REGISTERED NUMBER: 08106441 (England and Wales)

UNAUDITED FINANCIAL STATEMENTS

FOR THE YEAR ENDED 31 MARCH 2025

FOR

KATHRYN L WILKINSON WEALTH MANAGEMENT

LIMITED

Page

Balance Sheet

1

FIXED ASSETS

95,177

111,941

CURRENT ASSETS

859,544

787,058

CREDITORS

Amounts falling due within one year

(152,277

)

(119,367

)

NET CURRENT ASSETS

707,267

667,691

TOTAL ASSETS LESS CURRENT LIABILITIES

802,444

779,632

CREDITORS

Amounts falling due after more than one year

-

(55,809

)

NET ASSETS

802,444

723,823

CAPITAL AND RESERVES

802,444

723,823

NOTES TO THE FINANCIAL STATEMENTS

1.	STATUTORY INFORMATION

Kathryn L Wilkinson Wealth Management Limited is a private company, limited by shares , registered in England and Wales. The company's registered number and registered office address are as below:

Registered number:

08106441

Registered office:

Booth Street Chambers

32 Booth Street

Ashton-under-Lyne

Lancashire

OL6 7LQ

2.	AVERAGE NUMBER OF EMPLOYEES

The average number of employees during the year was 7 (2024 - 8 ) .

3.	DIRECTOR'S ADVANCES, CREDITS AND GUARANTEES

The following advances and credits to a director subsisted during the years ended 31 March 2025 and 31 March 2024:

2025

2024

£

£

Mrs K L Wilkinson

Balance outstanding at start of year

187,446

142,723

Amounts advanced

9,062

44,723

Amounts repaid

-

-

Amounts written off

-

-

Amounts waived

-

-

Balance outstanding at end of year

196,508

187,446

Interest has been charged at the rate of 2.25% per annum on the amount outstanding.

The company is entitled to exemption from audit under Section 477 of the Companies Act 2006 for the year ended 31 March 2025.

The members have not required the company to obtain an audit of its financial statements for the year ended 31 March 2025 in accordance with Section 476 of the Companies Act 2006.

The director acknowledges her responsibilities for:

(a)	ensuring that the company keeps accounting records which comply with Sections 386 and 387 of the Companies Act 2006 and

(b)

preparing financial statements which give a true and fair view of the state of affairs of the company 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 relating to financial statements, so far as applicable to the company.

The financial statements have been prepared in accordance with the micro-entity provisions and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

The financial statements were approved by the director and authorised for issue on 20 October 2025 and were signed by:

Mrs K L Wilkinson - Director