Registration number:
Forbes Lawson Wealth Management Limited
for the Period from 1 October 2023 to 30 July 2024
Forbes Lawson Wealth Management Limited
Contents
Company Information |
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Balance Sheet |
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Notes to the Unaudited Financial Statements |
Forbes Lawson Wealth Management Limited
Company Information
Directors |
Mr Richard Macmillan Mr Simon Wilson Mr Tom Taylor Mr Simon Pile |
Company secretary |
Mr Simon Wilson |
Registered office |
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Accountants |
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Forbes Lawson Wealth Management Limited
(Registration number: SC228388)
Balance Sheet as at 30 July 2024
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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Net current assets |
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Total assets less current liabilities |
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Accruals and deferred income |
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Capital and reserves |
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Forbes Lawson Wealth Management Limited
(Registration number: SC228388)
Balance Sheet as at 30 July 2024
General information |
The company is a private company limited by share capital, incorporated in Scotland.
Following a change in ownership, it is the intention of the company to be wound up after the period end.
The address of its registered office is:
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'.
The financial statements are prepared in sterling, which is the functional currency of the entity.
Staff numbers |
The average number of persons employed by the company (including directors) during the period, was
Financial commitments, guarantees and contingencies |
Amounts not provided for in the balance sheet
The total amount of financial commitments not included in the balance sheet is £
Forbes Lawson Wealth Management Limited
(Registration number: SC228388)
Balance Sheet as at 30 July 2024
Related party transactions |
Transactions with directors |
2024 |
At 1 October 2023 |
At 30 July 2024 |
Mr Richard Macmillan |
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During the year to 30th September 23 the company provided the director with an interest free loan, which was repaid in full before the period end 30th July 24. |
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Mr Ian Robinson |
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During the year to 30th September 23 the company provided the director with an interest free loan, which was repaid in full before the period end 30th July 24. |
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2023 |
At 1 October 2022 |
At 30 September 2023 |
Mr Richard Macmillan |
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During the year to 30th September 23 the company provided the director with an interest free loan, which was repaid in full before the period end 30th July 24. |
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Mr Ian Robinson |
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During the year to 30th September 23 the company provided the director with an interest free loan, which was repaid in full before the period end 30th July 24. |
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For the financial period ending 30 July 2024 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
Directors' responsibilities:
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The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts. |
Forbes Lawson Wealth Management Limited
(Registration number: SC228388)
Balance Sheet as at 30 July 2024
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.
These financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the directors have not delivered to the registrar a copy of the Profit and Loss Account.
Approved and authorised by the
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