Meridian Wealth Management Ltd in Bradford, BD10 9TE

Description

Data updated on: 01-11-2023

Meridian Wealth Management Ltd has been prospering on the local market for 19 years. Registered with number 05395299 in the year 2005, it is based at Unit 1, Office 5 Robin Mills, Bradford BD10 9TE. Meridian Wealth Management Ltd was known twelve years ago as Meridian Financial Services Ifa. The company's principal business activity number is 64999 and has the NACE code: Financial intermediation not elsewhere classified. 2022-03-31 is the last time company accounts were reported.

Right now, the company is administered by just one managing director: Ian T., who was arranged to perform management duties in March 2005. That company had been guided by Karen T. until 2019-11-28. In order to find professional help with legal documentation, this company has been utilizing the skills of Karen T. as a secretary since the appointment on 2005-03-16.

Executives who have control over the firm are as follows: Ian T. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Karen T. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Previous company's names
Meridian Wealth Management Ltd 2012-09-27
Meridian Financial Services Ifa Limited 2005-03-16

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	34 553	37 070	38 728

Balance Sheet
Cash Bank In Hand	56 546	66 504	75 592
Cash Bank On Hand			75 592	66 081	84 758	74 575	96 016	167 828	242 972	236 788
Current Assets							96 016	169 600	243 693	237 545
Debtors								1 772	721	757
Intangible Fixed Assets	1	1	1
Net Assets Liabilities			38 728	41 886	50 279	27 854	38 330	91 827	165 719	179 237
Net Assets Liabilities Including Pension Asset Liability	34 553	37 070	38 728
Other Debtors										111
Property Plant Equipment			4 432	4 058	3 919	2 939	3 045	3 048	2 426
Tangible Fixed Assets	3 295	4 568	4 432

Capital & Reserves
Called Up Share Capital	1 000	1 000	1 000
Profit Loss Account Reserve	33 553	36 070	37 728
Shareholder Funds	34 553	37 070	38 728

Other Financial Data
Accrued Liabilities			1 713	1 764	1 817	1 872	2 148	2 214	2 322	2 945
Accumulated Amortisation Impairment Intangible Assets			6 990	6 990	6 990	6 990	6 990	6 990	6 990
Accumulated Depreciation Impairment Property Plant Equipment			18 021	19 374	20 680	21 660	22 544	23 341	23 963	24 510
Average Number Employees During Period				3	3	3	4	3	3	3
Bank Borrowings Overdrafts								1 666	5 000	5 000
Corporation Tax Payable			26 621	24 792	32 900	41 793	52 596	47 937	51 672	40 323
Creditors			40 815	27 774	37 912	49 313	60 327	21 666	17 086	11 911
Creditors Due Within One Year	24 904	33 314	40 815
Fixed Assets	3 296	4 569	4 433	4 059	3 920	2 940	3 046	3 049	2 427	3 652
Future Minimum Lease Payments Under Non-cancellable Operating Leases								6 048	6 048
Increase From Depreciation Charge For Year Property Plant Equipment				1 353	1 306	980	884	797	622	339
Intangible Assets			1	1	1	1	1	1	1	1
Intangible Assets Gross Cost			6 991	6 991	6 991	6 991	6 991	6 991	6 991
Intangible Fixed Assets Aggregate Amortisation Impairment	6 990	6 990
Intangible Fixed Assets Cost Or Valuation	6 991	6 991
Net Current Assets Liabilities	31 642	33 190	34 777	38 307	46 846	25 262	35 689	110 881	180 723	188 095
Number Shares Allotted		1 000	1 000
Number Shares Issued Fully Paid				1 000	1 000	1 000	20	20	20	20
Other Creditors					2 419	2 465	3 712	3 744	3 757
Other Taxation Social Security Payable			702	181			330	267
Par Value Share		1	1	1	1	1	1	1	1	1
Prepayments								1 772	721	646
Property Plant Equipment Gross Cost			22 453	23 432	24 599	24 599	25 589	26 389	1 790	25 971
Provisions			482	480	487	348	405	437	345	599
Provisions For Liabilities Balance Sheet Subtotal			482	480	487	348	405	437	345	599
Provisions For Liabilities Charges	385	689	482
Share Capital Allotted Called Up Paid	1 000	1 000	1 000
Tangible Fixed Assets Additions		2 796	1 341
Tangible Fixed Assets Cost Or Valuation	18 316	21 112	22 453
Tangible Fixed Assets Depreciation	15 021	16 544	18 021
Tangible Fixed Assets Depreciation Charged In Period		1 523	1 477
Total Additions Including From Business Combinations Property Plant Equipment				979	1 167		990	800		1 772
Total Assets Less Current Liabilities	34 938	37 759	39 210	42 366	50 766	28 202	38 735	113 930	183 150	191 747
Trade Creditors Trade Payables								173	125	132

Company staff

Karen T.

Role: Secretary

Appointed: 16 March 2005

Latest update: 9 April 2024

Ian T.

Role: Director

Appointed: 16 March 2005

Latest update: 9 April 2024

People with significant control

Ian T.

Notified on 16 March 2017

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Karen T.

Notified on 16 March 2017

Nature of control:

1/2 or less of voting rights

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	02 April 2024
Confirmation statement last made up date	19 March 2023

Annual Accounts 25 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	25 September 2015
Annual Accounts 22 July 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	22 July 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 2019
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	01 April 2020
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	01 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	01 April 2022
End Date For Period Covered By Report	31 March 2023

Meridian Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Karen T.

Ian T.

Karen T.

People with significant control

Ian T.

Karen T.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

City / Town:

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Meridian Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Karen T.

Ian T.

Karen T.

People with significant control

Ian T.

Karen T.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2015

HQ address,
2016