Banks-dunnell Wealth Management Ltd in Norwich, NR12 8BU

Description

Data updated on: 01-11-2023

Banks-dunnell Wealth Management came into being in 2012 as a company enlisted under no 08126532, located at NR12 8BU Norwich at Hayloft Barn School Road. It has been in business for 12 years and its official status is active. It currently known as Banks-dunnell Wealth Management Ltd, was earlier registered as Kbd Financial Services. The change has taken place in 2018-11-30. The company's declared SIC number is 64999 and has the NACE code: Financial intermediation not elsewhere classified. 2023-03-31 is the last time company accounts were reported.

There's a group of two directors supervising the following firm right now, including Karen B. and Kevin B. who have been carrying out the directors duties for 12 years.

Kevin B. is the individual who has control over this firm, owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Previous company's names
Banks-dunnell Wealth Management Ltd 2018-11-30
Kbd Financial Services Limited 2012-07-02

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-07-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	6 007	6 813	782	12 059

Balance Sheet
Cash Bank In Hand	19 844	3 707	17 810	36 612
Current Assets	28 799	19 974	19 987	36 612	61 562	132 454	184 811	247 584	219 845	267 936	243 429
Debtors	8 955	16 267	2 177
Tangible Fixed Assets	819	1 051	792	559
Net Assets Liabilities							162 167	180 956	136 132	182 088	185 759

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	5 907	6 713	682	11 959
Shareholder Funds	6 007	6 813	782	12 059

Other Financial Data
Amount Specific Advance Or Credit Directors			2 177		15 313	35 455	62 593
Amount Specific Advance Or Credit Made In Period Directors					15 313	94 737	108 092
Amount Specific Advance Or Credit Repaid In Period Directors				2 177		74 595	80 954
Average Number Employees During Period					2		1	1	1	1	1
Creditors				25 112	17 568	22 124	25 008	68 519	35 226	44 557	27 086
Creditors Due Within One Year	23 611	14 212	19 997	25 112
Fixed Assets				559	671	1 233	2 364	1 891	1 513	1 210	968
Net Current Assets Liabilities	5 188	5 762	-10	11 500	43 994	110 330	159 803	179 065	184 619	223 378	216 343
Number Shares Allotted	100	100	100	100
Par Value Share	1	1	1	1
Share Capital Allotted Called Up Paid	100	100	100	100
Tangible Fixed Assets Additions	1 229	360
Tangible Fixed Assets Cost Or Valuation	1 229	1 589	1 589
Tangible Fixed Assets Depreciation	410	538	797	1 030
Tangible Fixed Assets Depreciation Charged In Period	410	128	259	233
Total Assets Less Current Liabilities	6 007	6 813	782	12 059	44 665	111 563	162 167	180 956	186 132	224 588	217 311
Advances Credits Directors	8 955	16 267	2 177
Advances Credits Made In Period Directors	8 955	16 267	2 177
Advances Credits Repaid In Period Directors		8 955	16 267

Company staff

Karen B.

Role: Director

Appointed: 02 July 2012

Latest update: 16 April 2024

Kevin B.

Role: Director

Appointed: 02 July 2012

Latest update: 16 April 2024

People with significant control

Kevin B.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

right to manage directors

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	16 July 2024
Confirmation statement last made up date	02 July 2023

Annual Accounts 9 December 2014
Start Date For Period Covered By Report	01 August 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	9 December 2014
Annual Accounts 16 December 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	16 December 2015
Annual Accounts 22 December 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	22 December 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts 19 November 2013
End Date For Period Covered By Report	31 July 2013
Date Approval Accounts	19 November 2013

Banks-dunnell Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Karen B.

Kevin B.

People with significant control

Kevin B.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2013

Address:

Post code:

City / Town:

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

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Banks-dunnell Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Karen B.

Kevin B.

People with significant control

Kevin B.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2013

Address:

Post code:

City / Town:

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

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HQ address,
2013

HQ address,
2014

HQ address,
2015

HQ address,
2016