Ltd Facts The UK company register, as filed

Register entry · No. 03224548

CBW FINANCIAL PLANNING LIMITED

Active Private Limited Company Incorporated 15 Jul 1996

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    Last filed accounts

    Cash fell from £203,909 to £97,355 in a year.

    Accounts to 30 Sep 2025 · See it · What this means
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    Company status

    Active.

    Companies House register
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    Accounts on time

    Next due 30 Jun 2027.

    Companies House register
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    Confirmation statement on time

    Next due 29 Jul 2027.

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    Owners

    1 owner on file.

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    Charges

    None registered.

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    Trading history

    Incorporated 15 Jul 1996 (30 years ago).

    Companies House register
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    Name changes

    1 earlier name, none in the last year.

    Names over time

From the public register, filing history, officers, owners and filed accounts, as of 30 Oct 2026. Not a credit score or advice: open the filings before relying on them. JSON

  1. Registered office

    HIGHDOWN HOUSE, 11 HIGHDOWN ROAD, LEAMINGTON SPA, WARWICKSHIRE, ENGLAND, CV31 1XT

    As filed with Companies House.

  2. Nature of business

    • 64999 Financial intermediation not elsewhere classified

  3. Accounts

    Next due
    30 Jun 2027
    Last made up to
    30 Sep 2025
    Type
    TOTAL EXEMPTION FULL

  4. Confirmation statement

    Next due
    29 Jul 2027
    Last made up to
    15 Jul 2026

  5. Charges

    Outstanding
    0
    All time
    0

  6. Names

    1. CBW FINANCIAL PLANNING LIMITED current
    2. CBW FINANCIAL SERVICES LIMITED earlier

Figures

Year endTurnoverProfitCashNet assetsStaff
30 Sep 2025 not published not published £97,355 £127,853 14
30 Sep 2024 not published not published £203,909 £312,494 16
30 Sep 2023 (18 months) not published not published £498,209 £594,490 16
31 Mar 2022 * not published not published £357,131 £442,335 17

* From the following year's accounts (prior-year figures).

People

Officers

Fetching them from Companies House. They appear here within a few minutes.

Named in the filed accounts meanwhile (not the register; no dates or whether still in office):

  • R Scardarella · Director, named in the accounts to 30 Sep 2025
  • P S Winter · Director, named in the accounts to 30 Sep 2025
  • C J Clayton · Director, named in the accounts to 30 Sep 2025

Owners and controllers All 3, with past →

NameControlNotifiedCeasedBornNationality · lives in
Cbw Fp Group Limited company · 14785112 · England Ownership of shares 75 to 100 percent; Voting rights 75 to 100 percent; Right to appoint and remove directors 2 Feb 2024 — —

From the public register. We show month and year of birth only, and no addresses. Privacy and your data

Ask about this company

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Questions

Is CBW FINANCIAL PLANNING LIMITED still trading?

The register shows CBW FINANCIAL PLANNING LIMITED as active.

What does CBW FINANCIAL PLANNING LIMITED do?

It files the industry code 64999 (Financial intermediation not elsewhere classified).

When was CBW FINANCIAL PLANNING LIMITED set up?

It was incorporated on 15 July 1996.

When are CBW FINANCIAL PLANNING LIMITED's accounts due?

Next accounts are due by 30 June 2027. The last accounts were made up to 30 September 2025.

When is CBW FINANCIAL PLANNING LIMITED's next confirmation statement due?

By 29 July 2027.

Similar companies

Same industry code (64999), active, set up around the same time. More in this industry →

  1. 03402995 FYLDE MANAGEMENT SERVICES LIMITED Active Private Limited Company Inc. 14 Jul 1997 64999 · Financial Intermediation Not Elsewhere Classified
  2. 03405174 GFI SECURITIES LIMITED Active Private Limited Company Inc. 14 Jul 1997 64999 · Financial intermediation not elsewhere classified
  3. 03401635 TEACHERS FINANCIAL SERVICES LIMITED Active Private Limited Company Inc. 10 Jul 1997 64999 · Financial intermediation not elsewhere classified
  4. 03398248 ASPEN CAPITAL PARTNERS (EUROPE) LTD. Active Private Limited Company Inc. 3 Jul 1997 64999 · Financial intermediation not elsewhere classified
  5. 03395285 ADVANTAGE FINANCE & LEASING LIMITED Active Private Limited Company Inc. 30 Jun 1997 64910 · Financial leasing

The file

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Source: Companies House, data file of 2026-10-01 and its live updates. View on Companies House