Donald Asset Management Limited

Dissolved04675082 Private limited company
Incorporated
21 February 2003
Industry
Financial intermediation not elsewhere classified (64999)
Owners at dissolution
Accounts type
Audit exemption subsidiary
Region
West Midlands
Address
One Eleven
Edmund Street
Birmingham
B3 2HJ

Charges

Total
3
Outstanding
0
Part satisfied
0
Satisfied
3

Officers

This list may be incomplete. See all officers on Companies House

Officer details are public data from the Companies House register.

Director · Appointed 28 February 2023
British
Born January 1976 (50)

Ownership 1 at dissolution

People and entities with significant control, from the Companies House PSC register

Corporate entity · Notified 29 February 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Company Limited By Shares
Reg. no. 12491490
Former controllers (2)
29 February 2024
Ceased Optimum Planning Limited — Owns 75–100% of shares
21 October 2019
Ceased James Ian Donald — Owns 75–100% of shares

Group structure 16 shown

Ownership group derived from the Companies House PSC register

Agl Wealth Management Limited In liquidationOwns 75–100% of shares
Alex M Grant & Company Limited In liquidationOwns 75–100% of shares
Awm-Ifa Ltd In liquidationOwns 75–100% of shares
Bishop Armstrong Financial Planning Ltd DissolvedOwns 75–100% of shares
Bowbrook Investments Limited In liquidationOwns 75–100% of shares
Buchanan & Associates Financial Planning Limited In liquidationOwns 75–100% of shares
Distinct Financial Planning Ltd In liquidationOwns 75–100% of shares
Donald Asset Management Limited This company DissolvedOwns 75–100% of shares
Donald Assets UK Limited DissolvedOwns 75–100% of shares
Edinburgh Wealth Management Limited In liquidationOwns 75–100% of shares
Encompass Financial Management Ltd In liquidationOwns 75–100% of shares (as a firm)
HFL Advisory Services Ltd In liquidationOwns 75–100% of shares
Holmes Investments Limited In liquidationOwns 75–100% of shares
Iwp Advisory Services Limited In liquidationHas significant influence or control (as a firm)
Moss and Roberts (Wealth Management) Ltd In liquidationOwns 75–100% of shares

Financials

Net Assets
£137,524
down £176,953 (56%)
Cash
£212,802
down £279,877 (57%)
Employees
3
up 1 (50%)
Debt Ratio
62%
Current Ratio
1.5x
Balance sheet detail
2019
Fixed Assets£20,666
Current Assets£345,116
Debtors£132,314
Cash£212,802
Creditors (< 1 year)£236,907
Net Current Assets£117,935
Net Assets£137,524
Shareholder Funds£137,524

Filings

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