Via Wealth Limited in Norwich, NR5 8BF

Website

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www.lawfinancialplanning.co.uk

Description

Data updated on: 01-11-2023

This enterprise is known as Via Wealth Limited. This firm was founded twenty six years ago and was registered with 03559751 as its registration number. This particular registered office of the company is based in Norwich. You may visit it at Henderson Business Centre, Ivy Road. Previously Via Wealth Limited switched the company listed name three times. Up to 2022-08-19 the company used the registered name Law Financial Planning. After that the company switched to the registered name Lawcall Direct Financial Services that was in use till 2022-08-19 then the currently used name was accepted. This business's declared SIC number is 65120 - Non-life insurance. Via Wealth Ltd released its latest accounts for the financial year up to Thursday 31st August 2023. The firm's most recent annual confirmation statement was filed on Sunday 7th May 2023.

According to the latest update, there is a single managing director in the company: Neil M. (since 2009-08-31). For 16 years Ian D., had been supervising this company up until the resignation in 2021. What is more a different director, specifically Ian S. resigned in September 2009. To provide support to the directors, this specific company has been using the skills of Rachel M. as a secretary since the appointment on 2016-11-16.

Previous company's names
Via Wealth Limited 2022-08-19
Law Financial Planning Limited 2003-04-14
Lawcall Direct Financial Services Limited 1998-06-03
Steele Direct Financial Services Limited 1998-05-07

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	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	205 400	209 134	221 032	221 121	195 843	218 661

Balance Sheet
Cash Bank On Hand						238 883	331 967	236 101	485 044	735 357	374 850	217 085	388 088
Debtors	31 114	22 487	15 510	25 489	33 085	32 619	20 589	33 646	34 215	48 357	810 051	974 286	707 884
Net Assets Liabilities						218 661	221 646	190 487	406 350	657 628	821 804	846 220	838 989
Other Debtors							20 135	14 198	20 723	29 992	19 841	26 983	14 234
Property Plant Equipment						12 862	12 625	11 216	10 793	12 416	9 565	12 398	11 898
Cash Bank In Hand	176 677	203 108	236 852	198 962	188 523	238 883
Current Assets	207 791	225 595	252 362	224 451	221 608	271 502	352 556	269 747	519 259	783 714	1 184 901
Intangible Fixed Assets	60 008	54 471	48 933	64 896	61 942	43 987
Tangible Fixed Assets	14 167	16 924	14 521	15 643	13 710	12 862

Capital & Reserves
Called Up Share Capital	100 000	100 000	100 000	100 000	100 000	100 000
Profit Loss Account Reserve	105 400	109 134	121 032	121 121	95 843	118 661
Shareholder Funds	205 400	209 134	221 032	221 121	195 843	218 661

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment						42 277	46 037	48 074	51 212	53 593	56 503	59 225	62 510
Amounts Owed By Parent Entities												931 206	685 676
Average Number Employees During Period							5	5	6	6	6	3	3
Bank Borrowings Overdrafts							25 900	6 196	5 310		213 542	7 791
Corporation Tax Payable											85 707	90 890
Creditors						109 690	25 900	6 196	134 984	136 143	213 542	162 300	99 800
Depreciation Rate Used For Property Plant Equipment												25	25
Increase From Depreciation Charge For Year Property Plant Equipment							3 760	2 037	3 138	2 381	2 910	2 722	3 285
Nominal Value Allotted Share Capital											100 000	100 000	100 000
Number Shares Issued Fully Paid												100 000	100 000
Other Creditors							21 727	24 290	24 147	30 075	33 923	162 300	99 800
Other Taxation Payable												90 890	100 107
Par Value Share		1	1	1	1	1						1	1
Property Plant Equipment Gross Cost						55 139	58 662	59 290	62 005	66 009	66 068	71 623	74 408
Total Additions Including From Business Combinations Property Plant Equipment							3 523	628	2 715	4 004	59	5 555	2 785
Trade Creditors Trade Payables											1 766	1 283	798
Trade Debtors Trade Receivables							454	19 448	13 492	18 365	25 210	16 097	7 974
Accumulated Amortisation Impairment Intangible Assets						126 513	204 093	251 019	297 945	311 278
Creditors Due Within One Year	76 566	87 856	94 784	83 869	101 417	109 690
Fixed Assets	74 175	71 395	63 454	80 539	75 652	56 849	79 810	71 475	24 126	12 416	9 565
Increase From Amortisation Charge For Year Intangible Assets							77 580	46 926	46 926	13 333
Intangible Assets						43 987	67 185	60 259	13 333
Intangible Assets Gross Cost						170 500	271 278	311 278	311 278	311 278
Intangible Fixed Assets Additions				32 250	20 000	7 500
Intangible Fixed Assets Aggregate Amortisation Impairment	50 742	56 279	61 817	78 104	101 058	126 513
Intangible Fixed Assets Amortisation Charged In Period		5 537	5 538	16 287	22 954	25 455
Intangible Fixed Assets Cost Or Valuation	110 750	110 750	110 750	143 000	163 000	170 500
Net Current Assets Liabilities	131 225	137 739	157 578	140 582	120 191	161 812	170 135	127 339	384 275	647 571	1 027 598
Number Shares Allotted		100 000	100 000	100 000	100 000	100 000
Other Taxation Social Security Payable							103 561	98 318	105 527	106 068	86 922
Provisions For Liabilities Balance Sheet Subtotal							2 399	2 131	2 051	2 359	1 817
Share Capital Allotted Called Up Paid	100 000	100 000	100 000	100 000	100 000	100 000
Tangible Fixed Assets Additions		7 656	1 486	5 552	1 967	2 901
Tangible Fixed Assets Cost Or Valuation	37 077	43 233	44 719	50 271	52 238	55 139
Tangible Fixed Assets Depreciation	22 910	26 309	30 198	34 628	38 528	42 277
Tangible Fixed Assets Depreciation Charged In Period		4 599	3 889	4 430	3 900	3 749
Tangible Fixed Assets Depreciation Decrease Increase On Disposals		1 200
Tangible Fixed Assets Disposals		1 500
Total Additions Including From Business Combinations Intangible Assets							100 778	40 000
Total Assets Less Current Liabilities	205 400	209 134	221 032	221 121	195 843	218 661	249 945	198 814	408 401	659 987	1 037 163
Amounts Owed By Group Undertakings											765 000

Company staff

Rachel M.

Role: Secretary

Appointed: 16 November 2016

Latest update: 4 March 2024

Neil M.

Role: Director

Appointed: 31 August 2009

Latest update: 4 March 2024

Ian D.

Role: Director

Appointed: 30 December 2005

Resigned: 31 August 2021

Latest update: 4 March 2024

Steeles (law) Llp

Role: Corporate Secretary

Role: Nominee Secretary

Appointed: 07 May 1998

Resigned: 07 May 1998

Latest update: 4 March 2024

People with significant control

Executives who control the firm include: Rachel M. owns 1/2 or less of company shares. Neil M. owns 1/2 or less of company shares.

Rachel M.

Notified on 1 September 2021

Nature of control:

1/2 or less of shares

Neil M.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Ian D.

Notified on 6 April 2016

Ceased on 31 August 2021

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 May 2025
Account last made up date	31 August 2023
Confirmation statement next due date	21 May 2024
Confirmation statement last made up date	07 May 2023

Annual Accounts 26 September 2014
Start Date For Period Covered By Report	01 September 2013
End Date For Period Covered By Report	31 August 2014
Date Approval Accounts	26 September 2014
Annual Accounts 9th October 2015
Start Date For Period Covered By Report	01 September 2014
End Date For Period Covered By Report	31 August 2015
Date Approval Accounts	9th October 2015
Annual Accounts
Start Date For Period Covered By Report	01 September 2015
Annual Accounts
Start Date For Period Covered By Report	01 September 2016
End Date For Period Covered By Report	31 August 2017
Annual Accounts
Start Date For Period Covered By Report	01 September 2017
End Date For Period Covered By Report	31 August 2018
Annual Accounts
Start Date For Period Covered By Report	01 September 2018
End Date For Period Covered By Report	31 August 2019
Annual Accounts
Start Date For Period Covered By Report	01 September 2019
End Date For Period Covered By Report	31 August 2020
Annual Accounts
Start Date For Period Covered By Report	01 September 2020
End Date For Period Covered By Report	31 August 2021
Annual Accounts
Start Date For Period Covered By Report	01 September 2020
End Date For Period Covered By Report	31 August 2021
Annual Accounts
Start Date For Period Covered By Report	01 September 2020
End Date For Period Covered By Report	31 August 2021
Annual Accounts 5 October 2012
End Date For Period Covered By Report	31 August 2012
Date Approval Accounts	5 October 2012
Annual Accounts 4 October 2013
End Date For Period Covered By Report	31 August 2013
Date Approval Accounts	4 October 2013
Annual Accounts 5th October 2016
End Date For Period Covered By Report	31 August 2016
Date Approval Accounts	5th October 2016

Via Wealth Limited

General information

Name:

Office Address:

Contact information

Website

www.lawfinancialplanning.co.uk

Description

Financial data based on annual reports

Company staff

Rachel M.

Neil M.

Ian D.

Steeles (law) Llp

Ian S.

Edric B.

Stephen D.

Jonathan F.

Jonathan P.

Nigel L.

Philip H.

William T.

Nigel L.

Howard T.

People with significant control

Rachel M.

Neil M.

Ian D.

Accounts Documents

Company filings

Filing category

Additional Information

Accountant/Auditor, 2015

Name:

Address:

Post code:

City / Town:

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