Welby Associates Wealth Management Limited in Lisburn, BT28 2RF

Description

Data updated on: 01-11-2023

This business is widely known as Welby Associates Wealth Management Limited. This firm was originally established nine years ago and was registered with NI630504 as the reg. no. The head office of this company is registered in Lisburn. You can contact them at House Of Vic-ryn, Moira Road. The company's declared SIC number is 66290 meaning Other activities auxiliary to insurance and pension funding. 2022/04/30 is the last time when company accounts were filed.

Currently, the directors enumerated by this particular business are: Lynn W. chosen to lead the company on 2019-10-14 and Glenn W. chosen to lead the company in 2015 in April. Additionally, the director's efforts are often assisted with by a secretary - Glenn W., who was officially appointed by the business in April 2015.

Glenn W. is the individual who controls this firm, owns over 3/4 of company shares.

Financial data based on annual report

Profit & Loss
Date of Accounts	2016-04-30
Currency
Net Worth	33 647

Balance Sheet
Cash Bank In Hand	54 275
Current Assets	62 296
Debtors	8 021
Intangible Fixed Assets	10 267
Net Assets Liabilities Including Pension Asset Liability	33 647
Tangible Fixed Assets	11 524

Capital & Reserves
Called Up Share Capital	100
Profit Loss Account Reserve	33 547
Shareholder Funds	33 647

Other Financial Data
Bank Borrowings	19 167
Creditors Due After One Year	19 167
Creditors Due Within One Year	31 273
Net Current Assets Liabilities	31 023
Number Shares Allotted	100
Share Capital Allotted Called Up Paid	100
Tangible Fixed Assets Cost Or Valuation	13 835
Tangible Fixed Assets Depreciation	2 311
Total Assets Less Current Liabilities	52 814
Value Shares Allotted	1

Company staff

Lynn W.

Role: Director

Appointed: 14 October 2019

Latest update: 14 May 2024

Glenn W.

Role: Secretary

Appointed: 07 April 2015

Latest update: 14 May 2024

Glenn W.

Role: Director

Appointed: 07 April 2015

Latest update: 14 May 2024

People with significant control

Glenn W.

Notified on 1 April 2017

Nature of control:

over 3/4 of shares

Accounts Documents

Account next due date	31 January 2024
Account last made up date	30 April 2022
Confirmation statement next due date	04 May 2024
Confirmation statement last made up date	20 April 2023

Annual Accounts 5th January 2017
Start Date For Period Covered By Report	7 April 2015
End Date For Period Covered By Report	30 April 2016
Date Approval Accounts	5th January 2017
Annual Accounts
Start Date For Period Covered By Report	1 May 2016
Annual Accounts
Start Date For Period Covered By Report	1 May 2017
End Date For Period Covered By Report	30 April 2018
Annual Accounts
Start Date For Period Covered By Report	1 May 2018
End Date For Period Covered By Report	30 April 2019
Annual Accounts
Start Date For Period Covered By Report	1 May 2019
End Date For Period Covered By Report	30 April 2020
Annual Accounts
Start Date For Period Covered By Report	1 May 2020
End Date For Period Covered By Report	30 April 2021
Annual Accounts
Start Date For Period Covered By Report	1 May 2021
End Date For Period Covered By Report	30 April 2022
Annual Accounts
Start Date For Period Covered By Report	1 May 2022
End Date For Period Covered By Report	30 April 2023
Annual Accounts
End Date For Period Covered By Report	30 April 2017

Welby Associates Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual report

Company staff

Lynn W.

Glenn W.

Glenn W.

Simon T.

People with significant control

Glenn W.

Accounts Documents

Company filings

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