Corporate & Personal Wealth Solutions started in year 2015 as Private Limited Company with registration number 09594052. The Corporate & Personal Wealth Solutions company has been functioning successfully for nine years now and its status is active. The firm's office is based in Lytham St. Annes at Jubilee House. Postal code: FY8 5FT.
The firm has 2 directors, namely Lisa B., Mark B.. Of them, Lisa B., Mark B. have been with the company the longest, being appointed on 15 May 2015. As of 26 April 2024, our data shows no information about any ex officers on these positions.
| Office Address | Jubilee House |
| Office Address2 | East Beach |
| Town | Lytham St. Annes |
| Post code | FY8 5FT |
| Country of origin | United Kingdom |
| Registration Number | 09594052 |
| Date of Incorporation | Fri, 15th May 2015 |
| Industry | Financial intermediation not elsewhere classified |
| End of financial Year | 31st July |
| Company age | 9 years old |
| Account next due date | Tue, 30th Apr 2024 (4 days left) |
| Account last made up date | Sun, 31st Jul 2022 |
| Next confirmation statement due date | Wed, 29th May 2024 (2024-05-29) |
| Last confirmation statement dated | Mon, 15th May 2023 |
Position: Director
Appointed: 15 May 2015
Position: Director
Appointed: 15 May 2015
The list of persons with significant control that own or have control over the company consists of 2 names. As we discovered, there is Lisa B. The abovementioned PSC has 25-50% voting rights and has 25-50% shares. Another entity in the PSC register is Mark B. This PSC owns 50,01-75% shares and has 50,01-75% voting rights.
Lisa B.
| Notified on | 1 July 2016 |
| Nature of control: |
25-50% voting rights 25-50% shares |
Mark B.
| Notified on | 1 July 2016 |
| Nature of control: |
50,01-75% shares 50,01-75% voting rights |
| Profit & Loss | |||||||
|---|---|---|---|---|---|---|---|
| Accounts Information Date | 2016-07-31 | 2017-07-31 | 2018-07-31 | 2019-07-31 | 2020-07-31 | 2021-07-31 | 2022-07-31 |
| Net Worth | 21 863 | ||||||
| Balance Sheet | |||||||
| Cash Bank In Hand | 28 701 | ||||||
| Current Assets | 32 101 | 84 283 | 193 133 | 189 923 | 263 205 | 284 875 | 319 541 |
| Debtors | 3 400 | ||||||
| Tangible Fixed Assets | 216 | ||||||
| Net Assets Liabilities | 302 323 | 334 855 | |||||
| Reserves/Capital | |||||||
| Called Up Share Capital | 100 | ||||||
| Profit Loss Account Reserve | 21 763 | ||||||
| Shareholder Funds | 21 863 | ||||||
| Other | |||||||
| Amount Specific Advance Or Credit Directors | 55 | ||||||
| Amount Specific Advance Or Credit Made In Period Directors | 55 | ||||||
| Amount Specific Advance Or Credit Repaid In Period Directors | 55 | ||||||
| Average Number Employees During Period | 2 | 2 | 1 | 2 | |||
| Creditors | 10 454 | 21 446 | 51 026 | 27 919 | 37 698 | 27 003 | 29 240 |
| Creditors Due Within One Year | 10 454 | ||||||
| Fixed Assets | 216 | 44 376 | 44 802 | 42 206 | 44 451 | 44 554 | |
| Net Current Assets Liabilities | 21 647 | 62 837 | 142 107 | 162 004 | 225 507 | 257 871 | 290 302 |
| Number Shares Allotted | 100 | ||||||
| Par Value Share | 1 | ||||||
| Share Capital Allotted Called Up Paid | 100 | ||||||
| Tangible Fixed Assets Additions | 648 | ||||||
| Tangible Fixed Assets Cost Or Valuation | 648 | ||||||
| Tangible Fixed Assets Depreciation | 432 | ||||||
| Tangible Fixed Assets Depreciation Charged In Period | 432 | ||||||
| Total Assets Less Current Liabilities | 21 863 | 62 837 | 186 483 | 206 806 | 267 713 | 302 323 | 334 855 |
| Type | Category | Free download | |
|---|---|---|---|
| CS01 |
Confirmation statement with updates 15th May 2023 filed on: 24th, May 2023 |
confirmation statement | Free Download (5 pages) |
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