Ldb Wealth Management Ltd

General information

Name:

Ldb Wealth Management Limited

Office Address:

C/o Aspreys Accountants Ltd 1607 Wellington Way Brooklands Business Park KT13 0TT Weybridge

Number: 09032048

Incorporation date: 2014-05-09

End of financial year: 31 May

Category: Private Limited Company

Status: Active

Description

Data updated on:

The company known as Ldb Wealth Management was founded on May 9, 2014 as a Private Limited Company. The firm's head office could be reached at Weybridge on C/o Aspreys Accountants Ltd 1607 Wellington Way, Brooklands Business Park. In case you have to contact the company by mail, its postal code is KT13 0TT. The company registration number for Ldb Wealth Management Ltd is 09032048. It changed its business name already two times. Before 2017 the company has been working on providing the services it specializes in under the name of Elevate Wealth Management but now the company is registered under the name Ldb Wealth Management Ltd. The firm's principal business activity number is 70221 which stands for Financial management. The company's most recent financial reports describe the period up to Tue, 31st May 2022 and the most current annual confirmation statement was submitted on Tue, 27th Dec 2022.

We have a group of two directors controlling this particular company at present, including Donna B. and Lewis B. who have been performing the directors responsibilities since January 23, 2017.

  • Previous company's names
  • Ldb Wealth Management Ltd 2017-05-20
  • Elevate Wealth Management Ltd 2017-05-12
  • Lewis Burt Financial Services Ltd 2014-05-09

Financial data based on annual reports

Company staff

Donna B.

Role: Director

Appointed: 23 January 2017

Latest update: 23 April 2024

Lewis B.

Role: Director

Appointed: 09 May 2014

Latest update: 23 April 2024

People with significant control

Executives who have control over the firm are as follows: Lewis B. owns over 3/4 of company shares and has 3/4 to full of voting rights. Donna B. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Lewis B.
Notified on 6 April 2016
Nature of control:
over 3/4 of shares
3/4 to full of voting rights
right to manage directors
Donna B.
Notified on 23 January 2017
Nature of control:
1/2 or less of voting rights
1/2 or less of shares

Accounts Documents

Account next due date 29 February 2024
Account last made up date 31 May 2022
Confirmation statement next due date 10 January 2024
Confirmation statement last made up date 27 December 2022
Annual Accounts 26 January 2016
Start Date For Period Covered By Report 9 May 2014
End Date For Period Covered By Report 31 May 2015
Date Approval Accounts 26 January 2016
Annual Accounts 13 February 2017
Start Date For Period Covered By Report 1 June 2015
End Date For Period Covered By Report 31 May 2016
Date Approval Accounts 13 February 2017
Annual Accounts
Start Date For Period Covered By Report 1 June 2016
End Date For Period Covered By Report 31 May 2017
Annual Accounts
Start Date For Period Covered By Report 1 June 2019
End Date For Period Covered By Report 31 May 2020
Annual Accounts
Start Date For Period Covered By Report 1 June 2020
End Date For Period Covered By Report 31 May 2021
Annual Accounts
Start Date For Period Covered By Report 1 June 2021
End Date For Period Covered By Report 31 May 2022
Annual Accounts
Start Date For Period Covered By Report 1 June 2022
End Date For Period Covered By Report 31 May 2023

Company filings

Filing category

Hide filing type
Accounts Address Annual return Capital Confirmation statement Incorporation Mortgage Officers Resolution
Free Download
Charge 090320480001 satisfaction in full. (MR04)
filed on: 25th, January 2024
mortgage
Free Download Download filing (1 page)

Search other companies

Services (by SIC Code)

  • 70221 : Financial management
9
Company Age

Closest Companies - by postcode