Company registration number 09036869 (England and Wales)
BROAD & CO. WEALTH MANAGEMENT LIMITED
UNAUDITED FINANCIAL STATEMENTS
FOR THE YEAR ENDED 31 MAY 2025
PAGES FOR FILING WITH REGISTRAR
BROAD & CO. WEALTH MANAGEMENT LIMITED
BALANCE SHEET
AS AT 31 MAY 2025
31 May 2025
- 1 -
2025
2024
£
£
£
£
Fixed assets
31,748
1
Current assets
32,157
38,796
Creditors: amounts falling due within one year
(39,338)
(38,696)
Net current (liabilities)/assets
(7,181)
100
Total assets less current liabilities
24,567
101
Creditors: amounts falling due after more than one year
(24,430)
-
0
Net assets
137
101
Capital and reserves
137
101
Notes to the financial statements
1
Director's benefits: advances, credit and guarantees

|  | B/fwd | Paid | Repaid | C/fwd
|  | £ | £ | £ | £
Loan to director |  | 8,086 | 18,132 | 26,08 8 | 13 0
During the year the company made a loan to the director as above. The loan was unsecured, repayable on demand and interest bearing. The maximum amount outstanding was £18,132. The loan has been repaid since the year end.

2
Employees

The average number of persons, including directors, employed by the company during the year wa s as follows:

2025
2024
Number
Number
Employees
1
1

Broad & Co. Wealth Management Limited is a private company limited by shares incorporated in England and Wales. The registered office is Unit F, Whiteacres, Cambridge Road, Whetstone, Leicestershire, LE8 6ZG.

For the year ended 31 May 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

The director acknowledges his responsibilities for complying with the requirements of the Companies Act 2006 with respect to accounting records and the preparation of financial statements.

BROAD & CO. WEALTH MANAGEMENT LIMITED
BALANCE SHEET (CONTINUED)
AS AT 31 MAY 2025
31 May 2025
- 2 -

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.

The financial statements were approved and signed by the director and authorised for issue on 29 October 2025
Mr J A Broad
Director
Company registration number 09036869 (England and Wales)
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