Westmorland Financial Advice Centre Ltd. in Kendal, LA9 4BD

Description

Data updated on: 07-03-2023

2005 is the year of the establishment of Westmorland Financial Advice Centre Ltd., the firm located at 46 Stramongate, in Kendal. The company was established on 2005-04-08. The company's reg. no. was 05419398 and the company zip code was LA9 4BD. This company had been on the British market for 18 years until 2023-01-17.

Colin M. was this enterprise's director, designated to this position in 2005.

Executives who had control over the firm were as follows: Colin M. owned 1/2 or less of company shares and had 1/2 or less of voting rights. Marie M. owned 1/2 or less of company shares, had 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-04-30	2014-04-30	2015-04-30	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31
Currency
Net Worth	1	1	2	7 837

Balance Sheet
Cash Bank On Hand					16 886	15 140	3 544	17 639	53 141
Current Assets			2	1 916	17 497	61 732	34 168	64 028	206 303	31 587
Debtors				655	611	46 592	30 624	46 389	153 162	31 587
Net Assets Liabilities					61 628	108 418	76 909	104 697	106 149	24 999
Other Debtors					611	46 592	30 624	46 389	30 000	31 587
Property Plant Equipment					3 059	5 936	4 753	6 857	5 141
Cash Bank In Hand	1	1	2	1 261
Intangible Fixed Assets				78 333
Net Assets Liabilities Including Pension Asset Liability	1	1	2	7 837
Tangible Fixed Assets				3 986

Capital & Reserves
Called Up Share Capital			2	2
Profit Loss Account Reserve				7 835
Shareholder Funds	1	1	2	7 837

Other Financial Data
Accumulated Amortisation Impairment Intangible Assets					5 667	9 667	13 667	17 667	21 667
Accumulated Depreciation Impairment Property Plant Equipment					2 590	5 209	8 252	11 620	15 329
Additions Other Than Through Business Combinations Property Plant Equipment						5 496	1 860	5 472	1 993
Administrative Expenses					95 721	148 903	171 949
Amortisation Expense Intangible Assets					4 000	4 000	4 000
Amortisation Rate Used For Intangible Assets						5	5
Average Number Employees During Period					4	5	5	5	5	5
Comprehensive Income Expense					117 791	116 790	105 291
Corporation Tax Payable					30 680	27 692	26 425
Cost Sales					32 001	32 998	31 000
Creditors					33 261	29 583	28 344	28 521	163 628	6 588
Depreciation Expense Property Plant Equipment					1 297	2 619	3 043
Depreciation Rate Used For Property Plant Equipment						25	25
Disposals Decrease In Amortisation Impairment Intangible Assets										-21 667
Disposals Intangible Assets										80 000
Dividends Paid					64 000	70 000	136 800
Fixed Assets				82 319	77 392	76 269	71 086	69 190	63 474
Gross Profit Loss					244 187	293 374	303 644
Increase From Amortisation Charge For Year Intangible Assets						4 000	4 000	4 000	4 000
Increase From Depreciation Charge For Year Property Plant Equipment						2 619	3 043	3 368	3 709
Intangible Assets					74 333	70 333	66 333	62 333	58 333
Intangible Assets Gross Cost						80 000	80 000	80 000	80 000
Net Current Assets Liabilities			2	-74 482	-15 764	32 149	5 823	35 507	42 675	24 999
Operating Profit Loss					148 466	144 471	131 695
Other Creditors					2 263	1 500	1 545	814	145 072	1 410
Other Disposals Decrease In Depreciation Impairment Property Plant Equipment										15 329
Other Disposals Property Plant Equipment										20 470
Other Interest Receivable Similar Income Finance Income					5	11	21
Profit Loss					117 791	116 790	105 291
Profit Loss On Ordinary Activities Before Tax					148 471	144 482	131 716
Property Plant Equipment Gross Cost					5 649	11 145	13 005	18 477	20 470
Taxation Social Security Payable							26 425	27 333	18 179	5 178
Tax Tax Credit On Profit Or Loss On Ordinary Activities					30 680	27 692	26 425
Total Assets Less Current Liabilities			2	7 837	61 628	108 418	76 909
Trade Creditors Trade Payables					318	391	374	374	377
Trade Debtors Trade Receivables									123 162
Turnover Revenue					276 188	326 372	334 644
Advances Credits Directors				66 883	763	46 292	30 278
Advances Credits Made In Period Directors					72 500	106 129
Advances Credits Repaid In Period Directors					6 380	59 074
Creditors Due Within One Year				76 398
Intangible Fixed Assets Additions				80 000
Intangible Fixed Assets Aggregate Amortisation Impairment				1 667
Intangible Fixed Assets Amortisation Charged In Period				1 667
Intangible Fixed Assets Cost Or Valuation				80 000
Number Shares Allotted		1	2
Par Value Share		1	1
Share Capital Allotted Called Up Paid	1	1	2
Tangible Fixed Assets Additions				5 279
Tangible Fixed Assets Cost Or Valuation				5 279
Tangible Fixed Assets Depreciation				1 293
Tangible Fixed Assets Depreciation Charged In Period				1 293

Company staff

Colin M.

Role: Director

Appointed: 08 April 2005

Latest update: 15 March 2024

Marie M.

Role: Secretary

Appointed: 08 April 2005

Latest update: 15 March 2024

People with significant control

Colin M.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Marie M.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	22 April 2023
Confirmation statement last made up date	08 April 2022

Annual Accounts 29 January 2015
Start Date For Period Covered By Report	2013-05-01
End Date For Period Covered By Report	2014-04-30
Date Approval Accounts	29 January 2015
Annual Accounts 26 January 2016
Start Date For Period Covered By Report	2014-05-01
End Date For Period Covered By Report	2015-04-30
Date Approval Accounts	26 January 2016
Annual Accounts 30 January 2017
Start Date For Period Covered By Report	2015-05-01
End Date For Period Covered By Report	2016-03-31
Date Approval Accounts	30 January 2017
Annual Accounts
Start Date For Period Covered By Report	2017-04-01
End Date For Period Covered By Report	31 March 2018
Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	31 March 2020
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	31 March 2021
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	31 March 2022
Annual Accounts
End Date For Period Covered By Report	31 March 2019

Westmorland Financial Advice Centre Ltd.

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Colin M.

Marie M.

People with significant control

Colin M.

Marie M.

Accounts Documents

Company filings

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