Simon Jones Wealth Management Limited in Gloucester, GL2 7LZ

Description

Data updated on: 01-11-2023

The date the firm was registered is July 14, 2011. Registered under 07705442, the firm is considered a Private Limited Company. You can contact the office of this firm during its opening hours under the following location: Tilia Barn Standish Lane Standish Lane, GL2 7LZ Gloucester. This firm's principal business activity number is 64999 which stands for Financial intermediation not elsewhere classified. The firm's latest annual accounts describe the period up to 2022-03-31 and the most recent annual confirmation statement was submitted on 2023-06-30.

For 13 years, the following company has only had 1 managing director: Simon J. who has been in charge of it since July 14, 2011.

Executives who control the firm include: Simon J. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights. Amber P. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	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
Net Worth	100	29 687	300 277	240 279	317 787

Balance Sheet
Cash Bank On Hand					5 449	6 384	8 922	43 305	1 483	113 066	75 298	3 034
Current Assets	100	9 588	56 797	60 747	17 571	23 911	38 645	98 281	124 059	165 529	241 456	252 621
Debtors	100	9 151	48 255	46 840	12 122	17 527	29 723	54 976	122 576	52 463	166 158	249 587
Net Assets Liabilities					276 874	360 769	519 368	651 880	809 808	784 830	953 802	1 006 086
Other Debtors					1 008	2 549	16 947	43 977	77 922	30 769	128 730	219 232
Property Plant Equipment					1 516	1 145	733	480	240
Cash Bank In Hand		437	8 542	13 907	5 449
Intangible Fixed Assets		547 208	574 787	485 078	576 815
Net Assets Liabilities Including Pension Asset Liability	100	29 687	300 277	240 279	317 787
Tangible Fixed Assets		320	817	809	1 516

Capital & Reserves
Called Up Share Capital	100	100	100	100	100
Profit Loss Account Reserve		29 587	99 751	127 347	113 118
Shareholder Funds	100	29 687	300 277	240 279	317 787

Other Financial Data
Accumulated Depreciation Impairment Property Plant Equipment					2 584	3 715	4 847	5 100	5 340	5 580	5 580	5 962
Additions Other Than Through Business Combinations Property Plant Equipment						760
Average Number Employees During Period					2	2	2	2	2	3	3	3
Bank Borrowings Overdrafts					246 781	215 207	179 388	29 637	19 104	95 091	86 444	76 850
Corporation Tax Payable					16 991	24 657	28 424	39 089	39 554	40 925
Creditors					19 335	26 285	37 270	70 576	60 508	95 091	82 342	54 308
Depreciation Rate Used For Property Plant Equipment						33		33	33	33
Fixed Assets		547 528	575 604	485 887	578 331	645 083	793 695	856 775	986 594	915 459	1 037 123	1 027 102
Increase From Depreciation Charge For Year Property Plant Equipment						1 131	1 132	253	240	240		382
Intangible Assets					576 815	643 938	792 962	856 295	986 354	915 459	1 037 123	1 026 336
Intangible Assets Gross Cost					576 815	643 938	792 962	856 295	986 354	915 459	1 037 123	1 026 336
Net Current Assets Liabilities	100	-272 305	-74 509	-69 562	-1 764	-2 374	1 375	27 705	63 551	119 209	185 513	198 313
Number Shares Issued Fully Paid					100	1	1	1	1	1
Number Shares Issued In Period- Gross						1
Other Creditors					1 609	1 560	8 720	1 770	1 770	1 854	-4 102	-41 837
Other Taxation Social Security Payable					471					37 593	45 111	42 067
Par Value Share	1	1	1	1	1	1		1	1	1
Property Plant Equipment Gross Cost					4 100	4 860	5 580	5 580	5 580	5 580	5 580	6 728
Provisions For Liabilities Balance Sheet Subtotal						66 733	96 314			154 747	186 492	184 316
Taxation Including Deferred Taxation Balance Sheet Subtotal					40 913	51 622	79 936	91 969	116 681	135 804
Total Additions Including From Business Combinations Property Plant Equipment							720					1 148
Total Assets Less Current Liabilities	100	275 223	501 095	416 325	576 567	642 709	795 070	884 480	1 050 145	1 034 668	1 222 636	1 225 415
Total Increase Decrease From Revaluations Intangible Assets						67 123	149 024	63 333	130 059	-70 895	121 664
Trade Creditors Trade Payables					264	68	126	79	80	240	-150	-59
Trade Debtors Trade Receivables					11 114	14 978	12 776	10 999	44 654	21 694	37 428	30 355
Advances Credits Directors				105 144	97	2 549	12 575	40 466	74 503	32 623
Advances Credits Made In Period Directors					21 712		131 002	143 331	182 160
Advances Credits Repaid In Period Directors					126 759		120 976	115 440	148 123
Amount Specific Advance Or Credit Directors									74 503	32 623	130 730	219 232
Amount Specific Advance Or Credit Made In Period Directors										184 064	268 595	255 901
Amount Specific Advance Or Credit Repaid In Period Directors										225 944	170 488	165 399
Administrative Expenses											92 273	108 093
Depreciation Expense Property Plant Equipment												382
Interest Payable Similar Charges Finance Costs											6 147	8 981
Operating Profit Loss											238 974	221 300
Other Interest Receivable Similar Income Finance Income											8	122
Profit Loss											187 724	170 374
Profit Loss On Ordinary Activities Before Tax											232 835	212 441
Tax Tax Credit On Profit Or Loss On Ordinary Activities											45 111	42 067
Turnover Revenue											331 247	329 393
Called Up Share Capital Not Paid Not Expressed As Current Asset	100
Creditors Due After One Year		236 079	185 406	165 382	246 781
Creditors Due Within One Year		281 893	131 306	130 309	19 335
Intangible Fixed Assets Additions		547 208
Intangible Fixed Assets Cost Or Valuation		547 208	574 787	485 078	576 815
Intangible Fixed Assets Disposals			172 847	2 115
Intangible Fixed Assets Increase Decrease From Revaluations			200 426	-87 594	91 737
Number Shares Allotted	100	100	100	100	100
Provisions For Liabilities Charges		9 457	15 412	10 664	11 999
Revaluation Reserve			200 426	112 832	204 569
Share Capital Allotted Called Up Paid	100	100	100	100	100
Tangible Fixed Assets Additions		480	986	720	1 914
Tangible Fixed Assets Cost Or Valuation		480	1 466	2 186	4 100
Tangible Fixed Assets Depreciation		160	649	1 377	2 584
Tangible Fixed Assets Depreciation Charged In Period		160	489	728	1 207

Company staff

Simon J.

Role: Director

Appointed: 14 July 2011

Latest update: 23 March 2024

People with significant control

Simon J.

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

Amber P.

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

Annual Accounts 21 March 2013
Start Date For Period Covered By Report	2011-07-14
End Date For Period Covered By Report	2012-03-31
Date Approval Accounts	21 March 2013
Annual Accounts 20 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	20 December 2013
Annual Accounts 18 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	18 November 2014
Annual Accounts 13 July 2015
Start Date For Period Covered By Report	2014-04-01
End Date For Period Covered By Report	2015-03-31
Date Approval Accounts	13 July 2015
Annual Accounts 4 October 2016
Start Date For Period Covered By Report	2015-04-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	4 October 2016
Annual Accounts
Start Date For Period Covered By Report	2016-04-01
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	2018-03-31
Annual Accounts
Start Date For Period Covered By Report	2018-04-01
End Date For Period Covered By Report	31 March 2019
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	01 April 2021
End Date For Period Covered By Report	31 March 2022
Annual Accounts
Start Date For Period Covered By Report	01 April 2022
End Date For Period Covered By Report	31 March 2023

Simon Jones Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Simon J.

People with significant control

Simon J.

Amber P.

Accounts Documents

Company filings

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