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Heblethwayte Wealth Management Limited YORK

Founded in 2015, Heblethwayte Wealth Management, classified under reg no. 09728500 is an active company. Currently registered at Garforth Farm YO42 1QZ, York the company has been in the business for 9 years. Its financial year was closed on Sun, 31st Mar and its latest financial statement was filed on Thursday 31st March 2022. Since Thursday 7th September 2023 Heblethwayte Wealth Management Limited is no longer carrying the name J-kap.

Currently there are 2 directors in the the company, namely Katherine R. and Paul R.. In addition one secretary - Howard R. - is with the firm. As of 27 April 2024, there was 1 ex director - Graham S.. There were no ex secretaries.

Heblethwayte Wealth Management Limited Address / Contact

Office Address Garforth Farm
Office Address2 Nunburnholme
Town York
Post code YO42 1QZ
Country of origin United Kingdom

Company Information / Profile

Registration Number 09728500
Date of Incorporation Wed, 12th Aug 2015
Industry Other information service activities n.e.c.
End of financial Year 31st March
Company age 9 years old
Account next due date Sun, 31st Dec 2023 (118 days after)
Account last made up date Thu, 31st Mar 2022
Next confirmation statement due date Sun, 3rd Dec 2023 (2023-12-03)
Last confirmation statement dated Sat, 19th Nov 2022

Company staff

Katherine R.

Position: Director

Appointed: 20 August 2015

Howard R.

Position: Secretary

Appointed: 14 August 2015

Paul R.

Position: Director

Appointed: 14 August 2015

Graham S.

Position: Director

Appointed: 12 August 2015

Resigned: 12 August 2015

People with significant control

The list of PSCs that own or have control over the company includes 2 names. As we established, there is Paul R. This PSC has 25-50% voting rights and has 25-50% shares. Another entity in the PSC register is Katherine R. This PSC owns 25-50% shares and has 25-50% voting rights.

Paul R.

Notified on 19 November 2016
Nature of control: 25-50% voting rights
25-50% shares

Katherine R.

Notified on 19 November 2016
Nature of control: 25-50% voting rights
25-50% shares

Company previous names

J-kap September 7, 2023
Sonascene August 27, 2015

Annual reports financial information

Profit & Loss
Accounts Information Date 2016-03-312017-03-312018-03-312019-03-312020-03-312021-03-312022-03-312023-03-31
Net Worth2       
Balance Sheet
Cash Bank On Hand29 50314 503 15 30324 71153 462 
Current Assets210 48019 42829 19440 75276 37184 42267 025
Debtors 9774 92529 19425 44951 66030 960 
Net Assets Liabilities215311012383711 824
Other Debtors 977977977977889709 
Property Plant Equipment  1 7252 0752 4723 4701 319 
Cash Bank In Hand2       
Net Assets Liabilities Including Pension Asset Liability2       
Reserves/Capital
Shareholder Funds2       
Other
Accrued Liabilities Deferred Income 1 1401 1401 1401 1401 1991 2007 924
Accumulated Depreciation Impairment Property Plant Equipment  6211 6313 3456 1808 331 
Amounts Owed By Directors  3 94828 21724 47250 77130 251 
Average Number Employees During Period 2222234
Bank Borrowings Overdrafts   305 4 16710 000 
Corporation Tax Payable 9 25819 65429 42041 49126 86338 174 
Creditors 10 46520 79430 86542 63133 58248 38632 922
Deferred Tax Liabilities  328394470343251 
Dividends Paid On Shares 35 700      
Finance Lease Liabilities Present Value Total     1 353104 
Fixed Assets  1 7252 0752 4723 4701 3191 478
Increase Decrease In Depreciation Impairment Property Plant Equipment  6211 0101 7142 8352 151 
Increase Decrease In Net Deferred Tax Liability From Amount Recognised In Profit Or Loss  3286676-127-92 
Increase From Depreciation Charge For Year Property Plant Equipment  6211 0101 7142 8352 151 
Loans From Directors 67      
Net Current Assets Liabilities215-1 366-1 671-1 87942 78936 03634 103
Other Creditors      108 
Property Plant Equipment Gross Cost  2 3463 7065 8179 6509 650 
Taxation Including Deferred Taxation Balance Sheet Subtotal  -328-394-470-343-251 
Total Additions Including From Business Combinations Property Plant Equipment  2 3461 3602 1113 833  
Total Assets Less Current Liabilities21535940459346 25936 15535 581
Advances Credits Directors -673 94828 21724 47250 77230 25262 763
Advances Credits Made In Period Directors 51 42885 515109 009168 284152 07030 252112 512
Advances Credits Repaid In Period Directors 51 49581 50084 740-172 030-125 770-50 772-80 000
Number Shares Allotted2       
Par Value Share1       
Share Capital Allotted Called Up Paid2       

Company filings

Filing category
Accounts Address Annual return Capital Change of name Confirmation statement Incorporation Officers Persons with significant control
Accounts for a micro company for the period ending on Friday 31st March 2023
filed on: 18th, December 2023 		Free Download (4 pages)

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