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LISA LEE WEALTH MANAGEMENT LTD Active


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Financial statements of LISA LEE WEALTH MANAGEMENT LTD

According to LISA LEE WEALTH MANAGEMENT LTD latest financial report submitted on 2023-09-30, the company has a Cash of £21,728.00, Total-Assets of £183,979.00 while the Working-Capital is £72,654.00. Compared with the previous year, the company reported a Cash increase of 97.22%, which is an equivalent of -21125. At the same time, the Total-Assets went up by 99.18%, or by -182473.


Year:
2022 Not available
2021 Not available
2020 Not available
2019 Not available

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  • Reporting period

    12

  • Consolidated A/cs

    N

  • Working Capital

    £ 72654

EBITDA

LISA LEE WEALTH MANAGEMENT LTD Business Credit Report

A Business Credit Report for LISA LEE WEALTH MANAGEMENT LTD is available for instant download. The report will provide you with a credit score and credit limit recommendation for LISA LEE WEALTH MANAGEMENT LTD, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

LISA LEE WEALTH MANAGEMENT LTD

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

LISA LEE WEALTH MANAGEMENT LTD Directors and key executives

LISA LEE WEALTH MANAGEMENT LTD currently employs 2 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at LISA LEE WEALTH MANAGEMENT LTD and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

2

100%

1y growth

100%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Jason Lloyd Director
-
- GB
Lisa Lee Director
-
- GB

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LISA LEE WEALTH MANAGEMENT LTD Ownership and Group Structure

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LISA LEE WEALTH MANAGEMENT LTD Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 3 people with significant control at LISA LEE WEALTH MANAGEMENT LTD. One of of major shareholders of LISA LEE WEALTH MANAGEMENT LTD is LISA LEE, which owns 1 ORDINARY A shares, with a total value of 1 GBP and JASON LLOYD, which owns 1 ORDINARY B shares, with a total value of 1 GBP and LISA LEE, which owns 5 ORDINARY shares, with a total value of 5 GBP.


Name Quantity Share Type Value
LISA LEE
1 ORDINARY A 1 GBP
JASON LLOYD
1 ORDINARY B 1 GBP
LISA LEE
5 ORDINARY 5 GBP

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LISA LEE WEALTH MANAGEMENT LTD competitors:

Top 5 similar companies of LISA LEE WEALTH MANAGEMENT LTD are MORGAN STANLEY UK GROUP, NORTHLAND CAPITAL PARTNERS LIMITED, PRIDE MOTOR CONTRACTS LIMITED, SMURFIT WESTROCK PACKAGING UK LIMITED, ARROWPOINT ADVISORY SERVICES LIMITED. View and export all the competitor list of LISA LEE WEALTH MANAGEMENT LTD by upgrading your account here.


MORGAN STANLEY UK GROUP


Revenue
-
Age
49 years
Employees
11-50
Industry
View Financial Services
Website
View http://morgan************

NORTHLAND CAPITAL PARTNERS LIMITED


Revenue
1,172,576.0
Age
34 years
Employees
11-50
Industry
View Financial Services
Website
View http://northl************

PRIDE MOTOR CONTRACTS LIMITED


Revenue
-
Age
27 years
Employees
9
Industry
View Finance & Insurance
Website
View http://pridemotor****************

SMURFIT WESTROCK PACKAGING UK LIMITED


Revenue
-
Age
27 years
Employees
3
Industry
View Financial Services
Website
View https://smurfi*************

ARROWPOINT ADVISORY SERVICES LIMITED


Revenue
-
Age
22 years
Employees
5
Industry
View Banks
Website
View http://livingsto***************

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LISA LEE WEALTH MANAGEMENT LTD news & activities:


EBITDA

The LISA LEE WEALTH MANAGEMENT LTD-based company said the adjusted EBITDA is now £6,940.00, compared with the previous year of 13456.

uk.globaldatabase.com

2023-09-30

Employees

LISA LEE WEALTH MANAGEMENT LTD number of employees has decreased by 0% compared with previous year and now represents a total number of 2.

uk.globaldatabase.com

2023-09-30

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Frequently Asked Questions regarding LISA LEE WEALTH MANAGEMENT LTD


Where is LISA LEE WEALTH MANAGEMENT LTD registered office?

LISA LEE WEALTH MANAGEMENT LTD is located at 28 Millers Walk Pelsall, United Kingdom.

How can I contact LISA LEE WEALTH MANAGEMENT LTD?

You can call LISA LEE WEALTH MANAGEMENT LTD at the following number +441922******

What is the website of LISA LEE WEALTH MANAGEMENT LTD?

LISA LEE WEALTH MANAGEMENT LTD website is https://lisaleewealthmanagement.co.uk/

How many people work at LISA LEE WEALTH MANAGEMENT LTD?

According to the latest account statement, there are currently 2 of employees working for LISA LEE WEALTH MANAGEMENT LTD.

What is LISA LEE WEALTH MANAGEMENT LTD EBITDA?

For 2023, LISA LEE WEALTH MANAGEMENT LTD has reported an EBITDA of £6,940.00, which went up by 93.89% compared to previous year.

What is the Business Credit Score of LISA LEE WEALTH MANAGEMENT LTD and how reliable is the company?

In order to check the business credit score of LISA LEE WEALTH MANAGEMENT LTD, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does LISA LEE WEALTH MANAGEMENT LTD pay their invoices on time?

By requesting a Business Credit Report for LISA LEE WEALTH MANAGEMENT LTD, you will be able to gain more insights about the LISA LEE WEALTH MANAGEMENT LTD payment trends.

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