Dw Wealth Planning Ltd is a private limited company situated at 40 Tradlin Circle, Blackburn, Aberdeen AB21 0LA. Its total net worth is estimated to be roughly 0 pounds, while the fixed assets the company owns total up to 0 pounds. Incorporated on 2017-10-05, this 6-year-old company is run by 1 director.
Director David W., appointed on 05 October 2017.
The company is officially classified as "financial management" (Standard Industrial Classification code: 70221). According to official records there was a change of name on 2020-10-20 and their previous name was Dave Walker Wealth Management Ltd.
The latest confirmation statement was sent on 2023-10-04 and the date for the next filing is 2024-10-18. Likewise, the annual accounts were filed on 31 December 2022 and the next filing should be sent on 30 September 2024.
| Office Address | 40 Tradlin Circle |
| Office Address2 | Blackburn |
| Town | Aberdeen |
| Post code | AB21 0LA |
| Country of origin | United Kingdom |
| Registration Number | SC578075 |
| Date of Incorporation | Thu, 5th Oct 2017 |
| Industry | Financial management |
| End of financial Year | 31st December |
| Company age | 7 years old |
| Account next due date | Mon, 30th Sep 2024 (117 days left) |
| Account last made up date | Sat, 31st Dec 2022 |
| Next confirmation statement due date | Fri, 18th Oct 2024 (2024-10-18) |
| Last confirmation statement dated | Wed, 4th Oct 2023 |
Position: Director
Appointed: 05 October 2017
The list of PSCs who own or control the company includes 2 names. As BizStats established, there is Sharon W. The abovementioned PSC has 25-50% voting rights and has 25-50% shares. The second one in the persons with significant control register is David W. This PSC owns 25-50% shares and has 25-50% voting rights.
Sharon W.
| Notified on | 5 October 2017 |
| Nature of control: |
25-50% voting rights 25-50% shares |
David W.
| Notified on | 5 October 2017 |
| Nature of control: |
25-50% voting rights right to appoint and remove directors 25-50% shares |
| Dave Walker Wealth Management | October 20, 2020 |
| Profit & Loss | ||||||
|---|---|---|---|---|---|---|
| Accounts Information Date | 2018-12-31 | 2019-12-31 | 2020-12-31 | 2021-12-31 | 2022-12-31 | 2023-12-31 |
| Balance Sheet | ||||||
| Current Assets | 209 916 | 147 216 | 176 793 | 152 909 | 107 996 | 92 217 |
| Net Assets Liabilities | 157 214 | 111 622 | 134 898 | 119 952 | 77 815 | 55 866 |
| Cash Bank On Hand | 730 | 142 357 | 169 341 | 152 909 | 106 870 | 91 196 |
| Debtors | 209 186 | 4 859 | 7 452 | 1 126 | 1 021 | |
| Other Debtors | 209 087 | 99 | 99 | 1 126 | 1 021 | |
| Property Plant Equipment | 1 424 | 2 746 | 5 157 | 3 909 | ||
| Other | ||||||
| Accrued Liabilities Not Expressed Within Creditors Subtotal | 576 | 1 440 | ||||
| Average Number Employees During Period | 2 | 2 | 3 | 4 | 4 | 4 |
| Creditors | 52 702 | 37 018 | 44 119 | 37 134 | 33 347 | 40 050 |
| Fixed Assets | 1 424 | |||||
| Net Current Assets Liabilities | 157 214 | 110 198 | 132 674 | 115 775 | 74 649 | 52 167 |
| Total Assets Less Current Liabilities | 157 214 | 111 622 | 135 420 | 120 932 | 78 558 | 56 733 |
| Amount Specific Advance Or Credit Directors | 99 | 99 | 99 | 200 | 1 126 | 955 |
| Amount Specific Advance Or Credit Made In Period Directors | 36 711 | 19 000 | 16 326 | 955 | ||
| Amount Specific Advance Or Credit Repaid In Period Directors | 36 711 | 19 299 | 15 000 | 1 126 | ||
| Accrued Liabilities | 576 | |||||
| Accumulated Depreciation Impairment Property Plant Equipment | 610 | 1 678 | 3 355 | 4 603 | 6 175 | |
| Corporation Tax Payable | 51 483 | |||||
| Dividends Paid | 60 290 | |||||
| Increase From Depreciation Charge For Year Property Plant Equipment | 1 068 | 1 677 | 1 248 | 1 572 | ||
| Number Shares Issued Fully Paid | 50 | |||||
| Other Creditors | 643 | 1 440 | 1 320 | 200 | 742 | |
| Other Taxation Social Security Payable | 35 578 | 42 799 | 36 934 | 33 347 | 39 308 | |
| Par Value Share | 1 | |||||
| Profit Loss | 217 404 | |||||
| Property Plant Equipment Gross Cost | 2 034 | 4 424 | 8 512 | 8 512 | 10 741 | |
| Provisions For Liabilities Balance Sheet Subtotal | 522 | 980 | 743 | 867 | ||
| Total Additions Including From Business Combinations Property Plant Equipment | 2 390 | 4 088 | 295 | |||
| Trade Debtors Trade Receivables | 4 760 | 7 353 | ||||
| Type | Category | Free download | |
|---|---|---|---|
| AA |
Total exemption full company accounts data drawn up to Sun, 31st Dec 2023 filed on: 23rd, February 2024 |
accounts | Free Download (8 pages) |
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