2022-04-012023-03-312023-03-31false06159055Appleton Fox Wealth Management 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Appleton Fox Wealth Management Ltd

Registered Number
06159055
(England and Wales)

Unaudited Financial Statements for the Year ended
31 March 2023

Appleton Fox Wealth Management Ltd
Company Information
for the year from 1 April 2022 to 31 March 2023

Directors

Richard John Hansell
George William Pendarves
Mark William Pendarves

Registered Address

St Denys House
22 East Hill
St. Austell
PL25 4TR

Registered Number

06159055 (England and Wales)
Appleton Fox Wealth Management Ltd
Balance Sheet as at
31 March 2023

Notes

2023

2022

£

£

£

£

Fixed assets
Tangible assets42,5403,448
2,5403,448
Current assets
Debtors707,846459,961
Cash at bank and on hand33,71563,996
741,561523,957
Creditors amounts falling due within one year7(79,323)(93,108)
Net current assets (liabilities)662,238430,849
Total assets less current liabilities664,778434,297
Provisions for liabilities8(593)(593)
Net assets664,185433,704
Capital and reserves
Called up share capital1,0001,000
Profit and loss account663,185432,704
Shareholders' funds664,185433,704
The financial statements were approved and authorised for issue by the Board of Directors on 9 October 2023, and are signed on its behalf by:
Mark William Pendarves
Director
Registered Company No. 06159055
Appleton Fox Wealth Management Ltd
Notes to the Financial Statements
for the year ended 31 March 2023

1.Compliance with applicable reporting framework
The financial statements have been prepared in compliance with FRS 102 Section 1A as it applies to the financial statements for the period and there were no material departures from the reporting standard.
2.Accounting policies
Turnover policy
Turnover is measured at the fair value of the consideration received or receivable, net of discounts and value added taxes. Turnover includes revenue earned from the sale of goods and from the rendering of services.
Property, plant and equipment policy
Tangible fixed assets are stated at cost or valuation less depreciation. Depreciation is provided on all tangible fixed assets as follows: 33% on reducing balance and 20% on reducing balance
Taxation policy
Current tax is recognised on taxable profit for the current and past periods. Current tax is measured at the amounts of tax expected to pay or recover using the tax rates and laws that have been enacted or substantively enacted at the reporting date.
Deferred tax policy
Deferred tax is recognised in respect of all timing differences between the recognition of income and expenses in the financial statements and their inclusion in tax assessments. Unrelieved tax losses and other deferred tax assets are recognised only to the extent that it is probable that they will be recovered against the reversal of deferred tax liabilities or other future taxable profits. Deferred tax is measured using the tax rates and laws that have been enacted or substantively enacted by the reporting date and that are expected to apply to the reversal of the timing difference, except for revalued land and investment property where the tax rate that applies to the sale of the asset is used. Current and deferred tax assets and liabilities are not discounted.
3.Employee information

20232022
Average number of employees during the year45
4.Property, plant and equipment

Plant & machinery

Fixtures & fittings

Office Equipment

Total

££££
Cost or valuation
At 01 April 22-79511,88212,677
At 31 March 23-79511,88212,677
Depreciation and impairment
At 01 April 22-6538,5769,229
Charge for year908--908
At 31 March 239086538,57610,137
Net book value
At 31 March 23(908)1423,3062,540
At 31 March 22-1423,3063,448
5.Further information regarding the company's financial position
The controlling party is Langley Marsh Limited.
6.Debtors within one year

2023

2022

££
Other debtors657,072380,583
Prepayments and accrued income50,77479,378
Total707,846459,961
7.Creditors within one year

2023

2022

££
Trade creditors / trade payables7,9651,150
Taxation and social security58,92881,004
Other creditors10,7039,304
Accrued liabilities and deferred income1,7271,650
Total79,32393,108
8.Provisions for liabilities

2023

2022

££
Net deferred tax liability (asset)593593
Total593593