Ser Wealth Management Limited in Leicester, LE3 9RZ

Description

Data updated on: 01-11-2023

Located in 38 Strathern Road, Leicester LE3 9RZ Ser Wealth Management Limited is a Private Limited Company issued a 08412207 Companies House Reg No. It was established 11 years ago. This business's registered with SIC code 66190 which stands for Activities auxiliary to financial intermediation n.e.c.. 2023-02-28 is the last time account status updates were reported.

Until now, this particular business has only had a single managing director: Susan R. who has been controlling it for 11 years.

Susan R. is the individual who has control over this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-02-28	2015-02-28	2016-02-28	2017-02-28	2018-02-28	2019-02-28	2020-02-28	2021-02-28	2022-02-28	2023-02-28
Currency
Net Worth	12 739	5 111	1

Balance Sheet
Current Assets	14 780	6 534	552	6 711	2 799	3 271	1 835	12 119	10 225	8 124
Net Assets Liabilities								11	11	11
Cash Bank On Hand			147	6 711	2 799	2 541		3 000
Debtors	412	5 000	405			730	1 835	9 119
Other Debtors			405			730	1 835	9 119
Property Plant Equipment			1 819	1 660	2 304	1 728	1 296	973
Cash Bank In Hand	14 368	1 534	147
Net Assets Liabilities Including Pension Asset Liability	12 739	5 111	1
Tangible Fixed Assets	2 258	2 425	1 819

Capital & Reserves
Called Up Share Capital	1	1	1
Profit Loss Account Reserve	12 738	5 110
Shareholder Funds	12 739	5 111	1

Other Financial Data
Version Production Software										2 023
Accrued Liabilities Not Expressed Within Creditors Subtotal								540	540	540
Average Number Employees During Period				1	1	1	1	1	1	1
Creditors			2 370	4 815	3 377	3 264	3 121	13 081	2 842	3 983
Fixed Assets	2 258	2 425	1 819					972	729	547
Net Current Assets Liabilities	10 480	2 686	-1 818	1 896	-578	7	-1 286	-962	7 383	4 141
Total Assets Less Current Liabilities	12 738	5 111	1	3 556	1 726	1 735	10	11	8 112	4 688
Amount Specific Advance Or Credit Directors		5 000					1 835	9 119
Amount Specific Advance Or Credit Made In Period Directors							1 835	9 119
Amount Specific Advance Or Credit Repaid In Period Directors								1 835
Accumulated Depreciation Impairment Property Plant Equipment			2 167	2 721	3 489	4 065	4 497	4 820
Increase From Depreciation Charge For Year Property Plant Equipment				554	768	576	432	323
Other Creditors			450	1 225	540	540	540	540
Other Taxation Social Security Payable			2 245	3 914	3 121	3 007	2 309	1 392
Property Plant Equipment Gross Cost			3 986	4 381	5 793	5 793	5 793
Total Additions Including From Business Combinations Property Plant Equipment				395	1 412
Trade Creditors Trade Payables			-325	-324	-284	-283	-315	-313
Bank Borrowings Overdrafts							587	11 462
Creditors Due Within One Year	4 300	3 848	2 370
Number Shares Allotted		1	1
Par Value Share		1	1
Share Capital Allotted Called Up Paid	1	1	1
Tangible Fixed Assets Additions	3 010	976
Tangible Fixed Assets Cost Or Valuation	3 010	3 986	3 986
Tangible Fixed Assets Depreciation	752	1 561	2 167
Tangible Fixed Assets Depreciation Charged In Period	752	809	606

Company staff

Susan R.

Role: Secretary

Appointed: 20 February 2013

Latest update: 4 March 2024

Susan R.

Role: Director

Appointed: 20 February 2013

Latest update: 4 March 2024

People with significant control

Susan R.

Notified on 6 April 2016

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	30 November 2024
Account last made up date	28 February 2023
Confirmation statement next due date	05 March 2024
Confirmation statement last made up date	20 February 2023

Annual Accounts
Start Date For Period Covered By Report	2013-02-20
End Date For Period Covered By Report	2014-02-28
Annual Accounts 1 May 2015
Start Date For Period Covered By Report	2014-03-01
End Date For Period Covered By Report	2015-02-28
Date Approval Accounts	1 May 2015
Annual Accounts 30 March 2016
Start Date For Period Covered By Report	2015-03-01
End Date For Period Covered By Report	2016-02-28
Date Approval Accounts	30 March 2016
Annual Accounts
Start Date For Period Covered By Report	29 February 2016
End Date For Period Covered By Report	28 February 2017
Annual Accounts
Start Date For Period Covered By Report	01 March 2017
End Date For Period Covered By Report	28 February 2018
Annual Accounts
Start Date For Period Covered By Report	01 March 2018
End Date For Period Covered By Report	28 February 2019
Annual Accounts
Start Date For Period Covered By Report	01 March 2019
End Date For Period Covered By Report	28 February 2020
Annual Accounts
Start Date For Period Covered By Report	29 February 2020
End Date For Period Covered By Report	28 February 2021
Annual Accounts
Start Date For Period Covered By Report	29 February 2020
End Date For Period Covered By Report	28 February 2021
Annual Accounts
End Date For Period Covered By Report	28 February 2021
Annual Accounts 29 April 2014
Date Approval Accounts	29 April 2014

Ser Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Susan R.

Susan R.

People with significant control

Susan R.

Accounts Documents

Company filings

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