Independence Wealth Management Limited. Head office in Penzance. Check Director.

Independence Wealth Management Limited, Penzance

Independence Wealth Management Limited is a private limited company. Formerly, it was named Money & Independence Limited (changed on 2009-01-21). Registered at House Of Owls, Buryas Bridge, Penzance TR19 6AS, this 21 years old business was incorporated on 2002-08-09 and is classified as "financial intermediation not elsewhere classified" (Standard Industrial Classification: 64999).
2 directors can be found in this firm: Irina I. (appointed on 19 June 2023), Robert N. (appointed on 01 September 2011). Moving to the secretaries (1 in total), we can name: Robert W. (appointed on 15 September 2003).

About
Name: Independence Wealth Management Limited
Number: 04508365
Incorporation date: 2002-08-09
End of financial year: 31 March


Address:	House Of Owls Buryas Bridge Penzance TR19 6AS
SIC code:	64999 - Financial intermediation not elsewhere classified

Company staff

People with significant control

Irina I.

20 August 2023

Nature of control:	significiant influence or control

Robert N.

6 April 2016

Nature of control:	75,01-100% shares

Financial data

Date of Accounts	2011-03-31	2012-03-31	2013-03-31	2014-03-31	2015-03-31	2016-03-31	2017-03-31	2018-03-31	2019-03-31	2020-03-31	2021-03-31	2022-03-31	2023-03-31
Current Assets	97,805	36,674	61,218	107,391	130,669	165,644	220,988	295,799	350,469	380,559	87,863	130,742	175,346
Total Assets Less Current Liabilities	97,805	96,130	103,109	116,725	109,710	151,117	202,629	288,041	346,766	386,866	440,746	512,706	533,156
Fixed Assets	-	60,169	60,169	60,169	-	-	-	-	-	-	370,000	401,348	368,358
Shareholder Funds	87,095	90,658	105,365	116,725	109,710	151,117	202,629	-	-	-	-	-	-
Number Shares Allotted	-	-	-	-	-	5,000	-	-	-	-	-	-	-

The deadline for Independence Wealth Management Limited confirmation statement filing is 2024-08-23. The last confirmation statement was filed on 2023-08-09. The deadline for a subsequent annual accounts filing is 31 December 2023. Most recent accounts filing was submitted for the time period up until 31 March 2022.

2 persons of significant control are listed in the Companies House, namely: Irina I. that has substantial control or influence.

Company filing

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Type		Free download
AA	Accounts for a micro company for the period ending on 2023/03/31 filed on: 21st, December 2023 \| accounts	Free Download (3 pages)

Type		Free download
AA	Accounts for a micro company for the period ending on 2023/03/31 filed on: 21st, December 2023 \| accounts	Free Download (3 pages)
AA	Accounts for a micro company for the period ending on 2022/03/31 filed on: 7th, November 2022 \| accounts	Free Download (3 pages)
AA	Accounts for a micro company for the period ending on 2021/03/31 filed on: 7th, October 2021 \| accounts	Free Download (3 pages)
AA	Accounts for a micro company for the period ending on 2020/03/31 filed on: 13th, March 2021 \| accounts	Free Download (3 pages)
AA	Accounts for a micro company for the period ending on 2018/03/31 filed on: 12th, December 2018 \| accounts	Free Download (2 pages)
AA	Accounts for a micro company for the period ending on 2017/03/31 filed on: 8th, December 2017 \| accounts	Free Download (2 pages)
AA	Data of total exemption small company accounts made up to 2016/03/31 filed on: 19th, January 2017 \| accounts	Free Download (3 pages)
AA	Data of total exemption small company accounts made up to 2015/03/31 filed on: 21st, December 2015 \| accounts	Free Download (3 pages)
AR01	Annual return with complete list of members, drawn up to 2015/08/09 filed on: 18th, August 2015 \| annual return	Free Download (3 pages)
SH01	5000.00 GBP is the capital in company's statement on 2015/08/18 capital
AA	Data of total exemption small company accounts made up to 2014/03/31 filed on: 4th, December 2014 \| accounts	Free Download (3 pages)
AR01	Annual return with complete list of members, drawn up to 2014/08/09 filed on: 20th, August 2014 \| annual return	Free Download (3 pages)
SH03	Own shares purchase filed on: 28th, January 2014 \| capital	Free Download (3 pages)
AA	Data of total exemption small company accounts made up to 2013/03/31 filed on: 27th, December 2013 \| accounts	Free Download (3 pages)
AR01	Annual return with complete list of members, drawn up to 2013/08/09 filed on: 23rd, August 2013 \| annual return	Free Download (3 pages)
SH01	10000.00 GBP is the capital in company's statement on 2013/08/23 capital
AA	Data of total exemption small company accounts made up to 2012/03/31 filed on: 26th, December 2012 \| accounts	Free Download (4 pages)
AR01	Annual return with complete list of members, drawn up to 2012/08/09 filed on: 20th, September 2012 \| annual return	Free Download (5 pages)
AA	Data of total exemption small company accounts made up to 2011/03/31 filed on: 3rd, January 2012 \| accounts	Free Download (4 pages)
AR01	Annual return with complete list of members, drawn up to 2011/08/09 filed on: 6th, September 2011 \| annual return	Free Download (4 pages)
AA	Total exemption full accounts record for the accounting period up to 2010/03/31 filed on: 21st, December 2010 \| accounts	Free Download (10 pages)
AR01	Annual return with complete list of members, drawn up to 2010/08/09 filed on: 19th, August 2010 \| annual return	Free Download (4 pages)
AA	Data of total exemption small company accounts made up to 2009/03/31 filed on: 2nd, February 2010 \| accounts	Free Download (4 pages)
363a	Annual return drawn up to 2009/08/14 with complete member list filed on: 14th, August 2009 \| annual return	Free Download (3 pages)
AA	Data of total exemption small company accounts made up to 2008/03/31 filed on: 12th, February 2009 \| accounts	Free Download (4 pages)
AAMD	Amended accounts for the period to 2007/03/31 filed on: 12th, January 2009 \| accounts	Free Download (7 pages)
363a	Annual return drawn up to 2008/08/18 with complete member list filed on: 18th, August 2008 \| annual return	Free Download (3 pages)
AA	Data of total exemption small company accounts made up to 2007/03/31 filed on: 8th, January 2008 \| accounts	Free Download (7 pages)
AA	Data of total exemption small company accounts made up to 2007/03/31 filed on: 8th, January 2008 \| accounts	Free Download (7 pages)
363a	Annual return drawn up to 2007/08/28 with complete member list filed on: 28th, August 2007 \| annual return	Free Download (2 pages)
363a	Annual return drawn up to 2007/08/28 with complete member list filed on: 28th, August 2007 \| annual return	Free Download (2 pages)
AA	Total exemption full accounts record for the accounting period up to 2006/03/31 filed on: 19th, March 2007 \| accounts	Free Download (7 pages)
AA	Total exemption full accounts record for the accounting period up to 2006/03/31 filed on: 19th, March 2007 \| accounts	Free Download (7 pages)
363a	Annual return drawn up to 2006/08/10 with complete member list filed on: 10th, August 2006 \| annual return	Free Download (2 pages)
363a	Annual return drawn up to 2006/08/10 with complete member list filed on: 10th, August 2006 \| annual return	Free Download (2 pages)
AA	Data of total exemption small company accounts made up to 2005/08/31 filed on: 18th, July 2006 \| accounts	Free Download (8 pages)
AA	Data of total exemption small company accounts made up to 2005/08/31 filed on: 18th, July 2006 \| accounts	Free Download (8 pages)
225	Accounting reference date shortened from 31/08/06 to 31/03/06 filed on: 10th, April 2006 \| accounts	Free Download (1 page)
225	Accounting reference date shortened from 31/08/06 to 31/03/06 filed on: 10th, April 2006 \| accounts	Free Download (1 page)
363a	Annual return drawn up to 2005/10/03 with complete member list filed on: 3rd, October 2005 \| annual return	Free Download (3 pages)
363a	Annual return drawn up to 2005/10/03 with complete member list filed on: 3rd, October 2005 \| annual return	Free Download (3 pages)
AA	Data of total exemption small company accounts made up to 2004/08/31 filed on: 25th, June 2005 \| accounts	Free Download (6 pages)
AA	Data of total exemption small company accounts made up to 2004/08/31 filed on: 25th, June 2005 \| accounts	Free Download (6 pages)
AA	Dormant company accounts reported for the period up to 2003/08/31 filed on: 19th, January 2005 \| accounts	Free Download (1 page)
AA	Dormant company accounts reported for the period up to 2003/08/31 filed on: 19th, January 2005 \| accounts	Free Download (1 page)
88(2)R	Alloted 9997 shares from 2003/11/10 to 2004/03/15. Value of each share 1 £. filed on: 18th, November 2004 \| capital	Free Download (2 pages)
88(3)	Particulars of contract relating to shares filed on: 18th, November 2004 \| capital	Free Download (3 pages)
88(3)	Particulars of contract relating to shares filed on: 18th, November 2004 \| capital	Free Download (3 pages)
88(2)R	Alloted 9997 shares from 2003/11/10 to 2004/03/15. Value of each share 1 £. filed on: 18th, November 2004 \| capital	Free Download (2 pages)
363s	Annual return drawn up to 2004/10/20 with complete member list filed on: 20th, October 2004 \| annual return	Free Download (6 pages)
363s	Annual return drawn up to 2004/10/20 with complete member list filed on: 20th, October 2004 \| annual return	Free Download (6 pages)
363s	Annual return drawn up to 2003/11/11 with complete member list filed on: 11th, November 2003 \| annual return	Free Download (7 pages)
363s	Annual return drawn up to 2003/11/11 with complete member list filed on: 11th, November 2003 \| annual return	Free Download (7 pages)
NEWINC	Company registration filed on: 9th, August 2002 \| incorporation	Free Download (18 pages)
NEWINC	Company registration filed on: 9th, August 2002 \| incorporation	Free Download (18 pages)

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