CSM WEALTH PLANNING LIMITEDActive
Key figures
Balance sheet structure
Filed accounts2019/20–2024/25
| 2020/21 | 2021/22 | 2022/23 | 2023/24 | 2024/25 | |
|---|---|---|---|---|---|
| Turnover | — | — | — | — | 0 |
| Cash at bank and in hand | 23,126 | 31,886 | 10,996 | — | — |
| Total assets | 35,843 | 40,112 | 14,476 | — | — |
| Total liabilities | — | — | — | 3,729 | 3,729 |
| Net assets / total equity | 18,029 | 21,121 | 13,284 | -3,729 | 3,729 |
| Average number of employees | 1 | 1 | 1 | 1 | 1 |
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: CSM WEALTH PLANNING LIMITED
Company
CSM WEALTH PLANNING LIMITED is a private limited company registered with Companies House under company number 07659758. It was incorporated on 7 Jun 2011. Its status is active. The registered office is in Barnstaple (EX31). Its nature of business (SIC 2007) is activities of insurance agents and brokers (66220).
Accounts
The latest accounts in the database are for 2024/25 (period ending 30 Jun 2025); the company files small company accounts (filleted). Turnover was £0. Net assets were £3,729, up 200% on the previous year. The company had an average of 1 employee. Figures are available for 6 financial years (2019/20–2024/25).
Control and charges
One person with significant control is registered.
Filing deadlines
The next accounts are due by 31 Mar 2027. The next confirmation statement is due by 18 Jun 2027.