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Investment & Wealth Management Consultants Limited CATERHAM

Founded in 2012, Investment & Wealth Management Consultants, classified under reg no. 08083640 is an active company. Currently registered at 18 Loxford Way CR3 6BX, Caterham the company has been in the business for twelve years. Its financial year was closed on Fri, 31st May and its latest financial statement was filed on May 31, 2023.

There is a single director in the company at the moment - Stephen D., appointed on 25 May 2012. In addition, a secretary was appointed - Mary D., appointed on 20 September 2012. As of 9 May 2024, there were 3 ex directors - Christopher N., Barbara K. and others listed below. There were no ex secretaries.

Investment & Wealth Management Consultants Limited Address / Contact

Office Address 18 Loxford Way
Town Caterham
Post code CR3 6BX
Country of origin United Kingdom

Company Information / Profile

Registration Number 08083640
Date of Incorporation Fri, 25th May 2012
Industry Management consultancy activities other than financial management
End of financial Year 31st May
Company age 12 years old
Account next due date Fri, 28th Feb 2025 (295 days left)
Account last made up date Wed, 31st May 2023
Next confirmation statement due date Sat, 8th Jun 2024 (2024-06-08)
Last confirmation statement dated Thu, 25th May 2023

Company staff

Mary D.

Position: Secretary

Appointed: 20 September 2012

Stephen D.

Position: Director

Appointed: 25 May 2012

Christopher N.

Position: Director

Appointed: 01 June 2015

Resigned: 18 January 2017

Barbara K.

Position: Director

Appointed: 25 May 2012

Resigned: 25 May 2012

Andrew C.

Position: Director

Appointed: 25 May 2012

Resigned: 14 September 2019

People with significant control

The register of PSCs that own or have control over the company consists of 2 names. As we identified, there is Stephen D. This PSC and has 25-50% shares. Another entity in the persons with significant control register is Andrew C. This PSC owns 25-50% shares.

Stephen D.

Notified on 6 April 2016
Nature of control: 25-50% shares

Andrew C.

Notified on 6 April 2016
Ceased on 14 September 2019
Nature of control: 25-50% shares

Annual reports financial information

Profit & Loss
Accounts Information Date 2016-05-312017-05-312018-05-312019-05-312020-05-312021-05-312022-05-312023-05-31
Net Worth70 06811 487      
Balance Sheet
Current Assets99 25519 08946 719105 73427 81269 74577 438100 448
Net Assets Liabilities 11 4876 53252 06522 28654 79468 34285 592
Net Assets Liabilities Including Pension Asset Liability70 06811 487      
Reserves/Capital
Shareholder Funds70 06811 487      
Other
Accrued Liabilities Not Expressed Within Creditors Subtotal   1 3001 8002 8501 0501 050
Average Number Employees During Period   22222
Creditors 7 60240 18752 3694 39314 0819 14314 243
Fixed Assets381   6671 9801 097437
Net Current Assets Liabilities69 68711 4876 53252 06523 41955 66468 29586 205
Total Assets Less Current Liabilities70 06811 4876 53252 06524 08657 64469 39286 642
Creditors Due Within One Year29 5687 602      

Company filings

Filing category
Accounts Address Annual return Capital Confirmation statement Incorporation Insolvency Officers Persons with significant control Resolution
Micro company financial statements for the year ending on May 31, 2023
filed on: 7th, August 2023 		Free Download (3 pages)

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