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Home > England & Wales Companies > BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD
Company Information for

BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD

DYFFRYN HOUSE, DYFFRYN, NEATH, SA10 7AZ,
Company Registration Number
07888564
Private Limited Company
Active

Company Overview

About Broomfield & Alexander Wealth Management Ltd
BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD was founded on 2011-12-21 and has its registered office in Neath. The organisation's status is listed as "Active". Broomfield & Alexander Wealth Management Ltd is a Private Limited Company registered in WALES with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD
 
Legal Registered Office
DYFFRYN HOUSE
DYFFRYN
NEATH
SA10 7AZ
Other companies in CF23
 
Filing Information
Company Number 07888564
Company ID Number 07888564
Date formed 2011-12-21
Country WALES
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/03/2023
Account next due 31/12/2024
Latest return 21/12/2015
Return next due 18/01/2017
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2024-01-09 14:32:41
Primary Source:Companies House
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Company Officers of BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD

Current Directors
Officer Role Date Appointed
JAMES EDWARD DOBSON
Director 2016-07-25
ALAN HUDSON
Director 2011-12-21
Previous Officers
Officer Role Date Appointed Date Resigned
ROBERT STEPHEN PREECE
Director 2012-04-18 2016-12-17

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
JAMES EDWARD DOBSON AZETS (B&A) LIMITED Director 2014-10-01 CURRENT 1992-03-03 Active
ALAN HUDSON HTH (GROUP) LIMITED Director 2018-08-24 CURRENT 2010-07-07 Active - Proposal to Strike off
ALAN HUDSON MARK HUGHES & ASSOCIATES LIMITED Director 2018-04-09 CURRENT 2000-07-13 Active - Proposal to Strike off
ALAN HUDSON HARRISON WHITE FS LIMITED Director 2018-02-23 CURRENT 2012-09-07 Active - Proposal to Strike off
ALAN HUDSON EUNISURE COMMERCIAL AND GENERAL LIMITED Director 2017-11-10 CURRENT 2009-05-18 Active - Proposal to Strike off
ALAN HUDSON DUCHY WEALTH MANAGEMENT LIMITED Director 2017-09-29 CURRENT 2007-02-20 Active
ALAN HUDSON AFH HOME & PROTECT LIMITED Director 2017-08-01 CURRENT 2001-09-13 Active - Proposal to Strike off
ALAN HUDSON PARKER SAGE INDEPENDENT FINANCIAL ADVISERS LTD Director 2017-05-31 CURRENT 2005-05-09 Active - Proposal to Strike off
ALAN HUDSON BAY FINANCIAL MANAGEMENT LIMITED Director 2017-02-20 CURRENT 2006-05-09 Active - Proposal to Strike off
ALAN HUDSON BAY ASSOCIATES LIMITED Director 2017-02-20 CURRENT 2000-05-11 Active - Proposal to Strike off
ALAN HUDSON IMECHE LIMITED Director 2015-10-29 CURRENT 2015-10-29 Active
ALAN HUDSON FSB INDEPENDENT FINANCIAL SERVICES LIMITED Director 2015-10-29 CURRENT 2015-10-29 Active
ALAN HUDSON DAVISONS FINANCIAL MANAGEMENT LIMITED Director 2015-07-31 CURRENT 2012-05-21 Active - Proposal to Strike off
ALAN HUDSON QUEST FINANCIAL MANAGEMENT LIMITED Director 2015-07-14 CURRENT 2006-01-20 Dissolved 2016-12-13
ALAN HUDSON CLARENDON FINANCIAL SOLUTIONS LIMITED Director 2015-04-01 CURRENT 1999-01-25 Dissolved 2016-12-13
ALAN HUDSON ROXBOROUGH CONSULTANCY LTD. Director 2015-01-30 CURRENT 2010-03-25 Dissolved 2017-01-17
ALAN HUDSON K.L. PLESTER FINANCIAL SERVICES HOLDINGS LIMITED Director 2015-01-09 CURRENT 2010-01-15 Dissolved 2017-01-17
ALAN HUDSON AG FINANCIAL PLANNING LIMITED Director 2013-11-21 CURRENT 2002-10-17 Dissolved 2016-12-13
ALAN HUDSON ORIGIN FINANCIAL LIMITED Director 2013-10-31 CURRENT 2009-07-28 Active - Proposal to Strike off
ALAN HUDSON SHAPE FINANCIAL LTD. Director 2013-06-21 CURRENT 2006-12-11 Active - Proposal to Strike off
ALAN HUDSON ST JOHNS ASSET MANAGEMENT LIMITED Director 2012-09-10 CURRENT 2003-10-31 Active
ALAN HUDSON UIMCO LTD Director 2012-06-01 CURRENT 2011-11-04 Dissolved 2016-01-19
ALAN HUDSON AFH PARTNERS LIMITED Director 2012-01-05 CURRENT 2012-01-05 Active - Proposal to Strike off
ALAN HUDSON AFH LEGAL LIMITED Director 2011-10-27 CURRENT 2011-10-27 Active
ALAN HUDSON PREVISION FINANCIAL SERVICES LIMITED Director 2011-09-20 CURRENT 2005-09-05 Dissolved 2015-06-23
ALAN HUDSON AFH FINANCIAL GROUP LIMITED Director 2011-05-18 CURRENT 2011-05-18 Active
ALAN HUDSON GETINVESTED LIMITED Director 2010-06-15 CURRENT 2010-06-15 Active - Proposal to Strike off

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2023-12-3131/03/23 ACCOUNTS TOTAL EXEMPTION FULL
2023-12-30CONFIRMATION STATEMENT MADE ON 21/12/23, WITH NO UPDATES
2023-03-12MICRO ENTITY ACCOUNTS MADE UP TO 31/03/22
2023-02-05CONFIRMATION STATEMENT MADE ON 21/12/22, WITH NO UPDATES
2022-03-28AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/21
2022-01-18CONFIRMATION STATEMENT MADE ON 21/12/21, WITH NO UPDATES
2022-01-18CS01CONFIRMATION STATEMENT MADE ON 21/12/21, WITH NO UPDATES
2021-12-05AD01REGISTERED OFFICE CHANGED ON 05/12/21 FROM Ty Derw Lime Tree Court Cardiff Gate Business Park Cardiff CF23 8AB
2021-03-31AA31/03/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-12-23CS01CONFIRMATION STATEMENT MADE ON 21/12/20, WITH NO UPDATES
2019-12-31AA31/03/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-12-23CS01CONFIRMATION STATEMENT MADE ON 21/12/19, WITH NO UPDATES
2019-01-11PSC08Notification of a person with significant control statement
2019-01-11CS01CONFIRMATION STATEMENT MADE ON 21/12/18, WITH UPDATES
2019-01-11PSC07CESSATION OF AFH JV (HOLDINGS) LTD AS A PERSON OF SIGNIFICANT CONTROL
2019-01-10TM01APPOINTMENT TERMINATED, DIRECTOR ALAN HUDSON
2018-12-11AA31/03/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-02-01CS01CONFIRMATION STATEMENT MADE ON 21/12/17, WITH UPDATES
2017-12-20AA31/03/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-01-24LATEST SOC24/01/17 STATEMENT OF CAPITAL;GBP 122
2017-01-24CS01CONFIRMATION STATEMENT MADE ON 21/12/16, WITH UPDATES
2017-01-17TM01APPOINTMENT TERMINATED, DIRECTOR ROBERT STEPHEN PREECE
2016-07-26AP01DIRECTOR APPOINTED MR JAMES EDWARD DOBSON
2016-06-09AA31/03/16 TOTAL EXEMPTION SMALL
2016-06-09AA31/03/16 TOTAL EXEMPTION SMALL
2015-12-21CH01Director's details changed for Mr Robert Stephen Preece on 2015-12-21
2015-12-21LATEST SOC21/12/15 STATEMENT OF CAPITAL;GBP 122
2015-12-21AR0121/12/15 ANNUAL RETURN FULL LIST
2015-04-30AA31/03/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-01-07LATEST SOC07/01/15 STATEMENT OF CAPITAL;GBP 122
2015-01-07AR0121/12/14 ANNUAL RETURN FULL LIST
2014-06-09AA31/03/14 ACCOUNTS TOTAL EXEMPTION SMALL
2013-12-23LATEST SOC23/12/13 STATEMENT OF CAPITAL;GBP 122
2013-12-23AR0121/12/13 ANNUAL RETURN FULL LIST
2013-10-28RES13SUB-DIVISION 25/04/2013
2013-10-28SH02SUB-DIVISION 25/04/13
2013-10-28RES13SUB-DIVISION 25/04/2013
2013-10-28SH02SUB-DIVISION 25/04/13
2013-09-05AA31/03/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-09-05AA01Previous accounting period extended from 31/12/12 TO 31/03/13
2013-01-03AR0121/12/12 ANNUAL RETURN FULL LIST
2012-12-03CH01DIRECTOR'S CHANGE OF PARTICULARS / MR ALAN HUDSON / 03/12/2012
2012-12-03CH01DIRECTOR'S CHANGE OF PARTICULARS / MR ALAN HUDSON / 03/12/2012
2012-06-21AP01DIRECTOR APPOINTED MR ROBERT STEPHEN PREECE
2012-06-20AD01REGISTERED OFFICE CHANGED ON 20/06/2012 FROM ST JOHN?S HOUSE 16 CHURCH STREET BROMSGROVE WORCESTERSHIRE B61 8DN UNITED KINGDOM
2012-06-20SH0118/04/12 STATEMENT OF CAPITAL GBP 122
2012-06-20SH0118/04/12 STATEMENT OF CAPITAL GBP 62
2011-12-21NEWINCCERTIFICATE OF INCORPORATION GENERAL COMPANY DETAILS & STATEMENTS OF; OFFICERS, CAPITAL & SHAREHOLDINGS, GUARANTEE, COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
66 - Activities auxiliary to financial services and insurance activities
661 - Activities auxiliary to financial services, except insurance and pension funding
66190 - Activities auxiliary to financial intermediation n.e.c.




Licences & Regulatory approval
We could not find any licences issued to BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges0.4693
MortgagesNumMortOutstanding0.319
MortgagesNumMortPartSatisfied0.002
MortgagesNumMortSatisfied0.1595

This shows the max and average number of mortgages for companies with the same SIC code of 66190 - Activities auxiliary to financial intermediation n.e.c.

Creditors
Creditors Due Within One Year 2011-12-21 £ 4,705

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2013-03-31
Annual Accounts
2017-03-31
Annual Accounts
2018-03-31
Annual Accounts
2019-03-31
Annual Accounts
2021-03-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD

Financial Assets
Balance Sheet
Called Up Share Capital 2011-12-21 £ 122
Cash Bank In Hand 2011-12-21 £ 4,705
Current Assets 2011-12-21 £ 4,827
Debtors 2011-12-21 £ 122
Shareholder Funds 2011-12-21 £ 122

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD registering or being granted any patents
Domain Names
We do not have the domain name information for BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD
Trademarks
We have not found any records of BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD registering or being granted any trademarks
Income
Government Income
We have not found government income sources for BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (66190 - Activities auxiliary to financial intermediation n.e.c.) as BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD are:

NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 84,640
ODM LIMITED £ 5,321
PARTNERSHIP MORTGAGES LTD £ 4,250
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
Outgoings
Business Rates/Property Tax
No properties were found where BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded BROOMFIELD & ALEXANDER WEALTH MANAGEMENT LTD any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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