Harold Stephens Ltd in Bristol, BS9 3DZ

Website

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www.wealthwest.co.uk

Description

Data updated on: 01-11-2023

07610565 is the registration number of Harold Stephens Ltd. The firm was registered as a Private Limited Company on Wednesday 20th April 2011. The firm has been operating in this business for 13 years. The company can be reached at 50 High Street Westbury On Trym in Bristol. The head office's zip code assigned to this location is BS9 3DZ. Its present name is Harold Stephens Ltd. The firm's previous clients may recognize it also as Wealth West, which was in use until Friday 24th January 2020. The firm's classified under the NACE and SIC code 66220: Activities of insurance agents and brokers. 2023-08-31 is the last time when company accounts were filed.

As for the following limited company, a variety of director's obligations have so far been fulfilled by Richard H. who was assigned to lead the company in 2011 in April.

Executives with significant control over the firm are: Richard H. owns over 1/2 to 3/4 of company shares . Pauline H. owns 1/2 or less of company shares.

Previous company's names
Harold Stephens Ltd 2020-01-24
Wealth West Ltd 2011-04-20

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-08-31	2013-08-31	2014-08-31	2017-08-31	2018-08-31	2019-08-31	2020-08-31	2021-08-31	2022-08-31	2023-08-31
Currency	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP	GBP
Net Worth	13 123	47 366	17 106

Balance Sheet
Cash Bank On Hand				72 828	110 532	121 102	198 123	384 964	362 092	438 048
Current Assets	13 123	47 366	23 735	93 083	141 766	140 772	201 623	420 675	409 829	464 802
Debtors				255		19 670	3 500	35 711	47 737	26 754
Net Assets Liabilities				67 190	116 658	165 540	226 489	328 325	381 250	429 053
Other Debtors				255		19 670	3 500	35 711	47 737	16 547
Property Plant Equipment				1 864	2 204	16 960	15 028	9 217	5 438	1 386
Cash Bank In Hand	13 123	47 366	23 735
Net Assets Liabilities Including Pension Asset Liability	13 123	47 367	17 106

Capital & Reserves
Called Up Share Capital	1	1
Profit Loss Account Reserve	13 122	47 365
Shareholder Funds	13 123	47 366	17 106

Other Financial Data
Accrued Liabilities						1 180	13 698	13 698	1 660	1 660
Accumulated Depreciation Impairment Property Plant Equipment				2 034	3 122	9 171	15 596	21 407	26 251	30 963
Additions Other Than Through Business Combinations Property Plant Equipment					1 428		4 493		1 065	660
Average Number Employees During Period				5	6	8	8	7	8	9
Corporation Tax Payable				26 328	25 672
Creditors				27 403	26 893	40 204	50 000	39 008	32 984	36 834
Current Asset Investments				20 000	31 234
Current Tax For Period				26 350	25 750
Deferred Tax Expense Credit Relating To Origination Reversal Timing Differences				170	65
Depreciation Rate Used For Property Plant Equipment					33
Financial Assets							109 710	7 289
Fixed Assets						68 194	124 738	16 506	5 438
Increase Decrease In Current Tax From Adjustment For Prior Periods				-32	-20
Increase From Depreciation Charge For Year Property Plant Equipment					1 088		6 425	5 811	4 844	4 712
Net Current Assets Liabilities	13 123	47 366	17 105	65 680	114 873	100 568	156 217	352 578	376 845	427 968
Other Creditors				1 075	1 221	12 020	119	1 259	193	193
Prepayments										10 207
Property Plant Equipment Gross Cost				3 898	5 326	26 131	30 624	30 624	31 689	32 349
Provisions For Liabilities Balance Sheet Subtotal						3 222	4 466	1 751	1 033	301
Taxation Including Deferred Taxation Balance Sheet Subtotal				354	419
Taxation Social Security Payable						27 004	31 589	43 716	31 131	34 981
Tax Tax Credit On Profit Or Loss On Ordinary Activities				26 488	25 795
Total Assets Less Current Liabilities	13 123	47 366	17 106	67 544	117 077	168 762	280 955	369 084	382 283	429 354
Total Borrowings							50 000	39 008
Total Current Tax Expense Credit				26 318	25 730
Called Up Share Capital Not Paid Not Expressed As Current Asset	1	1	1
Number Shares Allotted	1	1
Par Value Share	1	1
Creditors Due Within One Year			6 630
Share Capital Allotted Called Up Paid	1	1

Company staff

Richard H.

Role: Director

Appointed: 20 April 2011

Latest update: 2 April 2024

People with significant control

Richard H.

Notified on 24 January 2020

Nature of control:

over 1/2 to 3/4 of shares

Pauline H.

Notified on 31 August 2016

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 May 2025
Account last made up date	31 August 2023
Confirmation statement next due date	04 May 2024
Confirmation statement last made up date	20 April 2023

Annual Accounts 09 September 2013
Start Date For Period Covered By Report	2012-09-01
End Date For Period Covered By Report	2013-08-31
Date Approval Accounts	09 September 2013
Annual Accounts 3 September 2014
Start Date For Period Covered By Report	2013-09-01
End Date For Period Covered By Report	2014-08-31
Date Approval Accounts	3 September 2014
Annual Accounts
Start Date For Period Covered By Report	2017-09-01
End Date For Period Covered By Report	31 August 2018
Annual Accounts
Start Date For Period Covered By Report	2019-09-01
End Date For Period Covered By Report	2020-08-31
Annual Accounts
Start Date For Period Covered By Report	2020-09-01
End Date For Period Covered By Report	2021-08-31
Annual Accounts
Start Date For Period Covered By Report	2021-09-01
End Date For Period Covered By Report	2022-08-31
Annual Accounts
Start Date For Period Covered By Report	2022-09-01
End Date For Period Covered By Report	2023-08-31

Harold Stephens Ltd

General information

Name:

Office Address:

Contact information

Website

www.wealthwest.co.uk

Description

Financial data based on annual reports

Company staff

Richard H.

People with significant control

Richard H.

Pauline H.

Accounts Documents

Company filings

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