Sierra Asset Management Limited in Poole, BH16 6FE

Description

Data updated on: 01-11-2023

06912221 is the registration number of Sierra Asset Management Limited. This company was registered as a Private Limited Company on May 21, 2009. This company has existed on the British market for fifteen years. This company could be contacted at 4 The Axium Centre Dorchester Road Lytchett Minster in Poole. The head office's post code assigned to this place is BH16 6FE. The company's present name is Sierra Asset Management Limited. The firm's former clients may recognize the company also as Vita Financial Planning, which was in use up till June 22, 2012. The firm's declared SIC number is 74909 and has the NACE code: Other professional, scientific and technical activities not elsewhere classified. May 31, 2023 is the last time when account status updates were filed.

As of now, this limited company has only been guided by an individual managing director: Andrew B. who has been overseeing it for fifteen years.

Previous company's names
Sierra Asset Management Limited 2012-06-22
Vita Financial Planning Limited 2009-05-21

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-05-31	2012-05-31	2013-05-31	2014-05-31	2015-05-31	2016-05-31	2017-05-31	2018-05-31	2019-05-31	2020-05-31	2021-05-31	2022-05-31	2023-05-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	16 360	12 093	991	334	498	445

Balance Sheet
Cash Bank On Hand						25 823	39 412	45 679	68 008	62 495	61 500	55 406	58 848
Current Assets	24 402	13 258	39 923	38 417	24 908	27 290	41 046	48 067	70 811	65 946	64 244	58 277	61 317
Debtors	108	108	595	617	636	815	945	2 388	2 803	3 451	2 744	2 871	2 469
Net Assets Liabilities						445	211	27 635	42 433	40 706	37 324	35 745	37 590
Other Debtors						815	945	1 006	987	1 235	815	815	815
Property Plant Equipment						517	388	291	218	163	825	912	683
Cash Bank In Hand	24 294	13 150	39 328	37 800	24 272	25 823
Intangible Fixed Assets	160 000	140 000	120 000	100 000	80 000	60 000
Net Assets Liabilities Including Pension Asset Liability		12 093	991	334	498	445
Tangible Fixed Assets				485	689	517

Capital & Reserves
Called Up Share Capital	100	100	100	100	100	100
Profit Loss Account Reserve	16 260	11 993	891	234	398	345
Shareholder Funds	16 360	12 093	991	334	498	445

Other Financial Data
Accrued Liabilities							1 200	1 200	960	960	1 020	1 080	1 188
Accumulated Amortisation Impairment Intangible Assets						140 000	200 000	200 000	200 000	200 000	200 000	200 000	200 000
Accumulated Depreciation Impairment Property Plant Equipment						563	692	789	862	917	1 193	1 498	1 727
Average Number Employees During Period							2	2	3	3	3	3	3
Creditors						76 217	38 691	6 875	6 875	6 875	6 875	6 875	2 875
Dividend Per Share Interim													570
Dividends Paid On Shares Interim												57 000	57 000
Financial Liabilities												6 875	2 875
Increase From Depreciation Charge For Year Property Plant Equipment							129	97	73	55	276	305	229
Intangible Assets Gross Cost						200 000	200 000	200 000	200 000	200 000	200 000	200 000	200 000
Net Current Assets Liabilities	-143 640	3 126	30 949	27 992	16 297	16 248	39 792	34 277	49 131	47 449	43 531	41 881	39 912
Number Shares Issued Fully Paid												100	100
Other Creditors						76 217	38 691	6 875	6 875	6 875	6 875	6 875	4 644
Par Value Share		1	1	1	1	1							1
Prepayments							689	1 382	1 816	2 216	1 929	2 056	1 654
Property Plant Equipment Gross Cost						1 080	1 080	1 080	1 080	1 080	2 018	2 410	2 410
Provisions For Liabilities Balance Sheet Subtotal						103	78	58	41	31	157	173	130
Taxation Social Security Payable												13 883	14 477
Total Assets Less Current Liabilities	16 360	143 126	150 949	128 477	96 986	78 085	40 180	34 568	49 349	47 612	44 356	42 793	40 595
Trade Creditors Trade Payables						418	229	753	1 031	1 042	878	1 034	1 096
Director Remuneration												12 459	12 018
Accrued Liabilities Not Expressed Within Creditors Subtotal						1 320	1 200
Corporation Tax Payable						9 021	957	11 259	19 251	16 377	13 390	12 983
Creditors Due After One Year		131 033	149 958	128 046	96 350	76 217
Creditors Due Within One Year	168 042	141 165	8 974	10 425	8 611	11 042
Fixed Assets			120 000	100 485	80 689	60 517	388	291	218	163	825	912
Increase From Amortisation Charge For Year Intangible Assets							60 000
Intangible Assets						60 000
Intangible Fixed Assets Aggregate Amortisation Impairment	40 000	60 000	80 000	100 000	120 000	140 000
Intangible Fixed Assets Amortisation Charged In Period		20 000	20 000	20 000	20 000	20 000
Intangible Fixed Assets Cost Or Valuation	200 000	200 000	200 000	200 000	200 000
Number Shares Allotted		100	100	100	100	100
Other Taxation Social Security Payable						283	68	57	85		161	900
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal						652	689
Provisions For Liabilities Charges				97	138	103
Share Capital Allotted Called Up Paid	100	100	100	100	100	100
Tangible Fixed Assets Additions				647	433
Tangible Fixed Assets Cost Or Valuation				647	1 080
Tangible Fixed Assets Depreciation				162	391	563
Tangible Fixed Assets Depreciation Charged In Period				162	229	172
Total Additions Including From Business Combinations Property Plant Equipment											938	392

Company staff

Andrew B.

Role: Director

Appointed: 21 May 2009

Latest update: 16 April 2024

People with significant control

Executives who control the firm include: Andrew B. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Nicola B. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Andrew B.

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

right to manage directors

Nicola B.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	28 February 2025
Account last made up date	31 May 2023
Confirmation statement next due date	04 June 2024
Confirmation statement last made up date	21 May 2023

Annual Accounts 28 July 2014
Start Date For Period Covered By Report	01 June 2013
End Date For Period Covered By Report	31 May 2014
Date Approval Accounts	28 July 2014
Annual Accounts 18 January 2016
Start Date For Period Covered By Report	01 June 2014
End Date For Period Covered By Report	31 May 2015
Date Approval Accounts	18 January 2016
Annual Accounts 4 November 2016
Start Date For Period Covered By Report	01 June 2015
End Date For Period Covered By Report	31 May 2016
Date Approval Accounts	4 November 2016
Annual Accounts
Start Date For Period Covered By Report	01 June 2016
Annual Accounts
Start Date For Period Covered By Report	01 June 2017
End Date For Period Covered By Report	31 May 2018
Annual Accounts
Start Date For Period Covered By Report	01 June 2018
End Date For Period Covered By Report	31 May 2019
Annual Accounts
Start Date For Period Covered By Report	01 June 2019
End Date For Period Covered By Report	31 May 2020
Annual Accounts
Start Date For Period Covered By Report	01 June 2020
End Date For Period Covered By Report	31 May 2021
Annual Accounts
Start Date For Period Covered By Report	01 June 2021
End Date For Period Covered By Report	31 May 2022
Annual Accounts
Start Date For Period Covered By Report	01 June 2021
End Date For Period Covered By Report	31 May 2022
Annual Accounts 29 January 2013
End Date For Period Covered By Report	31 May 2012
Date Approval Accounts	29 January 2013
Annual Accounts 21 January 2014
End Date For Period Covered By Report	31 May 2013
Date Approval Accounts	21 January 2014
Annual Accounts
End Date For Period Covered By Report	31 May 2017

Sierra Asset Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Andrew B.

People with significant control

Andrew B.

Nicola B.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2012

Address:

Post code:

City / Town:

HQ address,
2013

Address:

Post code:

City / Town:

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

City / Town:

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Sierra Asset Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Andrew B.

People with significant control

Andrew B.

Nicola B.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2012

Address:

Post code:

City / Town:

HQ address, 2013

Address:

Post code:

City / Town:

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2012

HQ address,
2013

HQ address,
2014

HQ address,
2015

HQ address,
2016