IRIS Accounts Production v25.3.0.601 OC412604 designated member 1.4.24 31.3.25 31.3.25 false true false false true false iso4217:GBP iso4217:USD iso4217:EUR xbrli:shares xbrli:pure utr:tonnes utr:kWh OC412604 2024-03-31 OC412604 2025-03-31 OC412604 2024-04-01 2025-03-31 OC412604 2023-03-31 OC412604 2023-04-01 2024-03-31 OC412604 2024-03-31 OC412604 ns15:EnglandWales 2024-04-01 2025-03-31 OC412604 ns14:PoundSterling 2024-04-01 2025-03-31 OC412604 ns10:PartnerLLP1 2024-04-01 2025-03-31 OC412604 ns10:LimitedLiabilityPartnershipLLP 2024-04-01 2025-03-31 OC412604 ns10:SmallEntities 2024-04-01 2025-03-31 OC412604 ns10:AuditExempt-NoAccountantsReport 2024-04-01 2025-03-31 OC412604 ns10:SmallCompaniesRegimeForAccounts 2024-04-01 2025-03-31 OC412604 ns10:LimitedLiabilityPartnershipsSORP 2024-04-01 2025-03-31 OC412604 ns10:FullAccounts 2024-04-01 2025-03-31 OC412604 ns10:PartnerLLP2 2024-04-01 2025-03-31 OC412604 ns10:RegisteredOffice 2024-04-01 2025-03-31 OC412604 ns5:CurrentFinancialInstruments 2025-03-31 OC412604 ns5:CurrentFinancialInstruments 2024-03-31 OC412604 ns5:LeaseholdImprovements 2024-04-01 2025-03-31 OC412604 ns5:PlantMachinery 2024-04-01 2025-03-31 OC412604 ns5:FurnitureFittings 2024-04-01 2025-03-31 OC412604 ns5:MotorVehicles 2024-04-01 2025-03-31 OC412604 ns5:ComputerEquipment 2024-04-01 2025-03-31 OC412604 ns5:LeaseholdImprovements 2024-03-31 OC412604 ns5:PlantMachinery 2024-03-31 OC412604 ns5:FurnitureFittings 2024-03-31 OC412604 ns5:LeaseholdImprovements 2025-03-31 OC412604 ns5:PlantMachinery 2025-03-31 OC412604 ns5:FurnitureFittings 2025-03-31 OC412604 ns5:LeaseholdImprovements 2024-03-31 OC412604 ns5:PlantMachinery 2024-03-31 OC412604 ns5:FurnitureFittings 2024-03-31 OC412604 ns5:MotorVehicles 2024-03-31 OC412604 ns5:ComputerEquipment 2024-03-31 OC412604 ns5:MotorVehicles 2025-03-31 OC412604 ns5:ComputerEquipment 2025-03-31 OC412604 ns5:MotorVehicles 2024-03-31 OC412604 ns5:ComputerEquipment 2024-03-31 OC412604 ns5:WithinOneYear ns5:CurrentFinancialInstruments 2025-03-31 OC412604 ns5:WithinOneYear ns5:CurrentFinancialInstruments 2024-03-31

REGISTERED NUMBER: OC412604 (England and Wales)

| Unaudited Financial Statements |

| for the Year Ended 31 March 2025 |

| for |

| Wichert Associates Wealth Management LLP |

Wichert Associates Wealth Management LLP (Registered number: OC412604)

Contents of the Financial Statements

for the Year Ended 31 March 2025

Page |

General Information | 1 |

Balance Sheet | 2 |

Notes to the Financial Statements | 4 |

Wichert Associates Wealth Management LLP

General Information

for the Year Ended 31 March 2025

| DESIGNATED MEMBERS: | I A Jones

| Ms I P Ward

| REGISTERED OFFICE: | 8a Wingbury Courtyard

| Business Village

| Wingrave

| Aylesbury

| Buckinghamshire

| HP22 4LW

| REGISTERED NUMBER: | OC412604 (England and Wales)

| ACCOUNTANTS: | Clarkson Cleaver & Bowes Ltd

| 8a Wingbury Courtyard

| Business Village

| Wingrave

| Buckinghamshire

| HP22 4LW

Wichert Associates Wealth Management LLP (Registered number: OC412604)

Balance Sheet

31 March 2025

| 2025 | 2024 |

| Notes | £ | £ | £ | £ |

FIXED ASSETS

Tangible assets | 4 | 20,506 |  | 25,656 |  |

CURRENT ASSETS

Debtors | 5 | 70,649 |  | 78,213 |  |

Cash at bank | 47,178 |  | 33,309 |  |

117,827 |  | 111,522 |  |

CREDITORS

Amounts falling due within one year | 6 | 20,397 |  | 43,620 |  |

NET CURRENT ASSETS | 97,430 |  | 67,902 |  |

TOTAL ASSETS LESS CURRENT LIABILITIES

and

NET ASSETS ATTRIBUTABLE TO MEMBERS | 117,936 |  | 93,558 |  |

LOANS AND OTHER DEBTS DUE TO MEMBERS | 7 | 117,936 |  | 93,558 |  |

TOTAL MEMBERS' INTERESTS

Loans and other debts due to members | 7 | 117,936 |  | 93,558 |  |

The LLP is entitled to exemption from audit under Section 477 of the Companies Act 2006 as applied to LLPs by the Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008 for the year ended 31 March 2025.

The members acknowledge their responsibilities for:

(a) | ensuring that the LLP keeps accounting records which comply with Sections 386 and 387 of the Companies Act 2006 as applied to LLPs by the Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008 and

(b) | preparing financial statements which give a true and fair view of the state of affairs of the LLP as at the end of each financial year and of its profit or loss for each financial year in accordance with the requirements of Sections 394 and 395 and which otherwise comply with the requirements of the Companies Act 2006 as applied to LLPs by the Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008 relating to financial statements, so far as applicable to the LLP.

Wichert Associates Wealth Management LLP (Registered number: OC412604)

Balance Sheet - continued

31 March 2025

The financial statements have been prepared and delivered in accordance with the provisions applicable to LLPs subject to the small LLPs regime.

In accordance with Section 444 of the Companies Act 2006 as applied to LLPs by the Limited Liability Partnerships (Accounts and Audit) (Application of Companies Act 2006) Regulations 2008, the Income Statement has not been delivered.

The financial statements were approved by the members of the LLP and authorised for issue on 7 November 2025 and were signed by:

I A Jones - Designated member

Wichert Associates Wealth Management LLP (Registered number: OC412604)

Notes to the Financial Statements

for the Year Ended 31 March 2025

1. | STATUTORY INFORMATION

| Wichert Associates Wealth Management LLP is registered in England and Wales. The LLP's registered number and registered office address can be found on the General Information page.

2. | ACCOUNTING POLICIES

| Basis of preparing the financial statements

| These financial statements have been prepared in accordance with Financial Reporting Standard 102 "The Financial Reporting Standard applicable in the UK and Republic of Ireland" including the provisions of Section 1A "Small Entities" and the requirements of the Statement of Recommended Practice, Accounting by Limited Liability Partnerships. The financial statements have been prepared under the historical cost convention.

| Turnover

| Turnover represents net invoiced sales of services, excluding value added tax.

| Tangible fixed assets

| Depreciation is provided at the following annual rates in order to write off the cost less estimated residual value of each asset over its estimated useful life.

| Improvements to property | - | 10% reducing balance

| Plant and machinery | - | 25% reducing balance

| Fixtures and fittings | - | 25% reducing balance

| Motor vehicles | - | 25% reducing balance

| Computer equipment | - | 33.33% straight line

| Pension costs and other post-retirement benefits

| Payments in respect of other post-retirement benefits are charged to profit or loss in the period to which they relate.

3. | EMPLOYEE INFORMATION

| The average number of employees during the year was 4 (2024 - 4 ) .

Wichert Associates Wealth Management LLP (Registered number: OC412604)

Notes to the Financial Statements - continued

for the Year Ended 31 March 2025

4. | TANGIBLE FIXED ASSETS

| Improvements |  | Fixtures

| to |  | Plant and |  | and

| property |  | machinery |  | fittings

£ | £ | £ |

| COST

| At 1 April 2024

| and 31 March 2025 | 17,621 |  | 1,440 |  | 24,949 |  |

| DEPRECIATION

| At 1 April 2024 | 9,193 |  | 1,248 |  | 21,600 |  |

| Charge for year | 843 |  | 48 |  | 837 |  |

| At 31 March 2025 | 10,036 |  | 1,296 |  | 22,437 |  |

| NET BOOK VALUE

| At 31 March 2025 | 7,585 |  | 144 |  | 2,512 |  |

| At 31 March 2024 | 8,428 |  | 192 |  | 3,349 |  |

| Motor |  | Computer |

| vehicles |  | equipment |  | Totals

£ | £ | £ |

| COST

| At 1 April 2024

| and 31 March 2025 | 57,677 |  | 27,460 |  | 129,147 |  |

| DEPRECIATION

| At 1 April 2024 | 43,990 |  | 27,460 |  | 103,491 |  |

| Charge for year | 3,422 |  | - |  | 5,150 |  |

| At 31 March 2025 | 47,412 |  | 27,460 |  | 108,641 |  |

| NET BOOK VALUE

| At 31 March 2025 | 10,265 |  | - |  | 20,506 |  |

| At 31 March 2024 | 13,687 |  | - |  | 25,656 |  |

5. | DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR |

2025 | 2024 |

£ | £ |

| Other debtors | 70,649 |  | 78,213 |  |

Wichert Associates Wealth Management LLP (Registered number: OC412604)

Notes to the Financial Statements - continued

for the Year Ended 31 March 2025

6. | CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR |

2025 | 2024 |

£ | £ |

| Trade creditors | 17,775 |  | 14,677 |  |

| Taxation and social security | (46 | ) | (181 | ) |

| Other creditors | 2,668 |  | 29,124 |  |

20,397 |  | 43,620 |  |

7. | LOANS AND OTHER DEBTS DUE TO MEMBERS |

| Loans and other debts due to members rank equally with debts due to unsecured creditors in the event of a winding up.

| There is no provision for specific legally enforceable protection afforded to creditors in such an event.

| There are no restrictions or limitations on the ability of the members to reduce the amount of 'Members other interests'.