Company registration number 11882687 (England and Wales)
CALDY WEALTH MANAGEMENT LTD
UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2023
PAGES FOR FILING WITH REGISTRAR
CALDY WEALTH MANAGEMENT LTD
BALANCE SHEET
AS AT
31 MARCH 2023
31 March 2023
- 1 -
2023
2022
£
£
£
£
Fixed assets
5,796
6,762
Current assets
42,763
35,826
Creditors: amounts falling due within one year
(23,092)
(17,705)
Net current assets
19,671
18,121
Total assets less current liabilities
25,467
24,883
Net assets
25,467
24,883
Capital and reserves
25,467
24,883
Notes to the financial statements
1
Director's benefits: advances, credit and guarantees

During the year, the company advanced the director £10,723 (2022: £nil) by way of a loan which was repayable on demand and is included in current assets above. Interest was charged at 2% per annum on the daily balance. The loan was repaid shortly after the year end.

2
Employees

The average number of persons, including directors, employed by the company during the year was as follows:

2023
2022
Number
Number
Employees
1
1

Caldy Wealth Management Ltd is a private company limited by shares incorporated in England and Wales. The registered office is 5-6 Dawpool Cottages, Telegraph Road, West Kirby, Wirral, CH48 1PD.

For the year ended 31 March 2023 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The director acknowledges his responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

The member has not required the company to obtain an audit of its financial statements for the year in question in accordance with section 476.

These financial statements have been prepared in accordance with the micro-entity provisions and in accordance with FRS 105 'The Financial Reporting Standard applicable to the Micro-entities Regime' and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

The director of the company has elected not to include a copy of the profit and loss account within the financial statements.true

CALDY WEALTH MANAGEMENT LTD
BALANCE SHEET (CONTINUED)
AS AT
31 MARCH 2023
31 March 2023
- 2 -
The financial statements were approved and signed by the director and authorised for issue on 16 November 2023
..............................................
S L Cross
Director
Company registration number 11882687 (England and Wales)
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