Cookie Consent by FreePrivacyPolicy.com
Datalog Logo
Free data on 57M+ companies
Home > Northern Ireland > SUCCEED WEALTH MANAGEMENT LIMITED
Company Information for

SUCCEED WEALTH MANAGEMENT LIMITED

8 CROMAC PLACE, BELFAST, BT7 2JB,
Company Registration Number
NI061309
Private Limited Company
Active

Company Overview

About Succeed Wealth Management Ltd
SUCCEED WEALTH MANAGEMENT LIMITED was founded on 2006-10-17 and has its registered office in Belfast. The organisation's status is listed as "Active". Succeed Wealth Management Limited is a Private Limited Company registered in NORTHERN IRELAND with Companies House and the accounts submission requirement is categorised as MICRO ENTITY
Key Data
Company Name
SUCCEED WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
8 CROMAC PLACE
BELFAST
BT7 2JB
Other companies in BT1
 
Previous Names
A BELL FINANCIAL LTD09/05/2014
Filing Information
Company Number NI061309
Company ID Number NI061309
Date formed 2006-10-17
Country NORTHERN IRELAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/12/2022
Account next due 30/09/2024
Latest return 17/10/2015
Return next due 14/11/2016
Type of accounts MICRO ENTITY
Last Datalog update: 2023-11-06 12:13:44
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for SUCCEED WEALTH MANAGEMENT LIMITED
Is this data useful to you?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Company Officers of SUCCEED WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
ADRIAN BELL
 Company Secretary 2006-10-17
ADRIAN BELL
 Director 2006-10-17
BARRA GORMAN
 Director 2016-06-07
Previous Officers
Officer Role Date Appointed Date Resigned
CHARLOTTE MARY ANN BELL
 Director 2006-10-17 2014-10-13
C.S. SECRETARIAL SERVICES LTD
 Company Secretary 2006-10-17 2006-10-17
CS DIRECTOR SERVICES LIMITED
 Director 2006-10-17 2006-10-17

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
ADRIAN BELL SUCCEED FINANCIAL PLANNING LIMITED Director 2013-04-29 CURRENT 2013-04-29 Active - Proposal to Strike off

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2023-10-04CONFIRMATION STATEMENT MADE ON 03/10/23, WITH UPDATES
2023-09-03REGISTERED OFFICE CHANGED ON 03/09/23 FROM River House 48 High Street Belfast BT1 2BE Northern Ireland
2023-08-16Change of share class name or designation
2023-08-16Memorandum articles filed
2023-08-16Statement of company's objects
2023-08-16Resolutions passed:<ul><li>Resolution variation to share rights<li>Resolution passed adopt articles</ul>
2023-08-16Particulars of variation of rights attached to shares
2023-08-09Notification of Johnston Campbell Holdings Limited as a person with significant control on 2023-07-31
2023-08-09DIRECTOR APPOINTED EWAN JOHN BOYLE
2023-08-09DIRECTOR APPOINTED JAMESINA TERESA DOBLE
2023-08-09CESSATION OF ADRIAN BELL AS A PERSON OF SIGNIFICANT CONTROL
2023-08-09Termination of appointment of Adrian Bell on 2023-07-31
2023-08-09CESSATION OF CHARLOTTE MARY ANN BELL AS A PERSON OF SIGNIFICANT CONTROL
2023-08-09APPOINTMENT TERMINATED, DIRECTOR ADRIAN BELL
2023-01-27MICRO ENTITY ACCOUNTS MADE UP TO 31/12/22
2022-10-06CONFIRMATION STATEMENT MADE ON 03/10/22, WITH NO UPDATES
2022-01-18MICRO ENTITY ACCOUNTS MADE UP TO 31/12/21
2022-01-18AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/21
2021-11-19SH03Purchase of own shares
2021-10-21CS01CONFIRMATION STATEMENT MADE ON 03/10/21, WITH UPDATES
2021-10-21PSC07CESSATION OF BARRA GORMAN AS A PERSON OF SIGNIFICANT CONTROL
2021-10-19RES09Resolution of authority to purchase a number of shares
2021-10-19SH06Cancellation of shares. Statement of capital on 2021-09-30 GBP 217
2021-10-06TM01APPOINTMENT TERMINATED, DIRECTOR BARRA GORMAN
2021-04-23AD01REGISTERED OFFICE CHANGED ON 23/04/21 FROM 27-29 Gordon Street Belfast BT1 2LG
2021-02-15AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/20
2020-10-07CS01CONFIRMATION STATEMENT MADE ON 03/10/20, WITH NO UPDATES
2020-01-17AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/19
2019-10-04CS01CONFIRMATION STATEMENT MADE ON 03/10/19, WITH UPDATES
2019-09-02AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/18
2019-06-19PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL BARRA GORMAN
2019-05-03PSC04Change of details for Mrs Charlotte Mary Ann Bell as a person with significant control on 2019-05-01
2019-05-03CH01Director's details changed for Mr Adrian Bell on 2019-05-01
2019-05-03CH03SECRETARY'S DETAILS CHNAGED FOR MR ADRIAN BELL on 2019-05-01
2018-11-01SH0131/05/17 STATEMENT OF CAPITAL GBP 303
2018-10-03CS01CONFIRMATION STATEMENT MADE ON 03/10/18, WITH UPDATES
2018-08-09AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/17
2018-08-08CS01CONFIRMATION STATEMENT MADE ON 02/08/18, WITH UPDATES
2017-12-21LATEST SOC21/12/17 STATEMENT OF CAPITAL;GBP 214
2017-12-21SH0101/12/17 STATEMENT OF CAPITAL GBP 214
2017-08-29AAMICRO ENTITY ACCOUNTS MADE UP TO 31/12/16
2017-08-18CS01CONFIRMATION STATEMENT MADE ON 02/08/17, WITH NO UPDATES
2017-08-18PSC07CESSATION OF ADRIAN BELL AS A PERSON OF SIGNIFICANT CONTROL
2017-08-18PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL CHARLOTTE MARY ANN BELL
2017-08-18PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL ADRIAN BELL
2017-03-02AAMDAmended account small company full exemption
2016-09-19AA31/12/15 ACCOUNTS TOTAL EXEMPTION SMALL
2016-08-02LATEST SOC02/08/16 STATEMENT OF CAPITAL;GBP 212
2016-08-02CS01CONFIRMATION STATEMENT MADE ON 02/08/16, WITH UPDATES
2016-06-15AP01DIRECTOR APPOINTED MR BARRA GORMAN
2015-10-22LATEST SOC22/10/15 STATEMENT OF CAPITAL;GBP 2
2015-10-22AR0117/10/15 ANNUAL RETURN FULL LIST
2015-08-10AA31/12/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-10-18LATEST SOC18/10/14 STATEMENT OF CAPITAL;GBP 2
2014-10-18AR0117/10/14 ANNUAL RETURN FULL LIST
2014-10-13TM01APPOINTMENT TERMINATED, DIRECTOR CHARLOTTE MARY ANN BELL
2014-09-17AA31/12/13 ACCOUNTS TOTAL EXEMPTION SMALL
2014-05-09RES15CHANGE OF NAME 09/05/2014
2014-05-09CERTNMCompany name changed a bell financial LTD\certificate issued on 09/05/14
2013-10-18LATEST SOC18/10/13 STATEMENT OF CAPITAL;GBP 2
2013-10-18AR0117/10/13 ANNUAL RETURN FULL LIST
2013-10-18AD01REGISTERED OFFICE CHANGED ON 18/10/2013 FROM 27-29 GORDON STREET BELFAST BT1 2LG NORTHERN IRELAND
2013-10-18AD01REGISTERED OFFICE CHANGED ON 18/10/2013 FROM 18 KILLOWEN PARK LISBURN CO ANTRIM BT28 3LD
2013-08-05AA31/12/12 TOTAL EXEMPTION SMALL
2012-10-23AR0117/10/12 FULL LIST
2012-10-23AD02SAIL ADDRESS CHANGED FROM: 20 ADELAIDE STREET BELFAST BT2 8GD NORTHERN IRELAND
2012-05-01AA31/12/11 TOTAL EXEMPTION SMALL
2011-10-18AR0117/10/11 FULL LIST
2011-06-24AA31/12/10 TOTAL EXEMPTION SMALL
2010-10-20AR0117/10/10 FULL LIST
2010-10-20AD04REGISTER(S) MOVED FROM SAIL TO REGISTERED OFFICE 114-REG MEM 162-REG DIR 228-DIR SERV CONT 275-REG SEC
2010-09-28AA31/12/09 TOTAL EXEMPTION SMALL
2010-02-02AR0117/10/09 FULL LIST
2010-01-27AD03REGISTER(S) MOVED TO SAIL ADDRESS 114-REG MEM 162-REG DIR 228-DIR SERV CONT 275-REG SEC
2010-01-27CH03SECRETARY'S CHANGE OF PARTICULARS / ADRIAN BELL / 27/01/2010
2010-01-27AD02SAIL ADDRESS CREATED
2010-01-27CH01DIRECTOR'S CHANGE OF PARTICULARS / CHARLOTTE MARY ANN BELL / 27/01/2010
2010-01-27CH01DIRECTOR'S CHANGE OF PARTICULARS / ADRIAN BELL / 27/01/2010
2009-09-26AC(NI)31/12/08 ANNUAL ACCTS
2008-10-17AC(NI)31/12/07 ANNUAL ACCTS
2008-10-10371S(NI)17/10/08 ANNUAL RETURN SHUTTLE
2007-11-14371S(NI)17/10/07 ANNUAL RETURN SHUTTLE
2007-06-25233(NI)CHANGE OF ARD
2006-10-25296(NI)CHANGE OF DIRS/SEC
2006-10-25295(NI)CHANGE IN SIT REG ADD
2006-10-25296(NI)CHANGE OF DIRS/SEC
2006-10-17NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
70 - Activities of head offices; management consultancy activities
702 - Management consultancy activities
70221 - Financial management




Licences & Regulatory approval
We could not find any licences issued to SUCCEED WEALTH MANAGEMENT LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
Share this page on Facebook
Share
Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against SUCCEED WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
SUCCEED WEALTH MANAGEMENT LIMITED does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges0.189
MortgagesNumMortOutstanding0.119
MortgagesNumMortPartSatisfied0.002
MortgagesNumMortSatisfied0.069

This shows the max and average number of mortgages for companies with the same SIC code of 70221 - Financial management

Creditors
Creditors Due Within One Year 2012-01-01 £ 3,741

Creditors and other liabilities

Filed Financial Reports
Annual Accounts
2012-12-31
Annual Accounts
2013-12-31
Annual Accounts
2014-12-31
Annual Accounts
2015-12-31
Annual Accounts
2016-12-31
Annual Accounts
2017-12-31
Annual Accounts
2019-12-31
Annual Accounts
2020-12-31
Annual Accounts
2021-12-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on SUCCEED WEALTH MANAGEMENT LIMITED

Financial Assets
Balance Sheet
Called Up Share Capital 2012-01-01 £ 2
Cash Bank In Hand 2012-01-01 £ 4,483
Current Assets 2012-01-01 £ 6,306
Debtors 2012-01-01 £ 1,823
Fixed Assets 2012-01-01 £ 596
Shareholder Funds 2012-01-01 £ 3,161
Tangible Fixed Assets 2012-01-01 £ 596

Debtors and other cash assets

Intangible Assets
Patents
We have not found any records of SUCCEED WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for SUCCEED WEALTH MANAGEMENT LIMITED
Trademarks
We have not found any records of SUCCEED WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for SUCCEED WEALTH MANAGEMENT LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (70221 - Financial management) as SUCCEED WEALTH MANAGEMENT LIMITED are:

OUR COMMUNITY ENTERPRISE C.I.C. £ 127,119
SOCIAL FINANCE LIMITED £ 90,570
SILVER BIRCHES LIMITED £ 89,834
WHETSTONE GROUP LIMITED £ 53,181
INSIGHT MANAGEMENT AND SYSTEMS CONSULTANTS LIMITED £ 48,554
LG FUTURES LIMITED £ 34,643
HERONSFORD SOLUTIONS LIMITED £ 20,400
BEANSTALK LIMITED £ 1,772
DAVID ALEXANDER LIMITED £ 950
SOCIAL FINANCE LIMITED £ 1,770,920
LG FUTURES LIMITED £ 1,631,974
SILVER BIRCHES LIMITED £ 1,460,268
HIBERNIA ADVISORY SERVICES LIMITED £ 1,223,552
ALTAIR CONSULTANCY AND ADVISORY SERVICES LIMITED £ 674,804
SPECTRUM SOCIAL CARE LTD £ 648,901
OUR COMMUNITY ENTERPRISE C.I.C. £ 502,892
ECHELON CONSULTANCY LIMITED £ 403,779
BOURNE HOUSE LIMITED £ 329,980
ATLANTIC UMBRELLA COMPANY LIMITED £ 276,053
SOCIAL FINANCE LIMITED £ 1,770,920
LG FUTURES LIMITED £ 1,631,974
SILVER BIRCHES LIMITED £ 1,460,268
HIBERNIA ADVISORY SERVICES LIMITED £ 1,223,552
ALTAIR CONSULTANCY AND ADVISORY SERVICES LIMITED £ 674,804
SPECTRUM SOCIAL CARE LTD £ 648,901
OUR COMMUNITY ENTERPRISE C.I.C. £ 502,892
ECHELON CONSULTANCY LIMITED £ 403,779
BOURNE HOUSE LIMITED £ 329,980
ATLANTIC UMBRELLA COMPANY LIMITED £ 276,053
SOCIAL FINANCE LIMITED £ 1,770,920
LG FUTURES LIMITED £ 1,631,974
SILVER BIRCHES LIMITED £ 1,460,268
HIBERNIA ADVISORY SERVICES LIMITED £ 1,223,552
ALTAIR CONSULTANCY AND ADVISORY SERVICES LIMITED £ 674,804
SPECTRUM SOCIAL CARE LTD £ 648,901
OUR COMMUNITY ENTERPRISE C.I.C. £ 502,892
ECHELON CONSULTANCY LIMITED £ 403,779
BOURNE HOUSE LIMITED £ 329,980
ATLANTIC UMBRELLA COMPANY LIMITED £ 276,053
Outgoings
Business Rates/Property Tax
No properties were found where SUCCEED WEALTH MANAGEMENT LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded SUCCEED WEALTH MANAGEMENT LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded SUCCEED WEALTH MANAGEMENT LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
    Need more information?
    We offer bespoke investigations into companies. If you need more information about this company we can gather more information as directed by you. This may, for example, be a forensic investigation such as tracing hidden assets. The engagement is on a time and materials basis. We charge GBP £ 500 per day + VAT. Contact us with a description of what you're looking for and we will assess whether we can help.
    Other companies at postcode BT7 2JB