Mulberry Wealth Management Limited in Cardiff, CF23 6SA

Description

Data updated on: 01-11-2023

2009 marks the founding of Mulberry Wealth Management Limited, the company located at 366 & 368 Cyncoed Road, Cyncoed, Cardiff. This means it's been 15 years Mulberry Wealth Management has been on the British market, as the company was started on 2009-02-24. The company's Companies House Registration Number is 06828641 and the postal code is CF23 6SA. This firm's SIC and NACE codes are 64999 meaning Financial intermediation not elsewhere classified. The company's most recent annual accounts describe the period up to 31st March 2023 and the most recent confirmation statement was released on 24th February 2023.

In order to satisfy its client base, the business is consistently overseen by a team of three directors who are Richard B., Mark M. and Philip P.. Their work been of critical use to this business for 15 years.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency

Balance Sheet
Cash Bank On Hand	325 571	474 350	220 768	423 667	293 872	336 426
Current Assets	600 151	700 623	392 842	555 364	366 322	376 502
Debtors	274 580	226 273	172 074	131 697	72 983	40 076
Net Assets Liabilities	576 925	680 987	398 445	423 656	209 763	196 938
Other Debtors	2 850	10 079	14 560	19 755	23 483	22 630
Property Plant Equipment	144 308	142 608	132 189	113 050	94 346	76 020

Other Financial Data
Amount Specific Advance Or Credit Directors		1 047
Amount Specific Advance Or Credit Made In Period Directors		1 047
Amount Specific Advance Or Credit Repaid In Period Directors			1 047
Accumulated Depreciation Impairment Property Plant Equipment	36 015	44 617	63 756	82 895	102 718	122 093
Amounts Owed By Group Undertakings	191 730	136 194	77 514	31 942	44 500	12 446
Amounts Recoverable On Contracts	20 000	20 000	20 000	20 000	5 000	5 000
Average Number Employees During Period	18	20	22	21	14	3
Bank Borrowings Overdrafts	21 991	1 691	1 691	85 183
Creditors	22 494	1 691	107 554	85 183	237 558	244 207
Increase From Depreciation Charge For Year Property Plant Equipment		8 602	19 139	19 139	19 823	19 375
Net Current Assets Liabilities	478 565	561 788	285 288	412 134	129 297	132 295
Other Creditors	503	10 573	11 100	11 280	240 765	241 025
Other Taxation Social Security Payable	91 466	107 962	94 763	115 283	-3 740	792
Property Plant Equipment Gross Cost	180 323	187 225	195 945	195 945	197 064	198 113
Provisions For Liabilities Balance Sheet Subtotal	23 454	21 718	19 032	16 345	13 880	11 377
Total Additions Including From Business Combinations Property Plant Equipment		6 902	8 720		1 119	1 049
Total Assets Less Current Liabilities	622 873	704 396	417 477	525 184	223 643	208 315
Amounts Owed To Group Undertakings					533	2 390

Company staff

Richard B.

Role: Director

Appointed: 24 February 2009

Latest update: 16 January 2024

Mark M.

Role: Director

Appointed: 24 February 2009

Latest update: 16 January 2024

Philip P.

Role: Director

Appointed: 24 February 2009

Latest update: 16 January 2024

People with significant control

The companies with significant control over this firm are as follows: Mulberry Wealth Management No2 Limited owns over 3/4 of company shares. This business can be reached in Cardiff at Cyncoed Road, CF23 6SA and was registered as a PSC under the reg no 08640939.

Mulberry Wealth Management No2 Limited

Address: 366 & 368 Cyncoed Road, Cardiff, CF23 6SA, Wales

Legal authority Companies Act 2006

Legal form Limited Company

Country registered Wales

Place registered England & Wales

Registration number 08640939

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	09 March 2024
Confirmation statement last made up date	24 February 2023

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

Mulberry Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Richard B.

Mark M.

Philip P.

People with significant control

Mulberry Wealth Management No2 Limited

Accounts Documents

Company filings

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