Mackenzie Taylor Wealth Management Ltd. in Inverness, IV2 7PA

Description

Data updated on: 01-11-2023

Mackenzie Taylor Wealth Management is a firm located at IV2 7PA Inverness at Suite 1A, Willow House. This enterprise was established in 2006 and is registered as reg. no. SC313079. This enterprise has been actively competing on the English market for 18 years now and the last known state is active. The firm's principal business activity number is 66220 and their NACE code stands for Activities of insurance agents and brokers. Its latest financial reports describe the period up to Sat, 31st Dec 2022 and the most recent annual confirmation statement was submitted on Tue, 6th Dec 2022.

At present, this particular business is administered by 1 director: Kenneth T., who was assigned to lead the company seventeen years ago. That business had been managed by Colin M. till 2010-08-01. What is more another director, specifically Duncan M. gave up the position in 2012.

Kenneth T. is the individual with significant control over this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-12-31	2012-12-31	2013-12-31	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31	2023-12-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	21 435	8 260	10 559	18 755	24 728

Balance Sheet
Cash Bank In Hand	35 833	13 859	25 046	20 907	32 290
Cash Bank On Hand					32 290	46 871	62 541	52 760	52 079	45 086	81 401	102 313	96 331
Current Assets	52 435	32 609	43 877	44 988	52 157	66 943	86 813	73 655	75 559	69 981	106 771	126 956	120 351
Debtors	16 602	18 750	18 831	24 081	19 867	20 072	24 272	20 895	23 480	24 895	25 370	24 643	24 020
Property Plant Equipment					2 965	2 241	1 981	1 385	969	2 258	2 887	2 185
Tangible Fixed Assets	5 120	3 002	2 072	3 273	2 965

Capital & Reserves
Called Up Share Capital	1 100	1 100	1 100	1 100	1 100
Profit Loss Account Reserve	20 065	6 890	9 189	17 385	23 358
Shareholder Funds	21 435	8 260	10 559	18 755	24 728

Other Financial Data
Amount Specific Advance Or Credit Directors						41	222	221	85	60	236	694	695
Amount Specific Advance Or Credit Made In Period Directors							819	177	236	275	1 574	542	1 055
Amount Specific Advance Or Credit Repaid In Period Directors							1 000	176	100	250	1 750	1 000	1 019
Accumulated Depreciation Impairment Property Plant Equipment					24 533	26 076	27 064	27 660	28 076	28 752	29 913	31 254	32 388
Average Number Employees During Period						2	2	2	2	2	2	2	2
Capital Redemption Reserve	270	270	270	270	270
Creditors					30 394	33 590	38 511	33 177	34 565	31 591	37 534	32 842	29 484
Creditors Due Within One Year	36 120	27 351	35 390	29 506	30 394
Increase From Depreciation Charge For Year Property Plant Equipment						1 543	988	596	416	676	1 161	1 341	1 134
Net Current Assets Liabilities	16 315	5 258	8 487	15 482	21 763	33 353	48 302	40 478	40 994	38 390	69 237	94 114	90 867
Number Shares Allotted		100	100	100	100
Par Value Share		1	1	1	1
Property Plant Equipment Gross Cost					27 498	28 317	29 045	29 045	29 045	31 010	32 800	33 439	34 218
Share Capital Allotted Called Up Paid	100	100	100	100	100
Tangible Fixed Assets Cost Or Valuation	35 665	35 665	34 165	26 431	27 498
Tangible Fixed Assets Depreciation	30 545	32 663	32 093	23 158	24 533
Tangible Fixed Assets Depreciation Charged In Period		2 118
Total Additions Including From Business Combinations Property Plant Equipment						819	728			1 965	1 790	639	779
Total Assets Less Current Liabilities	21 435	8 260	10 559	18 755	24 728	35 594	50 283	41 863	41 963	40 648	72 124	96 299	92 697

Company staff

Kenneth T.

Role: Director

Appointed: 23 January 2007

Latest update: 28 March 2024

Kenneth T.

Role: Secretary

Appointed: 23 January 2007

Latest update: 28 March 2024

People with significant control

Kenneth T.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Duncan M.

Notified on 6 April 2016

Ceased on 19 December 2018

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	20 December 2023
Confirmation statement last made up date	06 December 2022

Annual Accounts 19 January 2015
Start Date For Period Covered By Report	01 January 2014
End Date For Period Covered By Report	31 December 2014
Date Approval Accounts	19 January 2015
Annual Accounts 9 February 2016
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Date Approval Accounts	9 February 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2016
End Date For Period Covered By Report	31 December 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2017
End Date For Period Covered By Report	31 December 2017
Annual Accounts
Start Date For Period Covered By Report	01 January 2018
End Date For Period Covered By Report	31 December 2018
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2020
End Date For Period Covered By Report	31 December 2020
Annual Accounts
Start Date For Period Covered By Report	01 January 2021
End Date For Period Covered By Report	31 December 2021
Annual Accounts
Start Date For Period Covered By Report	01 January 2022
End Date For Period Covered By Report	31 December 2022
Annual Accounts
Start Date For Period Covered By Report	01 January 2023
End Date For Period Covered By Report	31 December 2023
Annual Accounts 4 March 2013
End Date For Period Covered By Report	31 December 2012
Date Approval Accounts	4 March 2013
Annual Accounts 24 January 2014
End Date For Period Covered By Report	31 December 2013
Date Approval Accounts	24 January 2014

Mackenzie Taylor Wealth Management Ltd.

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Kenneth T.

Kenneth T.

Colin M.

Duncan M.

People with significant control

Kenneth T.

Duncan M.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2012

Address:

Post code:

City / Town:

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Mackenzie Taylor Wealth Management Ltd.

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Kenneth T.

Kenneth T.

Colin M.

Duncan M.

People with significant control

Kenneth T.

Duncan M.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2012

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2012