S G Wealth Management Limited in Norwich, NR3 3SA

Description

Data updated on: 01-11-2023

This firm is known under the name of S G Wealth Management Limited. This firm was started twenty three years ago and was registered under 04164888 as its reg. no. This particular head office of this company is located in Norwich. You can contact them at 53-57 St Martin's Lane. The enterprise's SIC code is 66300 - Fund management activities. S G Wealth Management Ltd released its latest accounts for the period up to June 30, 2022. Its latest annual confirmation statement was filed on September 30, 2023.

As mentioned in the following company's executives data, since February 2024 there have been four directors to name just a few: David T., Frances K. and Henry G..

The companies that control this firm include: Sgw Group Holdings Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Norwich at St Martin's Lane, NR3 3SA, Norfolk and was registered as a PSC under the registration number 11457845.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2021-06-30	2022-06-30
Currency

Balance Sheet
Cash Bank On Hand	1 240 568	1 011 236
Current Assets	1 440 593	1 257 847
Debtors	200 025	246 611
Net Assets Liabilities	1 087 271	716 191
Other Debtors	4 675
Property Plant Equipment	18 496	45 033

Other Financial Data
Audit Fees Expenses	10 000	10 000
Company Contributions To Money Purchase Plans Directors	6 075	126 864
Director Remuneration	76 132	334 986
Accrued Liabilities	123 009	303 730
Accumulated Amortisation Impairment Intangible Assets	37 301	44 763
Accumulated Depreciation Impairment Property Plant Equipment	73 812	69 676
Additional Provisions Increase From New Provisions Recognised In Profit Or Loss		-17 912
Administrative Expenses	2 190 752	2 860 205
Amortisation Expense Intangible Assets	8 952	7 462
Average Number Employees During Period	36	36
Cash Cash Equivalents Cash Flow Value	1 240 568
Comprehensive Income Expense	647 511	370 947
Corporation Tax Payable	148 257	96 916
Creditors	390 887	586 689
Current Tax For Period	148 257	96 916
Deferred Tax Asset Debtors		14 519
Depreciation Amortisation Expense	18 184	23 963
Depreciation Expense Property Plant Equipment	9 232	16 501
Disposals Decrease In Depreciation Impairment Property Plant Equipment		20 637
Disposals Property Plant Equipment		20 637
Dividends Paid	393 880	742 027
Dividends Paid Classified As Financing Activities	-393 880	-742 027
Dividends Paid On Shares Interim	393 880	742 027
Fixed Assets	40 958	45 033
Further Item Proceeds From Sales Other Long-term Assets Classified As Investing Activities Component Corresponding Total		-16 295
Future Minimum Lease Payments Under Non-cancellable Operating Leases	64 500	29 833
Gain Loss In Cash Flows From Change In Creditors Trade Other Payables	15 171	247 143
Gain Loss In Cash Flows From Change In Debtors Trade Other Receivables	15 704	-32 067
Gain Loss On Disposal Assets Income Statement Subtotal		1 295
Gain Loss On Disposals Property Plant Equipment		1 295
Income Taxes Paid Refund Classified As Operating Activities	-114 065	-148 257
Increase Decrease In Cash Cash Equivalents Before Foreign Exchange Differences Changes In Consolidation	324 139	-229 332
Increase From Amortisation Charge For Year Intangible Assets		7 462
Increase From Depreciation Charge For Year Property Plant Equipment		16 501
Intangible Assets	7 462
Intangible Assets Gross Cost	44 763
Investments Fixed Assets	15 000
Investments In Group Undertakings	15 000	-15 000
Net Cash Flows From Used In Financing Activities	393 880	742 027
Net Cash Flows From Used In Investing Activities	11 890	22 684
Net Cash Flows From Used In Operating Activities	-729 909	-535 379
Net Cash Generated From Operations	-843 974	-683 636
Net Current Assets Liabilities	1 049 706	671 158
Net Interest Received Paid Classified As Investing Activities	-4 246	-4 059
Number Shares Issued Fully Paid		2 307
Operating Profit Loss	794 915	445 892
Other Creditors	16 444	71 502
Other Deferred Tax Expense Credit	3 393	-17 912
Other Interest Receivable Similar Income Finance Income	4 246	4 059
Other Operating Income Format1	14 221	29 455
Other Taxation Social Security Payable	39 989	50 030
Par Value Share		1
Pension Other Post-employment Benefit Costs Other Pension Costs	96 210	242 667
Prepayments	73 746	88 947
Profit Loss	647 511	370 947
Profit Loss On Ordinary Activities Before Tax	799 161	449 951
Property Plant Equipment Gross Cost	92 308	114 709
Provisions	3 393	-14 519
Provisions For Liabilities Balance Sheet Subtotal	3 393
Purchase Property Plant Equipment	-16 136	-43 038
Social Security Costs	134 305	188 623
Staff Costs Employee Benefits Expense	1 662 325	2 242 621
Tax Tax Credit On Profit Or Loss On Ordinary Activities	151 650	79 004
Total Additions Including From Business Combinations Property Plant Equipment		43 038
Total Assets Less Current Liabilities	1 090 664	716 191
Trade Creditors Trade Payables	8 803	7 781
Trade Debtors Trade Receivables	50 519	79 149
Turnover Revenue	2 971 446	3 276 642
Wages Salaries	1 431 810	1 811 331

Company staff

David T.

Role: Director

Appointed: 27 February 2024

Latest update: 24 March 2024

Frances K.

Role: Director

Appointed: 27 February 2024

Latest update: 24 March 2024

Henry G.

Role: Director

Appointed: 14 January 2021

Latest update: 24 March 2024

Andrew W.

Role: Director

Appointed: 07 March 2014

Latest update: 24 March 2024

Christina S.

Role: Director

Appointed: 14 January 2021

Resigned: 22 April 2022

Latest update: 24 March 2024

Stephen T.

Role: Director

Appointed: 13 June 2006

Resigned: 24 September 2010

Latest update: 24 March 2024

Helen P.

Role: Director

Appointed: 05 July 2001

Resigned: 10 April 2006

Latest update: 24 March 2024

Amos C.

Role: Director

Appointed: 05 July 2001

Resigned: 10 April 2006

Latest update: 24 March 2024

Neil S.

Role: Director

Appointed: 21 February 2001

Resigned: 27 July 2018

Latest update: 24 March 2024

Stephen G.

Role: Secretary

Appointed: 21 February 2001

Resigned: 16 December 2023

Latest update: 24 March 2024

Stephen G.

Role: Director

Appointed: 21 February 2001

Resigned: 16 December 2023

Latest update: 24 March 2024

Swift Incorporations Limited

Role: Corporate Nominee Secretary

Appointed: 21 February 2001

Resigned: 21 February 2001

Address: London, NW8 8EP

Latest update: 24 March 2024

People with significant control

Sgw Group Holdings Limited

Address: 53-57 St Martin's Lane, Norwich, Norfolk, NR3 3SA, United Kingdom

Legal authority England And Wales

Legal form Private Limited

Country registered England

Place registered United Kingdom Register Of Companies

Registration number 11457845

Notified on 27 July 2018

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Neil S.

Notified on 6 April 2016

Ceased on 27 July 2018

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Stephen G.

Notified on 6 April 2016

Ceased on 27 July 2018

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 March 2024
Account last made up date	30 June 2022
Confirmation statement next due date	14 October 2024
Confirmation statement last made up date	30 September 2023

Annual Accounts
Start Date For Period Covered By Report	01 July 2021
End Date For Period Covered By Report	30 June 2022

S G Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David T.

Frances K.

Henry G.

Andrew W.

Christina S.

Stephen T.

Helen P.

Amos C.

Neil S.

Stephen G.

Stephen G.

Swift Incorporations Limited

People with significant control

Sgw Group Holdings Limited

Neil S.

Stephen G.

Accounts Documents

Company filings

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