Specialised Wealth Management Limited in Mexborough, S64 8NB

Description

Data updated on: 01-11-2023

Based in 9 Crown Street, Mexborough S64 8NB Specialised Wealth Management Limited is classified as a Private Limited Company registered under the 07500870 registration number. The company appeared on 2011-01-21. This firm's SIC and NACE codes are 64999 which means Financial intermediation not elsewhere classified. Specialised Wealth Management Ltd reported its latest accounts for the financial year up to Tuesday 31st January 2023. The latest annual confirmation statement was submitted on Friday 20th January 2023.

There's just one managing director presently managing this particular firm, specifically Anthony B. who's been executing the director's obligations for thirteen years. The following firm had been guided by Kim L. till 2022. Furthermore another director, namely Yomtov J. resigned on 2011-01-21. Furthermore, the managing director's duties are often supported by a secretary - Kim L., who joined this firm in 2011.

Anthony B. is the individual who controls 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	2017-01-31	2018-01-31	2019-01-31	2020-01-31	2021-01-31	2022-01-31	2023-01-31
Currency

Balance Sheet
Current Assets	14 879	25 676	33 496	35 305	38 244	42 099	36 167
Net Assets Liabilities	1 123	11 483	12 620	14 721	17 028	13 376	10 082

Other Financial Data
Accrued Liabilities Deferred Income				975	1 001	2 089	2 087
Accrued Liabilities Not Expressed Within Creditors Subtotal	908	912	933	975
Average Number Employees During Period		2	2	2	-3	-3	-2
Creditors	13 671	13 863	20 680	20 175	-7 347	27 054	25 721
Fixed Assets	652	489	689	517	388	420	1 723
Net Current Assets Liabilities	1 379	11 906	12 864	15 179	45 641	15 045	10 446
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal	171	93	48	49	50
Total Assets Less Current Liabilities	2 031	12 395	13 553	43 695	18 029	15 465	12 169
Advances Credits Directors	5 563	5 682	12 018	12 476
Advances Credits Made In Period Directors	22 000	24 000	36 000
Advances Credits Repaid In Period Directors	25 520	23 881	29 664

Company staff

Kim L.

Role: Secretary

Appointed: 09 March 2011

Latest update: 4 April 2024

Anthony B.

Role: Director

Appointed: 09 March 2011

Latest update: 4 April 2024

People with significant control

Anthony B.

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	31 October 2024
Account last made up date	31 January 2023
Confirmation statement next due date	03 February 2024
Confirmation statement last made up date	20 January 2023

Annual Accounts
Start Date For Period Covered By Report	2017-02-01
End Date For Period Covered By Report	31/01/2018
Annual Accounts
Start Date For Period Covered By Report	2018-02-01
End Date For Period Covered By Report	31/01/2019
Annual Accounts
Start Date For Period Covered By Report	2019-02-01
End Date For Period Covered By Report	31/01/2020
Annual Accounts
Start Date For Period Covered By Report	1 February 2020
End Date For Period Covered By Report	31 January 2021
Annual Accounts
Start Date For Period Covered By Report	1 February 2021
End Date For Period Covered By Report	31 January 2022
Annual Accounts
Start Date For Period Covered By Report	1 February 2022
End Date For Period Covered By Report	31 January 2023

Specialised Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Kim L.

Anthony B.

Kim L.

Yomtov J.

People with significant control

Anthony B.

Accounts Documents

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