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REGISTERED NUMBER: 06396957 (England and Wales)















UNAUDITED FINANCIAL STATEMENTS FOR THE YEAR ENDED 31 MARCH 2024

FOR

YVONNE GOODWIN WEALTH MANAGEMENT LIMITED

YVONNE GOODWIN WEALTH MANAGEMENT LIMITED (REGISTERED NUMBER: 06396957)






CONTENTS OF THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024




Page

Balance Sheet 1

Notes to the Financial Statements 3


YVONNE GOODWIN WEALTH MANAGEMENT LIMITED (REGISTERED NUMBER: 06396957)

BALANCE SHEET
31 MARCH 2024

31.3.24 31.3.23
Notes £    £    £    £   
FIXED ASSETS
Property, plant and equipment 4 1,019 2,724

CURRENT ASSETS
Debtors 5 11,766 5,515
Cash at bank 143,289 169,998
155,055 175,513
CREDITORS
Amounts falling due within one year 6 21,358 24,344
NET CURRENT ASSETS 133,697 151,169
TOTAL ASSETS LESS CURRENT
LIABILITIES

134,716

153,893

PROVISIONS FOR LIABILITIES 254 681
NET ASSETS 134,462 153,212

CAPITAL AND RESERVES
Called up share capital 10,000 10,000
Retained earnings 124,462 143,212
SHAREHOLDERS' FUNDS 134,462 153,212

YVONNE GOODWIN WEALTH MANAGEMENT LIMITED (REGISTERED NUMBER: 06396957)

BALANCE SHEET - continued
31 MARCH 2024


The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2024.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2024 in accordance with Section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for:
(a)ensuring that the company keeps accounting records which comply with Sections 386 and 387 of the Companies Act 2006 and
(b)preparing financial statements which give a true and fair view of the state of affairs of the company as at the end of each financial year and of its profit or loss for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 relating to financial statements, so far as applicable to the company.

The financial statements have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

In accordance with Section 444 of the Companies Act 2006, the Statement of Income and Retained Earnings has not been delivered.

The financial statements were approved by the Board of Directors and authorised for issue on 18 April 2024 and were signed on its behalf by:





Mrs Y R Goodwin - Director


YVONNE GOODWIN WEALTH MANAGEMENT LIMITED (REGISTERED NUMBER: 06396957)

NOTES TO THE FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2024

1. STATUTORY INFORMATION

Yvonne Goodwin Wealth Management Limited is a private company, limited by shares, registered in England and Wales. The company's registered number and registered office address can be found on the Company Information page.

Company number: 06396957

Registered office: 12 Shadwell Park Court
Leeds
West Yorkshire
LS17 8TS

The presentation currency of the financial statements is the Pound Sterling, which is the functional currency of the company, rounded to the nearest £1.

2. ACCOUNTING POLICIES

Basis of preparing the financial statements
These financial statements have been prepared in accordance with Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" including the provisions of Section 1A "Small Entities" and the Companies Act 2006. The financial statements have been prepared under the historical cost convention.

Turnover
The turnover shown in the statement of income and retained earnings represents amounts invoiced during the year, exclusive of Value Added Tax.

In respect of long-term contracts and contracts for on-going services, turnover represents the value of work done in the year, including estimates of amounts not invoiced. Turnover in respect of long-term contracts for on-going services is recognised by reference to the stage of completion.

Tangible fixed assets
Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.
Fixtures and fittings - 15% on reducing balance
Equipment - 33% on cost

Tangible fixed assets under the cost model are stated at historical cost less accumulated depreciation and any accumulated impairment losses.

Hire purchase and leasing commitments
Rentals paid under operating leases are charged to profit or loss on a straight line basis over the period of the lease.

Pension costs and other post-retirement benefits
The company operates a defined contribution pension scheme. Contributions payable to the company's pension scheme are charged to profit or loss in the period to which they relate.

Debtors
Short term debtors are measured at transaction price, less any impairment.

Creditors
Short term creditors are measured at the transaction price.

3. EMPLOYEES AND DIRECTORS

The average number of employees during the year was 2 (2023 - 2 ) .

YVONNE GOODWIN WEALTH MANAGEMENT LIMITED (REGISTERED NUMBER: 06396957)

NOTES TO THE FINANCIAL STATEMENTS - continued
FOR THE YEAR ENDED 31 MARCH 2024

4. PROPERTY, PLANT AND EQUIPMENT
Fixtures
and
fittings Equipment Totals
£    £    £   
COST
At 1 April 2023
and 31 March 2024 9,261 27,615 36,876
DEPRECIATION
At 1 April 2023 8,063 26,089 34,152
Charge for year 179 1,526 1,705
At 31 March 2024 8,242 27,615 35,857
NET BOOK VALUE
At 31 March 2024 1,019 - 1,019
At 31 March 2023 1,198 1,526 2,724

5. DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.24 31.3.23
£    £   
Prepayments and accrued income 11,766 5,515

6. CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR
31.3.24 31.3.23
£    £   
Trade creditors 2,288 574
Social security and other taxes 14,221 19,269
Directors' current accounts - 16
Accruals and deferred income 4,849 4,485
21,358 24,344

7. LEASING AGREEMENTS

Minimum lease payments under non-cancellable operating leases fall due as follows:
31.3.24 31.3.23
£    £   
Between one and five years 42,120 54,756