Company registration number:
10803012
Informed Wealth Management Ltd
Unaudited filleted financial statements
30 April 2026
Informed Wealth Management Ltd
Contents
Directors and other information
Accountants report
Statement of financial position and notes to the financial statements
Informed Wealth Management Ltd
Directors and other information
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Director |
Mr R Kunikowski |
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Company number |
10803012 |
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Registered office |
9 Barton Road |
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Worsley |
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Manchester |
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M28 2PD |
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Business address |
9 Barton Road |
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Worsley |
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Manchester |
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M28 2PD |
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Accountants |
Downham Morris & Co |
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45/49 Greek Street |
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Stockport |
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Cheshire |
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SK3 8AX |
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Informed Wealth Management Ltd
Report to the director on the preparation of the
unaudited statutory financial statements of Informed Wealth Management Ltd
Year ended 30 April 2026
In order to assist you to fulfil your duties under the Companies Act 2006, we have prepared for your approval the financial statements of Informed Wealth Management Ltd for the year ended 30 April 2026 which comprise the statement of financial position and related notes from the company's accounting records and from information and explanations you have given us.
As a practising member firm of the Association of Chartered Certified Accountants , we are subject to its ethical and other professional requirements which are detailed at http://www.accaglobal.com/en/member/ professional-standards/ rules-standards/acca-rulebook.html.
This report is made solely to the director of Informed Wealth Management Ltd, as a body, in accordance with the terms of our engagement letter. Our work has been undertaken solely to prepare for your approval the financial statements of Informed Wealth Management Ltd and state those matters that we have agreed to state to them, as a body, in this report in accordance with the requirements of the Association of Chartered Certified Accountants as detailed at https://www.accaglobal.com/content/dam/ACCA_Global/Technical/fact/ tf-163-jan-24.pdf. To the fullest extent permitted by law, we do not accept or assume responsibility to anyone other than Informed Wealth Management Ltd and its director as a body for our work or for this report.
It is your duty to ensure that Informed Wealth Management Ltd has kept adequate accounting records and to prepare statutory financial statements that give a true and fair view of the assets, liabilities, financial position and profit of Informed Wealth Management Ltd. You consider that Informed Wealth Management Ltd is exempt from the statutory audit requirement for the year.
We have not been instructed to carry out an audit or a review of the financial statements of Informed Wealth Management Ltd. For this reason, we have not verified the accuracy or completeness of the accounting records or information and explanations you have given to us and we do not, therefore, express any opinion on the statutory financial statements.
Downham Morris & Co
Chartered Certified Accountants
45/49 Greek Street
Stockport
Cheshire
SK3 8AX
1 June 2026
Informed Wealth Management Ltd
Statement of financial position
30 April 2026
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2026 |
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2025 |
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£ |
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£ |
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Fixed assets |
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153 |
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492 |
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_______ |
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_______ |
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Current assets |
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42,910 |
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29,658 |
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Creditors: amounts falling due within one year |
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(
21,468) |
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(
3,529) |
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_______ |
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_______ |
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Net current assets |
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21,442 |
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26,129 |
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_______ |
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_______ |
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Total assets less current liabilities |
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21,595 |
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26,621 |
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Accruals and deferred income |
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(
1,380) |
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(
1,320) |
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_______ |
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_______ |
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Net assets |
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20,215 |
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25,301 |
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Capital and reserves |
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20,215 |
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25,301 |
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_______ |
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_______ |
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Notes to the financial statements
Informed Wealth Management Ltd
Year ended 30 April 2026
1.
Employee numbers
The average number of persons employed by the company during the year amounted to
1
(2025:
1
).
2.
Directors advances, credits and guarantees
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During the year the director entered into the following advances and credits with the company: |
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2026 |
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Balance brought forward |
Advances /(credits) to the director |
Balance o/standing |
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£ |
£ |
£ |
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Mr R Kunikowski |
(
2,353) |
(
17,531) |
(
19,884) |
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_______ |
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2025 |
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Balance brought forward |
Advances /(credits) to the director |
Balance o/standing |
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£ |
£ |
£ |
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Mr R Kunikowski |
(
745) |
(
1,608) |
(
2,353) |
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_______ |
_______ |
_______ |
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No interest is charged on loans to directors and loans are repayable on demand.
For the year ending 30 April 2026 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.
Directors responsiblities:
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The member has not required the company to obtain an audit of its accounts for the year in question in accordance with section 476.
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The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.
The financial statements have been prepared in accordance with the micro-entity provisions and have been delivered in accordance with the provisions applicable to companies subject to the small companies regime.
These financial statements were approved by the
board of directors
and authorised for issue on
01 June 2026
, and are signed on behalf of the board by:
Mr R Kunikowski
Director
Company registration number:
10803012
The company is a private company limited by shares, registered in England & Wales.