Whitaker Midgley Wealth Management Limited in Keighley, BD21 4BZ

Description

Data updated on: 01-11-2023

The official moment the company was established is 2010-08-27. Started under 07359035, it is registered as a Private Limited Company. You may visit the main office of this company during office times under the following location: Suite 3, Aireside House Aireside Business Centre Royd Ings Avenue, BD21 4BZ Keighley. The firm's registered with SIC code 70221 which means Financial management. The business most recent annual accounts describe the period up to 31st August 2022 and the most recent annual confirmation statement was released on 19th February 2023.

We have a number of four directors overseeing this particular limited company right now, specifically Rebecca M., Sarah C., Paul W. and Jonathan M. who have been doing the directors duties since November 2021.

Executives who control the firm include: Jonathan M. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Paul W. owns 1/2 or less of company shares and has 1/2 or less of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2011-08-31	2012-08-31	2013-08-31	2014-08-31	2015-08-31	2016-08-31	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	GBP	GBP	GBP
Net Worth	23 900	18 333	46 397	78 302	65 710	68 371

Balance Sheet
Cash Bank In Hand	4 597	7 690	17 636	18 131	22 499	42 662
Cash Bank On Hand						42 662	62 842	50 924	25 016	139 394	59 914	31 668	59 381
Current Assets	15 833	21 544	27 537	27 061	36 099	66 538	143 020	120 225	116 597	248 070	165 447	126 946	133 438
Debtors	11 236	13 854	9 901	8 930	13 600	23 876	80 178	69 301	91 581	108 676	105 533	95 278	74 057
Intangible Fixed Assets	171 000	458 354	405 314	352 275	299 236	246 197
Net Assets Liabilities						68 371	35 925	15 118	17 262	97 972	72 542	28 717	16 463
Net Assets Liabilities Including Pension Asset Liability	23 900	18 333	46 397	78 302	65 710	68 371
Other Debtors							61 171	52 180	52 006	95 052	85 863	68 120	43 120
Property Plant Equipment						859	300	90	56	23		137 327
Tangible Fixed Assets		2 277	1 927	1 577	1 227	859

Capital & Reserves
Called Up Share Capital	2	2	2	2	2	2
Profit Loss Account Reserve	23 898	18 331	46 395	78 300	65 708	68 369
Shareholder Funds	23 900	18 333	46 397	78 302	65 710	68 371

Other Financial Data
Amount Specific Advance Or Credit Directors								6 059	6 555	533	2 999	10 270	649
Amount Specific Advance Or Credit Made In Period Directors									96 146	51 822	103 973	79 859	73 934
Amount Specific Advance Or Credit Repaid In Period Directors									95 650	58 910	99 816	93 128	64 312
Accumulated Amortisation Impairment Intangible Assets						284 196	310 517	336 838	363 158	389 478	423 518	423 518
Accumulated Depreciation Impairment Property Plant Equipment						1 937	2 496	2 706	2 740	2 773	2 796	21 006	52 114
Average Number Employees During Period							4	4	4	4	4	6
Creditors						171 064	136 845	98 405	61 141	18 885	92 905	117 102	100 451
Creditors Due After One Year		300 589	271 301	236 949	204 005	171 064
Creditors Due Within One Year	162 933	162 798	116 695	65 347	66 602	73 987
Finance Lease Liabilities Present Value Total												117 102	20 915
Fixed Assets	171 000	460 631	407 241	353 852	300 463	247 056	113 301	86 770	60 416	34 063		137 327	106 219
Increase From Amortisation Charge For Year Intangible Assets							26 321	26 321	26 320	26 320	34 040
Increase From Depreciation Charge For Year Property Plant Equipment							559	210	34	33	23	18 210	31 108
Intangible Assets						246 197	113 001	86 680	60 360	34 040
Intangible Assets Gross Cost						530 393	423 518	423 518	423 518	423 518	423 518	423 518
Intangible Fixed Assets Additions		340 393
Intangible Fixed Assets Aggregate Amortisation Impairment	19 000	72 039	125 079	178 118	231 157	284 196
Intangible Fixed Assets Amortisation Charged In Period		53 039	53 040	53 039	53 039	53 039
Intangible Fixed Assets Cost Or Valuation	190 000	530 393	530 393	530 393	530 393
Net Current Assets Liabilities	-147 100	-141 254	-89 158	-38 286	-30 503	-7 449	59 526	26 770	17 998	82 798	72 542	34 584	32 987
Number Shares Allotted		2	2	2	2	2
Other Creditors						171 064	136 845	98 405	61 141	18 885	21 541	27 596	5 091
Other Taxation Social Security Payable						36 291	47 571	55 872	63 179	72 493	69 075	41 591	70 769
Par Value Share		1	1	1	1	1
Property Plant Equipment Gross Cost						2 796	2 796	2 796	2 796	2 796	2 796	158 333
Provisions For Liabilities Balance Sheet Subtotal						172	57	17	11	4		26 092	26 555
Provisions For Liabilities Charges		455	385	315	245	172
Share Capital Allotted Called Up Paid	2	2	2	2	2	2
Tangible Fixed Assets Additions		2 627				169
Tangible Fixed Assets Cost Or Valuation		2 627	2 627	2 627	2 627	2 796
Tangible Fixed Assets Depreciation		350	700	1 050	1 400	1 937
Tangible Fixed Assets Depreciation Charged In Period		350	350	350	350	537
Total Assets Less Current Liabilities	23 900	319 377	318 083	315 566	269 960	239 607	172 827	113 540	78 414	116 861	72 542	171 911	139 206
Total Increase Decrease From Revaluations Intangible Assets							-106 875
Trade Creditors Trade Payables						1 418	1 823	3 348	1 087	1 989	2 289	3 421	3 676
Trade Debtors Trade Receivables						23 876	19 007	17 121	39 575	13 624	19 670	27 158	30 937
Total Additions Including From Business Combinations Property Plant Equipment												155 537

Company staff

Rebecca M.

Role: Director

Appointed: 10 November 2021

Latest update: 12 April 2024

Sarah C.

Role: Director

Appointed: 10 November 2021

Latest update: 12 April 2024

Paul W.

Role: Director

Appointed: 27 August 2010

Latest update: 12 April 2024

Jonathan M.

Role: Director

Appointed: 27 August 2010

Latest update: 12 April 2024

People with significant control

Jonathan M.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Paul W.

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 May 2024
Account last made up date	31 August 2022
Confirmation statement next due date	04 March 2024
Confirmation statement last made up date	19 February 2023

Annual Accounts 17 March 2014
Start Date For Period Covered By Report	01 September 2012
End Date For Period Covered By Report	31 August 2013
Date Approval Accounts	17 March 2014
Annual Accounts 27 November 2014
Start Date For Period Covered By Report	01 September 2013
End Date For Period Covered By Report	31 August 2014
Date Approval Accounts	27 November 2014
Annual Accounts 9 December 2015
Start Date For Period Covered By Report	01 September 2014
End Date For Period Covered By Report	31 August 2015
Date Approval Accounts	9 December 2015
Annual Accounts 19 October 2016
Start Date For Period Covered By Report	01 September 2015
End Date For Period Covered By Report	31 August 2016
Date Approval Accounts	19 October 2016
Annual Accounts
Start Date For Period Covered By Report	01 September 2016
End Date For Period Covered By Report	31 August 2017
Annual Accounts
Start Date For Period Covered By Report	01 September 2017
End Date For Period Covered By Report	31 August 2018
Annual Accounts
Start Date For Period Covered By Report	01 September 2018
End Date For Period Covered By Report	31 August 2019
Annual Accounts
Start Date For Period Covered By Report	01 September 2019
End Date For Period Covered By Report	31 August 2020
Annual Accounts
Start Date For Period Covered By Report	01 September 2020
End Date For Period Covered By Report	31 August 2021
Annual Accounts
Start Date For Period Covered By Report	01 September 2021
End Date For Period Covered By Report	31 August 2022
Annual Accounts
Start Date For Period Covered By Report	01 September 2022
End Date For Period Covered By Report	31 August 2023
Annual Accounts 22 October 2012
End Date For Period Covered By Report	31 August 2012
Date Approval Accounts	22 October 2012

Whitaker Midgley Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Rebecca M.

Sarah C.

Paul W.

Jonathan M.

People with significant control

Jonathan M.

Paul W.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2012

Address:

Post code:

City / Town:

HQ address, 2013

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HQ address, 2014

Address:

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HQ address, 2015

Address:

Post code:

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Accountant/Auditor, 2013 - 2012

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Address:

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Accountant/Auditor, 2014

Name:

Address:

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