Company registration number 09088812 (England and Wales)
ALISON GREGORY WEALTH MANAGEMENT LIMITED
UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MARCH 2025
PAGES FOR FILING WITH REGISTRAR
ALISON GREGORY WEALTH MANAGEMENT LIMITED
BALANCE SHEET
AS AT
31 MARCH 2025
31 March 2025
- 1 -
2025
2024
£
£
£
£
Fixed assets
238,560
282,845
Current assets
71,319
110,166
Creditors: amounts falling due within one year
(13,777)
(101,540)
Net current assets
57,542
8,626
Total assets less current liabilities
296,102
291,471
Creditors: amounts falling due after more than one year
(33,753)
(42,760)
Accruals and deferred income
(2,300)
(2,245)
Net assets
260,049
246,466
Capital and reserves
260,049
246,466
Notes to the financial statements
1
Director's benefits: advances, credit and guarantees
During the period the director entered into advances and credits of £19,636 (2024: £nil) with a balance at the year end of £19,636 (2024 : £nil). Interest was charged at rate of 4% p.a.
2
Employees
The average number of persons, including directors, employed by the company during the year was as follows:
2025
2024
Number
Number
Employees
3
4
Alison Gregory Wealth Management Limited is a private company limited by shares incorporated in England and Wales. The registered office is 33 Nottingham Drive, Wingerworth, Chesterfield, Derbyshire, S42 6ND.
For the year ended 31 March 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
The director acknowledges her responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.
The members have 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 have been delivered in accordance with the provisions applicable to companies subject to the small companies regime.
ALISON GREGORY WEALTH MANAGEMENT LIMITED
BALANCE SHEET (CONTINUED)
AS AT
31 MARCH 2025
31 March 2025
- 2 -
The director of the company has elected not to include a copy of the profit and loss account within the financial statements.true
The financial statements were approved and signed by the director and authorised for issue on 7 July 2025
Mrs A Gregory
Director
Company registration number 09088812 (England and Wales)