CARDINAL FINANCIAL PLANNING AND WEALTH MANAGEMENT LIMITEDActive

Company number 09565939Private limited companyIncorporated 2015

Key figures

£74,836+24.2%
Net assets 2025/26
+51.3%
Average annual growth 2020/21–2025/26
020 k40 k60 k80 k2020/212021/222022/232023/242024/252025/26

CARDINAL FINANCIAL PLANNING AND WEALTH MANAGEMENT LIMITED does not disclose its turnover in its latest accounts; the profit for the year is as stated in the accounts.

Ratios

2025/26
Balance sheet structure
Current assetsFixed assetsLiabilitiesNet assets
050 k100 k2020/212021/222022/232023/242024/252025/26

Dividends

from the accounts
2025/26

Dividends paid in the financial year: £49,500 (77% of the profit for the year).

History
2025/26£49,500
2024/25£40,000
2023/24£33,000
2022/23£17,000
2021/22£17,000
2020/21£36,000
Filed accounts2020/21–2025/26
2021/222022/232023/242024/252025/26
Profit for the year40,52431,20535,65050,44964,070
Cash at bank and in hand35,77549,71755,74769,83490,333
Total assets45,64957,81462,38775,92095,589
Total liabilities12,68710,64712,57015,65420,753
Net assets / total equity32,96247,16749,81760,26674,836
Average number of employees00004
Dividends paid17,00017,00033,00040,00049,500

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: CARDINAL FINANCIAL PLANNING AND WEALTH MANAGEMENT LIMITED

Company

CARDINAL FINANCIAL PLANNING AND WEALTH MANAGEMENT LIMITED is a private limited company registered with Companies House under company number 09565939. It was incorporated on 28 Apr 2015. Its status is active. The registered office is in Ipswich (IP3). Its nature of business (SIC 2007) is other business support service activities n.e.c. (82990).

Accounts

The latest accounts in the database are for 2025/26 (period ending 30 Apr 2026); the company files small company accounts (filleted). Profit for the year was £64,070. Net assets were £74,836, up 24.2% on the previous year. Cash at bank and in hand was £90,333. Total assets were £95,589 and total liabilities £20,753. The company had an average of 4 employees. Figures are available for 6 financial years (2020/21–2025/26).

Control and charges

One person with significant control is registered.

Filing deadlines

The next accounts are due by 31 Jan 2028. The next confirmation statement is due by 19 Jun 2027.