REGISTERED NUMBER: OC332430 (England and Wales)

Unaudited Financial Statements for the Year Ended 31 March 2025

for

Williams Birley Wealth Management LLP

Page

General Information

1

Balance Sheet

2

Notes to the Financial Statements

4

DESIGNATED MEMBERS:

A Birley

A W Williams

REGISTERED OFFICE:

8 Pensby Road

Heswall

Wirral

Merseyside

CH60 7RE

REGISTERED NUMBER:

OC332430 (England and Wales)

ACCOUNTANTS:

Joanne Stanhope Limited

1 Pye Road

Heswall

Wirral

Merseyside

CH60 0DB

FIXED ASSETS

Tangible assets

4

42,022

55,411

CURRENT ASSETS

Debtors

5

84,118

84,165

Cash at bank and in hand

32,351

20,198

116,469

104,363

CREDITORS

Amounts falling due within one year

6

40,551

41,384

NET CURRENT ASSETS

75,918

62,979

TOTAL ASSETS LESS CURRENT LIABILITIES

117,940

118,390

CREDITORS

Amounts falling due after more than one year

7

-

6,456

NET ASSETS ATTRIBUTABLE TO MEMBERS

117,940

111,934

LOANS AND OTHER DEBTS DUE TO MEMBERS

8

117,940

111,934

TOTAL MEMBERS' INTERESTS

Loans and other debts due to members

8

117,940

111,934

Amounts due from members

5

(3,164

)

(3,168

)

114,776

108,766

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.

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 23 December 2025 and were signed by:

A Birley - Designated member

1.	STATUTORY INFORMATION

Williams Birley 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 is measured at the fair value of the consideration received or receivable, excluding discounts, rebates, value added tax and other sales taxes.

Tangible fixed assets

Depreciation is provided at the following annual rates in order to write off each asset over its estimated useful life.

Hire purchase and leasing commitments

Rentals paid under operating leases are charged to profit or loss on a straight line basis over the period of the lease.

Pension costs and other post-retirement benefits

The LLP operates a defined contribution pension scheme. Contributions payable to the LLP's pension scheme 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 7 (2024 - 6 ) .

4.	TANGIBLE FIXED ASSETS

Plant and

machinery

etc

£

COST

At 1 April 2024

131,157

Additions

496

At 31 March 2025

131,653

DEPRECIATION

At 1 April 2024

75,746

Charge for year

13,885

At 31 March 2025

89,631

NET BOOK VALUE

At 31 March 2025

42,022

At 31 March 2024

55,411

5.

DEBTORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

31.3.25

31.3.24

£

£

Other debtors

84,118

84,165

6.

CREDITORS: AMOUNTS FALLING DUE WITHIN ONE YEAR

31.3.25

31.3.24

£

£

Bank loans and overdrafts

3,681

10,724

Taxation and social security

3,666

3,127

Other creditors

33,204

27,533

40,551

41,384

7.

CREDITORS: AMOUNTS FALLING DUE AFTER MORE THAN ONE YEAR

31.3.25

31.3.24

£

£

Bank loans

-

6,456

8.

LOANS AND OTHER DEBTS DUE TO MEMBERS

Amounts included in Loans and other debts due to members' are ranked after all other creditors.