Scotia Wealth Management Ltd. in Edinburgh, EH6 7HZ

Description

Data updated on: 01-11-2023

Scotia Wealth Management Ltd. can be found at Edinburgh at 36-38 Salamander Street. You can find the company by its postal code - EH6 7HZ. This company has been operating on the British market for 20 years. This enterprise is registered under the number SC267795 and company's official status is active. The name is Scotia Wealth Management Ltd.. This firm's previous associates may know the company also as Retirement Solutions & Financial Options, which was in use up till 2011/01/28. This firm's Standard Industrial Classification Code is 64999 and their NACE code stands for Financial intermediation not elsewhere classified. The latest financial reports cover the period up to 2022-03-31 and the latest confirmation statement was filed on 2023-05-12.

On 23rd February 2016, the firm was searching for a Financial Advisor to fill a full time position in the financial sector in Edinburgh, Scotland. All the applications should include job offer code BS/IFA1.

According to the latest data, there seems to be only one managing director in the company: William S. (since 2008/05/26). The following firm had been managed by Benjamin H. until 2008. Furthermore a different director, namely Margaret H. quit in May 2008.

Previous company's names
Scotia Wealth Management Ltd. 2011-01-28
Retirement Solutions & Financial Options Ltd. 2004-05-12

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-03-31	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	GBP
Net Worth	-7 000	6 743	39 918	54 086	51 668	55 393

Balance Sheet
Cash Bank On Hand						56 096	68 114	175 322	97 772	83 512	212 412	279 649	177 388
Current Assets	5 752	13 687	20 327	39 230	55 106	84 549	98 163	240 563	203 630	171 472	229 687	305 647	273 623
Debtors	2 644	1 177	1 144	1 143	22 282	28 453	30 049	65 241	105 858	87 960	17 275	25 998	96 235
Net Assets Liabilities						55 393	92 009	182 127	162 586	142 276	183 310	285 148	285 795
Property Plant Equipment						9 686	8 763	6 154	7 467	7 512	6 241	48 030	37 618
Cash Bank In Hand	3 108	12 510	19 183	38 087	32 824	56 096
Intangible Fixed Assets	0	72 466	54 346	36 226	18 106
Net Assets Liabilities Including Pension Asset Liability	-7 000	6 743	39 918	54 086	51 668	55 393
Tangible Fixed Assets	1 917	4 988	5 864	6 647	9 173	9 686
Trade Debtors				1 144	17 700

Capital & Reserves
Called Up Share Capital	52	52	20 000	20 000	20 000	20 000
Profit Loss Account Reserve	-7 052	6 691	19 918	34 086	31 668	35 393
Shareholder Funds	-7 000	6 743	39 918	54 086	51 668	55 393

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets						90 586	90 586
Accumulated Depreciation Impairment Property Plant Equipment						8 985	12 691	15 603	18 524	21 817	24 609	26 466	37 564
Average Number Employees During Period						8	10	13	12	11	10	10	11
Balances Amounts Owed To Related Parties						627	9 976
Creditors						36 600	42 039	63 110	56 482	35 587	51 914	66 867	68 573
Dividends Paid						14 000	11 000
Fixed Assets	1 917	77 454	60 210	42 873	27 279	9 686	8 763	6 154	17 467	7 512	6 241	48 030	87 618
Increase From Depreciation Charge For Year Property Plant Equipment							3 706		2 921	3 293	2 792		11 098
Intangible Assets Gross Cost						90 586	90 586
Investments Fixed Assets									10 000				50 000
Net Current Assets Liabilities	-8 917	-70 199	-19 873	11 746	25 288	47 949	84 999	177 453	147 149	135 885	177 773	238 780	205 050
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal		1 770	1 770	271		24 401	28 875
Property Plant Equipment Gross Cost						18 671	21 454	21 757	25 991	29 329	30 850	74 496	75 182
Provisions For Liabilities Balance Sheet Subtotal						2 242	1 753	1 480	2 030	1 121	704	1 662	6 873
Total Additions Including From Business Combinations Property Plant Equipment							2 783		4 234	3 338	1 521		686
Total Assets Less Current Liabilities	-7 000	7 255	40 337	54 619	52 567	57 635	93 762	183 607	164 616	143 397	184 014	286 810	292 668
Amount Specific Advance Or Credit Directors									69 358	59 118
Amount Specific Advance Or Credit Made In Period Directors									70 000	14 760
Amount Specific Advance Or Credit Repaid In Period Directors									641	25 000
Creditors Due Within One Year Total Current Liabilities	14 669	85 958
Intangible Fixed Assets Additions		90 586
Intangible Fixed Assets Aggregate Amortisation Impairment	0	18 120	36 240	54 360	72 480	90 586
Intangible Fixed Assets Amortisation Charged In Period		16 610	18 120	18 120	18 120	18 106
Intangible Fixed Assets Cost Or Valuation	0	90 586	90 586	90 586	90 586	90 586
Provisions For Liabilities Charges		512	419	533	899	2 242
Tangible Fixed Assets Additions		3 846	2 287	2 470	4 838	3 231
Tangible Fixed Assets Cost Or Valuation	2 000	5 845	8 132	10 602	15 440	18 671
Tangible Fixed Assets Depreciation	83	857	2 268	3 955	6 267	8 985
Tangible Fixed Assets Depreciation Charge For Period		775
Accruals Deferred Income Within One Year				16 093	14 140
Creditors Due Within One Year		85 656	41 970	27 755	29 818	36 600
Number Shares Allotted		52	20 000	20 000	20 000
Other Creditors Due Within One Year					627
Par Value Share			1	1	1
Prepayments Accrued Income Current Asset				270	4 582
Share Capital Allotted Called Up Paid		52	20 000	20 000	20 000
Tangible Fixed Assets Depreciation Charged In Period			1 411	1 687	2 312	2 718
Taxation Social Security Due Within One Year				7 757	11 379
Trade Creditors Within One Year				3 905	3 672

Company staff

William S.

Role: Director

Appointed: 26 May 2008

Latest update: 25 March 2024

Benjamin H.

Role: Director

Appointed: 01 August 2004

Resigned: 25 January 2008

Latest update: 25 March 2024

Margaret H.

Role: Director

Appointed: 12 May 2004

Resigned: 26 May 2008

Latest update: 25 March 2024

Pamela B.

Role: Secretary

Appointed: 12 May 2004

Resigned: 26 May 2008

Latest update: 25 March 2024

People with significant control

Executives who control the firm include: William S. owns over 3/4 of company shares. William S. owns over 3/4 of company shares.

William S.

Notified on 30 May 2016

Nature of control:

over 3/4 of shares

William S.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	26 May 2024
Confirmation statement last made up date	12 May 2023

Annual Accounts 14 December 2013
Start Date For Period Covered By Report	2012-04-01
End Date For Period Covered By Report	2013-03-31
Date Approval Accounts	14 December 2013
Annual Accounts 10 November 2014
Start Date For Period Covered By Report	2013-04-01
End Date For Period Covered By Report	2014-03-31
Date Approval Accounts	10 November 2014
Annual Accounts 31 October 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	31 October 2015
Annual Accounts 14 December 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	14 December 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 2016
End Date For Period Covered By Report	31 March 2017
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 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017

Financial Advisor in Edinburgh, posted on Tuesday 23rd February 2016
Region / City	Scotland, Edinburgh
Industry	Finance industry
Job type	full time
Job reference code	BS/IFA1

Financial Advisor in Edinburgh, posted on Tuesday 23rd February 2016

Region / City

Scotland, Edinburgh

Industry

Finance industry

Job type

full time

Job reference code

BS/IFA1

Scotia Wealth Management Ltd.

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

William S.

Benjamin H.

Margaret H.

Pamela B.

People with significant control

William S.

William S.

Accounts Documents

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