CBW FINANCIAL PLANNING LIMITEDActive

Company number 03224548Private limited companyIncorporated 1996

Key figures

£127,853-59.1%
Net assets 2024/25
-28.8%
Average annual change 2019/20–2024/25
0200 k400 k600 k2019/202020/212022/232023/242024/25

Like most small UK companies, CBW FINANCIAL PLANNING LIMITED does not publish a profit and loss account in its latest accounts. The figures below come from the balance sheet.

Ratios

2024/25
Balance sheet structure
Current assetsFixed assetsLiabilitiesNet assets
0500 k1 m1.5 m2019/202020/212022/232023/242024/25

Dividends

from the accounts
2020/21

Dividends paid in the financial year: £250,000 (91% of the profit for the year).

History
2020/21£250,000
2019/20£610,000
Filed accounts2019/20–2024/25
2019/202020/212022/232023/242024/25
Profit for the year483,483273,903———
Cash at bank and in hand403,429372,165498,209203,90997,355
Total assets1,031,365779,543769,365375,733200,934
Total liabilities—259,313———
Net assets / total equity496,327520,230594,490312,494127,853
Average number of employees1618161614
Dividends paid610,000250,000———

A dash (—) means no accounts were filed for that year or the item is not in the accounts; 0 is a zero stated in the accounts. Small companies usually file only a balance sheet, so the profit and loss account is often missing.

Summary: CBW FINANCIAL PLANNING LIMITED

Company

CBW FINANCIAL PLANNING LIMITED is a private limited company registered with Companies House under company number 03224548. It was incorporated on 15 Jul 1996. Its status is active. The registered office is in Leamington spa (CV31). Its nature of business (SIC 2007) is financial intermediation not elsewhere classified (64999).

Accounts

The latest accounts in the database are for 2024/25 (period ending 30 Sep 2025); the company files small company accounts (filleted). Net assets were £127,853, down 59.1% on the previous year. Cash at bank and in hand was £97,355. The company had an average of 14 employees. Figures are available for 5 financial years (2019/20–2024/25).

Control and charges

One person with significant control is registered.

Filing deadlines

The next accounts are due by 30 Jun 2027. The next confirmation statement is due by 29 Jul 2027.