Via Wealth Limited in Ivy Road NORWICH

Via Wealth Limited NORWICH

Via Wealth started in year 1998 as Private Limited Company with registration number 03559751. The Via Wealth company has been functioning successfully for twenty six years now and its status is active. The firm's office is based in Norwich at Henderson Business Centre. Postal code: NR5 8BF. Since 2022-08-19 Via Wealth Limited is no longer carrying the name Law Financial Planning.

There is a single director in the company at the moment - Neil M., appointed on 31 August 2009. In addition, a secretary was appointed - Rachel M., appointed on 16 November 2016. At the moment there are several former directors listed by the company. Their names might be found in the box below. In addition, there is one former secretary - Nigel L. who worked with the the company until 18 July 2005.

Via Wealth Limited Address / Contact

Office Address	Henderson Business Centre
Office Address2	Ivy Road
Town	Norwich
Post code	NR5 8BF
Country of origin	United Kingdom

Company Information / Profile

Registration Number	03559751
Date of Incorporation	Thu, 7th May 1998
Industry	Non-life insurance
Industry	Non-life reinsurance
End of financial Year	31st August
Company age	26 years old
Account next due date	Sat, 31st May 2025 (384 days left)
Account last made up date	Thu, 31st Aug 2023
Next confirmation statement due date	Tue, 21st May 2024 (2024-05-21)
Last confirmation statement dated	Sun, 7th May 2023

Company staff

Rachel M.

Position: Secretary

Appointed: 16 November 2016

Neil M.

Position: Director

Appointed: 31 August 2009

Ian D.

Position: Director

Appointed: 30 December 2005

Resigned: 31 August 2021

Steeles (law) Llp

Position: Corporate Secretary

Appointed: 18 July 2005

Resigned: 15 May 2009

Ian S.

Position: Director

Appointed: 27 October 2003

Resigned: 01 September 2009

Edric B.

Position: Director

Appointed: 01 September 2003

Resigned: 30 December 2005

Stephen D.

Position: Director

Appointed: 28 August 2003

Resigned: 30 December 2005

Jonathan F.

Position: Director

Appointed: 09 June 1998

Resigned: 10 June 2002

Jonathan P.

Position: Director

Appointed: 09 June 1998

Resigned: 21 June 2002

Nigel L.

Position: Secretary

Appointed: 07 May 1998

Resigned: 18 July 2005

Philip H.

Position: Director

Appointed: 07 May 1998

Resigned: 30 December 2005

William T.

Position: Nominee Director

Appointed: 07 May 1998

Resigned: 07 May 1998

Nigel L.

Position: Director

Appointed: 07 May 1998

Resigned: 30 December 2005

Howard T.

Position: Nominee Secretary

Appointed: 07 May 1998

Resigned: 07 May 1998

People with significant control

The register of PSCs that own or have control over the company consists of 3 names. As BizStats researched, there is Rachel M. The abovementioned PSC and has 25-50% shares. Another entity in the persons with significant control register is Neil M. This PSC owns 25-50% shares. Then there is Ian D., who also fulfils the Companies House requirements to be categorised as a PSC. This PSC owns 25-50% shares.

Rachel M.

Notified on	1 September 2021
Nature of control:	25-50% shares

Neil M.

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

Ian D.

Notified on	6 April 2016
Ceased on	31 August 2021
Nature of control:	25-50% shares

Company previous names

Law Financial Planning	August 19, 2022
Lawcall Direct Financial Services	April 14, 2003
Steele Direct Financial Services	June 3, 1998

Annual reports financial information

Profit & Loss
Accounts Information Date	2011-08-31	2012-08-31	2013-08-31	2014-08-31	2015-08-31	2016-08-31	2017-08-31	2018-08-31	2019-08-31	2020-08-31	2021-08-31	2022-08-31	2023-08-31
Net Worth	205 400	209 134	221 032	221 121	195 843	218 661

Balance Sheet
Cash Bank On Hand						238 883	331 967	236 101	485 044	735 357	374 850	217 085	388 088
Debtors	31 114	22 487	15 510	25 489	33 085	32 619	20 589	33 646	34 215	48 357	810 051	974 286	707 884
Net Assets Liabilities						218 661	221 646	190 487	406 350	657 628	821 804	846 220	838 989
Other Debtors							20 135	14 198	20 723	29 992	19 841	26 983	14 234
Property Plant Equipment						12 862	12 625	11 216	10 793	12 416	9 565	12 398	11 898
Cash Bank In Hand	176 677	203 108	236 852	198 962	188 523	238 883
Current Assets	207 791	225 595	252 362	224 451	221 608	271 502	352 556	269 747	519 259	783 714	1 184 901
Intangible Fixed Assets	60 008	54 471	48 933	64 896	61 942	43 987
Tangible Fixed Assets	14 167	16 924	14 521	15 643	13 710	12 862

Reserves/Capital
Called Up Share Capital	100 000	100 000	100 000	100 000	100 000	100 000
Profit Loss Account Reserve	105 400	109 134	121 032	121 121	95 843	118 661
Shareholder Funds	205 400	209 134	221 032	221 121	195 843	218 661

Other
Accumulated Depreciation Impairment Property Plant Equipment						42 277	46 037	48 074	51 212	53 593	56 503	59 225	62 510
Amounts Owed By Parent Entities												931 206	685 676
Average Number Employees During Period							5	5	6	6	6	3	3
Bank Borrowings Overdrafts							25 900	6 196	5 310		213 542	7 791
Corporation Tax Payable											85 707	90 890
Creditors						109 690	25 900	6 196	134 984	136 143	213 542	162 300	99 800
Depreciation Rate Used For Property Plant Equipment												25	25
Increase From Depreciation Charge For Year Property Plant Equipment							3 760	2 037	3 138	2 381	2 910	2 722	3 285
Nominal Value Allotted Share Capital											100 000	100 000	100 000
Number Shares Issued Fully Paid												100 000	100 000
Other Creditors							21 727	24 290	24 147	30 075	33 923	162 300	99 800
Other Taxation Payable												90 890	100 107
Par Value Share		1	1	1	1	1						1	1
Property Plant Equipment Gross Cost						55 139	58 662	59 290	62 005	66 009	66 068	71 623	74 408
Total Additions Including From Business Combinations Property Plant Equipment							3 523	628	2 715	4 004	59	5 555	2 785
Trade Creditors Trade Payables											1 766	1 283	798
Trade Debtors Trade Receivables							454	19 448	13 492	18 365	25 210	16 097	7 974
Accumulated Amortisation Impairment Intangible Assets						126 513	204 093	251 019	297 945	311 278
Creditors Due Within One Year	76 566	87 856	94 784	83 869	101 417	109 690
Fixed Assets	74 175	71 395	63 454	80 539	75 652	56 849	79 810	71 475	24 126	12 416	9 565
Increase From Amortisation Charge For Year Intangible Assets							77 580	46 926	46 926	13 333
Intangible Assets						43 987	67 185	60 259	13 333
Intangible Assets Gross Cost						170 500	271 278	311 278	311 278	311 278
Intangible Fixed Assets Additions				32 250	20 000	7 500
Intangible Fixed Assets Aggregate Amortisation Impairment	50 742	56 279	61 817	78 104	101 058	126 513
Intangible Fixed Assets Amortisation Charged In Period		5 537	5 538	16 287	22 954	25 455
Intangible Fixed Assets Cost Or Valuation	110 750	110 750	110 750	143 000	163 000	170 500
Net Current Assets Liabilities	131 225	137 739	157 578	140 582	120 191	161 812	170 135	127 339	384 275	647 571	1 027 598
Number Shares Allotted		100 000	100 000	100 000	100 000	100 000
Other Taxation Social Security Payable							103 561	98 318	105 527	106 068	86 922
Provisions For Liabilities Balance Sheet Subtotal							2 399	2 131	2 051	2 359	1 817
Share Capital Allotted Called Up Paid	100 000	100 000	100 000	100 000	100 000	100 000
Tangible Fixed Assets Additions		7 656	1 486	5 552	1 967	2 901
Tangible Fixed Assets Cost Or Valuation	37 077	43 233	44 719	50 271	52 238	55 139
Tangible Fixed Assets Depreciation	22 910	26 309	30 198	34 628	38 528	42 277
Tangible Fixed Assets Depreciation Charged In Period		4 599	3 889	4 430	3 900	3 749
Tangible Fixed Assets Depreciation Decrease Increase On Disposals		1 200
Tangible Fixed Assets Disposals		1 500
Total Additions Including From Business Combinations Intangible Assets							100 778	40 000
Total Assets Less Current Liabilities	205 400	209 134	221 032	221 121	195 843	218 661	249 945	198 814	408 401	659 987	1 037 163
Amounts Owed By Group Undertakings											765 000

Company filings

Filing category

Type		Category	Free download
AA	Total exemption full accounts data made up to 2023-08-31 filed on: 23rd, October 2023	accounts	Free Download (8 pages)

Type		Category	Free download
AA	Total exemption full accounts data made up to 2023-08-31 filed on: 23rd, October 2023	accounts	Free Download (8 pages)
AA	Total exemption full accounts data made up to 2022-08-31 filed on: 19th, October 2022	accounts	Free Download (7 pages)
AA	Total exemption full accounts data made up to 2021-08-31 filed on: 2nd, November 2021	accounts	Free Download (9 pages)
AA	Total exemption full accounts data made up to 2020-08-31 filed on: 30th, October 2020	accounts	Free Download (9 pages)
AA	Total exemption full accounts data made up to 2019-08-31 filed on: 9th, October 2019	accounts	Free Download (9 pages)
AA	Total exemption full accounts data made up to 2018-08-31 filed on: 26th, October 2018	accounts	Free Download (9 pages)
AA	Total exemption small company accounts data made up to 2016-08-31 filed on: 31st, October 2016	accounts	Free Download (8 pages)
AR01	Annual return with full list of company shareholders, made up to 2016-05-07 filed on: 18th, May 2016	annual return	Free Download (4 pages)
SH01	Statement of Capital on 2016-05-18: 100000.00 GBP	capital
AA	Total exemption small company accounts data made up to 2015-08-31 filed on: 30th, October 2015	accounts	Free Download (8 pages)
AR01	Annual return with full list of company shareholders, made up to 2015-05-07 filed on: 27th, May 2015	annual return	Free Download (4 pages)
AA	Total exemption small company accounts data made up to 2014-08-31 filed on: 23rd, October 2014	accounts	Free Download (8 pages)
AR01	Annual return with full list of company shareholders, made up to 2014-05-07 filed on: 29th, May 2014	annual return	Free Download (4 pages)
SH01	Statement of Capital on 2014-05-29: 100000.00 GBP	capital
AA	Total exemption small company accounts data made up to 2013-08-31 filed on: 20th, December 2013	accounts	Free Download (8 pages)
AR01	Annual return with full list of company shareholders, made up to 2013-05-07 filed on: 29th, May 2013	annual return	Free Download (4 pages)
AA	Total exemption small company accounts data made up to 2012-08-31 filed on: 23rd, November 2012	accounts	Free Download (7 pages)
AR01	Annual return with full list of company shareholders, made up to 2012-05-07 filed on: 3rd, July 2012	annual return	Free Download (4 pages)
AA	Total exemption small company accounts data made up to 2011-08-31 filed on: 5th, October 2011	accounts	Free Download (6 pages)
AR01	Annual return with full list of company shareholders, made up to 2011-05-07 filed on: 12th, May 2011	annual return	Free Download (4 pages)
AA	Total exemption small company accounts data made up to 2010-08-31 filed on: 2nd, December 2010	accounts	Free Download (7 pages)
AR01	Annual return with full list of company shareholders, made up to 2010-05-07 filed on: 28th, July 2010	annual return	Free Download (4 pages)
AA	Total exemption small company accounts data made up to 2009-08-31 filed on: 19th, February 2010	accounts	Free Download (8 pages)
AA01	Previous accounting period shortened from 2009-12-31 to 2009-08-31 filed on: 14th, December 2009	accounts	Free Download (3 pages)
AA	Total exemption small company accounts data made up to 2008-12-31 filed on: 12th, August 2009	accounts	Free Download (9 pages)
363a	Period up to 2009-06-23 - Annual return with full member list filed on: 23rd, June 2009	annual return	Free Download (4 pages)
363a	Period up to 2008-05-27 - Annual return with full member list filed on: 27th, May 2008	annual return	Free Download (4 pages)
AA	Total exemption small company accounts data made up to 2007-12-31 filed on: 30th, April 2008	accounts	Free Download (8 pages)
AA	Total exemption small company accounts data made up to 2006-12-31 filed on: 14th, September 2007	accounts	Free Download (8 pages)
AA	Total exemption small company accounts data made up to 2006-12-31 filed on: 14th, September 2007	accounts	Free Download (8 pages)
363a	Period up to 2007-05-18 - Annual return with full member list filed on: 18th, May 2007	annual return	Free Download (3 pages)
363a	Period up to 2007-05-18 - Annual return with full member list filed on: 18th, May 2007	annual return	Free Download (3 pages)
AA	Small company accounts for the period up to 2005-12-31 filed on: 26th, October 2006	accounts	Free Download (7 pages)
AA	Small company accounts for the period up to 2005-12-31 filed on: 26th, October 2006	accounts	Free Download (7 pages)
363a	Period up to 2006-05-15 - Annual return with full member list filed on: 15th, May 2006	annual return	Free Download (3 pages)
363a	Period up to 2006-05-15 - Annual return with full member list filed on: 15th, May 2006	annual return	Free Download (3 pages)
AA	Full accounts data made up to 2004-12-31 filed on: 18th, July 2005	accounts	Free Download (15 pages)
AA	Full accounts data made up to 2004-12-31 filed on: 18th, July 2005	accounts	Free Download (15 pages)
363s	Period up to 2005-05-13 - Annual return with full member list filed on: 13th, May 2005	annual return	Free Download (3 pages)
363s	Period up to 2005-05-13 - Annual return with full member list filed on: 13th, May 2005	annual return	Free Download (3 pages)
AA	Full accounts data made up to 2003-12-31 filed on: 1st, November 2004	accounts	Free Download (13 pages)
AA	Full accounts data made up to 2003-12-31 filed on: 1st, November 2004	accounts	Free Download (13 pages)
363s	Period up to 2004-06-01 - Annual return with full member list filed on: 1st, June 2004	annual return	Free Download (9 pages)
363s	Period up to 2004-06-01 - Annual return with full member list filed on: 1st, June 2004	annual return	Free Download (9 pages)
AAMD	Amended accounts made up to 2002-12-31 filed on: 4th, September 2003	accounts	Free Download (1 page)
AAMD	Amended accounts made up to 2002-12-31 filed on: 4th, September 2003	accounts	Free Download (1 page)
AA	Accounts for a dormant company made up to 2002-12-31 filed on: 20th, June 2003	accounts	Free Download (1 page)
AA	Accounts for a dormant company made up to 2002-12-31 filed on: 20th, June 2003	accounts	Free Download (1 page)
363s	Period up to 2003-05-30 - Annual return with full member list filed on: 30th, May 2003	annual return	Free Download (7 pages)
363s	Period up to 2003-05-30 - Annual return with full member list filed on: 30th, May 2003	annual return	Free Download (7 pages)
AA	Total exemption small company accounts data made up to 2001-12-31 filed on: 27th, August 2002	accounts	Free Download (1 page)
AA	Total exemption small company accounts data made up to 2001-12-31 filed on: 27th, August 2002	accounts	Free Download (1 page)
363s	Period up to 2002-05-15 - Annual return with full member list filed on: 15th, May 2002	annual return	Free Download (8 pages)
363(288)	Annual return drawn up to 2002-05-15 (Secretary's particulars changed;director's particulars changed)	annual return
363s	Period up to 2002-05-15 - Annual return with full member list filed on: 15th, May 2002	annual return	Free Download (8 pages)
AA	Accounts for a dormant company made up to 2000-12-31 filed on: 3rd, December 2001	accounts	Free Download (1 page)
AA	Accounts for a dormant company made up to 2000-12-31 filed on: 3rd, December 2001	accounts	Free Download (1 page)
363s	Period up to 2001-07-16 - Annual return with full member list filed on: 16th, July 2001	annual return	Free Download (7 pages)
363s	Period up to 2001-07-16 - Annual return with full member list filed on: 16th, July 2001	annual return	Free Download (7 pages)
AA	Accounts for a dormant company made up to 1999-12-31 filed on: 30th, October 2000	accounts	Free Download (1 page)
AA	Accounts for a dormant company made up to 1999-12-31 filed on: 30th, October 2000	accounts	Free Download (1 page)
363s	Period up to 2000-05-22 - Annual return with full member list filed on: 22nd, May 2000	annual return	Free Download (7 pages)
363s	Period up to 2000-05-22 - Annual return with full member list filed on: 22nd, May 2000	annual return	Free Download (7 pages)
AA	Accounts for a dormant company made up to 1998-12-31 filed on: 3rd, November 1999	accounts	Free Download (2 pages)
AA	Accounts for a dormant company made up to 1998-12-31 filed on: 3rd, November 1999	accounts	Free Download (2 pages)
363s	Period up to 1999-05-06 - Annual return with full member list filed on: 6th, May 1999	annual return	Free Download (6 pages)
363s	Period up to 1999-05-06 - Annual return with full member list filed on: 6th, May 1999	annual return	Free Download (6 pages)
225	Accounting reference date shortened from 31/05/99 to 31/12/98 filed on: 18th, June 1998	accounts	Free Download (1 page)
225	Accounting reference date shortened from 31/05/99 to 31/12/98 filed on: 18th, June 1998	accounts	Free Download (1 page)

Via Wealth Limited NORWICH

Via Wealth Limited Address / Contact

Company Information / Profile

Company staff

Rachel M.

Neil M.

Ian D.

Steeles (law) Llp

Ian S.

Edric B.

Stephen D.

Jonathan F.

Jonathan P.

Nigel L.

Philip H.

William T.

Nigel L.

Howard T.

People with significant control

Company previous names

Annual reports financial information

Company filings

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