Mark Smith Wealth Management started in year 2008 as Private Limited Company with registration number 06699988. The Mark Smith Wealth Management company has been functioning successfully for sixteen years now and its status is active. The firm's office is based in Lincoln at 463-465 High Street. Postal code: LN5 8JB. Since 30th December 2008 Mark Smith Wealth Management Limited is no longer carrying the name Mark Smith Independent Financial Solutions.
The firm has one director. Mark S., appointed on 17 September 2008. There are currently no secretaries appointed. At the moment there is 1 former director listed by the firm - Paul G., who left the firm on 1 January 2009. Similarly, the firm lists a few former secretaries whose names might be found in the box below.
Office Address | 463-465 High Street |
Town | Lincoln |
Post code | LN5 8JB |
Country of origin | United Kingdom |
Registration Number | 06699988 |
Date of Incorporation | Wed, 17th Sep 2008 |
Industry | Financial intermediation not elsewhere classified |
End of financial Year | 31st March |
Company age | 16 years old |
Account next due date | Sun, 31st Dec 2023 (88 days after) |
Account last made up date | Thu, 31st Mar 2022 |
Next confirmation statement due date | Tue, 1st Oct 2024 (2024-10-01) |
Last confirmation statement dated | Sun, 17th Sep 2023 |
The register of persons with significant control that own or have control over the company consists of 1 name. As we identified, there is Mark S. The abovementioned PSC and has 75,01-100% shares.
Mark S.
Notified on | 6 April 2016 |
Nature of control: |
75,01-100% shares |
Mark Smith Independent Financial Solutions | December 30, 2008 |
Profit & Loss | |||||||||
---|---|---|---|---|---|---|---|---|---|
Accounts Information Date | 2015-03-31 | 2016-03-31 | 2017-03-31 | 2018-03-31 | 2019-03-31 | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 |
Net Worth | 40 341 | 46 535 | 42 289 | 33 245 | |||||
Balance Sheet | |||||||||
Cash Bank On Hand | 33 552 | 31 904 | 36 637 | ||||||
Current Assets | 45 240 | 53 137 | 41 355 | 33 552 | 35 484 | 36 637 | 35 211 | 37 434 | 36 048 |
Debtors | 3 580 | ||||||||
Net Assets Liabilities | 32 926 | 30 593 | 30 211 | 29 658 | 29 874 | ||||
Other Debtors | 3 580 | ||||||||
Property Plant Equipment | 2 051 | 1 641 | 1 313 | ||||||
Net Assets Liabilities Including Pension Asset Liability | 40 341 | 46 535 | 42 289 | 33 245 | |||||
Reserves/Capital | |||||||||
Shareholder Funds | 40 341 | 46 535 | 42 289 | 33 245 | |||||
Other | |||||||||
Accumulated Amortisation Impairment Intangible Assets | 4 315 | 4 790 | 5 265 | ||||||
Accumulated Depreciation Impairment Property Plant Equipment | 2 774 | 3 184 | 3 512 | ||||||
Amortisation Rate Used For Intangible Assets | 5 | ||||||||
Average Number Employees During Period | 1 | 1 | 1 | 2 | 2 | 2 | |||
Corporation Tax Payable | 8 619 | 11 113 | |||||||
Creditors | 7 543 | 8 909 | 11 592 | 9 643 | 11 420 | 9 443 | |||
Depreciation Rate Used For Property Plant Equipment | 20 | ||||||||
Fixed Assets | 7 930 | 7 621 | 8 116 | 7 236 | 6 351 | 5 548 | 4 643 | 3 644 | 3 269 |
Increase From Amortisation Charge For Year Intangible Assets | 475 | 475 | |||||||
Increase From Depreciation Charge For Year Property Plant Equipment | 410 | 328 | |||||||
Intangible Assets | 5 185 | 4 710 | 4 235 | ||||||
Intangible Assets Gross Cost | 9 500 | 9 500 | |||||||
Net Current Assets Liabilities | 32 411 | 38 914 | 34 173 | 26 009 | 26 575 | 25 045 | 25 568 | 26 014 | 26 605 |
Other Creditors | 309 | 290 | 479 | ||||||
Property Plant Equipment Gross Cost | 4 825 | 4 825 | |||||||
Total Assets Less Current Liabilities | 40 341 | 46 535 | 42 289 | 33 245 | 32 926 | 30 593 | 30 211 | 29 658 | 29 874 |
Advances Credits Directors | 309 | 290 | 265 | ||||||
Advances Credits Made In Period Directors | 19 | ||||||||
Other Taxation Social Security Payable | 7 233 | 8 619 | |||||||
Trade Creditors Trade Payables | 1 | ||||||||
Creditors Due Within One Year | 12 829 | 14 223 | 7 182 | 7 543 |
Type | Category | Free download | |
---|---|---|---|
CS01 |
Confirmation statement with no updates 17th September 2023 filed on: 20th, September 2023 |
confirmation statement | Free Download (3 pages) |
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