2024-10-01 05362909 2025-09-30 05362909 2024-10-01 2025-09-30 05362909 2024-09-30 05362909 2023-10-01 2024-09-30 05362909 uk-core:WithinOneYear 2024-09-30 05362909 uk-core:WithinOneYear 2025-09-30 05362909 uk-core:ShareCapital 2025-09-30 05362909 uk-core:ShareCapital 2024-09-30 05362909 uk-core:RetainedEarningsAccumulatedLosses 2025-09-30 05362909 uk-core:RetainedEarningsAccumulatedLosses 2024-09-30 05362909 uk-bus:Director1 2024-10-01 2025-09-30 05362909 uk-bus:Director2 2024-10-01 2025-09-30 05362909 uk-core:ToolsEquipment 2024-10-01 2025-09-30 05362909 uk-core:VehiclesPlantMachinery 2024-10-01 2025-09-30 05362909 uk-core:FurnitureFittings 2024-10-01 2025-09-30 05362909 uk-core:ToolsEquipment 2024-09-30 05362909 uk-core:FurnitureFittings 2024-09-30 05362909 uk-core:FurnitureFittings 2025-09-30 05362909 uk-core:ToolsEquipment 2025-09-30 iso4217:GBP xbrli:pure 05362909 uk-bus:AuditExempt-NoAccountantsReport 2024-10-01 2025-09-30 05362909 uk-bus:FRS102 2024-10-01 2025-09-30 05362909 uk-bus:FilletedAccounts 2024-10-01 2025-09-30 05362909 uk-bus:PrivateLimitedCompanyLtd 2024-10-01 2025-09-30

CITRUS WEALTH MANAGEMENT LIMITED

Registered Number:05362909

For the year ended 30 September 2025
England and Wales
Unaudited Financial Statements

2

Registered Number :

05362909

As at 30 September 2025

CITRUS WEALTH MANAGEMENT LIMITED
Statement of Financial Position

£

£

2024
2025

Notes

Fixed assets

Property, plant and equipment

991
991
2
991
991

Current assets

Trade and other receivables

279,500
130,935
3
8,327

Cash and cash equivalents

141,927
272,862
287,827

Trade and other payables: amounts falling due within one
year

(9,121)
28,594
4
278,706
301,456
Net current assets

Total assets less current liabilities

302,447
279,697
302,447
Net assets
279,697

Capital and reserves

Called up share capital

1,000
1,000

Retained earnings

301,447
278,697
302,447
279,697
Shareholders' funds

For the year ended 30 September 2025 the company was entitled to exemption from audit under Section 477 of the Companies Act 2006 relating to small companies.

The members have not required the company to obtain an audit of its financial statements for the year ended 30 September 2025 in accordance with Section 476 of the Companies Act 2006

The director acknowledges his responsibilities for:a) ensuring that the company keeps proper 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 Section
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.

In accordance with Section 444 of the Companies Act 2006, the Income Statement has not been delivered.

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

STEVEN HUTCHINSON Director

CHARLOTTE HUTCHINSON Director

These financial statements were approved and authorised for issue by the Board on 31 October 2025 and were signed by:

The notes form part of these financial statements

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For the year ended 30 September 2025
CITRUS WEALTH MANAGEMENT LIMITED
Notes to the Financial Statements
Statutory Information

CITRUS WEALTH MANAGEMENT LIMITED is a private limited company, limited by shares, domiciled in England and
Wales, registration number 05362909.

Registered address:

ORWELL HOUSE
THE STRAND
WHERSTEAD
IPSWICH
IP2 8NJ

The presentation currency is £ sterling.

1. Accounting policies

Basis of preparing the financial statements

These financial statements have been prepared in accordance with the provisions of Section 1 A of Financial
Reporting Standard 102 'The Financial Reporting Standard applicable in the UK and Republic of Ireland' and the
Companies Act 2006. The financial statements have been prepared under the historical costs convention as
modified by the revaluation of certain assets.

Revenue recognition

Turnover comprises the invoiced value of goods and services supplied by the company, net of Value Added Tax and trade discounts.

Property, plant and equipment

Tangible fixed assets, other than freehold land, are stated at cost or valuation less depreciation and any provision for impairment. Depreciation is provided at rates calculated to write off the cost or valuation of fixed assets, less their estimated residual value, over their expected useful lives on the following basis:

15 Straight line

Computer equipment

10 Straight line

Motor vehicles

5 Straight line

Fixtures and fittings
Hire purchase and leasing commitments
Rentals payable under operating leases are charged against income on a straight line basis over the lease term.

2. Property, plant and equipment

Total

Computer
equipment

Fixtures and
fittings

£

£

£

Cost or
valuation

At 01 October 2024

11,910
9,291
2,619

At 30 September 2025

2,619
9,291
11,910

Provision for depreciation and impairment

At 01 October 2024

10,919
8,500
2,419

At 30 September 2025

10,919
8,500
2,419

At 30 September 2025

Net book value

200
791
991

At 30 September 2024

200
791
991
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4
For the year ended 30 September 2025
CITRUS WEALTH MANAGEMENT LIMITED
Notes to the Financial Statements Continued

3. Trade and other receivables

2024
2025

£

£

Trade debtors

44,000
20,000

Other debtors

86,935
259,500
279,500
130,935

4. Trade and other payables: amounts falling due within one year

2024
2025

£

£

Trade creditors

1,500
2,000

Amounts owed to group undertaking and undertaking in which the
company has a participating interest

(129,992)
(96,392)

Taxation and social security

6,000
6,615

Other creditors

93,898
96,898
(28,594)
9,121

5. Average number of persons employed

During the year the average number of employees was 4 (2024 : 4)
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