Oundle Wealth Management Ltd in Northampton, NN1 5AN

Description

Data updated on: 01-11-2023

2012 signifies the beginning of Oundle Wealth Management Ltd, the company which is situated at 7 Billing Road, , Northampton. That would make twelve years Oundle Wealth Management has been on the market, as it was started on 2012-10-01. The firm Companies House Registration Number is 08234428 and the post code is NN1 5AN. The firm's declared SIC number is 64999 meaning Financial intermediation not elsewhere classified. Oundle Wealth Management Limited reported its latest accounts for the financial period up to October 31, 2022. The firm's latest confirmation statement was submitted on October 1, 2023.

Current directors appointed by this firm are as follow: Gary M. assigned this position in 2022 in June, Emma J. assigned this position in 2019 and Richard J. assigned this position in 2012 in October.

Executives who have control over the firm are as follows: Emma J. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Richard J. owns over 3/4 of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-10-31	2014-10-31	2015-10-31	2016-10-31	2017-10-31	2018-10-31	2019-10-31	2020-10-31	2021-10-31	2022-10-31
Currency
Net Worth	29 570	56 708	11 251	26 855

Balance Sheet
Cash Bank In Hand	38 213	47 884	49 229	29 768
Cash Bank On Hand				29 768	106 394	14 215	147 089	58 941	187 188	256 325
Current Assets	57 931	101 238	63 341	86 062	187 703	258 739	331 576	206 297	231 173	329 232
Debtors	19 718	53 354	14 112	56 294	38 988	160 772	119 562	147 356	43 985	72 907
Intangible Fixed Assets		68 914	54 146	303 199
Net Assets Liabilities				26 855	80 181	125 493	160 210	25 164	33 751	44 881
Net Assets Liabilities Including Pension Asset Liability	29 570	56 708	11 251	26 855
Other Debtors				7 541	2 099	121 178	78 637	80 608	1 356	1 356
Property Plant Equipment				33 671	30 886	7 502	6 751	8 646	14 636	54 759
Tangible Fixed Assets	1 842	1 490	1 178	33 671

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	29 470	56 608	11 151	26 755
Shareholder Funds	29 570	56 708	11 251	26 855

Other Financial Data
Amount Specific Advance Or Credit Directors					5 039	119 822	77 820	80 000
Amount Specific Advance Or Credit Made In Period Directors						124 861	77 820	80 000
Amount Specific Advance Or Credit Repaid In Period Directors							119 822	77 820	80 000
Accumulated Amortisation Impairment Intangible Assets				48 342	117 048	191 099	260 228	234 631	271 322	284 132
Accumulated Depreciation Impairment Property Plant Equipment				14 217	23 168	11 922	16 534	20 201	28 113	49 497
Average Number Employees During Period					3	3	4	4	5	7
Creditors				297 294	243 209	213 656	169 377	116 782	91 983	136 330
Creditors Due After One Year		53 827	39 060	297 294
Creditors Due Within One Year	29 835	60 809	68 118	97 769
Current Asset Investments					42 321	83 752	64 925
Disposals Decrease In Amortisation Impairment Intangible Assets					536			72 128
Disposals Decrease In Depreciation Impairment Property Plant Equipment					2 111	20 165
Disposals Intangible Assets					10 723			94 124
Disposals Property Plant Equipment					2 300	34 880
Dividends Paid					75 108
Finance Lease Liabilities Present Value Total				19 361	19 361
Fixed Assets	1 842	70 404	55 324	336 870	262 331	186 659	116 779	50 147	19 446	394 629
Increase From Amortisation Charge For Year Intangible Assets					69 242	74 051	69 129	46 531	36 691	12 810
Increase From Depreciation Charge For Year Property Plant Equipment					11 062	8 919	4 612	3 667	7 912	21 384
Intangible Assets				303 199	231 445	179 157	110 028	41 501	4 810	32 000
Intangible Assets Gross Cost				351 541	348 493	370 256	370 256	276 132	276 132	316 132
Intangible Fixed Assets Additions		73 836		277 705
Intangible Fixed Assets Aggregate Amortisation Impairment		4 922	19 690	48 342
Intangible Fixed Assets Amortisation Charged In Period		4 922	14 768	28 652
Intangible Fixed Assets Cost Or Valuation		73 836	73 836	351 541
Net Current Assets Liabilities	28 096	40 429	-4 777	-11 707	62 472	152 591	213 005	92 551	108 338	-203 612
Number Shares Allotted	100	100	100	100
Other Creditors				277 933	243 209	213 656	169 377	116 782	91 983	136 330
Other Taxation Social Security Payable				36 026	47 605	56 907	63 930	73 238	75 783	66 804
Par Value Share	1	1	1	1
Profit Loss					128 434
Property Plant Equipment Gross Cost				47 888	54 054	19 424	23 285	28 847	42 749	104 256
Provisions For Liabilities Balance Sheet Subtotal				1 014	1 413	101	197	752	2 050	9 806
Provisions For Liabilities Charges	368	298	236	1 014
Secured Debts				244 086
Share Capital Allotted Called Up Paid	100	100	100	100
Tangible Fixed Assets Additions	2 763	569	1 199	43 357
Tangible Fixed Assets Cost Or Valuation	2 763	3 332	4 531	47 888
Tangible Fixed Assets Depreciation	921	1 842	3 353	14 217
Tangible Fixed Assets Depreciation Charged In Period	921	921	1 511	10 864
Total Additions Including From Business Combinations Intangible Assets					7 675	21 763				40 000
Total Additions Including From Business Combinations Property Plant Equipment					8 466	250	3 861	5 562	13 902	61 507
Total Assets Less Current Liabilities	29 938	110 833	50 547	325 163	324 803	339 250	329 784	142 698	127 784	191 017
Trade Creditors Trade Payables				1 876	1 848	2 363
Trade Debtors Trade Receivables				48 753	36 889	39 594	40 925	66 748	42 629	71 551
Investments Fixed Assets										307 870
Investments In Group Undertakings										307 870

Company staff

Gary M.

Role: Director

Appointed: 01 June 2022

Latest update: 24 February 2024

Emma J.

Role: Director

Appointed: 20 February 2019

Latest update: 24 February 2024

Richard J.

Role: Director

Appointed: 01 October 2012

Latest update: 24 February 2024

People with significant control

Emma J.

Notified on 14 April 2023

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Richard J.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 July 2024
Account last made up date	31 October 2022
Confirmation statement next due date	15 October 2024
Confirmation statement last made up date	01 October 2023

Annual Accounts 27 March 2014
Start Date For Period Covered By Report	01 October 2012
Date Approval Accounts	27 March 2014
Annual Accounts 25 February 2015
Start Date For Period Covered By Report	01 November 2013
End Date For Period Covered By Report	31 October 2014
Date Approval Accounts	25 February 2015
Annual Accounts 31 March 2016
Start Date For Period Covered By Report	01 November 2014
End Date For Period Covered By Report	31 October 2015
Date Approval Accounts	31 March 2016
Annual Accounts 27 March 2017
Start Date For Period Covered By Report	01 November 2015
End Date For Period Covered By Report	31 October 2016
Date Approval Accounts	27 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 November 2016
End Date For Period Covered By Report	31 October 2017
Annual Accounts
Start Date For Period Covered By Report	01 November 2017
End Date For Period Covered By Report	31 October 2018
Annual Accounts
Start Date For Period Covered By Report	01 November 2018
End Date For Period Covered By Report	31 October 2019
Annual Accounts
Start Date For Period Covered By Report	01 November 2019
End Date For Period Covered By Report	31 October 2020
Annual Accounts
Start Date For Period Covered By Report	01 November 2020
End Date For Period Covered By Report	31 October 2021
Annual Accounts
Start Date For Period Covered By Report	01 November 2021
End Date For Period Covered By Report	31 October 2022
Annual Accounts
End Date For Period Covered By Report	31 October 2013

Oundle Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Gary M.

Emma J.

Richard J.

People with significant control

Emma J.

Richard J.

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

Similar companies nearby

Closest companies

Oundle Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Gary M.

Emma J.

Richard J.

People with significant control

Emma J.

Richard J.

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

Similar companies nearby

Closest companies

HQ address,
2013

HQ address,
2014