Berkley Wilkinson Wealth Management Ltd NEWCASTLE UPON TYNE


Founded in 2017, Berkley Wilkinson Wealth Management, classified under reg no. 10668606 is an active company. Currently registered at 2 Briar Edge NE12 7JN, Newcastle Upon Tyne the company has been in the business for 7 years. Its financial year was closed on May 31 and its latest financial statement was filed on 2022/05/31.

The firm has 2 directors, namely Paul M., Jeremy R.. Of them, Paul M., Jeremy R. have been with the company the longest, being appointed on 14 March 2017. As of 20 April 2024, our data shows no information about any ex officers on these positions.

Berkley Wilkinson Wealth Management Ltd Address / Contact

Office Address 2 Briar Edge
Town Newcastle Upon Tyne
Post code NE12 7JN
Country of origin United Kingdom

Company Information / Profile

Registration Number 10668606
Date of Incorporation Tue, 14th Mar 2017
Industry Other activities auxiliary to insurance and pension funding
End of financial Year 31st May
Company age 7 years old
Account next due date Thu, 29th Feb 2024 (51 days after)
Account last made up date Tue, 31st May 2022
Next confirmation statement due date Wed, 27th Mar 2024 (2024-03-27)
Last confirmation statement dated Mon, 13th Mar 2023

Company staff

Paul M.

Position: Director

Appointed: 14 March 2017

Jeremy R.

Position: Director

Appointed: 14 March 2017

People with significant control

The register of PSCs who own or control the company consists of 2 names. As BizStats established, there is Paul M. The abovementioned PSC has 25-50% voting rights and has 25-50% shares. The second one in the persons with significant control register is Jeremy R. This PSC owns 25-50% shares and has 25-50% voting rights.

Paul M.

Notified on 14 March 2017
Nature of control: 25-50% voting rights
right to appoint and remove directors
25-50% shares

Jeremy R.

Notified on 14 March 2017
Nature of control: 25-50% voting rights
right to appoint and remove directors
25-50% shares

Annual reports financial information

Profit & Loss
Accounts Information Date 2018-05-312019-05-312020-05-312021-05-312022-05-312023-05-31
Balance Sheet
Cash Bank On Hand20 27023 04925 559   
Current Assets22 47923 04929 13247 71722 34824 031
Debtors2 209 3 573   
Net Assets Liabilities-1 665-975-1 753-111-12493
Other
Accrued Liabilities Not Expressed Within Creditors Subtotal  7 3414503 42014 696
Creditors24 14424 02430 88551 54424 34414 831
Net Current Assets Liabilities-1 665-9755 5883393 29614 789
Operating Profit Loss-1 680     
Other External Charges188 873     
Other Interest Receivable Similar Income Finance Income13     
Other Operating Expenses Format25 398     
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal  3 5734 1665 2925 589
Profit Loss-1 667     
Profit Loss On Ordinary Activities Before Tax-1 667     
Total Assets Less Current Liabilities-1 665-975-1 7533393 29614 789
Turnover Revenue192 591     
Advances Credits Directors23 54423 544    
Advances Credits Made In Period Directors23 544     

Company filings

Filing category
Accounts Confirmation statement Incorporation
Accounts for a micro company for the period ending on 2023/05/31
filed on: 13th, February 2024
Free Download (6 pages)

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