The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 1
  • Jacobs, Stephen Andrew
    Company Director born in April 1967
    Individual (10 offsprings)
    Officer
    2013-04-29 ~ now
    OF - Director → CIF 0
    Mr Stephen Andrew Jacobs
    Born in April 1967
    Individual (10 offsprings)
    Person with significant control
    2016-11-24 ~ now
    PE - Ownership of shares – 75% or more → CIF 0
Ceased 1
  • Dobson, Philip Charles
    Born in November 1952
    Individual (2 offsprings)
    Officer
    2019-05-07 ~ 2023-03-23
    OF - Director → CIF 0
parent relation
Company in focus

ADVIES WEALTH MANAGEMENT LTD

Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Average Number of Employees
62023-04-01 ~ 2024-03-31
72022-04-01 ~ 2023-03-31
Intangible Assets
19,816 GBP2024-03-31
32,303 GBP2023-03-31
Property, Plant & Equipment
1,013 GBP2024-03-31
1,950 GBP2023-03-31
Fixed Assets
20,829 GBP2024-03-31
34,253 GBP2023-03-31
Debtors
Current
2,345,226 GBP2024-03-31
2,701,263 GBP2023-03-31
Cash at bank and in hand
348,242 GBP2024-03-31
28,459 GBP2023-03-31
Current Assets
2,693,468 GBP2024-03-31
2,729,722 GBP2023-03-31
Creditors
Current, Amounts falling due within one year
-624,555 GBP2024-03-31
-575,161 GBP2023-03-31
Net Current Assets/Liabilities
2,068,913 GBP2024-03-31
2,154,561 GBP2023-03-31
Total Assets Less Current Liabilities
2,089,742 GBP2024-03-31
2,188,814 GBP2023-03-31
Creditors
Non-current, Amounts falling due after one year
-179,191 GBP2024-03-31
-231,139 GBP2023-03-31
Net Assets/Liabilities
1,910,456 GBP2024-03-31
1,957,405 GBP2023-03-31
Equity
Called up share capital
10,100 GBP2024-03-31
10,100 GBP2023-03-31
Retained earnings (accumulated losses)
1,900,356 GBP2024-03-31
1,947,305 GBP2023-03-31
Equity
1,910,456 GBP2024-03-31
1,957,405 GBP2023-03-31
Intangible Assets - Gross Cost
Goodwill
124,871 GBP2024-03-31
124,871 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
105,055 GBP2024-03-31
92,568 GBP2023-03-31
Intangible Assets
Goodwill
19,816 GBP2024-03-31
32,303 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
409 GBP2024-03-31
409 GBP2023-03-31
Computers
6,949 GBP2024-03-31
6,949 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
7,358 GBP2024-03-31
7,358 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
Furniture and fittings
298 GBP2023-03-31
Computers
5,110 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation (Not Including Impairment)
5,408 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings, Owned/Freehold
17 GBP2023-04-01 ~ 2024-03-31
Computers, Owned/Freehold
920 GBP2023-04-01 ~ 2024-03-31
Owned/Freehold
937 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
315 GBP2024-03-31
Computers
6,030 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
6,345 GBP2024-03-31
Property, Plant & Equipment
Furniture and fittings
94 GBP2024-03-31
111 GBP2023-03-31
Computers
919 GBP2024-03-31
1,839 GBP2023-03-31
Other Debtors
Current
2,345,226 GBP2024-03-31
2,701,263 GBP2023-03-31
Cash and Cash Equivalents
348,242 GBP2024-03-31
28,459 GBP2023-03-31
Bank Borrowings
Current
51,948 GBP2024-03-31
45,232 GBP2023-03-31
Other Remaining Borrowings
Current
200,000 GBP2024-03-31
Trade Creditors/Trade Payables
Current
2,274 GBP2024-03-31
211 GBP2023-03-31
Corporation Tax Payable
Current
346,156 GBP2024-03-31
492,431 GBP2023-03-31
Taxation/Social Security Payable
Current
3,618 GBP2024-03-31
5,075 GBP2023-03-31
Other Creditors
Current
17,014 GBP2024-03-31
28,300 GBP2023-03-31
Accrued Liabilities/Deferred Income
Current
3,545 GBP2024-03-31
3,912 GBP2023-03-31
Creditors
Current
624,555 GBP2024-03-31
575,161 GBP2023-03-31
Bank Borrowings
Non-current
179,191 GBP2024-03-31
231,139 GBP2023-03-31
Creditors
Non-current
179,191 GBP2024-03-31
231,139 GBP2023-03-31
Bank Borrowings
Current, Amounts falling due within one year
51,948 GBP2024-03-31
45,232 GBP2023-03-31
Total Borrowings
Current, Amounts falling due within one year
251,948 GBP2024-03-31
45,232 GBP2023-03-31
Bank Borrowings
Non-current, Between one and two years
59,942 GBP2024-03-31
51,947 GBP2023-03-31
Non-current, Between two and five year
119,249 GBP2024-03-31
179,192 GBP2023-03-31
Total Borrowings
431,139 GBP2024-03-31
276,371 GBP2023-03-31
Net Deferred Tax Liability/Asset
-95 GBP2024-03-31
-270 GBP2023-03-31
Profit/Loss - Increase/Decrease in Net Deferred Tax Liability from Amount Recognised
175 GBP2023-04-01 ~ 2024-03-31
Deferred Tax Liabilities
Accelerated tax depreciation
-253 GBP2024-03-31
-488 GBP2023-03-31
  • ADVIES WEALTH MANAGEMENT LTD
    Info
    Registered number 08509146
    Dbh5 Hopper Way, Diss, Norfolk IP22 4GT
    Private Limited Company incorporated on 2013-04-29 (12 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-11-24
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.

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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.