Milton Independent Financial Advisers Limited in Bracknell, RG12 1WA

Description

Data updated on: 01-11-2023

The enterprise is widely known as Milton Independent Financial Advisers Limited. The firm first started 20 years ago and was registered under 05228260 as the registration number. This particular office of this firm is based in Bracknell. You can contact them at 2 Arlington Square, Downshire Way. It currently known as Milton Independent Financial Advisers Limited, was earlier known under the name of Milts Financial Services. The transformation has taken place in Tuesday 10th January 2006. This enterprise's SIC code is 64999 - Financial intermediation not elsewhere classified. The company's most recent financial reports were submitted for the period up to 2022/09/30 and the latest annual confirmation statement was released on 2023/09/03.

There's a team of two directors overseeing this business right now, specifically Julie M. and Stuart M. who have been performing the directors responsibilities since October 2014. In order to help the directors in their tasks, this specific business has been utilizing the expertise of Julie M. as a secretary for the last 20 years.

Previous company's names
Milton Independent Financial Advisers Limited 2006-01-10
Milts Financial Services Limited 2004-09-10

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-09-30	2012-09-30	2013-09-30	2014-09-30	2015-09-29	2015-09-30	2016-09-30	2017-09-30	2018-09-30	2019-09-30	2020-09-30	2021-09-30	2022-09-30	2023-09-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	218 066	226 272		380 683	471 935	471 935	611 703

Balance Sheet
Cash Bank On Hand											152 828	137 791	126 618	49 384
Current Assets	224 083	226 853		399 815	509 473	509 473	678 450	778 644	799 235	972 226	1 197 410	1 496 476	1 634 665	1 771 839
Debtors	4 909										57 477	61 478	64 586	119 992
Net Assets Liabilities							611 703	708 458	783 845	900 073	1 189 647	1 473 621	1 621 664	1 810 193
Other Debtors											16 419	29 213	52 491	90 784
Property Plant Equipment											6 752	8 390	10 203	46 776
Cash Bank In Hand	219 174	226 853	348 597	399 815
Intangible Fixed Assets	37 000	29 600	22 200	14 800
Net Assets Liabilities Including Pension Asset Liability	218 066	226 272	328 409	380 683	471 935	471 935	611 703
Tangible Fixed Assets		1 022	919	2 876

Capital & Reserves
Called Up Share Capital	2	2	2	3
Profit Loss Account Reserve	218 064	226 270	328 407	380 680
Shareholder Funds	218 066	226 272		380 683	471 935	471 935	611 703

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment											25 350	26 921	30 366	36 473
Additions Other Than Through Business Combinations Property Plant Equipment												4 527	5 258	42 680
Average Number Employees During Period										3	3	3	3
Creditors							80 095	84 463	29 954	83 023	30 934	29 651	21 265	6 483
Current Asset Investments											1 003 524	1 297 207	1 443 461	1 602 463
Fixed Assets	37 000	30 622	23 119	17 676	17 153	17 153	13 348	9 364	8 073	6 550	6 752
Future Minimum Lease Payments Under Non-cancellable Operating Leases												6 641	4 226
Increase From Depreciation Charge For Year Property Plant Equipment												2 889	3 445	6 107
Net Current Assets Liabilities	181 066	195 650	305 290	363 007	454 782	454 782	598 355	699 094	775 772	893 523	1 182 895	1 466 825	1 613 400	1 765 356
Other Creditors											9 613	5 402	7 910	4 843
Other Disposals Decrease In Depreciation Impairment Property Plant Equipment												1 318
Other Disposals Property Plant Equipment												1 318
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal								4 913	6 491	4 320	16 419
Property Plant Equipment Gross Cost											32 102	35 311	40 569	83 249
Provisions For Liabilities Balance Sheet Subtotal											1 283	1 594	1 939
Taxation Social Security Payable											13 407	14 703	5 966	1 640
Total Assets Less Current Liabilities	218 066	226 272		380 683	471 935	471 935	611 703	708 458	783 845	900 073	1 189 647	1 475 215	1 623 603	1 812 132
Trade Creditors Trade Payables											7 914	9 546	7 389
Trade Debtors Trade Receivables											41 058	32 265	12 095	29 208
Capital Employed		226 272	328 409	380 683
Creditors Due Within One Year	43 017	31 203	43 307	36 808	54 691	54 691	80 095
Intangible Fixed Assets Aggregate Amortisation Impairment		7 400	14 800	22 200
Intangible Fixed Assets Amortisation Charged In Period		7 400	7 400	7 400
Intangible Fixed Assets Cost Or Valuation	37 000	37 000	37 000	37 000
Number Shares Allotted		2	2	2
Par Value Share		1	1	1
Share Capital Allotted Called Up Paid	2	2	2	3
Tangible Fixed Assets Additions		1 277		2 215
Tangible Fixed Assets Cost Or Valuation		1 277	1 277	3 492
Tangible Fixed Assets Depreciation		255	358	616
Tangible Fixed Assets Depreciation Charged In Period		255	103	258
Value Shares Allotted Increase Decrease During Period				1

Company staff

Julie M.

Role: Director

Appointed: 01 October 2014

Latest update: 27 April 2024

Stuart M.

Role: Director

Appointed: 10 September 2004

Latest update: 27 April 2024

Julie M.

Role: Secretary

Appointed: 10 September 2004

Latest update: 27 April 2024

People with significant control

Executives who have control over the firm are as follows: Julie M. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Stuart M. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Julie M.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Stuart M.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

Accounts Documents

Account next due date	30 June 2024
Account last made up date	30 September 2022
Confirmation statement next due date	17 September 2024
Confirmation statement last made up date	03 September 2023

Annual Accounts 14 February 2013
Start Date For Period Covered By Report	2011-10-01
End Date For Period Covered By Report	2012-09-30
Date Approval Accounts	14 February 2013
Annual Accounts
Start Date For Period Covered By Report	2013-10-01
End Date For Period Covered By Report	30 September 2014
Annual Accounts 13 April 2016
Start Date For Period Covered By Report	2014-10-01
End Date For Period Covered By Report	2015-09-30
Date Approval Accounts	13 April 2016
Annual Accounts 12 October 2016
Start Date For Period Covered By Report	2015-10-01
End Date For Period Covered By Report	2016-09-30
Date Approval Accounts	12 October 2016
Annual Accounts
Start Date For Period Covered By Report	2016-10-01
End Date For Period Covered By Report	30 September 2017
Annual Accounts
Start Date For Period Covered By Report	2017-10-01
End Date For Period Covered By Report	30 September 2018
Annual Accounts
Start Date For Period Covered By Report	2018-10-01
End Date For Period Covered By Report	30 September 2019
Annual Accounts
Start Date For Period Covered By Report	2019-10-01
End Date For Period Covered By Report	30 September 2020
Annual Accounts
Start Date For Period Covered By Report	2020-10-01
End Date For Period Covered By Report	30 September 2021
Annual Accounts
Start Date For Period Covered By Report	2021-10-01
End Date For Period Covered By Report	30 September 2022
Annual Accounts
Start Date For Period Covered By Report	2022-10-01
End Date For Period Covered By Report	30 September 2023
Annual Accounts 14 November 2013
End Date For Period Covered By Report	2013-09-30
Date Approval Accounts	14 November 2013
Annual Accounts 15 December 2014
Date Approval Accounts	15 December 2014

Milton Independent Financial Advisers Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Julie M.

Stuart M.

Julie M.

Jpcors Limited

Jpcord Limited

People with significant control

Julie M.

Stuart M.

Accounts Documents

Company filings

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