Company Information & Financial DataShipman Wealth Management Ltd
Registered address:
- T: 01392 211 800
Directors
Current | Date Appointed |
---|---|
Reveal name
Exeter, Devon, EX5
|
01 Apr 2021 |
Reveal name
Exeter, Devon, EX5
|
13 Apr 2021 |
Previous | Date Appointed | Date Resigned |
---|---|---|
Reveal name
Kingsbridge, Devon, TQ7
|
07 Oct 1993 | 19 Aug 1996 |
Reveal name
Newton Abbot, Devon, TQ12
|
05 Jan 1998 | 13 Oct 2003 |
Reveal name
Exmouth, Devon, EX8
|
14 Oct 1993 | 30 Sep 1995 |
Reveal name
Exeter, Devon, EX5
|
14 Oct 1993 | 04 Apr 2000 |
Reveal name
Exeter, Devon, EX5
|
20 Feb 1997 | 24 Dec 2018 |
Reveal name
Exeter, Devon, EX3
|
06 Apr 2000 | 25 Aug 2021 |
Reveal name
Exeter, Devon, EX2
|
06 Apr 2000 | 23 Aug 2002 |
Reveal name
Exeter, Devon, EX5
|
01 Apr 2021 | 01 Aug 2022 |
Reveal name
Exeter, Devon, EX5
|
23 Mar 2022 | 02 Jan 2024 |
Reveal name
Borehamwood, Hertfordshire, WD6
|
20 Jul 1993 | 07 Oct 1993 |
Reveal name
Orpington, Kent, BR6
|
20 Jul 1993 | 07 Oct 1993 |
Source: Companies House
Summary Profit & Loss
Years
Profit Before Tax TurnoverDate of Accounts | Year Ending 30 May 2019 £ |
Year Ending 30 May 2020 £ |
Year Ending 30 May 2021 £ |
Year Ending 31 Dec 2021 £ |
Year Ending 31 Dec 2022 £ |
|
---|---|---|---|---|---|---|
Turnover |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£2,834,130 | £2,920,017 | £2,840,920 | £1,766,679 | £2,915,207 |
Profit Before Tax |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£1,096,987 | £1,029,700 | £570,678 | £591,079 | £371,167 |
No. of Employees |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
30 | 27 | 24 | 23 | 21 |
Source: Companies House
Summary Balance Sheet
For more information on Abbreviated Accounts please click here:
http://www.companieshouse.gov.uk/about/gbhtml/gp2.shtml#ch6
Years
Net Worth Cash
30 May 2019
£ |
30 May 2020
£ |
30 May 2021
£ |
31 Dec 2021
£ |
31 Dec 2022
£ |
||
---|---|---|---|---|---|---|
Total Asset |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£2,583,947 | £1,960,315 | £2,888,649 | £3,368,968 | £3,886,614 |
Current Asset |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£2,363,284 | £1,774,309 | £1,564,832 | £2,116,334 | £2,805,829 |
Current Liabilities |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£459,295 | £1,817,171 | £977,738 | £1,001,452 | £1,262,386 |
Net Current Assets |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£2,124,652 | £143,144 | £1,910,911 | £2,367,516 | £2,624,228 |
Net Current Liabilities |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£443,545 | £766,421 | £523,557 | £581,998 | £960,101 |
Net Worth |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£2,108,074 | £143,144 | £1,529,833 | £2,015,019 | £2,309,839 |
Cash |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£1,294,390 | £1,160,565 | £1,153,387 | £948,202 | £592,134 |
Profit & Loss Reserve |
30 May 2019
30 May 2020
30 May 2021
31 Dec 2021
31 Dec 2022
|
£2,109,007 | £104,293 | £727,491 | £1,184,096 | £1,440,808 |
Source: Companies House
Other Businesses At This Address
Company Name | Classification | Company Number |
---|---|---|
Shipman Group Limited
|
Holding Companies Management Activities | 03971374 |
Whichers Ifa Limited
T:
020 8566 5550
|
Insurance Brokers | 03586741 |
Dma Financial Planning Limited
T:
01392 211800
|
Financial Advisers (Independent) | 04523569 |
Monahans Financial Services Limited
T:
01225 472800
|
Financial Services | 03710646 |
Shipman Group Holdings Limited
|
Holding Companies Management Activities | 11681914 |
Monahans Holdings Limited
T:
01225 785520
|
N/A | 11160391 |
Shipman Financial Planning
|
Insurance Brokers | 06984287 |
Shipman Holdings Limited
|
Holding Companies Management Activities | 11709862 |
M.w.f.s. Limited
T:
01905 729555
|
Financial Advisers (Independent) | 02832360 |
Wildwood Wealth Management Limited
T:
01392 278491
|
N/A | 03800907 |
Bkd Wealth Management Limited
T:
020 8566 5550
|
Insurance Brokers | 08266483 |
Horsham Green Limited
T:
01403 221884
|
N/A | 10393443 |
Key: N/A = Not Available