Berkeley St James Wealth Management Ltd in Bolton, BL1 1HX

Description

Data updated on: 01-11-2023

The Berkeley St James Wealth Management Ltd firm has been operating in this business for 11 years, having launched in 2013. Started with registration number 08369679, Berkeley St James Wealth Management was set up as a Private Limited Company with office in Berkeley House, Bolton BL1 1HX. The company's listed name change from Monkeyface to Berkeley St James Wealth Management Ltd occurred on 2015-02-27. The company's declared SIC number is 64999 - Financial intermediation not elsewhere classified. The company's latest accounts cover the period up to 2022/01/31 and the most recent confirmation statement was submitted on 2023/01/22.

When it comes to the company, a number of director's assignments up till now have been performed by Joanne C. and Lawrence C.. Out of these two individuals, Joanne C. has managed company for the longest time, having been a vital part of company's Management Board for 11 years.

Previous company's names
Berkeley St James Wealth Management Ltd 2015-02-27
Monkeyface Limited 2013-01-22

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-01-31	2015-01-31	2016-01-31	2017-01-31	2018-01-31	2019-01-31	2020-01-31	2021-01-31	2022-01-31
Currency
Net Worth	-27 410	-35 464	-15 901	-15 980

Balance Sheet
Current Assets	2 754	224	682	709	524	16 021	363	40 302	31 977
Net Assets Liabilities				15 980	16 165	244	327	31 999	31 971
Cash Bank In Hand	1 124	224	29
Debtors	1 630		653
Net Assets Liabilities Including Pension Asset Liability	-27 410	-35 464	-15 901	-15 980

Capital & Reserves
Called Up Share Capital	100	100	100
Profit Loss Account Reserve	-27 510	-35 564	-16 001
Shareholder Funds	-27 410	-35 464	-15 901	-15 980

Other Financial Data
Creditors				430	430	15 581	6	7 619	6
Net Current Assets Liabilities	1 310	166	358	279	94	440	357	32 683	31 971
Total Assets Less Current Liabilities	1 310	166	358	279	94	440	357	32 683	31 971
Creditors Due After One Year	28 720	35 630	16 259	16 259
Creditors Due Within One Year	1 444	58	324	430
Number Shares Allotted	100
Par Value Share	1
Share Capital Allotted Called Up Paid	100

Company staff

Joanne C.

Role: Director

Appointed: 22 January 2013

Latest update: 17 April 2024

Lawrence C.

Role: Director

Appointed: 22 January 2013

Latest update: 17 April 2024

People with significant control

Lawrence C. is the individual who controls this firm, has substantial control or influence over the company, owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Lawrence C.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

substantial control or influence

right to manage directors

1/2 or less of shares

Accounts Documents

Account next due date	31 October 2023
Account last made up date	31 January 2022
Confirmation statement next due date	05 February 2024
Confirmation statement last made up date	22 January 2023

Annual Accounts 17 October 2014
Start Date For Period Covered By Report	2013-01-22
End Date For Period Covered By Report	2014-01-31
Date Approval Accounts	17 October 2014
Annual Accounts 27 October 2015
Start Date For Period Covered By Report	2014-02-01
End Date For Period Covered By Report	2015-01-31
Date Approval Accounts	27 October 2015
Annual Accounts 25 July 2016
Start Date For Period Covered By Report	2015-02-01
End Date For Period Covered By Report	2016-01-31
Date Approval Accounts	25 July 2016
Annual Accounts
Start Date For Period Covered By Report	2016-02-01
Annual Accounts
Start Date For Period Covered By Report	2017-02-01
End Date For Period Covered By Report	2018-01-31
Annual Accounts
Start Date For Period Covered By Report	2018-02-01
End Date For Period Covered By Report	2019-01-31
Annual Accounts
Start Date For Period Covered By Report	2019-02-01
End Date For Period Covered By Report	2020-01-31
Annual Accounts
Start Date For Period Covered By Report	2020-02-01
End Date For Period Covered By Report	2021-01-31
Annual Accounts
Start Date For Period Covered By Report	2021-02-01
End Date For Period Covered By Report	2022-01-31
Annual Accounts
End Date For Period Covered By Report	2017-01-31
Annual Accounts 9 October 2017
Date Approval Accounts	9 October 2017

Berkeley St James Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Joanne C.

Lawrence C.

Rhiannon C.

Alan G.

People with significant control

Lawrence C.

Accounts Documents

Company filings

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