Moneytree Wealth Management Ltd in Chester, CH1 1RQ

Description

Data updated on: 01-11-2023

This enterprise is widely known as Moneytree Wealth Management Ltd. It first started fourteen years ago and was registered under 07399360 as its reg. no. The office of this company is situated in Chester. You can reach it at Talbot House, Albion Street. This firm currently known as Moneytree Wealth Management Ltd, was previously registered under the name of Maple Leaf Financial Solutions. The change has occurred in 16th April 2013. The enterprise's registered with SIC code 65300 and their NACE code stands for Pension funding. Moneytree Wealth Management Limited released its account information for the period up to 2022-03-31. The business most recent annual confirmation statement was submitted on 2023-07-01.

This business owes its achievements and permanent progress to a group of three directors, namely Mark F., Thomas L. and Linford B., who have been overseeing it since April 2020.

Previous company's names
Moneytree Wealth Management Ltd 2013-04-16
Maple Leaf Financial Solutions Limited 2010-10-07

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
Currency	GBP	GBP	GBP	GBP	GBP
Net Worth	12 123	20 399	6 655	173

Balance Sheet
Cash Bank In Hand	919	630	7 637	29 215
Current Assets	20 194	55 634	62 280	148 057	113 086
Debtors	19 275	55 004	54 643	120 604
Tangible Fixed Assets	4 513	8 767	7 014	5 300
Net Assets Liabilities Including Pension Asset Liability			6 654	173

Capital & Reserves
Called Up Share Capital	7	13	13	7
Profit Loss Account Reserve	12 116	20 386	6 642	166
Shareholder Funds	12 123	20 399	6 655	173

Other Financial Data
Advances Credits Directors		4 042	1 715		3 454
Advances Credits Made In Period Directors		4 042
Advances Credits Repaid In Period Directors
Creditors Due Within One Year	12 584	44 002	62 640	153 850	99 738
Net Current Assets Liabilities	7 610	11 632	-360	-4 031	15 110
Number Shares Allotted		3	3	3
Par Value Share		1	1
Share Capital Allotted Called Up Paid	3	3	3	3
Tangible Fixed Assets Additions		6 446		611
Tangible Fixed Assets Cost Or Valuation	5 641	12 087	12 087	11 698
Tangible Fixed Assets Depreciation	1 128	3 320	5 073	6 398
Tangible Fixed Assets Depreciation Charged In Period		2 192	1 753	1 325
Total Assets Less Current Liabilities	12 123	20 399	6 654	3 094	21 069
Accruals Deferred Income				1 825	888
Bank Borrowings				1 096
Bank Borrowings Overdrafts Secured				4 596
Capital Reserves				173	181
Creditors Due After One Year				1 096	20 000
Fixed Assets				5 300	5 959
Net Assets Liability Excluding Pension Asset Liability				173	181
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal				1 762	1 762
Tangible Fixed Assets Disposals				1 000
Value Shares Allotted				1

Company staff

Mark F.

Role: Director

Appointed: 06 April 2020

Latest update: 10 March 2024

Thomas L.

Role: Director

Appointed: 25 May 2011

Latest update: 10 March 2024

Linford B.

Role: Director

Appointed: 18 February 2011

Latest update: 10 March 2024

People with significant control

Executives who control the firm include: Thomas L. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Linford B. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Thomas L.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Linford B.

Notified on 6 April 2016

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	15 July 2024
Confirmation statement last made up date	01 July 2023

Annual Accounts 26 January 2016
Start Date For Period Covered By Report	1 April 2014
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	26 January 2016
Annual Accounts 30 December 2016
Start Date For Period Covered By Report	1 April 2015
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	30 December 2016
Annual Accounts
Start Date For Period Covered By Report	1 April 2016
End Date For Period Covered By Report	31 March 2014
Annual Accounts
Start Date For Period Covered By Report	1 April 2017
End Date For Period Covered By Report	31 March 2014
Annual Accounts
Start Date For Period Covered By Report	1 April 2018
End Date For Period Covered By Report	31 March 2014
Annual Accounts
Start Date For Period Covered By Report	1 April 2019
End Date For Period Covered By Report	31 March 2014
Annual Accounts
Start Date For Period Covered By Report	1 April 2020
End Date For Period Covered By Report	31 March 2014
Annual Accounts
Start Date For Period Covered By Report	1 April 2021
End Date For Period Covered By Report	31 March 2014
Annual Accounts
Start Date For Period Covered By Report	1 April 2022
End Date For Period Covered By Report	31 March 2014
Annual Accounts 20 December 2013
End Date For Period Covered By Report	31 March 2013
Date Approval Accounts	20 December 2013
Annual Accounts 31 January 2015
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	31 January 2015

Moneytree Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Mark F.

Thomas L.

Linford B.

Paul F.

People with significant control

Thomas L.

Linford B.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2013

Address:

Post code:

City / Town:

HQ address,
2014

Address:

Post code:

City / Town:

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Moneytree Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Mark F.

Thomas L.

Linford B.

Paul F.

People with significant control

Thomas L.

Linford B.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2013

Address:

Post code:

City / Town:

HQ address, 2014

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest companies

HQ address,
2013

HQ address,
2014