Mclean & Partners Wealth Management Ltd in Edinburgh, EH3 6AD

Description

Data updated on: 01-11-2023

SC334469 is a registration number used by Mclean & Partners Wealth Management Ltd. This company was registered as a Private Limited Company on Monday 26th November 2007. This company has been on the market for the last 17 years. This company could be found at 6 St. Colme Street in Edinburgh. The post code assigned to this address is EH3 6AD. five years from now the firm changed its business name from Mclean & Melrose Wealth Management to Mclean & Partners Wealth Management Ltd. The enterprise's classified under the NACE and SIC code 66290 - Other activities auxiliary to insurance and pension funding. Mclean & Partners Wealth Management Limited released its latest accounts for the period up to 2023/03/31. The latest confirmation statement was released on 2022/11/26.

According to the latest data, we have a solitary managing director in the company: Stuart M. (since Monday 26th November 2007). Since November 2007 David M., had been functioning as a director for the following firm up to the moment of the resignation five years ago.

Previous company's names
Mclean & Partners Wealth Management Ltd 2019-09-13
Mclean & Melrose Wealth Management Ltd 2007-11-26

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-03-31	2013-03-31	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	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	286 310	316 376	384 364	372 579	246 056

Balance Sheet
Cash Bank On Hand					8 452	5 370	8 632	141 220	117 924	116 037	177 844	178 702
Current Assets	53 861	62 801	135 120	109 981	66 336	89 930	161 123	239 905	201 871	200 324	251 254	257 468
Debtors	47 658	45 502	65 466	81 901	57 884	84 560	152 491	98 685	83 947	84 287	73 410	78 766
Net Assets Liabilities					246 056	101 223	137 207	272 185	172 315	239 102	278 413	336 396
Other Debtors					60	60		399		45	5 083
Property Plant Equipment					1 809	1 112	2 260	3 944	2 622	3 849	6 165	108 133
Cash Bank In Hand	6 203	17 299	69 654	28 080	8 452
Intangible Fixed Assets	475 200	445 500	415 800	386 100	278 224
Net Assets Liabilities Including Pension Asset Liability	286 310	316 376	384 364	367 779	246 056
Tangible Fixed Assets	2 306	2 510	1 310	666	1 809

Capital & Reserves
Called Up Share Capital	2	2	4	4	4
Profit Loss Account Reserve	286 308	316 374	384 360	372 575	246 052
Shareholder Funds	286 310	316 376	384 364	372 579	246 056

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets					185 482	208 667	231 853	255 038	278 223	301 408	324 593	347 778
Accumulated Depreciation Impairment Property Plant Equipment					6 481	4 964	6 070	5 522	2 884	4 647	4 060	8 394
Average Number Employees During Period						6	6	6	4	3	3	4
Bank Borrowings Overdrafts									71 667	15 829	14 708	4 705
Creditors					99 950	244 647	257 600	179 582	71 667	15 829	14 708	4 705
Dividends Paid On Shares								208 668	185 483
Fixed Assets	477 506	448 010	417 110	386 766	280 033	256 151	234 113	212 612	199 499	192 733	174 482	231 537
Increase From Amortisation Charge For Year Intangible Assets						23 185	23 186	23 185	23 185	23 185	23 185	23 185
Increase From Depreciation Charge For Year Property Plant Equipment						585	1 106	1 779	1 094	1 763	1 606	5 209
Intangible Assets					278 224	255 039	231 853	208 668	185 483	162 298	139 113	115 928
Intangible Assets Gross Cost					463 706	463 706	463 706	463 706	463 706	463 706	463 706
Investments Fixed Assets									11 394	26 586	29 204	7 476
Net Current Assets Liabilities	-107 471	-88 253	-30 371	-18 852	-33 614	-154 717	-96 477	60 323	44 958	62 732	119 920	136 283
Other Creditors					35 479	179 731	150 970	50 411	28 550	30 699	35 937	25 176
Other Disposals Decrease In Depreciation Impairment Property Plant Equipment									3 732		2 193	875
Other Disposals Property Plant Equipment									6 276		3 327	875
Other Investments Other Than Loans									11 394	26 586	29 204	7 476
Other Taxation Social Security Payable					60 266	64 916	102 749	128 805	108 363	86 893	84 277	84 889
Property Plant Equipment Gross Cost					8 290	6 076	8 330	9 466	5 506	8 496	10 225	116 527
Provisions For Liabilities Balance Sheet Subtotal					363	211	429	750	475	534	1 281	26 719
Total Additions Including From Business Combinations Property Plant Equipment							2 254	3 717	2 316	2 990	5 056	107 177
Total Assets Less Current Liabilities	370 035	359 757	386 739	367 914	246 419	101 434	137 636	272 935	244 457	255 465	294 402	367 820
Trade Creditors Trade Payables					4 205		3 881	366
Trade Debtors Trade Receivables					57 824	84 500	152 491	98 286	83 947	84 242	68 327	78 766
Creditors Due After One Year	83 264	42 879	1 873
Creditors Due Within One Year	161 332	151 054	165 491	124 033	99 950
Disposals Decrease In Depreciation Impairment Property Plant Equipment						2 102		2 327
Disposals Property Plant Equipment						2 214		2 581
Intangible Fixed Assets Aggregate Amortisation Impairment	118 800	148 500	178 200	207 900	185 482
Intangible Fixed Assets Amortisation Charged In Period		29 700	29 700	29 700	23 185
Intangible Fixed Assets Amortisation Decrease Increase On Disposals					45 603
Intangible Fixed Assets Cost Or Valuation	594 000	594 000	594 000	594 000	463 706
Intangible Fixed Assets Disposals					130 294
Number Shares Allotted		2	2	2	2
Par Value Share		1	1	1	1
Provisions For Liabilities Charges	461	502	502	135	363
Share Capital Allotted Called Up Paid	2	2	2	2	2
Tangible Fixed Assets Additions		1 493		126	2 120
Tangible Fixed Assets Cost Or Valuation	4 656	6 044	6 044	6 170	8 290
Tangible Fixed Assets Depreciation	2 350	3 534	4 734	5 504	6 481
Tangible Fixed Assets Depreciation Charged In Period		1 222	1 200	770	977
Tangible Fixed Assets Depreciation Decrease Increase On Disposals		38
Tangible Fixed Assets Disposals		105

Company staff

Stuart M.

Role: Director

Appointed: 26 November 2007

Latest update: 17 December 2023

People with significant control

Stuart M. is the individual who has control over this firm, owns 1/2 or less of company shares and has 3/4 to full of voting rights.

Stuart M.

Notified on 6 April 2016

Nature of control:

3/4 to full of voting rights

right to manage directors

1/2 or less of shares

David M.

Notified on 6 April 2016

Ceased on 13 September 2019

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	10 December 2023
Confirmation statement last made up date	26 November 2022

Annual Accounts 7 August 2014
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	7 August 2014
Annual Accounts 7 July 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	7 July 2015
Annual Accounts 17 October 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	17 October 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 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	01 April 2018
End Date For Period Covered By Report	31 March 2019
Annual Accounts 18 October 2013
End Date For Period Covered By Report	31 March 2013
Date Approval Accounts	18 October 2013

Mclean & Partners Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Stuart M.

O'donnell & Co Ltd

David M.

People with significant control

Stuart M.

David M.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2013

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HQ address, 2014

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HQ address, 2015

Address:

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HQ address, 2016

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Accountant/Auditor, 2014 - 2013

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