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Paul Rodriguez Wealth Management Limited LLANELLI

Founded in 2015, Paul Rodriguez Wealth Management, classified under reg no. 09693094 is an active company. Currently registered at 24 Fronhaul SA14 8LF, Llanelli the company has been in the business for 9 years. Its financial year was closed on Tuesday 31st December and its latest financial statement was filed on 31st December 2022.

The firm has one director. Paul R., appointed on 20 July 2015. There are currently no secretaries appointed. As of 26 April 2024, our data shows no information about any ex officers on these positions.

Paul Rodriguez Wealth Management Limited Address / Contact

Office Address 24 Fronhaul
Office Address2 Swiss Valley
Town Llanelli
Post code SA14 8LF
Country of origin United Kingdom

Company Information / Profile

Registration Number 09693094
Date of Incorporation Mon, 20th Jul 2015
Industry Activities of insurance agents and brokers
End of financial Year 31st December
Company age 9 years old
Account next due date Mon, 30th Sep 2024 (157 days left)
Account last made up date Sat, 31st Dec 2022
Next confirmation statement due date Wed, 24th Jul 2024 (2024-07-24)
Last confirmation statement dated Mon, 10th Jul 2023

Company staff

Paul R.

Position: Director

Appointed: 20 July 2015

People with significant control

The list of PSCs who own or have control over the company is made up of 2 names. As we established, there is Anna R. The abovementioned PSC has 25-50% voting rights and has 25-50% shares. The second entity in the PSC register is Paul R. This PSC owns 50,01-75% shares and has 50,01-75% voting rights.

Anna R.

Notified on 1 August 2019
Nature of control: 25-50% voting rights
25-50% shares

Paul R.

Notified on 6 April 2016
Nature of control: 50,01-75% shares
50,01-75% voting rights

Annual reports financial information

Profit & Loss
Accounts Information Date 2015-12-312016-12-312017-12-312018-12-312019-12-312020-12-312021-12-312022-12-31
Net Worth10       
Balance Sheet
Cash Bank On Hand 158 7 637 11 269  
Current Assets 10 9199 92247 55282 78396 025107 248 
Debtors 10 7619 92239 91582 78384 756107 248146 638
Net Assets Liabilities10164 125133 245130 324133 800113 129102 41382 895
Other Debtors 77055235 09072 44277 85199 812122 211
Property Plant Equipment 1 4171 8152 4341 8261 3691 9731 478
Cash Bank In Hand10       
Net Assets Liabilities Including Pension Asset Liability10       
Reserves/Capital
Shareholder Funds10       
Other
Accumulated Amortisation Impairment Intangible Assets 34 47486 570143 264177 615227 927247 895344 701
Accumulated Depreciation Impairment Property Plant Equipment 3339021 5172 1252 5822 9673 462
Additions Other Than Through Business Combinations Property Plant Equipment 1 7509671 234  989 
Average Number Employees During Period 2233333
Bank Borrowings 250 026226 937240 672194 390155 099114 775595 113
Bank Overdrafts 43 12640 70832 08640 58739 06947 503101 761
Corporation Tax Payable 11 850      
Creditors-1084 67286 43067 08881 561104 08389 399197 857
Disposals Decrease In Amortisation Impairment Intangible Assets    -19 339 -24 455 
Disposals Intangible Assets    63 835 59 870 
Fixed Assets 487 904482 184426 109327 315276 546199 714729 508
Increase From Amortisation Charge For Year Intangible Assets 34 47452 09656 69453 69050 31244 42396 806
Increase From Depreciation Charge For Year Property Plant Equipment 333569615608457385495
Intangible Assets 486 487480 369423 675325 489275 177197 741728 030
Intangible Assets Gross Cost 520 961566 939566 939503 104503 104445 6361 072 731
Net Current Assets Liabilities10-73 753-80 900-54 6261 222-8 05817 849-51 219
Other Creditors-1028 3874 060-28 4251 67913 08313 3241 919
Other Taxation Social Security Payable 238      
Property Plant Equipment Gross Cost 1 7502 7173 9513 9513 9514 9404 940
Provisions For Liabilities Balance Sheet Subtotal  363487347260375281
Taxation Social Security Payable 11 88839 83161 41830 83840 49213 27453 894
Total Additions Including From Business Combinations Intangible Assets 520 961    2 402627 095
Total Assets Less Current Liabilities10413 951401 284371 483328 537268 488217 563678 289
Trade Creditors Trade Payables 1 2711 8302 0092 09011 43915 29840 283
Trade Debtors Trade Receivables 9 9919 3704 82510 3416 9057 43624 427
Number Shares Allotted10       
Par Value Share1       
Share Capital Allotted Called Up Paid10       

Company filings

Filing category
Accounts Address Capital Confirmation statement Incorporation Mortgage Officers Persons with significant control
Total exemption full accounts data made up to 31st December 2022
filed on: 29th, September 2023 		Free Download (7 pages)

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