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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
Active 2
  • 1
    Burns, Gerald
    Born in August 1980
    Individual (4 offsprings)
    Officer
    icon of calendar 2013-11-01 ~ now
    OF - Director → CIF 0
    Mr Gerald Burns
    Born in August 1980
    Individual (4 offsprings)
    Person with significant control
    icon of calendar 2016-04-06 ~ now
    PE - Ownership of shares – More than 50% but less than 75% → CIF 0
    PE - Ownership of voting rights - More than 50% but less than 75% → CIF 0
  • 2
    Latoya Felecia Burns
    Born in October 1983
    Individual (1 offspring)
    Person with significant control
    icon of calendar 2019-03-04 ~ now
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
Ceased 1
  • Burns, Latoya Felecia
    Company Director born in October 1983
    Individual (1 offspring)
    Officer
    icon of calendar 2019-03-04 ~ 2025-01-24
    OF - Director → CIF 0
parent relation
Company in focus

GERALD BURNS WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
66190 - Activities Auxiliary To Financial Intermediation N.e.c.
Brief company account
Intangible Assets
478,247 GBP2024-03-31
694,508 GBP2023-03-31
Property, Plant & Equipment
931 GBP2024-03-31
2,515 GBP2023-03-31
Fixed Assets
479,178 GBP2024-03-31
697,023 GBP2023-03-31
Debtors
Current
174,231 GBP2024-03-31
120,346 GBP2023-03-31
Cash at bank and in hand
144,107 GBP2024-03-31
153,554 GBP2023-03-31
Current Assets
318,338 GBP2024-03-31
273,900 GBP2023-03-31
Net Current Assets/Liabilities
-35,255 GBP2024-03-31
-43,730 GBP2023-03-31
Total Assets Less Current Liabilities
443,923 GBP2024-03-31
653,293 GBP2023-03-31
Creditors
Non-current, Amounts falling due after one year
-608,922 GBP2023-03-31
Net Assets/Liabilities
5,445 GBP2024-03-31
43,742 GBP2023-03-31
Average Number of Employees
42023-04-01 ~ 2024-03-31
42022-04-01 ~ 2023-03-31
Intangible Assets - Gross Cost
Goodwill
1,547,412 GBP2024-03-31
1,749,956 GBP2023-03-31
Intangible Assets - Gross Cost
1,547,412 GBP2024-03-31
1,749,956 GBP2023-03-31
Intangible assets - Disposals
-202,544 GBP2023-04-01 ~ 2024-03-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
1,069,165 GBP2024-03-31
1,055,448 GBP2023-03-31
Intangible Assets - Accumulated Amortisation & Impairment
1,069,165 GBP2024-03-31
1,055,448 GBP2023-03-31
Intangible Assets - Increase From Amortisation Charge for Year
Goodwill
102,918 GBP2023-04-01 ~ 2024-03-31
Intangible Assets - Increase From Amortisation Charge for Year
102,918 GBP2023-04-01 ~ 2024-03-31
Intangible assets - Disposals and decrease in the amortization or impairment
-89,201 GBP2023-04-01 ~ 2024-03-31
Intangible Assets
Goodwill
478,247 GBP2024-03-31
694,508 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
Office equipment
22,277 GBP2024-03-31
22,277 GBP2023-03-31
Property, Plant & Equipment - Gross Cost
22,277 GBP2024-03-31
22,277 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Office equipment
21,346 GBP2024-03-31
19,762 GBP2023-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
21,346 GBP2024-03-31
19,762 GBP2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Office equipment
1,584 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
1,584 GBP2023-04-01 ~ 2024-03-31
Property, Plant & Equipment
Office equipment
931 GBP2024-03-31
2,515 GBP2023-03-31
Trade Debtors/Trade Receivables
4,201 GBP2024-03-31
34,458 GBP2023-03-31
Other Debtors
167,530 GBP2024-03-31
84,888 GBP2023-03-31
Prepayments
2,500 GBP2024-03-31
1,000 GBP2023-03-31
Debtors
Amounts falling due within one year, Current
174,231 GBP2024-03-31
120,346 GBP2023-03-31
Total Borrowings
Non-current, Amounts falling due after one year
608,922 GBP2023-03-31
Bank Borrowings
Non-current
438,245 GBP2024-03-31
608,922 GBP2023-03-31
Current
162,548 GBP2024-03-31
164,343 GBP2023-03-31
  • GERALD BURNS WEALTH MANAGEMENT LIMITED
    Info
    Registered number 08758394
    icon of address7 Castle Street, Bridgwater, Somerset TA6 3DD
    PRIVATE LIMITED COMPANY incorporated on 2013-11-01 (12 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-11-01
    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 12 November 2025 and licensed under the Open Government Licence v3.0.