Windsor House Wealth Management Limited in Pontypridd, CF37 5YR

Description

Data updated on: 10-01-2022

Windsor House Wealth Management started conducting its operations in 2011 as a Private Limited Company under the ID 07540788. The firm's head office was based in Pontypridd at Highdale House 7 Centre Court. This Windsor House Wealth Management Limited firm had been offering its services for at least ten years. The business name of this business was replaced in the year 2011 to Windsor House Wealth Management Limited. This enterprise previous name was O'brien & Partners Wealth Management.

This company was supervised by a single director: David E., who was chosen to lead the company in 2011.

Executives who controlled the firm include: David E. owned 1/2 or less of company shares and had 1/2 or less of voting rights. Jo E. owned 1/2 or less of company shares, had 1/2 or less of voting rights.

Previous company's names
Windsor House Wealth Management Limited 2011-12-16
O'brien & Partners Wealth Management Limited 2011-02-23

Financial data based on annual reports

Profit & Loss
Date of Accounts	2014-02-28	2015-02-28	2016-02-29	2017-02-28	2018-02-28	2019-02-28	2020-02-29
Currency
Net Worth	6 219	65	187

Balance Sheet
Cash Bank In Hand	7 030	1 937	3 389
Cash Bank On Hand			3 389	4 521	5 619
Current Assets	27 529	14 321	12 166	14 355	46 230	78 973
Debtors	20 499	12 384	8 777	9 834	40 611	78 973	81 242
Net Assets Liabilities				1 721	3 647	5 055	291
Other Debtors			8 777	9 834	40 611	64 973	67 742
Property Plant Equipment			187	80	637	3 927	3 277
Tangible Fixed Assets	400	294	187

Capital & Reserves
Called Up Share Capital	100	100	120
Profit Loss Account Reserve	6 119	-35	67
Shareholder Funds	6 219	65	187

Other Financial Data
Amount Specific Advance Or Credit Directors		12 384	8 777	9 834	40 611	60 973	62 083
Amount Specific Advance Or Credit Made In Period Directors			55 176	50 347	86 427	86 260	61 947
Amount Specific Advance Or Credit Repaid In Period Directors			58 783	49 290	55 650	65 898	60 837
Accumulated Depreciation Impairment Property Plant Equipment			240	347	469	1 392	2 675
Average Number Employees During Period				3	3	4	3
Bank Borrowings Overdrafts						6 566	16 286
Creditors			12 166	12 714	23 220	6 566	43 605
Creditors Due Within One Year	21 710	14 550	12 166
Increase From Depreciation Charge For Year Property Plant Equipment				107	122	923	1 283
Net Current Assets Liabilities	5 819	-229		1 641	23 010	43 362	37 637
Number Shares Allotted		9	6
Other Creditors			1 901	1 996	11 485	4 376	3 075
Other Taxation Social Security Payable			10 265	10 718	11 735	12 822	24 244
Par Value Share		1	1
Property Plant Equipment Gross Cost			427	427	1 106	5 319	5 952
Provisions For Liabilities Balance Sheet Subtotal					20 000	35 668	40 623
Share Capital Allotted Called Up Paid	9	9	6
Tangible Fixed Assets Cost Or Valuation	427	427
Tangible Fixed Assets Depreciation	27	133	240
Tangible Fixed Assets Depreciation Charged In Period		106	107
Total Additions Including From Business Combinations Property Plant Equipment					679	4 213	633
Total Assets Less Current Liabilities	6 219	65	187	1 721	23 647	47 289	40 914
Trade Debtors Trade Receivables						14 000	13 500
Advances Credits Directors	20 499	12 384	8 777
Advances Credits Made In Period Directors	53 913	60 535
Advances Credits Repaid In Period Directors	62 164	68 650

Company staff

David E.

Role: Director

Appointed: 23 February 2011

Latest update: 26 March 2024

People with significant control

David E.

Notified on 6 April 2016

Nature of control:

1/2 or less of voting rights

1/2 or less of shares

Jo E.

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	30 November 2021
Account last made up date	29 February 2020
Confirmation statement next due date	10 March 2022
Confirmation statement last made up date	24 February 2021

Annual Accounts 5 October 2015
Start Date For Period Covered By Report	01 March 2014
End Date For Period Covered By Report	28 February 2015
Date Approval Accounts	5 October 2015
Annual Accounts 27 July 2016
Start Date For Period Covered By Report	01 March 2015
End Date For Period Covered By Report	29 February 2016
Date Approval Accounts	27 July 2016
Annual Accounts
Start Date For Period Covered By Report	01 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 March 2017
End Date For Period Covered By Report	28 February 2018
Annual Accounts
Start Date For Period Covered By Report	01 March 2018
End Date For Period Covered By Report	28 February 2019
Annual Accounts
Start Date For Period Covered By Report	01 March 2019
End Date For Period Covered By Report	29 February 2020
Annual Accounts
End Date For Period Covered By Report	28 February 2017

Windsor House Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David E.

Lewis V.

People with significant control

David E.

Jo E.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2015

Address:

Post code:

City / Town:

HQ address,
2016

Address:

Post code:

City / Town:

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Windsor House Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

David E.

Lewis V.

People with significant control

David E.

Jo E.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2015

Address:

Post code:

City / Town:

HQ address, 2016

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Similar companies nearby

Closest companies

HQ address,
2015

HQ address,
2016