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
    Mrs Anna Louise Rodriguez
    Born in December 1983
    Individual (1 offspring)
    Person with significant control
    2019-08-01 ~ now
    PE - Ownership of shares – More than 25% but not more than 50% → CIF 0
    PE - Ownership of voting rights - More than 25% but not more than 50% → CIF 0
  • 2
    Rodriguez, Paul Antony
    Director born in October 1975
    Individual (4 offsprings)
    Officer
    2015-07-20 ~ now
    OF - director → CIF 0
    Mr Paul Anthony Rodriguez
    Born in October 1975
    Individual (4 offsprings)
    Person with significant control
    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
parent relation
Company in focus

PAUL RODRIGUEZ WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
66220 - Activities Of Insurance Agents And Brokers
Brief company account
Intangible Assets
779,525 GBP2023-12-31
728,030 GBP2022-12-31
Property, Plant & Equipment
1,294 GBP2023-12-31
1,478 GBP2022-12-31
Fixed Assets
780,819 GBP2023-12-31
729,508 GBP2022-12-31
Debtors
146,834 GBP2023-12-31
146,638 GBP2022-12-31
Net Current Assets/Liabilities
-86,644 GBP2023-12-31
-51,219 GBP2022-12-31
Total Assets Less Current Liabilities
694,175 GBP2023-12-31
678,289 GBP2022-12-31
Creditors
Amounts falling due after one year
-672,484 GBP2023-12-31
-595,113 GBP2022-12-31
Net Assets/Liabilities
21,445 GBP2023-12-31
82,895 GBP2022-12-31
Equity
Called up share capital
100 GBP2023-12-31
100 GBP2022-12-31
Share premium
159,982 GBP2023-12-31
159,982 GBP2022-12-31
Retained earnings (accumulated losses)
-138,637 GBP2023-12-31
-77,187 GBP2022-12-31
Equity
21,445 GBP2023-12-31
82,895 GBP2022-12-31
Average Number of Employees
32023-01-01 ~ 2023-12-31
32022-01-01 ~ 2022-12-31
Intangible Assets - Gross Cost
Goodwill
1,237,315 GBP2023-12-31
1,072,731 GBP2022-12-31
Intangible Assets - Accumulated Amortisation & Impairment
Goodwill
457,790 GBP2023-12-31
344,701 GBP2022-12-31
Intangible Assets - Increase From Amortisation Charge for Year
Goodwill
113,089 GBP2023-01-01 ~ 2023-12-31
Intangible Assets
Goodwill
779,525 GBP2023-12-31
728,030 GBP2022-12-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
5,174 GBP2023-12-31
4,940 GBP2022-12-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
3,880 GBP2023-12-31
3,462 GBP2022-12-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
418 GBP2023-01-01 ~ 2023-12-31
Property, Plant & Equipment
Plant and equipment
1,294 GBP2023-12-31
1,478 GBP2022-12-31
Trade Debtors/Trade Receivables
25,942 GBP2023-12-31
24,427 GBP2022-12-31
Other Debtors
120,892 GBP2023-12-31
122,211 GBP2022-12-31
Bank Overdrafts
Amounts falling due within one year
69,309 GBP2023-12-31
101,761 GBP2022-12-31
Trade Creditors/Trade Payables
Amounts falling due within one year
67,889 GBP2023-12-31
40,283 GBP2022-12-31
Taxation/Social Security Payable
Amounts falling due within one year
94,679 GBP2023-12-31
53,894 GBP2022-12-31
Other Creditors
Amounts falling due within one year
1,601 GBP2023-12-31
1,919 GBP2022-12-31
Bank Borrowings
Amounts falling due after one year
672,484 GBP2023-12-31
595,113 GBP2022-12-31
Related profiles found in government register
  • PAUL RODRIGUEZ WEALTH MANAGEMENT LIMITED
    Info
    Registered number 09693094
    24 Fronhaul, Swiss Valley, Llanelli SA14 8LF
    Private Limited Company incorporated on 2015-07-20 (9 years 11 months). The company status is Active.
    The last date of confirmation statement was made at 2024-07-10
    CIF 0
  • PAUL RODRIGUEZ WEALTH MANAGEMENT LIMITED
    S
    Registered number 09693094
    24 Fronhaul, Swiss Valley, Llanelli, Wales, SA14 8LF
    Company Limited By Shares in England And Wales, United Kingdom
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • BURCH WEALTH MANAGEMENT LTD - 2016-04-29
    MARK BURCH WEALTH MANAGEMENT LTD - 2010-03-01
    31 Maes Yr Haf, Penclawdd, Swansea
    Dissolved corporate (2 parents)
    Equity (Company account)
    -106,716 GBP2021-03-31
    Person with significant control
    2022-03-08 ~ dissolved
    CIF 1 - Ownership of shares – 75% or more → OE
    CIF 1 - Ownership of voting rights - 75% or more → OE
    CIF 1 - Right to appoint or remove directors → OE

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