Mcdonald Wealth Management Ltd in Preston, PR2 2YH

Description

Data updated on: 01-11-2023

Registered at 2 Ferry Road Office Park, Preston PR2 2YH Mcdonald Wealth Management Ltd is categorised as a Private Limited Company with 09463554 registration number. The firm was set up nine years ago. This business's principal business activity number is 64999 - Financial intermediation not elsewhere classified. Mcdonald Wealth Management Limited reported its account information for the financial period up to 30th April 2022. The company's latest confirmation statement was submitted on 28th February 2023.

Within the firm, the full extent of director's tasks have so far been executed by Neil M. who was formally appointed on 2015/02/27. That firm had been overseen by Marion B. till nine years ago.

Neil M. 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	2016-04-30	2017-04-30	2018-04-30	2019-04-30	2020-04-30	2021-04-30	2022-04-30	2023-04-30
Currency
Net Worth	1	185 433

Balance Sheet
Current Assets	1	39 356	33 383	20 141	40 094	36 687	60 837	113 064
Net Assets Liabilities		185 433	185 859	189 763	206 006	206 031	206 932	231 359
Cash Bank In Hand	1
Net Assets Liabilities Including Pension Asset Liability	1	185 433

Capital & Reserves
Called Up Share Capital	1
Shareholder Funds	1	185 433

Other Financial Data
Average Number Employees During Period				1	1	1	1	1
Creditors		38 225	31 637	14 193	17 860	14 296	19 828	51 372
Fixed Assets		184 302	184 113	183 815	183 772	183 640	184 802	184 802
Net Current Assets Liabilities	1	1 131	1 746	5 948	22 234	22 391	41 009	61 692
Total Assets Less Current Liabilities	1	185 433	185 859	189 763	206 006	206 031	225 811	246 494
Creditors Due Within One Year		38 225

Company staff

Neil M.

Role: Director

Appointed: 27 February 2015

Latest update: 11 January 2024

People with significant control

Neil M.

Notified on 27 February 2017

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	31 January 2024
Account last made up date	30 April 2022
Confirmation statement next due date	14 March 2024
Confirmation statement last made up date	28 February 2023

Annual Accounts 21 November 2016
Start Date For Period Covered By Report	2015-02-27
End Date For Period Covered By Report	2016-04-30
Date Approval Accounts	21 November 2016
Annual Accounts
Start Date For Period Covered By Report	2016-05-01
Annual Accounts
Start Date For Period Covered By Report	2017-05-01
End Date For Period Covered By Report	2018-04-30
Annual Accounts
Start Date For Period Covered By Report	2018-05-01
End Date For Period Covered By Report	2019-04-30
Annual Accounts
Start Date For Period Covered By Report	2019-05-01
End Date For Period Covered By Report	2020-04-30
Annual Accounts
Start Date For Period Covered By Report	2020-05-01
End Date For Period Covered By Report	2021-04-30
Annual Accounts
Start Date For Period Covered By Report	2021-05-01
End Date For Period Covered By Report	2022-04-30
Annual Accounts
Start Date For Period Covered By Report	2022-05-01
End Date For Period Covered By Report	2023-04-30
Annual Accounts 31 May 2017
End Date For Period Covered By Report	2017-04-30
Date Approval Accounts	31 May 2017

Mcdonald Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Neil M.

Marion B.

People with significant control

Neil M.

Accounts Documents

Company filings

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