Srb Wealth Management Ltd. in Airdrie, ML6 0BD

Description

Data updated on: 01-11-2023

Srb Wealth Management started its operations in 2010 as a Private Limited Company with reg. no. SC383253. The firm has been operating for 14 years and the present status is active. This firm's headquarters is located in Airdrie at 91 Alexander Street. You can also locate the company by its zip code, ML6 0BD. The company's SIC code is 66290 which means Other activities auxiliary to insurance and pension funding. The company's most recent accounts cover the period up to Saturday 31st December 2022 and the most recent annual confirmation statement was released on Sunday 6th August 2023.

Within this specific business, all of director's responsibilities have so far been executed by Liam W., Mark B. and Stephen B.. Within the group of these three executives, Stephen B. has been with the business for the longest time, having become a vital part of the Management Board on 2010.

Stephen B. is the individual with significant control over this firm, owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-08-04	2013-08-05	2014-08-04	2014-08-05	2015-08-04	2015-08-05	2016-08-05	2017-08-05	2018-08-05	2019-08-05	2020-08-05	2021-08-31	2022-12-31
Currency

Balance Sheet
Cash Bank On Hand							21 546	84 607	5 575	32 752	55 622	348 965	148 272
Current Assets	95 847		69 029	69 029		24 797	21 546	86 687	23 633	58 717	100 086	412 229	275 477
Debtors	18 618		1 300	1 300				2 080	18 058	25 965	44 464	63 264	127 205
Net Assets Liabilities							62 062	161 401	234 775	369 108	442 287	525 088	612 392
Other Debtors								2 080				11 891	35 000
Property Plant Equipment							5 871	4 697	7 535	6 028	4 822	6 911	39 947
Cash Bank In Hand	77 229		67 729	67 729	24 797	24 797	21 546
Intangible Fixed Assets	134 185	134 185	172 685	172 685	172 685	172 685	278 568
Net Assets Liabilities Including Pension Asset Liability	221		75	75	14 276	14 276	62 062
Tangible Fixed Assets	4 092	4 092	4 092	4 092	4 576	4 576	5 871

Capital & Reserves
Called Up Share Capital	5		5	5	5	5	6
Profit Loss Account Reserve	216		70	70	14 271	14 271	62 056

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets							142 124	138 812	142 124	142 124	251 179	395 419	510 450
Accumulated Depreciation Impairment Property Plant Equipment							4 081	5 255	7 139	8 646	9 852	11 579	26 105
Additions Other Than Through Business Combinations Property Plant Equipment									4 722
Bank Borrowings							221 423	172 467	456 023	239 653
Corporation Tax Payable							21 440	58 600	42 157	44 019	49 236	75 689	147 427
Creditors							22 340	59 500	43 057	190 611	714 743	1 196 763	1 401 786
Disposals Decrease In Amortisation Impairment Intangible Assets								-3 312					101 047
Disposals Intangible Assets								3 312					136 756
Fixed Assets	138 277		176 777	176 777	177 261	177 261	284 439	307 723	710 561	747 007	1 403 054	1 608 661	2 201 770
Increase From Depreciation Charge For Year Property Plant Equipment								1 174	1 884	1 507	1 206	1 727	14 526
Intangible Assets							278 568	303 026	703 026	740 979	1 398 232	1 601 750	2 161 823
Intangible Assets Gross Cost							420 692	445 150	845 150	883 103	1 649 411	1 997 169	2 672 273
Net Current Assets Liabilities	70 123		42 035	42 035	16 545	16 545	-794	26 149	-19 424	-187 288	-245 108	114 503	-180 002
Other Creditors							160	4	339	141 369
Other Taxation Social Security Payable										10 375	1 663	9 683	29 769
Property Plant Equipment Gross Cost							9 952	9 952	14 674	14 674	14 674	18 490	66 052
Total Additions Including From Business Combinations Intangible Assets								24 458	400 000	37 953	766 308	347 758	811 860
Total Assets Less Current Liabilities	208 400		218 812	218 812	193 806	193 806	283 645	334 910	691 137	559 719	1 157 946	1 723 164	2 021 768
Trade Creditors Trade Payables							900	900	900	1 200
Trade Debtors Trade Receivables									18 058	25 965	44 464	51 373	92 205
Amount Specific Advance Or Credit Directors												11 891	35 000
Amount Specific Advance Or Credit Made In Period Directors												11 891	35 000
Amount Specific Advance Or Credit Repaid In Period Directors													11 891
Accrued Liabilities										1 200	2 487	16 458	11 976
Average Number Employees During Period										5	10	13	18
Bank Borrowings Overdrafts											50 000	12 673
Financial Liabilities												280 544	336 557
Increase From Amortisation Charge For Year Intangible Assets											109 055	144 240	216 078
Other Remaining Borrowings										239 653	855 984	1 196 659	1 668 093
Provisions												1 313	7 590
Provisions For Liabilities Balance Sheet Subtotal											916	1 313	7 590
Total Additions Including From Business Combinations Property Plant Equipment												3 816	47 562
Capital Employed	221		75	75	14 276	14 276	62 062
Creditors Due After One Year	208 179		218 737	218 737	179 530	179 530	221 583
Creditors Due Within One Year	25 724		26 994	26 994	8 252	8 252	22 340
Intangible Fixed Assets Additions				38 500			105 883
Intangible Fixed Assets Aggregate Amortisation Impairment		142 124		142 124		142 124	142 124
Intangible Fixed Assets Cost Or Valuation		276 309		314 809		314 809	420 692
Number Shares Allotted				5		5	6
Number Shares Allotted Increase Decrease During Period				5
Par Value Share				1		1	1
Share Capital Allotted Called Up Paid	5		5	5	5	5	6
Tangible Fixed Assets Additions						1 628	2 763
Tangible Fixed Assets Cost Or Valuation		5 561		5 561		7 189	9 952
Tangible Fixed Assets Depreciation		1 469		1 469		2 613	4 081
Tangible Fixed Assets Depreciation Charged In Period						1 144	1 468
Value Shares Allotted Increase Decrease During Period				5