Founded in 2016, Rl Wealth Management, classified under reg no. 10518916 is an active company. Currently registered at Westgate Court CM12 9DY, Billericay the company has been in the business for eight years. Its financial year was closed on October 31 and its latest financial statement was filed on 2022/10/31. Since 2018/05/22 Rl Wealth Management Limited is no longer carrying the name Robert Lewis Wealth Management.
The firm has one director. Ian F., appointed on 9 December 2016. There are currently no secretaries appointed. As of 6 May 2024, there were 3 ex directors - Robert H., Giovanni R. and others listed below. There were no ex secretaries.
| Office Address | Westgate Court |
| Office Address2 | Western Road |
| Town | Billericay |
| Post code | CM12 9DY |
| Country of origin | United Kingdom |
| Registration Number | 10518916 |
| Date of Incorporation | Fri, 9th Dec 2016 |
| Industry | Fund management activities |
| End of financial Year | 31st October |
| Company age | 8 years old |
| Account next due date | Wed, 31st Jul 2024 (86 days left) |
| Account last made up date | Mon, 31st Oct 2022 |
| Next confirmation statement due date | Wed, 8th May 2024 (2024-05-08) |
| Last confirmation statement dated | Mon, 24th Apr 2023 |
Position: Director
Appointed: 09 December 2016
The register of PSCs who own or control the company is made up of 4 names. As we found, there is Ian F. This PSC has 75,01-100% voting rights and has 75,01-100% shares. The second one in the persons with significant control register is Stuart R. This PSC owns 25-50% shares. The third one is Robert H., who also meets the Companies House conditions to be indexed as a PSC. This PSC owns 25-50% shares.
Ian F.
| Notified on | 9 December 2016 |
| Nature of control: |
75,01-100% shares 75,01-100% voting rights right to appoint and remove directors |
Stuart R.
| Notified on | 9 December 2016 |
| Ceased on | 31 October 2020 |
| Nature of control: |
25-50% shares |
Robert H.
| Notified on | 9 December 2016 |
| Ceased on | 31 October 2020 |
| Nature of control: |
25-50% shares |
Giovanni R.
| Notified on | 9 December 2016 |
| Ceased on | 31 October 2020 |
| Nature of control: |
25-50% shares |
| Robert Lewis Wealth Management | May 22, 2018 |
| Robert Lewis Financial | March 20, 2017 |
| Profit & Loss | ||||||
|---|---|---|---|---|---|---|
| Accounts Information Date | 2017-12-31 | 2018-12-31 | 2019-12-31 | 2020-10-31 | 2021-10-31 | 2022-10-31 |
| Balance Sheet | ||||||
| Cash Bank On Hand | 18 744 | 52 965 | 27 908 | 74 398 | 82 875 | 71 931 |
| Current Assets | 42 434 | 86 842 | 65 389 | 79 398 | 101 003 | 76 198 |
| Debtors | 21 055 | 27 897 | 35 585 | 5 000 | ||
| Total Inventories | 2 635 | 5 980 | 1 896 | 18 128 | 4 267 | |
| Other Debtors | 14 001 | 5 000 | ||||
| Other | ||||||
| Average Number Employees During Period | 2 | 4 | 3 | 5 | 3 | |
| Bank Borrowings Overdrafts | 50 000 | 50 000 | 43 262 | |||
| Creditors | 26 000 | 68 612 | 56 157 | 75 582 | 99 821 | 76 030 |
| Net Current Assets Liabilities | 16 434 | 18 230 | 9 232 | 3 816 | 1 182 | 168 |
| Other Creditors | 13 474 | 40 427 | 43 957 | 12 990 | 24 834 | 23 413 |
| Other Taxation Social Security Payable | 12 413 | 27 279 | 12 198 | 12 592 | 24 987 | 9 357 |
| Total Assets Less Current Liabilities | 16 434 | 18 230 | 9 232 | 3 816 | 1 182 | 168 |
| Trade Creditors Trade Payables | 113 | 906 | 2 | -2 | ||
| Trade Debtors Trade Receivables | 21 055 | 27 897 | 21 584 | |||
| Type | Category | Free download | |
|---|---|---|---|
| AA |
Total exemption full accounts record for the accounting period up to 2022/10/31 filed on: 31st, July 2023 |
accounts | Free Download (6 pages) |
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