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WRAP INVESTMENTS WEALTH MANAGEMENT LIMITED

Company
WRAP INVESTMENTS WEALTH MANAGEMENT LIMITED (08087381)

WRAP INVESTMENTS WEALTH MANAGEMENT

Phone: 01788 833 338
A⁺ rating

ABOUT WRAP INVESTMENTS WEALTH MANAGEMENT LIMITED

Financial products are sometimes at their most useful when they are protecting our families, our incomes or our property.

There are many ways in which a family can protect itself, and because of the large range of products available there is usually an appropriate policy for most circumstances, and most budgets.

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired.

– referred to as the State Second Pension (S2P) but before 6 April 2002, it was known as the State Earnings Related Pension Scheme (SERPS). From 6 April 2002, S2P was reformed to provide a more generous additional State Pension for low and moderate earners, carers and people with a long term illness or disability and is based upon earnings on which standard rate Class 1 National Insurance contributions are paid or treated as having been paid. Additional State Pension is not available in respect of self employed income. From April 2016 both the basic rate pension and additional state pension will be combined to offer a simple single tier flat rate pension. **

– these are also Money Purchase schemes and are open to everyone and especially useful if you are self-employed, your employer doesn’t yet run a company scheme or just for topping up existing arrangements. From October 2012, the Government introduced reforms and all employers have to offer their employees, who meet certain criteria, automatic enrolment into a workplace pension. Employers can use the Government backed scheme, National Employment Savings Trust (NEST), or offer an alternative ‘Qualifying’ work place pension scheme such as a Group Personal Pension, providing it ‘ticks’ certain boxes. The process is being phased in between 2012 and 2018 depending on the head count of a firm. Employers are required to contribute a minimum of 3% of salary with Employees making a personal contribution of 4% with tax relief of 1% added on top, which again, is being phased in gradually.

are now a vast array of different products that may be used at retirement to provide benefits from the traditional form of annuity that provides a regular income stream to Flexi-access Drawdown which enables lump sums of benefits to be taken either as a one off payment or over a given number of years. Given the complexity and choice all individuals now have, it is important to seek independent financial advice before making any decisions.

Wrap Investments Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority. Financial Services Register Number 586862.

Registered in England & Wales, Company Number 8087381. Registered Office address: Lumonics House, Valley Drive, Swift Valley, Rugby, Warwickshire, CV21 1TQ. Trading address: Lumonics House, Valley Drive, Swift Valley, Rugby, Warwickshire, CV21 1TQ. Telephone: 01788 833 338

© 2018 Wrap Investments Wealth Management Ltd |

KEY FINANCES

Year
2017
Assets
£110.53k ▲ £25.79k (30.43 %)
Cash
£42.12k ▲ £28.93k (219.33 %)
Liabilities
£39.48k ▲ £10.88k (38.02 %)
Net Worth
£71.05k ▲ £14.91k (26.56 %)

REGISTRATION INFO

Company name
WRAP INVESTMENTS WEALTH MANAGEMENT LIMITED
Company number
08087381
Status
Active
Categroy
Private Limited Company
Date of Incorporation
29 May 2012
Age - 12 years
Home Country
United Kingdom

CONTACTS

Website
wrapinvestments.co.uk
Phones
01788 833 338
Registered Address
LUMONICS HOUSE VALLEY DRIVE,
SWIFT VALLEY,
RUGBY,
WARWICKSHIRE,
UNITED KINGDOM,
CV21 1TQ

ECONOMIC ACTIVITIES

64999
Financial intermediation not elsewhere classified

LAST EVENTS

12 Dec 2016
Total exemption small company accounts made up to 31 March 2016
22 Jun 2016
Annual return made up to 29 May 2016 with full list of shareholders Statement of capital on 2016-06-22 GBP 100
08 Sep 2015
Registered office address changed from 1 Denyer Court 1a Broad Street Brinklow Warwickshire CV23 0LS to Lumonics House Valley Drive Swift Valley Rugby Warwickshire CV21 1TQ on 8 September 2015

See Also


Last update 2018

WRAP INVESTMENTS WEALTH MANAGEMENT LIMITED DIRECTORS

John Michael Bausor

  Acting
Appointed
29 May 2012
Occupation
Director
Role
Director
Age
79
Nationality
British
Address
1 Orchard Row, Icomb, Gloucester, United Kingdom, GL54 1JB
Country Of Residence
United Kingdom
Name
BAUSOR, John Michael

Nicholas David Marston

  Acting
Appointed
29 May 2012
Occupation
Director
Role
Director
Age
65
Nationality
British
Address
The Gables, Queens Road, Bretford, Rugby, United Kingdom, CV23 0JY
Country Of Residence
United Kingdom
Name
MARSTON, Nicholas David

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Excellent according to the company’s financial health.