Lewis Wealth Management Limited in Shrewsbury, SY2 6FG

Description

Data updated on: 01-11-2023

Lewis Wealth Management Limited with the registration number 08373434 has been a part of the business world for 11 years. The Private Limited Company is located at St. James's House Anchorage Avenue, Shrewsbury Business Park, Shrewsbury and its area code is SY2 6FG. This firm's SIC and NACE codes are 66220 and has the NACE code: Activities of insurance agents and brokers. Thursday 31st March 2022 is the last time when the company accounts were reported.

Neil L. is this specific enterprise's solitary managing director, that was chosen to lead the company 11 years ago. To provide support to the directors, the company has been utilizing the expertise of Neil L. as a secretary for the last 11 years.

Executives who control the firm include: Neil L. owns over 1/2 to 3/4 of company shares . Jane L. owns 1/2 or less of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	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
Net Worth	4 438	15 646	8 988

Balance Sheet
Cash Bank On Hand			4 500		23 721	220			1 812	9 451
Current Assets	6 546	19 073	15 596	18 697	37 598	16 566	12 670	16 908	36 719	28 944
Debtors	4 825	14 342	11 096	18 697	13 877	16 346	12 670	16 908	34 907	19 493
Net Assets Liabilities			8 988	20 788	25 912		4 822	9 984	20 333	25 386
Property Plant Equipment			15 815	25 261	15 981	15 261	22 743	20 033	18 371	19 531
Cash Bank In Hand	1 721	4 731	4 500
Net Assets Liabilities Including Pension Asset Liability	4 438	15 646	8 988
Other Debtors				88
Tangible Fixed Assets	19 992	20 572	15 815

Capital & Reserves
Called Up Share Capital	1	1	100
Profit Loss Account Reserve	4 437	15 645	8 888
Shareholder Funds	4 438	15 646	8 988

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment			4 987	10 671	6 306	9 290	12 966	16 716	20 036	23 919
Additions Other Than Through Business Combinations Property Plant Equipment									1 658	5 043
Average Number Employees During Period				6	5	6	6	6	6	7
Creditors			9 518	6 700	27 667	28 558	30 591	23 151	31 267	19 379
Increase From Depreciation Charge For Year Property Plant Equipment				5 684	2 883	2 984	3 676	3 750	3 320	3 883
Net Current Assets Liabilities	-1 023	7 203	2 691	2 227	9 931	-11 992	-17 921	-6 243	5 452	9 565
Property Plant Equipment Gross Cost			20 802	35 932	22 287	24 551	35 709	36 749	38 407	43 450
Provisions For Liabilities Balance Sheet Subtotal								3 806	3 490	3 710
Total Additions Including From Business Combinations Property Plant Equipment				15 130	2 922	2 263	11 158	1 040
Total Assets Less Current Liabilities	18 969	27 775	18 506	27 488	25 912	3 269	4 822	13 790	23 823	29 096
Bank Borrowings Overdrafts				1 903
Creditors Due After One Year	14 531	12 129	9 518
Creditors Due Within One Year	7 569	11 870	12 905
Disposals Decrease In Depreciation Impairment Property Plant Equipment					7 248
Disposals Property Plant Equipment					16 567
Finance Lease Liabilities Present Value Total				6 700
Number Shares Allotted	1	1	1
Other Creditors				2 042	5 398
Other Taxation Social Security Payable				10 526	18 652
Par Value Share	1	1	1
Share Capital Allotted Called Up Paid	1	1	100
Tangible Fixed Assets Additions	19 992	580	230
Tangible Fixed Assets Cost Or Valuation	19 992	20 572	20 802
Tangible Fixed Assets Depreciation			4 987
Tangible Fixed Assets Depreciation Charged In Period			4 987
Trade Creditors Trade Payables				1 999	3 617
Trade Debtors Trade Receivables				18 609	13 877

Company staff

Neil L.

Role: Director

Appointed: 24 January 2013

Latest update: 8 January 2024

Neil L.

Role: Secretary

Appointed: 24 January 2013

Latest update: 8 January 2024

People with significant control

Neil L.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

Jane L.

Notified on 6 April 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	07 February 2024
Confirmation statement last made up date	24 January 2023

Annual Accounts 19 September 2014
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	19 September 2014
Annual Accounts 16 September 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 September 2015
Annual Accounts 2 August 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	2 August 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 2017
End Date For Period Covered By Report	31 March 2018
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 2017
End Date For Period Covered By Report	31 March 2018
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 2017
End Date For Period Covered By Report	31 March 2018

Lewis Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Neil L.

Neil L.

People with significant control

Neil L.

Jane L.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

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Lewis Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Neil L.

Neil L.

People with significant control

Neil L.

Jane L.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2014

HQ address,
2015