Prm Wealth Management Ltd in Warwick, CV34 4EW

Description

Data updated on: 01-11-2023

Prm Wealth Management Ltd has existed in this business for thirteen years. Registered under the number 07670414 in the year 2011, the company is located at Greville House, Warwick CV34 4EW. It has been already 13 years from the moment Prm Wealth Management Ltd is no longer identified under the business name Morgan Consulting. The company's SIC and NACE codes are 66190 and has the NACE code: Activities auxiliary to financial intermediation n.e.c.. Prm Wealth Management Limited reported its latest accounts for the period up to 31st March 2023. The company's most recent annual confirmation statement was filed on 15th June 2023.

As the information gathered suggests, the limited company was established in 2011-06-15 and has been managed by two directors. Moreover, the director's assignments are aided with by a secretary - Paul M., who was officially appointed by this specific limited company on 2011-06-15.

Previous company's names
Prm Wealth Management Ltd 2011-12-12
Morgan Consulting Limited 2011-06-15

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-03-31	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	9 237	66 648	65 361	23 834	170

Balance Sheet
Cash Bank In Hand	12 734	27 352	22 596	664	19 311
Current Assets	12 734	37 943	34 970	23 447	46 597	159 057	132 675	75 585	67 256	113 316	56 827	104 395
Debtors		10 591	12 374	22 783	27 286
Intangible Fixed Assets	236 500	229 493	141 900	402 025	320 566
Net Assets Liabilities					170	76 243	85 064	30 659	33 609	84 902	55 342	63 598
Net Assets Liabilities Including Pension Asset Liability	9 237	99 698	65 361	23 834	170
Tangible Fixed Assets		1 547	1 421	1 283	1 621

Capital & Reserves
Called Up Share Capital	1	1	1	1	1
Profit Loss Account Reserve	9 236	99 697	65 360	23 833	169
Shareholder Funds	9 237	66 648	65 361	23 834	170

Other Financial Data
Amount Specific Advance Or Credit Directors	15	-48 371			7 776						24 903
Amount Specific Advance Or Credit Made In Period Directors					7 776						24 903
Amount Specific Advance Or Credit Repaid In Period Directors						7 776						24 903
Accrued Liabilities Not Expressed Within Creditors Subtotal					1 788	16 004	4 256	1 800	2 060	2 006	1 862	2 459
Creditors					305 041	229 042	190 506	148 948	108 482	83 504	1 226 060	1 094 873
Creditors Due After One Year	108 899	95 150	65 510	349 840	305 041
Creditors Due Within One Year	131 098	74 135	47 420	53 081	63 573
Fixed Assets	236 500	231 040	143 321	403 308	322 187	241 697	206 860	173 689	137 845	104 574	1 388 125	1 256 894
Intangible Fixed Assets Additions	236 500			341 583
Intangible Fixed Assets Aggregate Amortisation Impairment		7 007	94 600	176 058	257 517
Intangible Fixed Assets Amortisation Charged In Period		7 007	47 300	81 458	81 459
Intangible Fixed Assets Cost Or Valuation	236 500	236 500	236 500	578 083
Net Current Assets Liabilities	-118 364	-36 192	-12 450	-29 634	-16 976	79 592	72 966	7 718	6 306	65 838	-104 861	-95 964
Number Shares Allotted		1	1	1	1
Par Value Share		1	1	1	1
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal					19 510	13 348	8 143	16 142	32 946	30 753	36 427	30 378
Share Capital Allotted Called Up Paid	1	1	1	1	1
Tangible Fixed Assets Additions		1 618	737	866	1 861
Tangible Fixed Assets Cost Or Valuation		1 618	2 135	2 891	4 752
Tangible Fixed Assets Depreciation		71	714	1 608	3 131
Tangible Fixed Assets Depreciation Charged In Period		71	653	923	1 523
Tangible Fixed Assets Depreciation Decrease Increase On Disposals			10	29
Tangible Fixed Assets Disposals			220	110
Total Assets Less Current Liabilities	118 136	194 848	130 871	373 674	306 999	321 289	279 826	181 407	144 151	170 412	1 283 264	1 160 930
Advances Credits Directors	15	-48 371			7 776
Average Number Employees During Period								1	2	2	2	3
Creditors Due After One Year Total Noncurrent Liabilities	108 899
Creditors Due Within One Year Total Current Liabilities	131 098
Advances Credits Made In Period Directors		-129 023
Advances Credits Repaid In Period Directors		-80 637
Borrowings		42 617
Capital Employed	9 237	99 698

Company staff

Simone M.

Role: Director

Appointed: 15 March 2018

Latest update: 20 February 2024

Paul M.

Role: Secretary

Appointed: 15 June 2011

Latest update: 20 February 2024

Paul M.

Role: Director

Appointed: 15 June 2011

Latest update: 20 February 2024

People with significant control

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

Simone M.

Notified on 15 June 2020

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Paul M.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

Accounts Documents

Account next due date	31 December 2024
Account last made up date	31 March 2023
Confirmation statement next due date	29 June 2024
Confirmation statement last made up date	15 June 2023

Annual Accounts 13 September 2013
Start Date For Period Covered By Report	2012-04-01
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	13 September 2013
Annual Accounts 23 July 2014
Start Date For Period Covered By Report	01 April 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	23 July 2014
Annual Accounts 15 December 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	15 December 2015
Annual Accounts 25 November 2016
Start Date For Period Covered By Report	01 April 2015
End Date For Period Covered By Report	31 March 2016
Date Approval Accounts	25 November 2016
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
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

Prm Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Simone M.

Paul M.

Paul M.

People with significant control

Simone M.

Paul M.

Accounts Documents

Company filings

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