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

ADVIES WEALTH MANAGEMENT LTD

Period: 2013-04-29 ~ now
Company number: 08509146
Registered name
ADVIES WEALTH MANAGEMENT LTD - now
Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Average Number of Employees
62024-04-01 ~ 2025-03-31
62023-04-01 ~ 2024-03-31
Intangible Assets
7,329 GBP2025-03-31
19,816 GBP2024-03-31
Property, Plant & Equipment
77 GBP2025-03-31
1,013 GBP2024-03-31
Fixed Assets
7,406 GBP2025-03-31
20,829 GBP2024-03-31
Debtors
Current
2,486,497 GBP2025-03-31
2,345,226 GBP2024-03-31
Cash at bank and in hand
29,000 GBP2025-03-31
348,242 GBP2024-03-31
Current Assets
2,515,497 GBP2025-03-31
2,693,468 GBP2024-03-31
Creditors
Current, Amounts falling due within one year
-819,555 GBP2024-03-31
Net Current Assets/Liabilities
1,698,825 GBP2025-03-31
1,873,913 GBP2024-03-31
Total Assets Less Current Liabilities
1,706,231 GBP2025-03-31
1,894,742 GBP2024-03-31
Creditors
Non-current, Amounts falling due after one year
-179,191 GBP2024-03-31
Net Assets/Liabilities
1,586,981 GBP2025-03-31
1,715,456 GBP2024-03-31
Equity
Called up share capital
10,100 GBP2025-03-31
10,100 GBP2024-03-31
Retained earnings (accumulated losses)
1,576,881 GBP2025-03-31
1,705,356 GBP2024-03-31
Equity
1,586,981 GBP2025-03-31
1,715,456 GBP2024-03-31
Intangible Assets - Gross Cost
Goodwill
124,871 GBP2025-03-31
124,871 GBP2024-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
117,542 GBP2025-03-31
105,055 GBP2024-03-31
Intangible Assets
Goodwill
7,329 GBP2025-03-31
19,816 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
409 GBP2025-03-31
409 GBP2024-03-31
Computers
6,949 GBP2025-03-31
6,949 GBP2024-03-31
Property, Plant & Equipment - Gross Cost
7,358 GBP2025-03-31
7,358 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
332 GBP2025-03-31
315 GBP2024-03-31
Computers
6,949 GBP2025-03-31
6,030 GBP2024-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
7,281 GBP2025-03-31
6,345 GBP2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings, Owned/Freehold
17 GBP2024-04-01 ~ 2025-03-31
Computers, Owned/Freehold
919 GBP2024-04-01 ~ 2025-03-31
Owned/Freehold
936 GBP2024-04-01 ~ 2025-03-31
Property, Plant & Equipment
Furniture and fittings
77 GBP2025-03-31
94 GBP2024-03-31
Computers
919 GBP2024-03-31
Other Debtors
Current
2,486,470 GBP2025-03-31
2,345,226 GBP2024-03-31
Debtors - Deferred Tax Asset
Current
27 GBP2025-03-31
Bank Overdrafts
-8,414 GBP2025-03-31
Cash and Cash Equivalents
20,586 GBP2025-03-31
348,242 GBP2024-03-31
Bank Overdrafts
Current
8,414 GBP2025-03-31
Bank Borrowings
Current
59,942 GBP2025-03-31
51,948 GBP2024-03-31
Other Remaining Borrowings
Current
395,000 GBP2024-03-31
Trade Creditors/Trade Payables
Current
3,060 GBP2025-03-31
2,274 GBP2024-03-31
Corporation Tax Payable
Current
171,771 GBP2025-03-31
346,156 GBP2024-03-31
Taxation/Social Security Payable
Current
6,483 GBP2025-03-31
3,618 GBP2024-03-31
Other Creditors
Current
196,415 GBP2025-03-31
17,014 GBP2024-03-31
Accrued Liabilities/Deferred Income
Current
370,587 GBP2025-03-31
3,545 GBP2024-03-31
Creditors
Current
816,672 GBP2025-03-31
819,555 GBP2024-03-31
Bank Borrowings
Non-current
119,250 GBP2025-03-31
179,191 GBP2024-03-31
Creditors
Non-current
119,250 GBP2025-03-31
179,191 GBP2024-03-31
Bank Borrowings
Current, Amounts falling due within one year
51,948 GBP2024-03-31
Total Borrowings
Current, Amounts falling due within one year
446,948 GBP2024-03-31
Bank Borrowings
Non-current, Between one and two years
61,128 GBP2025-03-31
59,942 GBP2024-03-31
Non-current, Between two and five year
58,122 GBP2025-03-31
119,249 GBP2024-03-31
Total Borrowings
179,192 GBP2025-03-31
626,139 GBP2024-03-31
Net Deferred Tax Liability/Asset
27 GBP2025-03-31
-95 GBP2024-03-31
Deferred Tax Liabilities
Accelerated tax depreciation
-253 GBP2024-03-31

  • ADVIES WEALTH MANAGEMENT LTD
    Info
    Registered number 08509146
    Dbh5 Hopper Way, Diss, Norfolk IP22 4GT
    PRIVATE LIMITED COMPANY incorporated on 2013-04-29 (13 years). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-11-24
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.