Whr Wealth Management Ltd in Craigavon, BT62 3DP

Description

Data updated on: 01-11-2023

Whr Wealth Management came into being in 2014 as a company enlisted under no NI625866, located at BT62 3DP Craigavon at 12 Armagh Road. This company has been in business for 10 years and its last known state is active. This company known today as Whr Wealth Management Ltd, was earlier known as Whr Wealth Managment. The change has taken place in 2014-08-13. The firm's SIC and NACE codes are 66220 which stands for Activities of insurance agents and brokers. The firm's most recent filed accounts documents cover the period up to 2022-07-31 and the most current annual confirmation statement was submitted on 2022-11-25.

There seems to be a group of two directors running this firm right now, namely Kenneth H. and Neil H. who have been doing the directors assignments for ten years.

Executives who have control over the firm are as follows: Neil H. owns 1/2 or less of company shares and has 1/2 or less of voting rights. Ken H. owns over 1/2 to 3/4 of company shares .

Previous company's names
Whr Wealth Management Ltd 2014-08-13
Whr Wealth Managment Ltd 2014-07-28

Financial data based on annual reports

Profit & Loss
Date of Accounts	2015-07-27	2015-07-31	2016-07-31	2017-07-31	2018-07-31	2019-07-31	2020-07-31	2021-07-31	2022-07-31	2023-07-31
Currency
Net Worth	17 700	17 700	13 581

Balance Sheet
Cash Bank In Hand	6 591	6 591	11 018
Cash Bank On Hand			11 018	1 939	16 054	28 208	16 076	38 677	77 515	107 377
Current Assets	13 293	13 293	11 582	14 421	31 111	43 265	42 433	49 177	90 198	123 296
Debtors	6 692	6 692	554	12 482	15 057	15 057	26 357	10 500	12 308	14 218
Intangible Fixed Assets	44 000	44 000	44 000
Other Debtors			554	12 482	15 057	15 057	26 357
Property Plant Equipment				2 218	2 218	2 218	2 218	7 052	7 752	8 114

Capital & Reserves
Called Up Share Capital	10	10	10
Profit Loss Account Reserve	17 690	17 690	13 571
Shareholder Funds	17 700	17 700	13 581

Other Financial Data
Accrued Liabilities					2 452	2 452	2 452
Accumulated Depreciation Impairment Property Plant Equipment								1 763	3 701	5 730
Average Number Employees During Period				2	1	2	2	2	3	2
Corporation Tax Payable					35 087	35 884	23 307
Creditors			42 001	50 239	49 249	57 046	47 385	40 690	43 760	35 232
Creditors Due Within One Year	39 593	39 593	42 001
Current Asset Investments	10	10	10						375	1 701
Fixed Assets			44 000	46 218	46 218	46 218	46 218	51 052	51 752	52 114
Increase From Depreciation Charge For Year Property Plant Equipment								1 763	1 938	2 029
Intangible Assets			44 000	44 000	44 000	44 000	44 000	44 000	44 000	44 000
Intangible Assets Gross Cost			44 000	44 000	44 000	44 000	44 000	44 000	44 000
Intangible Fixed Assets Additions	44 000
Intangible Fixed Assets Cost Or Valuation	44 000	44 000
Net Current Assets Liabilities	-26 300	-26 300	-30 419	-35 818	-18 138	-13 781	-4 952	8 487	46 438	88 064
Number Shares Allotted	10		10
Other Creditors			12 000	26 662	14 162	3 000	3 000
Other Taxation Social Security Payable			30 001	23 577	35 087
Par Value Share	1		1
Property Plant Equipment Gross Cost				2 218	2 218	2 218	2 218	8 815	11 453	13 844
Share Capital Allotted Called Up Paid	10	10	10
Total Additions Including From Business Combinations Property Plant Equipment				2 218				6 597	2 638	2 391
Total Assets Less Current Liabilities	17 700	17 700	13 581	10 400	28 080	32 437	41 266	59 539	98 190	140 178

Company staff

Kenneth H.

Role: Director

Appointed: 01 August 2014

Latest update: 25 February 2024

Neil H.

Role: Director

Appointed: 28 July 2014

Latest update: 25 February 2024

People with significant control

Neil H.

Notified on 25 November 2020

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Ken H.

Notified on 25 November 2020

Nature of control:

over 1/2 to 3/4 of shares

Andrew G.

Notified on 1 July 2016

Ceased on 25 November 2020

Nature of control:

substantial control or influence

Accounts Documents

Account next due date	30 April 2024
Account last made up date	31 July 2022
Confirmation statement next due date	09 December 2023
Confirmation statement last made up date	25 November 2022

Annual Accounts 1 November 2015
Start Date For Period Covered By Report	28 July 2014
End Date For Period Covered By Report	27 July 2015
Date Approval Accounts	1 November 2015
Annual Accounts 19 April 2017
Start Date For Period Covered By Report	01 August 2015
End Date For Period Covered By Report	31 July 2016
Date Approval Accounts	19 April 2017
Annual Accounts
Start Date For Period Covered By Report	01 August 2016
End Date For Period Covered By Report	31 July 2017
Annual Accounts
Start Date For Period Covered By Report	01 August 2017
End Date For Period Covered By Report	31 July 2018
Annual Accounts
Start Date For Period Covered By Report	01 August 2018
End Date For Period Covered By Report	31 July 2019
Annual Accounts
Start Date For Period Covered By Report	01 August 2019
End Date For Period Covered By Report	31 July 2020
Annual Accounts
Start Date For Period Covered By Report	01 August 2020
End Date For Period Covered By Report	31 July 2021
Annual Accounts
Start Date For Period Covered By Report	01 August 2021
End Date For Period Covered By Report	31 July 2022
Annual Accounts
Start Date For Period Covered By Report	01 August 2022
End Date For Period Covered By Report	31 July 2023

Whr Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Kenneth H.

Neil H.

Andrew G.

James R.

People with significant control

Neil H.

Ken H.

Andrew G.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

City / Town:

Accountant/Auditor,
2015 - 2016

Name:

Address:

Post code:

City / Town:

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Whr Wealth Management Ltd

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Kenneth H.

Neil H.

Andrew G.

James R.

People with significant control

Neil H.

Ken H.

Andrew G.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Accountant/Auditor, 2015 - 2016

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

HQ address,
2015

HQ address,
2016

Accountant/Auditor,
2015 - 2016