Paul Beebee Wealth Management Ltd in Reading, RG31 5DL

Description

Data updated on: 01-11-2023

Paul Beebee Wealth Management Ltd was set up as Private Limited Company, located in 12 Park Lane, Tilehurst in Reading. The company's zip code RG31 5DL. The company has existed 17 years in the business. The registered no. is 06495753. This business's declared SIC number is 64999 which stands for Financial intermediation not elsewhere classified. Paul Beebee Wealth Management Limited filed its latest accounts for the period that ended on 2022-05-31. The most recent confirmation statement was submitted on 2023-02-06.

On 2015/08/24, the enterprise was recruiting a Personal Assistant & Administrator to fill a position in Wallingford. They offered a job with wage from £22000.00 to £24000.00 per year.

There's 1 managing director at the moment supervising this specific company, specifically Paul B. who's been performing the director's tasks for 17 years.

Paul B. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-05-31	2012-05-31	2013-05-31	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-03-31	2024-03-31	2025-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	43	92	41	4	18 210	32 964

Balance Sheet
Cash Bank In Hand		41
Current Assets	63 653	71 571	82 300				112 717	118 738	133 717	182 993	199 084	212 545	161 032	153 195	152 573
Debtors	63 653	71 530	82 300	66 823	85 767	97 305	112 717
Intangible Fixed Assets	311 988	277 322	242 657	240 992	195 327	114 996
Net Assets Liabilities						32 964	18 088	11 598	11 735	52 861	107 045	161 029	69 679
Net Assets Liabilities Including Pension Asset Liability	43	92	41	4	18 211	32 964
Property Plant Equipment						3 887	4 659
Tangible Fixed Assets	556	843	632	474	4 242	3 887

Capital & Reserves
Called Up Share Capital	1	1	1	1	1	2
Profit Loss Account Reserve	42	91	40	3	18 209	32 962
Shareholder Funds	43	92	41	4	18 210	32 964

Other Financial Data
Amount Specific Advance Or Credit Directors					54 428	52 925	78 307	81 692	75 523	104 864	113 239	117 404	119 021	116 844	112 194
Amount Specific Advance Or Credit Made In Period Directors						66 291	88 432	82 049	45 302	130 858	53 999	26 734	17 374	10 164	6 968
Amount Specific Advance Or Credit Repaid In Period Directors						67 794	63 050	78 664	51 471	101 517	45 624	22 569	15 757	12 341	11 618
Accrued Liabilities						1 200	1 236
Accumulated Amortisation Impairment Intangible Assets						206 326	245 058
Accumulated Depreciation Impairment Property Plant Equipment						3 568	5 120
Additional Provisions Increase From New Provisions Recognised In Profit Or Loss							154
Average Number Employees During Period							3	3	4	4	4	4	3	4	3
Bank Borrowings Overdrafts						7 809	7 935
Corporation Tax Payable						38 560	31 164
Creditors						133 972	133 449	97 449	88 796	42 457	17 711	9 972	782 445	728 567	654 149
Creditors Due After One Year	347 267	318 133	307 014	267 041	233 993	133 972
Creditors Due Within One Year	28 770	31 342	18 407	41 149	32 284	48 475
Dividends Paid							109 226
Fixed Assets	312 544	278 165	243 289	241 466	199 569	118 883	80 923	41 980	13 136	3 026	3 008	2 256	691 092	621 729	537 152
Increase From Amortisation Charge For Year Intangible Assets							38 732
Increase From Depreciation Charge For Year Property Plant Equipment							1 552
Intangible Assets						114 996	76 264
Intangible Assets Gross Cost						321 322
Intangible Fixed Assets Additions				44 000
Intangible Fixed Assets Aggregate Amortisation Impairment	34 665	69 331	103 996	149 661	195 326	206 326
Intangible Fixed Assets Amortisation Charged In Period		34 666	34 665	45 665	45 665	38 732
Intangible Fixed Assets Amortisation Decrease Increase On Disposals						27 732
Intangible Fixed Assets Cost Or Valuation	346 653	346 653	346 653	390 653	390 653	321 322
Intangible Fixed Assets Disposals						69 331
Net Current Assets Liabilities	34 883	40 229	63 893	25 674	53 483	48 830	71 545	67 067	87 395	92 292	121 748	168 745	-621 413	-575 372	-501 576
Number Shares Allotted		1	1	1	1	2
Number Shares Issued Fully Paid							2
Other Creditors						53	268
Other Taxation Social Security Payable						853	569
Par Value Share		1	1	1	1	1	1
Profit Loss							94 350
Property Plant Equipment Gross Cost						7 455	9 779
Provisions						777	931
Provisions For Liabilities Balance Sheet Subtotal						777	931
Provisions For Liabilities Charges	117	169	127	95	848	777
Share Capital Allotted Called Up Paid	1	1	1	1	2	2
Tangible Fixed Assets Additions		510			5 182	942
Tangible Fixed Assets Cost Or Valuation	821	1 331	1 331	1 331	6 513	7 455
Tangible Fixed Assets Depreciation	265	488	699	857	2 271	3 568
Tangible Fixed Assets Depreciation Charged In Period		223	211	158	1 414	1 297
Total Additions Including From Business Combinations Property Plant Equipment							2 324
Total Assets Less Current Liabilities	347 427	318 394	307 182	267 140	253 051	167 713	152 468	109 047	100 531	95 318	124 756	171 001	69 679	46 357	35 576
Trade Debtors Trade Receivables						44 380	34 410
Advances Credits Directors	56 529	63 586	76 398	58 934	54 428	52 925
Advances Credits Made In Period Directors	23 294	7 057	12 812		28 573
Advances Credits Repaid In Period Directors				17 464	33 079

Company staff

Paul B.

Role: Director

Appointed: 06 February 2008

Latest update: 13 June 2025

People with significant control

Paul B.

Notified on 1 January 2017

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 May 2022
Confirmation statement next due date	20 February 2024
Confirmation statement last made up date	06 February 2023

Annual Accounts
Start Date For Period Covered By Report	01 June 2013
Annual Accounts 18 January 2016
Start Date For Period Covered By Report	01 June 2014
End Date For Period Covered By Report	31 May 2015
Date Approval Accounts	18 January 2016
Annual Accounts 17 January 2017
Start Date For Period Covered By Report	01 June 2015
Date Approval Accounts	17 January 2017
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
End Date For Period Covered By Report	31 May 2017
Annual Accounts
Start Date For Period Covered By Report	01 June 2017
End Date For Period Covered By Report	31 May 2018
Annual Accounts
Start Date For Period Covered By Report	01 June 2018
End Date For Period Covered By Report	31 May 2019
Annual Accounts
Start Date For Period Covered By Report	01 June 2019
End Date For Period Covered By Report	31 May 2020
Annual Accounts
Start Date For Period Covered By Report	01 June 2020
End Date For Period Covered By Report	31 May 2021
Annual Accounts
Start Date For Period Covered By Report	01 June 2021
End Date For Period Covered By Report	31 May 2022
Annual Accounts
Start Date For Period Covered By Report	01 June 2022
End Date For Period Covered By Report	31 March 2023
Annual Accounts
Start Date For Period Covered By Report	01 April 2023
End Date For Period Covered By Report	31 March 2024
Annual Accounts
Start Date For Period Covered By Report	01 April 2024
End Date For Period Covered By Report	31 March 2025
Annual Accounts 6 February 2013
End Date For Period Covered By Report	31 May 2012
Date Approval Accounts	6 February 2013
Annual Accounts 12 August 2013
End Date For Period Covered By Report	31 May 2013
Date Approval Accounts	12 August 2013
Annual Accounts 12 September 2014
End Date For Period Covered By Report	31 May 2014
Date Approval Accounts	12 September 2014
Annual Accounts
End Date For Period Covered By Report	31 May 2016

Personal Assistant & Administrator in Wallingford, posted on Monday 24th August 2015
Region / City	Wallingford
Salary	From £22000.00 to £24000.00 per year
Job type	permanent
Expiration date	Tuesday 6th October 2015

Personal Assistant & Administrator in Wallingford, posted on Monday 24th August 2015

Region / City

Wallingford

Salary

From £22000.00 to £24000.00 per year

Job type

permanent

Expiration date

Tuesday 6th October 2015

Paul Beebee Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Paul B.

Swift Incorporations Limited

Jane B.

People with significant control

Paul B.

Accounts Documents

Jobs and Vacancies at Paul Beebee Wealth Management Limited

Company filings

Filing category

Additional Information

HQ address, 2012

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Post code:

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HQ address, 2013

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City / Town:

HQ address, 2014

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HQ address, 2015

Address:

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HQ address, 2016

Address:

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Accountant/Auditor, 2016 - 2015

Name:

Address:

Post code:

City / Town:

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