Srm Wealth Management started in year 2014 as Private Limited Company with registration number 09293896. The Srm Wealth Management company has been functioning successfully for 10 years now and its status is active. The firm's office is based in Ingatestone at 46-54 High Street. Postal code: CM4 9DW. Since 2023/04/25 Srm Wealth Management Ltd is no longer carrying the name Snep Financial Services.
The firm has 2 directors, namely Nicole M., Steven M.. Of them, Nicole M., Steven M. have been with the company the longest, being appointed on 4 November 2014. As of 28 May 2024, our data shows no information about any ex officers on these positions.
| Office Address | 46-54 High Street |
| Town | Ingatestone |
| Post code | CM4 9DW |
| Country of origin | United Kingdom |
| Registration Number | 09293896 |
| Date of Incorporation | Tue, 4th Nov 2014 |
| Industry | Financial intermediation not elsewhere classified |
| End of financial Year | 30th November |
| Company age | 10 years old |
| Account next due date | Sat, 31st Aug 2024 (95 days left) |
| Account last made up date | Wed, 30th Nov 2022 |
| Next confirmation statement due date | Sat, 18th Nov 2023 (2023-11-18) |
| Last confirmation statement dated | Fri, 4th Nov 2022 |
Position: Director
Appointed: 04 November 2014
Position: Director
Appointed: 04 November 2014
The register of persons with significant control that own or have control over the company is made up of 2 names. As BizStats identified, there is Steven M. This PSC has 50,01-75% voting rights and has 50,01-75% shares. Another entity in the PSC register is Nicole M. This PSC owns 25-50% shares and has 25-50% voting rights.
Steven M.
| Notified on | 6 April 2016 |
| Nature of control: |
50,01-75% shares 50,01-75% voting rights right to appoint and remove directors |
Nicole M.
| Notified on | 6 April 2016 |
| Nature of control: |
25-50% voting rights 25-50% shares |
| Snep Financial Services | April 25, 2023 |
| Profit & Loss | ||||||||
|---|---|---|---|---|---|---|---|---|
| Accounts Information Date | 2015-11-30 | 2016-11-30 | 2017-11-30 | 2018-11-30 | 2019-11-30 | 2020-11-30 | 2021-11-30 | 2022-11-30 |
| Net Worth | 21 098 | 79 888 | ||||||
| Balance Sheet | ||||||||
| Cash Bank In Hand | 80 838 | 121 439 | ||||||
| Current Assets | 81 238 | 121 719 | 125 077 | 232 795 | 211 494 | 221 039 | 152 248 | 135 107 |
| Debtors | 400 | 280 | ||||||
| Net Assets Liabilities | 137 410 | 76 162 | 54 207 | |||||
| Tangible Fixed Assets | 368 | 3 115 | ||||||
| Reserves/Capital | ||||||||
| Called Up Share Capital | 10 | 10 | ||||||
| Profit Loss Account Reserve | 21 088 | 79 878 | ||||||
| Shareholder Funds | 21 098 | 79 888 | ||||||
| Other | ||||||||
| Average Number Employees During Period | 2 | 1 | 1 | 1 | 2 | |||
| Creditors | 44 946 | 53 924 | 81 896 | 50 032 | 90 163 | 50 000 | 40 493 | |
| Creditors Due Within One Year | 62 714 | 44 946 | ||||||
| Fixed Assets | 3 115 | 4 922 | 9 315 | 7 989 | 6 534 | 7 950 | 6 095 | |
| Net Current Assets Liabilities | 20 730 | 76 773 | 71 153 | 150 899 | 161 462 | 130 876 | 118 212 | 88 605 |
| Number Shares Allotted | 10 | 10 | ||||||
| Par Value Share | 1 | 1 | ||||||
| Share Capital Allotted Called Up Paid | 10 | 10 | ||||||
| Tangible Fixed Assets Additions | 500 | 4 062 | ||||||
| Tangible Fixed Assets Cost Or Valuation | 500 | 4 562 | ||||||
| Tangible Fixed Assets Depreciation | 132 | 1 447 | ||||||
| Tangible Fixed Assets Depreciation Charged In Period | 132 | 1 315 | ||||||
| Total Assets Less Current Liabilities | 21 098 | 79 888 | 76 075 | 160 214 | 169 451 | 137 410 | 126 162 | 94 700 |
| Type | Category | Free download | |
|---|---|---|---|
| CS01 |
Confirmation statement with updates 2023/11/04 filed on: 9th, November 2023 |
confirmation statement | Free Download (5 pages) |
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