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Appleton Fox Wealth Management Ltd

Registered Number
06159055
(England and Wales)

Unaudited Financial Statements for the Year ended
31 March 2025

Appleton Fox Wealth Management Ltd
Company Information
for the year from 1 April 2024 to 31 March 2025

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 2025

Notes

2025

2024

£

£

£

£

Fixed assets
Tangible assets31,4111,886
1,4111,886
Current assets
Debtors436,928731,641
Cash at bank and on hand41,99271,083
78,920802,724
Creditors amounts falling due within one year5(78,658)(51,686)
Net current assets (liabilities)262751,038
Total assets less current liabilities1,673752,924
Provisions for liabilities6(593)(593)
Net assets1,080752,331
Capital and reserves
Called up share capital1,0001,000
Profit and loss account80751,331
Shareholders' funds1,080752,331
The financial statements were approved and authorised for issue by the Board of Directors on 17 July 2025, 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 2025

1.Accounting policies
Statement of compliance
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.
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.
Current taxation
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
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.
Tangible fixed assets and depreciation
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
2.Average number of employees

20252024
Average number of employees during the year13
3.Tangible fixed assets

Fixtures & fittings

Office Equipment

Total

£££
Cost or valuation
At 01 April 2479511,88212,677
At 31 March 2579511,88212,677
Depreciation and impairment
At 01 April 2470410,08710,791
Charge for year18457475
At 31 March 2572210,54411,266
Net book value
At 31 March 25731,3381,411
At 31 March 24911,7951,886
4.Debtors: amounts due within one year

2025

2024

££
Other debtors31,570685,072
Prepayments and accrued income5,35846,569
Total36,928731,641
5.Creditors: amounts due within one year

2025

2024

££
Trade creditors / trade payables1,4538,135
Taxation and social security7,31732,675
Other creditors68,0889,137
Accrued liabilities and deferred income1,8001,739
Total78,65851,686
6.Provisions for liabilities

2025

2024

££
Net deferred tax liability (asset)593593
Total593593
7.Further information regarding the company's financial position
The controlling party is Langley Marsh Limited.