842
Accumulated Depreciation Impairment Property Plant Equipment								15 109	16 048	16 623	11 627	11 627	12 257
Average Number Employees During Period							4	4	3	3	3	4	4
Corporation Tax Payable												29 291	8 323
Creditors						57 128	67 647	39 352	44 107	50 533	78 519	53 730	14 384
Disposals Decrease In Depreciation Impairment Property Plant Equipment											-5 393
Disposals Property Plant Equipment											-6 113
Dividend Per Share Interim								34 750	34 750	35 000	34 750
Fixed Assets	108 276	102 372	94 199	87 884	83 361	77 709	70 979	64 147	57 274	50 765	43 713	37 779	33 739
Increase From Amortisation Charge For Year Intangible Assets									5 934	5 934	5 935	5 934	5 934
Increase From Depreciation Charge For Year Property Plant Equipment									939	575	397		630
Intangible Assets								61 516	55 582	49 648	43 713	37 779	31 845
Intangible Assets Gross Cost								118 687	118 687	118 687	118 687	118 687
Net Current Assets Liabilities	-48 009	-51 413	-41 629	-16 706	6 632	56 578	134 001	135 548	156 621	179 654	254 750	302 969	275 712
Number Shares Issued Fully Paid								2	2	2	2
Other Creditors								20 052	20 533	25 541	45 939	22 970	4 143
Other Taxation Social Security Payable											32 580	30 760	1 075
Par Value Share			1	1	1	1			1	1	1
Property Plant Equipment Gross Cost								17 740	17 740	17 740	11 627	11 627	14 151
Provisions For Liabilities Balance Sheet Subtotal						583	474	337	321	212			360
Taxation Social Security Payable								18 100	22 374	23 800	33 968
Total Additions Including From Business Combinations Property Plant Equipment													2 524
Total Assets Less Current Liabilities	60 267	50 959	52 570	71 178	89 993	134 287	204 980	199 695	213 895	230 419	298 463	340 748	309 451
Trade Creditors Trade Payables													843
Trade Debtors Trade Receivables								27 137	25 412	16 442	37 384	26 849	22 555
Company Contributions To Money Purchase Plans Directors								130 000	75 000	40 000	40 000
Director Remuneration								19 255	24 242	25 000	22 553
Creditors Due Within One Year	92 044	88 856	85 649	72 715	60 716	57 127
Number Shares Allotted		2	2	2	2	2
Provisions For Liabilities Charges		422	87	104	478	583
Intangible Fixed Assets Aggregate Amortisation Impairment	15 599	21 550
Intangible Fixed Assets Amortisation Charged In Period		5 951
Intangible Fixed Assets Cost Or Valuation	118 687	118 687
Tangible Fixed Assets Additions		1 910
Tangible Fixed Assets Cost Or Valuation	9 324	11 234
Tangible Fixed Assets Depreciation	4 136	5 999
Tangible Fixed Assets Depreciation Charged In Period		1 863
Value Shares Allotted		2	2	2	2	2

Company staff

Geraldine W.

Role: Director

Appointed: 26 September 2007

Latest update: 3 January 2024

Geraldine W.

Role: Secretary

Appointed: 26 September 2007

Latest update: 3 January 2024

Jeremy W.

Role: Director

Appointed: 26 September 2007

Latest update: 3 January 2024

People with significant control

Jeremy W.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Geraldine W.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 May 2024
Account last made up date	31 August 2022
Confirmation statement next due date	10 October 2024
Confirmation statement last made up date	26 September 2023

Annual Accounts 24 May 2013
Start Date For Period Covered By Report	2011-09-01
End Date For Period Covered By Report	2012-08-31
Date Approval Accounts	24 May 2013
Annual Accounts 28 May 2015
Start Date For Period Covered By Report	2013-09-01
End Date For Period Covered By Report	2014-08-31
Date Approval Accounts	28 May 2015
Annual Accounts 13 May 2016
Start Date For Period Covered By Report	2014-09-01
End Date For Period Covered By Report	2015-08-31
Date Approval Accounts	13 May 2016
Annual Accounts 31 May 2017
Start Date For Period Covered By Report	2015-09-01
End Date For Period Covered By Report	2016-08-31
Date Approval Accounts	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	2016-09-01
End Date For Period Covered By Report	2017-08-31
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
Annual Accounts
Start Date For Period Covered By Report	2020-09-01
End Date For Period Covered By Report	2021-08-31
Annual Accounts
Start Date For Period Covered By Report	01 September 2021
End Date For Period Covered By Report	31 August 2022
Annual Accounts
Start Date For Period Covered By Report	01 September 2021
End Date For Period Covered By Report	31 August 2022
Annual Accounts 31 January 2014
End Date For Period Covered By Report	31 August 2013
Date Approval Accounts	31 January 2014

Jwh Wealth Management Ltd

General information

Name:

Office Address:

Contact information

Websites

www.jwhwealth.co.uk

www.jwhwealthmanagement.co.uk

Description

Financial data based on annual reports

Company staff

Geraldine W.

Geraldine W.

Jeremy W.

People with significant control

Jeremy W.

Geraldine W.

Accounts Documents

Company filings

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