NICK BARNES WEALTH MANAGEMENT LIMITED

THE STABLES UNIT 5A, TUSMORE, BICESTER, OXFORDSHIRE, OX27 7SL

Company Number: 07433084
Incorporation date: 08-Nov-2010
Status: Active
Entity type: Private Limited Company

SIC codes:
65300 Pension funding





SUMMARY

This company is 14.3 years old and is currently active. It is controlled by multiple entities. No P&L financials are available but there is Balance Sheet data. The company has positive equity (net assets) of GBP 146.4 thousand which has decreased from the previous year's figure of GBP 206.5 thousand. Although the P&L is not published, we can infer from the Balance Sheet that Net Loss was GBP 60.2 thousand in the last reported period. The company has 4 active officers (directors or partners) who are or were officers of 1 other company. The company has no public disputes filed on the Business Disputes Register. There are no court cases involving the company that we are aware of.


FINANCIALS (BETA)

Next accounts due: 31-Aug-2025
Accounts Filed: TOTAL EXEMPTION FULL (30-Nov-2023)


P&L Financials:
Year end Currency Revenue Operating profit Interest Received Interest Paid Tax Net Profit GBP
No P&L data available


Balance Sheet Financials:
Year end Currency Cash Current Assets Current Liabilities Debt Share Capital Premium Reserve Retained Earnings Net Assets
30-Nov-2023 GBP 126,198 144,470 26,767 194,680 100 146,250 146,350
30-Nov-2022 GBP 175,627 238,994 40,521 216,531 100 206,409 206,509
30-Nov-2021 GBP 198,162 30,327 171,348
30-Nov-2020 GBP 138,212 16,509 125,771
30-Nov-2019 GBP 118,032 8,335 113,963
30-Nov-2018 GBP 136,318 95,757 100,088
30-Nov-2017 GBP 98,221 90,136 98,439 103,930
30-Nov-2016 GBP 52,431 95,606 174,599 111,055
30-Nov-2015 GBP 83,069 110,134 111,567 274,278 100 118,018 118,118
30-Nov-2014 GBP 74,820 97,528 95,209 376,548 100 87,253 87,353
30-Nov-2013 GBP 36,918 51,226 77,874 465,184 100 38,149 38,249
30-Nov-2012 GBP 5,523 18,928 76,613 540,486 100 137 237
30-Nov-2011 GBP 3,112 16,286 66,212 613,375 100 3,334 3,434

VALUATION EVENTS (BETA)

Year end Currency % Equity Sum raised Pre-Money Valuation* Post-Money Valuation* Enterprise Value**
Insufficient available data for calculating valuations.

DISPUTES

No disputes filed on www.disputesregister.org

COMPANY SECRETARY


Status Name Appointed on Resigned on Occupation Nationality All apointments
(active/resigned)
No information on secretary appointments

DIRECTORS


Status Name Appointed on Resigned on Occupation Nationality All appointments
(active/resigned)
Dissolved companies
(rate)
Active Thomas BARNES 01 Dec 2024 Financial Adviser British 1 - 00 (0.0%)
Active Daniel William BARNES 01 Nov 2022 Financial Adviser British 1 - 00 (0.0%)
Active Elaine BARNES 08 Nov 2010 Careers Education Manager British 1 - 00 (0.0%)
Active Nicholas BARNES 08 Nov 2010 Financial Adviser British 1 - 00 (0.0%)
Number of active directors: 4
Average tenure of active directors: 7.8 years
Average tenure of resigned directors: no resignations yet
Average active director Dissolution Rate: 0.0%

DIRECTOR APPOINTMENTS IN OTHER COMPANIES

Name
 
NICK BARNES WEALTH MANAGEMENT LIMITED (07433084) - Active

SHAREHOLDERS (BETA)

No shareholder data available

SHAREHOLDINGS (BETA)

no shareholding data

CONTROLLED COMPANIES / CONTROLLING ENTITIES



Controlling entities above

NICK BARNES WEALTH MANAGEMENT LIMITED

no controlled companies

LATE PAYMENTS REPORT


This company has not filed any late payment reports possibly because it is not considered \'Large\'.

COURT CASES


No Court Cases found

PATENTS


No Patents found

COMPETITORS

(Based on Sic code: 65300 Pension funding)

Company Registered Address Company Number YE Date Revenue GBP Net Profit GBP Other SIC codes
UNIVERSITIES SUPERANNUATION SCHEME LIMITED ROYAL LIVER BUILDING, LIVERPOOL, L3 1PY 01167127 2018-03-31 127,472,000 0
SHELL PENSION RESERVE COMPANY (UK) LIMITED SHELL CENTRE, LONDON, SE1 7NA 08901312 2017-12-31 71,937,000 88,244,000
CAPITA EMPLOYEE BENEFITS LIMITED FIRST FLOOR, 2 KINGDOM STREET, PADDINGTON, LONDON, ENGLAND, W2 6BD 02260524 2017-12-31 87,109,259 4,280,494 66190-Activities auxiliary to financial intermediation not elsewhere classified
66290-Other activities auxiliary to insurance and pension funding
ROTHESAY PENSIONS MANAGEMENT LIMITED THE POST BUILDING, 100 MUSEUM STREET, LONDON, UNITED KINGDOM, WC1A 1PB 06195160 2018-12-31 67,725,000 -111,000
CHALFONT INVESTMENT CONSULTANTS LIMITED 4-6 STATION ROAD, GERRARDS CROSS, BUCKINGHAMSHIRE, SL9 8EL 02936477 2017-12-31 2,337,425 0 66110-Administration of financial markets
BARNETT WADDINGHAM ACTUARIES AND CONSULTANTS LIMITED 2 LONDON WALL PLACE, LONDON, ENGLAND, EC2Y 5AU 06498431 2018-05-31 2,046,581 190,719
CGFM LTD EX8 2SG, EXMOUTH BUSINESS CENTRE, 14, HARTLEY ROAD, EXMOUTH, DEVON, ENGLAND, EX8 2SG 05839583 2018-06-30 618,340 0
RIVINGTON WEALTH MANAGEMENT LIMITED THE SPIRES, 99 BRANDRETH DRIVE, PARBOLD, LANCASHIRE, ENGLAND, WN8 7HD 06554164 2018-04-30 135,218 0
PLATINUM FINANCIAL PLANNING & IFA LIMITED 1 PARK ROAD, HAMPTON WICK, KINGSTON UPON THAMES, ENGLAND, KT1 4AS 09378518 2018-03-31 131,428 0
D&W ALLEN LTD 19 SAVOY ROAD, BRISTOL, ENGLAND, BS4 3SX 09064963 2018-06-30 38,333 0
MAXIM PENSIONS LIMITED LOVEJOYS, FRILSHAM, THATCHAM, BERKSHIRE, ENGLAND, RG18 9XQ 08937155 2018-03-31 35,534 0
THE PENSION SCHOOL LTD. 3 CORBICUM, LONDON, E11 1AW 06366655 2018-09-30 31,750 0
SUSAN SALKELD & COMPANY LIMITED 9 ROWANTREE ROAD, WINCHMORE HILL, LONDON, N21 3ED 06207655 2018-03-31 30,430 0 94120-Activities of professional membership organizations
PROCALCS LIMITED 19 WARREN DRIVE, WALLASEY, CH45 0JN 07327545 2018-08-31 28,505 0
GOODWOOD ESTATE (PENSIONS) LIMITED GOODWOOD HOUSE, GOODWOOD, CHICHESTER, ENGLAND, PO18 0PX 00679188 2018-03-31 0 0
PEUGEOT ADVANCED PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042696 2018-04-05 0 0
PEUGEOT CIF TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042714 2018-04-05 0 0
PEUGEOT PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042699 2018-04-05 0 0
PSA GROUP UK PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042693 2017-12-31 0 0
ROBINS & DAY PENSION PLAN TRUSTEE LIMITED PINLEY HOUSE, 2 SUNBEAM WAY, COVENTRY, CV3 1ND 09042694 2018-04-05 0 0
EMPF PROPERTIES LIMITED ELIM INTERNATIONAL CENTRE, DE WALDEN ROAD, WEST MALVERN, WORCESTERSHIRE, WR14 4DF 06405422 2018-12-31 0 0 70100-Activities of head offices
BRITEL FUND TRUSTEES LIMITED ONE AMERICA SQUARE, 17 CROSSWALL, LONDON, ENGLAND, EC3N 2LB 01687153 0000-00-00 0 0
M.R.C. PENSION TRUST LIMITED 2ND FLOOR DAVID PHILLIPS BUILDING, POLARIS HOUSE NORTH STAR AVENUE, SWINDON, WILTSHIRE, SN2 1FL 01218492 0000-00-00 0 0

LIQUIDATION RISK (BETA)



This company is Active. Statistically, Active companies have a low probability of being liquidated within a year.
Here are our probability predictions:
Basis Liquidation within 3 months Liquidation within 6 months Liquidation within 12 months Prediction confidence
NICK BARNES WEALTH MANAGEMENT LIMITED 0.7% 3.6% 7.1% Medium
Other companies Active in the same sector 0.5% 1.0% 2.6% Medium
Age 0.4% 1.7% 3.3% Medium
Company Type 0.7% 3.7% 7.4% Medium
Accounts category 0.5% 2.1% 4.2% Medium
Accounting Month 0.5% 3.5% 8.2% Medium
Sic code count 0.7% 3.5% 7.0% Medium
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