Unity Wealth Management Limited in Fareham, PO16 8SS

Description

Data updated on: 01-11-2023

Unity Wealth Management Limited,registered as Private Limited Company, that is registered in 7 The Gardens, Fareham. The zip code PO16 8SS. The firm has been in existence since 2007. The company's registration number is 06250715. Unity Wealth Management Limited was listed 14 years from now under the name of S & S Financial Solutions. This enterprise's SIC and NACE codes are 64999 which stands for Financial intermediation not elsewhere classified. 2022-09-30 is the last time when company accounts were filed.

On Wed, 9th Nov 2016, the enterprise was recruiting a Paraplanner either Full Time or Part Time to fill a post in Fareham. They offered a job with wage from £19000.00 to £35000.00 per year.

From the data we have gathered, the firm was built in 2007 and has so far been presided over by four directors, out of whom three (Yvonne B., Jacqueline M. and Greg S.) are still functioning. Additionally, the managing director's efforts are constantly backed by a secretary - Sarah S., who was officially appointed by the following firm in May 2007.

Previous company's names
Unity Wealth Management Limited 2010-11-12
S & S Financial Solutions Limited 2007-05-17

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-09-30	2012-09-30	2013-09-30	2014-09-30	2015-09-30	2017-09-30	2018-09-30	2019-09-30
Currency
Net Worth	8	12 539

Balance Sheet
Cash Bank On Hand						72 964	159 461	226 153
Current Assets	742	38 008		42 183	42 039	95 112	237 741	357 114
Debtors					995	22 148	78 280	130 961
Net Assets Liabilities						96 507	201 663
Other Debtors						21 398	78 160	98 168
Property Plant Equipment						3 176	4 841	6 280
Cash Bank In Hand	742	38 008	21 932	42 183	41 044
Intangible Fixed Assets	59 970	52 975	68 770	78 965	83 440
Net Assets Liabilities Including Pension Asset Liability	8	12 539	547	18 567	54 698
Tangible Fixed Assets	1 647	2 894	2 170	1 628	2 620

Capital & Reserves
Called Up Share Capital	2	2	2	2	2
Profit Loss Account Reserve	6	12 537	545	18 565	54 696
Shareholder Funds	8	12 539

Other Financial Data
Accrued Liabilities						14 048	29 056
Accrued Liabilities Deferred Income							29 056	33 187
Accumulated Amortisation Impairment Intangible Assets						149 812	158 292	165 472
Accumulated Depreciation Impairment Property Plant Equipment						6 360	7 974	9 881
Additions Other Than Through Business Combinations Property Plant Equipment							3 279	3 346
Average Number Employees During Period						5	5
Bank Borrowings						1 533
Corporation Tax Payable							38 410	46 874
Creditors						38 193	68 851	82 727
Dividends Paid On Shares							27 932
Fixed Assets	61 617	55 869	70 940	80 593	86 060	39 588	32 773	27 032
Future Minimum Lease Payments Under Non-cancellable Operating Leases							12 000	12 000
Increase From Amortisation Charge For Year Intangible Assets							8 480	7 180
Increase From Depreciation Charge For Year Property Plant Equipment							1 614	1 907
Intangible Assets						36 412	27 932	20 752
Intangible Assets Gross Cost						186 224	186 224
Net Current Assets Liabilities	-54 295	-40 086	-70 217	-62 026	-31 362	56 919	168 890	274 387
Number Shares Issued Fully Paid						6 866	6 866
Other Creditors						21 685	38 410	1 991
Other Taxation Social Security Payable							675	675
Par Value Share			1	1	1		1
Prepayments Accrued Income								32 793
Property Plant Equipment Gross Cost						9 536	12 815	16 161
Taxation Social Security Payable						927	675
Total Assets Less Current Liabilities	7 322	15 783	723				201 663	301 419
Total Borrowings						1 533
Trade Creditors Trade Payables							710
Trade Debtors Trade Receivables						750	120
Amount Specific Advance Or Credit Directors						7 267	39 080
Amount Specific Advance Or Credit Made In Period Directors						7 267	79 375
Amount Specific Advance Or Credit Repaid In Period Directors						12 942	-47 562
Advances Credits Directors
Capital Employed		12 539	547	18 567	54 698
Creditors Due After One Year	7 284	3 214	176
Creditors Due Within One Year	55 037	78 094	92 149	104 209	73 401
Intangible Fixed Assets Additions		2 500	28 100	25 000	21 422
Intangible Fixed Assets Aggregate Amortisation Impairment	32 480	41 975	54 280	69 085	86 032
Intangible Fixed Assets Amortisation Charged In Period		9 495	12 305	14 805	16 947
Intangible Fixed Assets Cost Or Valuation	92 450	94 950	123 050	148 050	169 472
Number Shares Allotted			2	2	2
Provisions For Liabilities Charges	30	30
Tangible Fixed Assets Additions		2 211			1 866
Tangible Fixed Assets Cost Or Valuation	4 695	6 906	6 906	6 906	8 772
Tangible Fixed Assets Depreciation	3 048	4 012	4 736	5 278	6 152
Tangible Fixed Assets Depreciation Charged In Period		964	724	542	874
Share Capital Allotted Called Up Paid		2	2	2	2

Company staff

Yvonne B.

Role: Director

Appointed: 18 March 2021

Latest update: 20 March 2024

Jacqueline M.

Role: Director

Appointed: 20 December 2019

Latest update: 20 March 2024

Sarah S.

Role: Secretary

Appointed: 17 May 2007

Latest update: 20 March 2024

Greg S.

Role: Director

Appointed: 17 May 2007

Latest update: 20 March 2024

People with significant control

The companies that control this firm are as follows: Unity Wealth Holdings Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Fareham at The Gardens, PO16 8SS and was registered as a PSC under the registration number 12329255.

Unity Wealth Holdings Limited

Address: Unit 7 The Gardens, Fareham, PO16 8SS, United Kingdom

Legal authority England

Legal form Limited Company

Country registered United Kingdom

Place registered Companies House

Registration number 12329255

Notified on 9 January 2020

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Sarah S.

Notified on 6 April 2016

Ceased on 9 January 2020

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Gregory S.

Notified on 6 April 2016

Ceased on 9 January 2020

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	30 June 2024
Account last made up date	30 September 2022
Confirmation statement next due date	01 July 2024
Confirmation statement last made up date	17 June 2023

Annual Accounts 11 March 2013
Start Date For Period Covered By Report	2011-10-01
End Date For Period Covered By Report	2012-09-30
Date Approval Accounts	11 March 2013
Annual Accounts 23 March 2015
Start Date For Period Covered By Report	2013-10-01
End Date For Period Covered By Report	30 September 2014
Date Approval Accounts	23 March 2015
Annual Accounts 12 February 2016
Start Date For Period Covered By Report	2014-10-01
End Date For Period Covered By Report	30 September 2015
Date Approval Accounts	12 February 2016
Annual Accounts
Start Date For Period Covered By Report	2017-10-01
End Date For Period Covered By Report	2018-09-30
Annual Accounts
Start Date For Period Covered By Report	1 October 2019
End Date For Period Covered By Report	30 September 2020
Annual Accounts
Start Date For Period Covered By Report	1 October 2020
End Date For Period Covered By Report	30 September 2021
Annual Accounts
Start Date For Period Covered By Report	1 October 2021
End Date For Period Covered By Report	30 September 2022
Annual Accounts
Start Date For Period Covered By Report	1 October 2022
End Date For Period Covered By Report	30 September 2023
Annual Accounts
End Date For Period Covered By Report	30 September 2013
Annual Accounts
End Date For Period Covered By Report	2019-09-30
Annual Accounts 10 April 2014
Date Approval Accounts	10 April 2014

Paraplanner either Full Time or Part Time in Fareham, posted on Wednesday 9th November 2016
Region / City	Fareham
Salary	From £19000.00 to £35000.00 per year
Job type	permanent
Expiration date	Thursday 22nd December 2016

Paraplanner either Full Time or Part Time in Fareham, posted on Wednesday 9th November 2016

Region / City

Fareham

Salary

From £19000.00 to £35000.00 per year

Job type

permanent

Expiration date

Thursday 22nd December 2016

Unity Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Yvonne B.

Jacqueline M.

Sarah S.

Greg S.

Sarah S.

People with significant control

Unity Wealth Holdings Limited

Sarah S.

Gregory S.

Accounts Documents

Jobs and Vacancies at Unity Wealth Management Ltd

Company filings

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