Willingale Wealth Management Limited in Poole, BH14 0HU

Description

Data updated on: 01-11-2023

The Willingale Wealth Management Limited business has been in this business field for ten years, as it's been established in 2014. Registered with number 08941540, Willingale Wealth Management is categorised as a Private Limited Company located in 37 Commercial Road, Poole BH14 0HU. This company's principal business activity number is 64999 - Financial intermediation not elsewhere classified. Willingale Wealth Management Ltd filed its account information for the financial period up to March 31, 2022. The company's latest confirmation statement was filed on March 12, 2023.

The following company owes its success and unending growth to three directors, who are Heike W., Innes W. and John W., who have been controlling the company since March 17, 2014.

Executives who control the firm include: Heikie W. owns 1/2 or less of company shares and has 1/2 or less of voting rights. John W. owns over 1/2 to 3/4 of company shares and has over 1/2 to 3/4 of voting rights.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Currency

Balance Sheet
Cash Bank On Hand	17 721	13 730	148 244	43 197	18 997
Current Assets	120 306	190 752	230 111	221 414	162 225
Debtors	102 585	177 022	81 867	178 217	143 228
Net Assets Liabilities	1 477	1 022	13 619	104	20 189
Other Debtors		129 401	46 585	131 216	105 108
Property Plant Equipment		2 981	2 236	1 687	1 265

Other Financial Data
Accrued Liabilities Deferred Income		3 000	3 000
Accumulated Amortisation Impairment Intangible Assets	140 000	207 245	245 390	278 756	312 122
Accumulated Depreciation Impairment Property Plant Equipment		785	1 530	2 079	2 501
Acquired Through Business Combinations Intangible Assets			137 387
Average Number Employees During Period		4	5	5	5
Bank Borrowings Overdrafts		532 813	606 826	493 920	1 231 977
Corporation Tax Payable		81 267	121 212
Creditors	57 501	532 813	606 826	493 920	1 231 977
Dividends Paid On Shares	35 000
Fixed Assets		513 850	612 347	578 432	1 788 896
Increase From Amortisation Charge For Year Intangible Assets		67 245	38 145	33 366	33 366
Increase From Depreciation Charge For Year Property Plant Equipment		785	745	549	422
Intangible Assets	35 000	510 869	610 111	576 745	543 379
Intangible Assets Gross Cost	175 000	718 114	855 501	855 501
Investments Fixed Assets					1 244 252
Investments In Group Undertakings Participating Interests					1 244 252
Net Current Assets Liabilities	23 978	19 985	8 523	-84 089	-536 414
Other Creditors		6 482	14 564	14 502	288 197
Other Taxation Social Security Payable		4 685	132 594	189 878	227 993
Prepayments Accrued Income		5 623	4 217	2 811	1 405
Property Plant Equipment Gross Cost		3 766	3 766	3 766
Provisions For Liabilities Balance Sheet Subtotal			425	319	316
Total Additions Including From Business Combinations Property Plant Equipment		3 766
Total Assets Less Current Liabilities	58 978	533 835	620 870	494 343	1 252 482
Trade Debtors Trade Receivables		41 998	31 065	44 190	36 715

Company staff

Heike W.

Role: Director

Appointed: 17 March 2014

Latest update: 28 February 2024

Innes W.

Role: Director

Appointed: 17 March 2014

Latest update: 28 February 2024

John W.

Role: Director

Appointed: 17 March 2014

Latest update: 28 February 2024

People with significant control

Heikie W.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

John W.

Notified on 6 April 2016

Nature of control:

over 1/2 to 3/4 of shares

over 1/2 to 3/4 of voting rights

Accounts Documents

Account next due date	31 December 2023
Account last made up date	31 March 2022
Confirmation statement next due date	26 March 2024
Confirmation statement last made up date	12 March 2023

Annual Accounts
Start Date For Period Covered By Report	2019-04-01
End Date For Period Covered By Report	2020-03-31
Annual Accounts
Start Date For Period Covered By Report	2020-04-01
End Date For Period Covered By Report	2021-03-31
Annual Accounts
Start Date For Period Covered By Report	2021-04-01
End Date For Period Covered By Report	2022-03-31
Annual Accounts
Start Date For Period Covered By Report	2022-04-01
End Date For Period Covered By Report	2023-03-31

Willingale Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Heike W.

Innes W.

John W.

People with significant control

Heikie W.

John W.

Accounts Documents

Company filings

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