Richard Wells Financial Services Ltd in Flax Bourton, BS48 1UR

Description

Data updated on: 01-11-2023

Richard Wells Financial Services came into being in 2012 as a company enlisted under no 08210147, located at BS48 1UR Flax Bourton at Suite 5 Farleigh House Farleigh Court. This company has been in business for twelve years and its last known status is active. The firm's SIC and NACE codes are 65110 which stands for Life insurance. 2022/06/30 is the last time account status updates were filed.

Because of the firm's growth, it became unavoidable to appoint further executives: Mark I. and Gillian M. who have been working as a team since June 2022 to exercise independent judgement of this firm.

The companies with significant control over this firm are as follows: Bowmore Financial Planning Ltd has substantial control or influence over the company owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Bristol at Old Weston Road, Flax Bourton, BS48 1UR.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-09-30	2014-09-30	2015-09-30	2016-09-30	2017-09-30	2018-09-30	2019-09-30	2020-09-30	2021-09-30	2022-06-30	2023-06-30
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	222	47	91	6 102

Balance Sheet
Cash Bank On Hand					45 651	46 375	43 489	50 029	40 149	29 116	29 116
Net Assets Liabilities				6 102	35 753					2 712	2 712
Cash Bank In Hand	22 357	20 672	29 436	21 466
Current Assets				21 466	45 651
Net Assets Liabilities Including Pension Asset Liability	222	47	91	6 102
Property Plant Equipment						791	531	1 290	1 989
Tangible Fixed Assets	1 472	1 117	1 380	998

Capital & Reserves
Called Up Share Capital	1	1	1	1
Profit Loss Account Reserve	221	46	90	6 101
Shareholder Funds	222	47	91	6 102

Other Financial Data
Balances With Banks										29 116	29 116
Creditors				10 000	9 898	7 805	6 744	7 378	6 992	26 404	26 404
Number Shares Issued Fully Paid										1	1
Other Creditors					1 260	1 278	1 302	1 295	4 522	21 842	21 842
Par Value Share	1	1	1	1							1
Accumulated Depreciation Impairment Property Plant Equipment					5 184	5 433	5 693	6 337	7 651
Average Number Employees During Period					1	1	1	2	2	1
Creditors Due After One Year	10 000	10 000	10 000	10 000
Creditors Due Within One Year	13 607	11 742	20 725	6 362
Fixed Assets				998
Increase From Depreciation Charge For Year Property Plant Equipment						249	260	644	1 314	1 040
Net Current Assets Liabilities	8 750	8 930	8 711	15 104	35 753	38 570	36 745	42 651	33 157	2 712
Number Shares Allotted	1	1	1	1
Other Taxation Social Security Payable					8 638	6 528	5 443	6 084	2 471	4 562
Property Plant Equipment Gross Cost					5 184	6 224	6 224	7 627	9 640
Share Capital Allotted Called Up Paid	1	1	1	1
Tangible Fixed Assets Additions	1 961	180	1 133	580
Tangible Fixed Assets Cost Or Valuation	1 961	2 141	3 274	3 854
Tangible Fixed Assets Depreciation	489	1 024	1 894	2 856
Tangible Fixed Assets Depreciation Charged In Period	489	535	870	962
Total Additions Including From Business Combinations Property Plant Equipment						1 040		1 403	2 013	491
Total Assets Less Current Liabilities	10 222	10 047	10 091	16 102	35 753	39 361	37 276	43 941	35 146	2 712
Trade Creditors Trade Payables						-1	-1	-1	-1
Disposals Decrease In Depreciation Impairment Property Plant Equipment										8 691
Disposals Property Plant Equipment										10 131

Company staff

Mark I.

Role: Director

Appointed: 10 June 2022

Latest update: 30 January 2024

Gillian M.

Role: Director

Appointed: 10 June 2022

Latest update: 30 January 2024

People with significant control

Bowmore Financial Planning Ltd

Address: Suite 5 Farleigh House, Farleigh Court Old Weston Road, Flax Bourton, Bristol, BS48 1UR, England

Legal authority Companies Act 2006

Legal form Limited Company

Notified on 10 June 2022

Nature of control:

substantial control or influence

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Richard W.

Notified on 6 April 2016

Ceased on 10 June 2022

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Accounts Documents

Account next due date	31 March 2024
Account last made up date	30 June 2022
Confirmation statement next due date	25 September 2024
Confirmation statement last made up date	11 September 2023

Annual Accounts 21 October 2014
Start Date For Period Covered By Report	01 October 2013
End Date For Period Covered By Report	30 September 2014
Date Approval Accounts	21 October 2014
Annual Accounts 29 November 2015
Start Date For Period Covered By Report	01 October 2014
End Date For Period Covered By Report	30 September 2015
Date Approval Accounts	29 November 2015
Annual Accounts 1 November 2016
Start Date For Period Covered By Report	01 October 2015
End Date For Period Covered By Report	30 September 2016
Date Approval Accounts	1 November 2016
Annual Accounts
Start Date For Period Covered By Report	01 October 2016
End Date For Period Covered By Report	30 September 2017
Annual Accounts
Start Date For Period Covered By Report	01 October 2017
End Date For Period Covered By Report	30 September 2018
Annual Accounts
Start Date For Period Covered By Report	01 October 2018
End Date For Period Covered By Report	30 September 2019
Annual Accounts
Start Date For Period Covered By Report	01 October 2019
End Date For Period Covered By Report	30 September 2020
Annual Accounts
Start Date For Period Covered By Report	01 October 2020
End Date For Period Covered By Report	30 September 2021
Annual Accounts
Start Date For Period Covered By Report	01 October 2021
End Date For Period Covered By Report	30 June 2022
Annual Accounts
Start Date For Period Covered By Report	01 October 2021
End Date For Period Covered By Report	30 June 2022
Annual Accounts 16 October 2013
End Date For Period Covered By Report	30 September 2013
Date Approval Accounts	16 October 2013

Richard Wells Financial Services Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Mark I.

Gillian M.

Richard W.

People with significant control

Bowmore Financial Planning Ltd

Richard W.

Accounts Documents

Company filings

Filing category

Additional Information

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HQ address, 2014

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HQ address, 2016

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Accountant/Auditor, 2013

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Accountant/Auditor, 2014

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