BANKS-DUNNELL WEALTH MANAGEMENT LTD

Company Registration Number:
08126532 (England and Wales)

Unaudited abridged accounts for the year ended 31 March 2025

Period of accounts

Start date: 01 April 2024

End date: 31 March 2025

BANKS-DUNNELL WEALTH MANAGEMENT LTD

Contents of the Financial Statements

for the Period Ended 31 March 2025

Balance sheet
Notes

BANKS-DUNNELL WEALTH MANAGEMENT LTD

Balance sheet

As at 31 March 2025


Notes
2025
2024


£
£
Fixed assets
Intangible assets: 3 169,500 0
Tangible assets: 4 98,999 160,900
Total fixed assets: 268,499 160,900
Current assets
Debtors:     160,000
Cash at bank and in hand: 225,395 106,897
Total current assets: 225,395 266,897
Creditors: amounts falling due within one year:   (35,887) (23,825)
Net current assets (liabilities): 189,508 243,072
Total assets less current liabilities: 458,007 403,972
Creditors: amounts falling due after more than one year:   (170,223) (194,795)
Total net assets (liabilities): 287,784 209,177
Capital and reserves
Called up share capital: 100 100
Other reserves: 209,077 185,659
Profit and loss account: 78,607 23,418
Shareholders funds: 287,784 209,177

The notes form part of these financial statements

BANKS-DUNNELL WEALTH MANAGEMENT LTD

Balance sheet statements

For the year ending 31 March 2025 the company was entitled to exemption under section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit in accordance with section 476 of the Companies Act 2006.

The directors acknowledge their responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

The members have agreed to the preparation of abridged accounts for this accounting period in accordance with Section 444(2A).

These accounts have been prepared in accordance with the provisions applicable to companies subject to the small companies regime.

The directors have chosen to not file a copy of the company’s profit & loss account.

This report was approved by the board of directors on 23 October 2025
and signed on behalf of the board by:

Name: Kevin Banks-Dunnell
Status: Director

The notes form part of these financial statements

BANKS-DUNNELL WEALTH MANAGEMENT LTD

Notes to the Financial Statements

for the Period Ended 31 March 2025

1. Accounting policies

These financial statements have been prepared in accordance with the provisions of Section 1A (Small Entities) of Financial Reporting Standard 102

BANKS-DUNNELL WEALTH MANAGEMENT LTD

Notes to the Financial Statements

for the Period Ended 31 March 2025

2. Employees

2025 2024
Average number of employees during the period 1 1

BANKS-DUNNELL WEALTH MANAGEMENT LTD

Notes to the Financial Statements

for the Period Ended 31 March 2025

3. Intangible Assets

Total
Cost £
At 01 April 2024 0
Additions 169,500
At 31 March 2025 169,500
Net book value
At 31 March 2025 169,500
At 31 March 2024 0

BANKS-DUNNELL WEALTH MANAGEMENT LTD

Notes to the Financial Statements

for the Period Ended 31 March 2025

4. Tangible Assets

Total
Cost £
At 01 April 2024 194,864
Additions 156,000
Disposals (165,500)
At 31 March 2025 185,364
Depreciation
At 01 April 2024 33,964
Charge for year 52,401
At 31 March 2025 86,365
Net book value
At 31 March 2025 98,999
At 31 March 2024 160,900