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Company Registration No. 08363073 (England and Wales)
WEALTHWISE FINANCIAL MANAGEMENT LIMITED Unaudited accounts for the year ended 31 January 2026
WEALTHWISE FINANCIAL MANAGEMENT LIMITED Unaudited accounts Contents
Page
Company information
3
Statement of financial position
4
Notes to the accounts
5
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WEALTHWISE FINANCIAL MANAGEMENT LIMITED Company Information for the year ended 31 January 2026
Director
Andrew Paul Foster
Company Number
08363073 (England and Wales)
Registered Office
29 DREYER CLOSE RUGBY WARWICKSHIRE CV22 7SX
Accountants
FITZPATRICK OWEN ASSOCIATES LTD 52 Leicester Street Bulkington Warwickshire CV12 9NG
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WEALTHWISE FINANCIAL MANAGEMENT LIMITED Statement of financial position as at 31 January 2026
2026
2025
Notes
£
£
Current assets
Cash at bank and in hand
19,789
15,689
Creditors: amounts falling due within one year
5
(19,687)
(15,529)
Net current assets
102
160
Net assets
102
160
Capital and reserves
Called up share capital
100
100
Profit and loss account
2
60
Shareholders' funds
102
160
For the year ending 31 January 2026 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 in accordance with section 476 of the Companies Act 2006.
The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
These accounts have been prepared and delivered in accordance with the provisions applicable to companies subject to the small companies' regime and in accordance with the provisions of FRS 102 Section 1A - Small Entities. The profit and loss account has not been delivered to the Registrar of Companies.
The financial statements were approved by the Board and authorised for issue on 4 June 2026 and were signed on its behalf by
Andrew Paul Foster Director Company Registration No. 08363073
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WEALTHWISE FINANCIAL MANAGEMENT LIMITED Notes to the Accounts for the year ended 31 January 2026
1
Statutory information
WEALTHWISE FINANCIAL MANAGEMENT LIMITED is a private company, limited by shares, registered in England and Wales, registration number 08363073. The registered office is 29 DREYER CLOSE, RUGBY, WARWICKSHIRE, CV22 7SX.
2
Compliance with accounting standards
The accounts have been prepared in accordance with the provisions of FRS 102 Section 1A Small Entities. There were no material departures from that standard.
3
Accounting policies
The principal accounting policies adopted in the preparation of the financial statements are set out below and have remained unchanged from the previous year, and also have been consistently applied within the same accounts.
Basis of preparation
The accounts have been prepared under the historical cost convention as modified by the revaluation of certain fixed assets.
Presentation currency
The accounts are presented in £ sterling.
Tangible fixed assets and depreciation
Tangible assets are included at cost less depreciation and impairment. Depreciation has been provided at the following rates in order to write off the assets over their estimated useful lives:
Computer equipment
33% Straight Line
4
Tangible fixed assets
Computer equipment
£
Cost or valuation
At cost
At 1 February 2025
754
At 31 January 2026
754
Depreciation
At 1 February 2025
754
At 31 January 2026
754
Net book value
At 31 January 2026
-
5
Creditors: amounts falling due within one year
2026
2025
£
£
Taxes and social security
2,724
3,181
Loans from directors
15,703
10,878
Accruals
1,260
1,470
19,687
15,529
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WEALTHWISE FINANCIAL MANAGEMENT LIMITED Notes to the Accounts for the year ended 31 January 2026
6
Average number of employees
During the year the average number of employees was 2 (2025: 2).
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