Pilgrim Wealth Management Limited in Walton On Thames, KT12 1AE

Description

Data updated on: 01-11-2023

Pilgrim Wealth Management began its operations in the year 2011 as a Private Limited Company under the following Company Registration No.: 07717895. This particular business has been active for 13 years and the present status is active. This firm's registered office is based in Walton On Thames at 9 Bridge Street. Anyone can also find the firm utilizing its post code, KT12 1AE. This business's registered with SIC code 70221 and has the NACE code: Financial management. The firm's most recent accounts were submitted for the period up to 2023-07-31 and the latest confirmation statement was filed on 2023-07-26.

Presently, the business is managed by just one director: Duncan P., who was appointed 13 years ago. That business had been managed by Graham C. till July 2011. In addition another director, namely Donna P. quit in 2017.

Executives with significant control over the firm are: Duncan P. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Donna P. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-07-31	2013-07-31	2014-07-31	2015-07-31	2016-07-31	2017-07-31	2018-07-31	2019-07-31	2020-07-31	2021-07-31	2022-07-31	2023-07-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP

Balance Sheet
Cash Bank On Hand					4 552	1 766	31 232	33 323	45 887	99 999	60 425	43 195
Current Assets	8 014	6 856	5 303	4 313	4 552	3 649	31 232	33 323	45 920	99 999
Debtors	2 421	3 762	104	121		1 883			33
Net Assets Liabilities					1 426	25	34 311	35 623	47 789	58 754	62 217	42 743
Other Debtors						1 883			33
Property Plant Equipment					1 159	1 541	4 384	3 521	3 142	2 374	3 790	2 662
Cash Bank In Hand	5 593	3 094	5 199	4 192	4 552
Net Assets Liabilities Including Pension Asset Liability	19	223	1 403	1 231	1 426
Tangible Fixed Assets	1 022	3 202	1 020	510	1 159

Capital & Reserves
Called Up Share Capital	10	10	10	10	10
Profit Loss Account Reserve	9	213	1 393	1 221	1 416

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment					3 459	4 176	5 579	7 746	9 906	12 101	13 997	16 478
Additions Other Than Through Business Combinations Property Plant Equipment						1 099	4 246	1 304	1 781	1 427	3 312	1 353
Average Number Employees During Period					1	1	3	3	3	3	3	3
Bank Overdrafts										39 500
Corporation Tax Payable					3 184	4 067	93	9		2 340	437	1 584
Creditors					4 285	5 165	1 305	1 221	1 273	43 619	1 998	3 114
Increase From Depreciation Charge For Year Property Plant Equipment						717	1 403	2 167	2 160	2 195	1 896	2 481
Net Current Assets Liabilities	-1 003	-2 979	383	721	267	-1 516	29 927	32 102	44 647	56 380	58 427	40 081
Other Creditors					1 101	1 098	1 212	1 212	1 273	1 779	1 561	1 530
Property Plant Equipment Gross Cost					4 618	5 717	9 963	11 267	13 048	14 475	17 787	19 140
Advances Credits Directors	2 304	3 040	-1 701
Advances Credits Made In Period Directors		50 573	40 799
Advances Credits Repaid In Period Directors		49 837	45 540
Capital Employed	19	223	1 403	1 231	1 426
Creditors Due Within One Year	9 017	9 835	4 920	3 592	4 285
Number Shares Allotted		10	10	10	10
Par Value Share		1	1	1	1
Share Capital Allotted Called Up Paid	10	10	10	10	10
Tangible Fixed Assets Additions		2 691			1 556
Tangible Fixed Assets Cost Or Valuation	1 532	4 223	3 061	3 061	4 617
Tangible Fixed Assets Depreciation	510	1 021	2 041	2 551	3 458
Tangible Fixed Assets Depreciation Charged In Period		511	1 020	510	907
Tangible Fixed Assets Disposals			1 162

Company staff

Duncan P.

Role: Director

Appointed: 26 July 2011

Latest update: 31 March 2024

People with significant control

Duncan P.

Notified on 1 July 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

right to manage directors

Donna P.

Notified on 9 July 2018

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	30 April 2025
Account last made up date	31 July 2023
Confirmation statement next due date	09 August 2024
Confirmation statement last made up date	26 July 2023

Annual Accounts 23 January 2014
Start Date For Period Covered By Report	2012-08-01
End Date For Period Covered By Report	31 July 2013
Date Approval Accounts	23 January 2014
Annual Accounts
Start Date For Period Covered By Report	2013-08-01
End Date For Period Covered By Report	2014-07-31
Annual Accounts
Start Date For Period Covered By Report	2014-08-01
End Date For Period Covered By Report	31 July 2015
Annual Accounts
Start Date For Period Covered By Report	2015-08-01
Annual Accounts
Start Date For Period Covered By Report	2016-08-01
Annual Accounts
Start Date For Period Covered By Report	2017-08-01
End Date For Period Covered By Report	31 July 2018
Annual Accounts
Start Date For Period Covered By Report	2018-08-01
End Date For Period Covered By Report	31 July 2019
Annual Accounts
Start Date For Period Covered By Report	2019-08-01
End Date For Period Covered By Report	31 July 2020
Annual Accounts
Start Date For Period Covered By Report	2020-08-01
End Date For Period Covered By Report	31 July 2021
Annual Accounts
Start Date For Period Covered By Report	2021-08-01
End Date For Period Covered By Report	31 July 2022
Annual Accounts
Start Date For Period Covered By Report	2022-08-01
End Date For Period Covered By Report	31 July 2023
Annual Accounts 6 January 2017
End Date For Period Covered By Report	31 July 2016
Date Approval Accounts	6 January 2017
Annual Accounts
End Date For Period Covered By Report	31 July 2017
Annual Accounts 15 January 2015
Date Approval Accounts	15 January 2015
Annual Accounts 27 January 2016
Date Approval Accounts	27 January 2016

Pilgrim Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Duncan P.

Graham C.

Donna P.

People with significant control

Duncan P.

Donna P.

Accounts Documents

Company filings

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