Watson Wealth Management Limited in Leeds, LS15 8ZB

Websites

Zoom

www.dianewatsonfinancialplanning.co.uk

Zoom

www.watsonwealthmanagement.co.uk

Description

Data updated on: 01-11-2023

Based in 1265 Century Way, Leeds LS15 8ZB Watson Wealth Management Limited is a Private Limited Company with 07633687 registration number. It has been set up thirteen years ago. The firm's principal business activity number is 65300 and their NACE code stands for Pension funding. The business most recent filed accounts documents cover the period up to 2022-03-31 and the latest confirmation statement was released on 2022-11-30.

Considering this particular company's growing number of employees, it was vital to appoint new company leaders: Charles M. and Janette M. who have been assisting each other since 2018 to fulfil their statutory duties for the limited company.

The companies with significant control over this firm include: Sovereign Wealth Limited owns over 3/4 of company shares and has 3/4 to full of voting rights. This business can be reached in Leeds at Century Way, Thorpe Park, LS15 8ZB and was registered as a PSC under the reg no 07115386.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-05-31	2013-05-31	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	73 729	181 735	254 972	422 512

Balance Sheet
Current Assets	54 065	36 389	57 377	102 825	113 007	348 303	484 244	100	100
Net Assets Liabilities					518 518	773 344	900 776	100	100	100	100	100
Cash Bank In Hand	39 588	26 039	14 719	46 167
Debtors	14 477	10 350	42 658	56 658
Intangible Fixed Assets	1 128 135	1 071 225	1 021 637	962 131
Net Assets Liabilities Including Pension Asset Liability	73 729	181 735	254 972	422 512
Tangible Fixed Assets	3 224	4 958	4 352	4 551
Cash Bank On Hand									100	100	100	100

Capital & Reserves
Called Up Share Capital	100	100	100	100
Profit Loss Account Reserve	73 629	181 635	254 872	422 412
Shareholder Funds	73 729	181 735	254 972	422 512

Other Financial Data
Average Number Employees During Period						4	6	4
Creditors					90 718	59 792	64 772
Fixed Assets	1 131 359	1 076 183	1 025 989	966 682	737 587	589 285	577 049
Net Current Assets Liabilities	-257 630	-194 448	-150 068	-126 804	-128 351	243 851	388 499	100	100
Total Assets Less Current Liabilities	873 729	881 735	875 921	839 878	609 236	833 136	965 548	100
Amount Specific Advance Or Credit Directors	962 457	783 330		466 828	161 677	86 517	355 570
Amount Specific Advance Or Credit Made In Period Directors					370 445	360 996	303 016
Amount Specific Advance Or Credit Repaid In Period Directors					65 294	112 802	33 963
Creditors Due After One Year	800 000	700 000	620 554	416 829
Creditors Due Within One Year	311 695	230 837	207 445	229 629
Intangible Fixed Assets Aggregate Amortisation Impairment	59 376	118 881	168 469	227 975
Intangible Fixed Assets Amortisation Charged In Period		59 505	49 588
Intangible Fixed Assets Cost Or Valuation	1 187 511	1 190 106	1 190 106
Number Shares Allotted		100	100	100						100	100	100
Par Value Share		1	1	1						1	1	1
Provisions For Liabilities Charges			395	537
Secured Debts		100 000	100 000	100 000
Share Capital Allotted Called Up Paid	100	100	100	100
Tangible Fixed Assets Additions		2 742	1 551
Tangible Fixed Assets Cost Or Valuation	4 000	6 742	8 293	9 796
Tangible Fixed Assets Depreciation	776	1 784	3 941	5 245
Tangible Fixed Assets Depreciation Charged In Period		1 008	2 157
Intangible Fixed Assets Additions		2 595
Non-instalment Debts Due After5 Years	100 000	100 000

Company staff

Charles M.

Role: Director

Appointed: 15 August 2018

Latest update: 5 January 2024

Janette M.

Role: Director

Appointed: 15 August 2018

Latest update: 5 January 2024

Mandy W.

Role: Secretary

Appointed: 10 September 2012

Resigned: 15 August 2018

Latest update: 5 January 2024

Diane W.

Role: Director

Appointed: 13 May 2011

Resigned: 15 August 2018

Latest update: 5 January 2024

Lyle W.

Role: Secretary

Appointed: 13 May 2011

Resigned: 10 September 2012

Latest update: 5 January 2024

Lyle W.

Role: Director

Appointed: 13 May 2011

Resigned: 30 June 2011

Latest update: 5 January 2024

People with significant control

Sovereign Wealth Limited

Address: 1265 Century Way, Thorpe Park, Leeds, LS15 8ZB, England

Legal authority Companies Act 2006

Legal form Private Limited Company

Country registered England

Place registered Companies House

Registration number 07115386

Notified on 15 August 2018

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Diane W.

Notified on 6 April 2016

Ceased on 15 August 2018

Nature of control:

over 3/4 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 December 2023
Confirmation statement last made up date	30 November 2022

Annual Accounts 27 February 2014
Start Date For Period Covered By Report	2012-06-01
End Date For Period Covered By Report	2013-05-31
Date Approval Accounts	27 February 2014
Annual Accounts 8 August 2014
Start Date For Period Covered By Report	01 June 2013
End Date For Period Covered By Report	31 March 2014
Date Approval Accounts	8 August 2014
Annual Accounts 25 June 2015
Start Date For Period Covered By Report	01 April 2014
End Date For Period Covered By Report	31 March 2015
Date Approval Accounts	25 June 2015
Annual Accounts
Start Date For Period Covered By Report	01 April 2016
End Date For Period Covered By Report	31 March 2017
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	01 April 2017
End Date For Period Covered By Report	31 March 2018

Watson Wealth Management Limited

General information

Name:

Office Address:

Contact information

Websites

www.dianewatsonfinancialplanning.co.uk

www.watsonwealthmanagement.co.uk

Description

Financial data based on annual reports

Company staff

Charles M.

Janette M.

Mandy W.

Diane W.

Lyle W.

Lyle W.

People with significant control

Sovereign Wealth Limited

Diane W.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

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Watson Wealth Management Limited

General information

Name:

Office Address:

Contact information

Websites

www.dianewatsonfinancialplanning.co.uk

www.watsonwealthmanagement.co.uk

Description

Financial data based on annual reports

Company staff

Charles M.

Janette M.

Mandy W.

Diane W.

Lyle W.

Lyle W.

People with significant control

Sovereign Wealth Limited

Diane W.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

HQ address,
2014

HQ address,
2015