CLARION WEALTH PLANNING LIMITED

Active Alderley Edge

Financial intermediation not elsewhere classified

18 employees website.com
Financial services Financial intermediation not elsewhere classified
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CLARION WEALTH PLANNING LIMITED

Financial intermediation not elsewhere classified

Founded 17 Sept 2007 Active Alderley Edge, England 18 employees website.com
Financial services Financial intermediation not elsewhere classified

Previous Company Names

SDJ PRIVATE CLIENTS LIMITED 26 Jan 2010 — 31 Oct 2012
HAPPY NUMBERS LIMITED 17 Sept 2007 — 26 Jan 2010
Accounts Submitted 26 Aug 2025 Next due 31 Jan 2027 8 months remaining
Confirmation Submitted 1 May 2026 Next due 1 May 2027 11 months remaining
Net assets £4M £379K 2025 year on year
Total assets £4M £47K 2025 year on year
Total Liabilities £259K £331K 2025 year on year
Charges 2
2 outstanding

Contact & Details

Contact

Registered Address

Overbank 52 London Road Alderley Edge SK9 7DZ England

Telephone

0800 000 0000

Website

www.example.com

Full company profile for CLARION WEALTH PLANNING LIMITED (06372922), an active financial services company based in Alderley Edge, England. Incorporated 17 Sept 2007. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 May → 30 Apr 2025
Type full
Next accounts 30 Apr 2026
Due by 31 Jan 2027 8 months remaining

Balance Sheet & P&L (2014–2025)

Cash in Bank

£527.56k

Decreased by £18.61k (-3%)

Net Assets

£3.55M

Increased by £378.69k (+12%)

Total Liabilities

£258.54k

Decreased by £331.33k (-56%)

Turnover

£3.01M

Increased by £427.23k (+17%)

Employees

18

Decreased by 2 (-10%)

Debt Ratio

7%

Decreased by 9 (-56%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
30 Apr Year End
2024
30 Apr Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Officers

Officers

1 active 2 resigned
Status
Walker, Ronald DavidDirectorBritishEngland6816 Aug 2012Active

Shareholders

Shareholders (1)

Management Buyout Team Of Clarion Wealth Planning Limited
60.0%

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

Mustang Newco Limited

United Kingdom

Active
Notified 1 Oct 2024
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent,right To Appoint And Remove Directors

Clarion Group Limited

Ceased 1 Oct 2024

Ceased

Group Structure

Group Structure

CLARION WEALTH PLANNING LIMITED Current Company

Charges

Charges

2 outstanding

Properties

Properties

1 leasehold 1 total
AddressTenurePrice PaidDate Added
Overbank, 52 London Road, Alderley Edge (SK9 7DZ) CHESHIRE EAST
Leasehold-20 Oct 2021
Overbank, 52 London Road, Alderley Edge (SK9 7DZ)
Leasehold
Added 20 Oct 2021
District CHESHIRE EAST

Documents

Company Filings

DateCategoryDescriptionDocument
1 May 2026Confirmation StatementConfirmation statement made on 17 Apr 2026 with updates
11 Sept 2025Persons With Significant ControlChange to Mustang Newco Limited as a person with significant control on 11 Dec 2024
11 Sept 2025OfficersAppointment of Mr Alistair Cartwright as director on 1 Sept 2025
26 Aug 2025AccountsAnnual accounts made up to 30 Apr 2025
17 Apr 2025Confirmation StatementConfirmation statement made on 17 Apr 2025 with no updates
1 May 2026 Confirmation Statement

Confirmation statement made on 17 Apr 2026 with updates

11 Sept 2025 Persons With Significant Control

Change to Mustang Newco Limited as a person with significant control on 11 Dec 2024

11 Sept 2025 Officers

Appointment of Mr Alistair Cartwright as director on 1 Sept 2025

26 Aug 2025 Accounts

Annual accounts made up to 30 Apr 2025

17 Apr 2025 Confirmation Statement

Confirmation statement made on 17 Apr 2025 with no updates

Recent Activity

Latest Activity

Confirmation statement made on 17 Apr 2026 with updates

3 weeks ago on 1 May 2026

Change to Mustang Newco Limited as a person with significant control on 11 Dec 2024

8 months ago on 11 Sept 2025

Appointment of Mr Alistair Cartwright as director on 1 Sept 2025

8 months ago on 11 Sept 2025

Annual accounts made up to 30 Apr 2025

8 months ago on 26 Aug 2025

Confirmation statement made on 17 Apr 2025 with no updates

1 years ago on 17 Apr 2025