Founded in 2004, Wealthwise Financial Services, classified under reg no. 05117963 is an active company. Currently registered at 9a Great Minster Street SO23 9HA, Hampshire the company has been in the business for 20 years. Its financial year was closed on 31st March and its latest financial statement was filed on March 31, 2022.
At present there are 2 directors in the the company, namely Jennifer C. and Julian H.. In addition one secretary - Jennifer C. - is with the firm. As of 15 June 2024, our data shows no information about any ex officers on these positions.
| Office Address | 9a Great Minster Street |
| Office Address2 | Winchester |
| Town | Hampshire |
| Post code | SO23 9HA |
| Country of origin | United Kingdom |
| Registration Number | 05117963 |
| Date of Incorporation | Tue, 4th May 2004 |
| Industry | Financial intermediation not elsewhere classified |
| End of financial Year | 31st March |
| Company age | 20 years old |
| Account next due date | Sun, 31st Dec 2023 (167 days after) |
| Account last made up date | Thu, 31st Mar 2022 |
| Next confirmation statement due date | Sat, 18th May 2024 (2024-05-18) |
| Last confirmation statement dated | Thu, 4th May 2023 |
Position: Secretary
Appointed: 04 May 2004
Position: Director
Appointed: 04 May 2004
Position: Director
Appointed: 04 May 2004
The list of persons with significant control that own or control the company includes 1 name. As we identified, there is Julian H. This PSC has 75,01-100% voting rights and has 75,01-100% shares.
Julian H.
| Notified on | 1 July 2016 |
| Nature of control: |
75,01-100% shares 75,01-100% voting rights right to appoint and remove directors |
| 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 |
| Net Worth | 998 | 47 | ||||||
| Balance Sheet | ||||||||
| Cash Bank On Hand | 1 | 98 | 1 | 1 | 1 | 22 000 | 52 | |
| Current Assets | 58 509 | 87 819 | 59 046 | 57 418 | 94 320 | 111 830 | 80 796 | 83 906 |
| Debtors | 44 475 | 87 818 | 58 948 | 57 417 | 94 319 | 111 829 | 58 796 | 83 854 |
| Net Assets Liabilities | 522 | 675 | 476 | 1 670 | 2 672 | 2 828 | ||
| Other Debtors | 72 196 | 58 948 | 56 390 | 86 418 | 106 058 | 45 286 | 76 263 | |
| Property Plant Equipment | 2 751 | 2 504 | 1 549 | 941 | 2 002 | 4 210 | 7 312 | |
| Cash Bank In Hand | 14 034 | 1 | ||||||
| Tangible Fixed Assets | 2 178 | 2 751 | ||||||
| Reserves/Capital | ||||||||
| Called Up Share Capital | 100 | 100 | ||||||
| Profit Loss Account Reserve | 898 | -53 | ||||||
| Shareholder Funds | 998 | 47 | ||||||
| Other | ||||||||
| Accumulated Depreciation Impairment Property Plant Equipment | 10 538 | 7 036 | 7 991 | 8 996 | 9 604 | 10 646 | 12 738 | |
| Average Number Employees During Period | 4 | 4 | 3 | 3 | ||||
| Bank Borrowings Overdrafts | 12 991 | 3 484 | 13 474 | 43 024 | 19 058 | 18 871 | 11 405 | |
| Corporation Tax Payable | 38 708 | 28 904 | ||||||
| Corporation Tax Recoverable | 15 622 | |||||||
| Creditors | 77 467 | 57 043 | 57 997 | 94 606 | 111 781 | 81 534 | 87 001 | |
| Future Minimum Lease Payments Under Non-cancellable Operating Leases | 12 000 | 12 000 | 13 000 | 13 000 | 13 000 | |||
| Increase From Depreciation Charge For Year Property Plant Equipment | 1 113 | 955 | 1 005 | 608 | 1 042 | 2 092 | ||
| Net Current Assets Liabilities | 25 085 | 10 351 | 2 003 | -579 | -286 | 49 | -738 | -3 095 |
| Number Shares Issued Fully Paid | 20 | 20 | 20 | |||||
| Other Creditors | 2 999 | 3 498 | 3 499 | 3 749 | 3 850 | 4 741 | 4 982 | |
| Other Disposals Decrease In Depreciation Impairment Property Plant Equipment | 4 615 | |||||||
| Other Disposals Property Plant Equipment | 4 615 | |||||||
| Other Taxation Social Security Payable | 235 | 111 | 41 024 | 47 833 | 88 873 | 57 922 | 70 614 | |
| Par Value Share | 1 | 1 | 1 | 1 | ||||
| Property Plant Equipment Gross Cost | 13 288 | 9 540 | 9 540 | 9 937 | 11 606 | 14 856 | 20 050 | |
| Provisions For Liabilities Balance Sheet Subtotal | 501 | 295 | 179 | 381 | 800 | 1 389 | ||
| Total Additions Including From Business Combinations Property Plant Equipment | 867 | 397 | 1 669 | 3 250 | 5 194 | |||
| Total Assets Less Current Liabilities | 27 263 | 13 102 | 4 507 | 970 | 655 | 2 051 | 3 472 | 4 217 |
| Trade Creditors Trade Payables | 1 332 | |||||||
| Trade Debtors Trade Receivables | 1 027 | 7 901 | 5 771 | 13 510 | 7 591 | |||
| Advances Credits Directors | 62 949 | |||||||
| Advances Credits Made In Period Directors | 66 382 | |||||||
| Advances Credits Repaid In Period Directors | 29 093 | |||||||
| Creditors Due After One Year | 26 265 | 12 990 | ||||||
| Creditors Due Within One Year | 33 424 | 77 468 | ||||||
| Number Shares Allotted | 100 | |||||||
| Provisions For Liabilities Charges | 65 | |||||||
| Share Capital Allotted Called Up Paid | 100 | 100 | ||||||
| Type | Category | Free download | |
|---|---|---|---|
| AA01 |
Accounting period ending changed to March 31, 2023 (was September 30, 2023). filed on: 30th, November 2023 |
accounts | Free Download (1 page) |
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