Philip Priest Wealth Management Limited - Period Ending 2024-03-31
Philip Priest Wealth Management Limited - Period Ending 2024-03-31
Registration number:
Philip Priest Wealth Management Limited
for the Year Ended 31 March 2024
Philip Priest Wealth Management Limited
Contents
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Company Information |
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Accountants' Report |
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Balance Sheet |
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Notes to the Unaudited Financial Statements |
Philip Priest Wealth Management Limited
Company Information
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Director |
Mr P J Priest |
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Company secretary |
Mrs T H Priest |
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Registered office |
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Accountants |
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Chartered Certified Accountants' Report to the Director on the Preparation of the Unaudited Statutory Accounts of
Philip Priest Wealth Management Limited
for the Year Ended 31 March 2024
In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the accounts of Philip Priest Wealth Management Limited for the year ended 31 March 2024 as set out on pages 3 to 5 from the company's accounting records and from information and explanations you have given us.
As a practising member firm of the Association of Chartered Certified Accountants, we are subject to its ethical and other professional requirements which are detailed at https://www.accaglobal.com/gb/en/member/standards/rules-and-standards/rulebook.html.
This report is made solely to the Board of Directors of Philip Priest Wealth Management Limited, as a body, in accordance with the terms of our engagement letter. Our work has been undertaken solely to prepare for your approval the accounts of Philip Priest Wealth Management Limited and state those matters that we have agreed to state to the Board of Directors of Philip Priest Wealth Management Limited, as a body, in this report in accordance with the requirements of the Association of Chartered Certified Accountants as detailed at http://www.accaglobal.com/gb/en/technical-activities/technical-resources-search/2009/
october/factsheet-163-audit-exempt-companies.html. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Philip Priest Wealth Management Limited and its Board of Directors as a body for our work or for this report.
It is your duty to ensure that Philip Priest Wealth Management Limited has kept adequate accounting records and to prepare statutory accounts that give a true and fair view of the assets, liabilities, financial position and profit of Philip Priest Wealth Management Limited. You consider that Philip Priest Wealth Management Limited is exempt from the statutory audit requirement for the year.
We have not been instructed to carry out an audit or a review of the accounts of Philip Priest Wealth Management Limited. For this reason, we have not verified the accuracy or completeness of the accounting records or information and explanations you have given to us and we do not, therefore, express any opinion on the statutory accounts.
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Chartered Certified Accountants
Midland Way
Thornbury
Bristol
BS35 2BS
Philip Priest Wealth Management Limited
(Registration number: 12850720)
Balance Sheet as at 31 March 2024
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2024 |
2023 |
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Fixed assets |
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Current assets |
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Prepayments and accrued income |
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Creditors: Amounts falling due within one year |
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( |
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Net current assets |
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Total assets less current liabilities |
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Accruals and deferred income |
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( |
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Capital and reserves |
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Philip Priest Wealth Management Limited
(Registration number: 12850720)
Balance Sheet as at 31 March 2024
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General information |
The company is a private company limited by share capital, incorporated in England and Wales.
The address of its registered office is:
These financial statements were authorised for issue by the
Basis of preparation
The financial statements have been prepared under the historical cost convention and in accordance with FRS 105 'The Financial Reporting Standard applicable to the Micro-entities Regime'.
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Staff numbers |
The average number of persons employed by the company (including the director) during the year, was
For the financial year ending 31 March 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
Director's responsibilities:
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The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts. |
These financial statements have been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and delivered in accordance with the provisions applicable to companies subject to the small companies regime.
Philip Priest Wealth Management Limited
(Registration number: 12850720)
Balance Sheet as at 31 March 2024
Approved and authorised by the
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