Banks Wealth Management Limited (reg no 07509349) is a private limited company established on 2011-01-28 in England. The enterprise has its registered office at Afh House Buntsford Drive, Stoke Heath, Bromsgrove B60 4JE. Banks Wealth Management Limited is operating under Standard Industrial Classification code: 82990 - "other business support service activities not elsewhere classified".

Company details

Name Banks Wealth Management Limited
Number 07509349
Date of Incorporation: 2011/01/28
End of financial year: 31 October
Address: Afh House Buntsford Drive, Stoke Heath, Bromsgrove, B60 4JE
SIC code: 82990 - Other business support service activities not elsewhere classified

As for the 1 managing director that can be found in this enterprise, we can name: Stephen D. (in the company from 28 January 2011). The Companies House reports 4 persons of significant control, namely: Afh Wm Holdings Limited can be reached at Ugland House, Grand Cayman Ky1-1104. The corporate PSC owns over 3/4 of shares,. The Personal Finance Academy Ltd can be reached at 77 Railway Road, Brinscall, PR6 8RJ Chorley, Lancashire. The corporate PSC owns over 3/4 of shares, 3/4 to full of voting rights. Stephen D. owns over 1/2 to 3/4 of shares , over 1/2 to 3/4 of voting rights.

Directors

Accounts data

Date of Accounts 2012-03-31 2013-03-31 2014-03-31 2015-03-31 2016-03-31 2017-03-31 2018-03-31 2019-03-31 2020-03-31 2021-03-31 2022-06-24
Current Assets 14,721 18,296 35,982 63,984 52,401 60,621 107,450 152,542 182,843 288,775 293,863
Fixed Assets 53,307 49,527 45,342 46,176 47,426 49,444 48,652 45,490 149,850 72,376 -
Intangible Fixed Assets 42,750 40,500 38,250 36,000 33,750 - - - - - -
Number Shares Allotted - 100 100 100 100 - - - - - -
Shareholder Funds 35,450 15,992 35,998 66,194 60,614 - - - - - -
Tangible Fixed Assets 10,557 9,027 7,092 10,176 13,676 - - - - - -
Total Assets Less Current Liabilities 44,228 28,798 42,718 69,151 63,349 70,373 105,762 143,850 240,648 306,049 197,492

People with significant control

Afh Wm Holdings Limited
30 April 2023 - 7 September 2023
Address Ugland House Ugland House, Grand Cayman Ky1-1104, PO Box PO BOX 309, Cayman Islands
Legal authority Cayman Islands
Legal form Limited Company
Country registered Cayman Islands
Place registered Cayman Islands
Registration number Mc-381167
Nature of control: 75,01-100% shares
The Personal Finance Academy Ltd
28 January 2021 - 30 April 2023
Address The Old Bank 77 Railway Road, Brinscall, Chorley, Lancashire, PR6 8RJ, England
Legal authority England And Wales
Legal form Limited
Country registered England And Wales
Place registered England And Wales
Registration number 11537181
Nature of control: 75,01-100% shares
75,01-100% voting rights
right to appoint and remove directors
Stephen D.
28 January 2017 - 28 January 2021
Nature of control: 50,01-75% shares
50,01-75% voting rights
Cheryl D.
28 January 2017 - 28 January 2021
Nature of control: 25-50% voting rights
25-50% shares

Filings

Categories:
Accounts Address Annual return Capital Confirmation statement Document replacement Incorporation Mortgage Officers Persons with significant control Resolution
(AA) Full accounts data made up to 2023-10-31
filed on: 1st, March 2024 | accounts
Free Download (20 pages)