CG WEALTH PLANNING LIMITED

Active London

Financial intermediation not elsewhere classified

125 employees website.com
Financial intermediation not elsewhere classified
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CG WEALTH PLANNING LIMITED

Financial intermediation not elsewhere classified

Founded 7 Nov 2012 Active London, England 125 employees website.com
Financial intermediation not elsewhere classified

Previous Company Names

THOMAS MILLER WEALTH MANAGEMENT LIMITED 8 Dec 2014 — 2 May 2019
BROADSTONE WEALTH MANAGEMENT LIMITED 7 Nov 2012 — 8 Dec 2014
Accounts Submitted 12 Dec 2025 Next due 31 Dec 2026 6 months remaining
Confirmation Submitted 14 Apr 2026 Next due 25 Apr 2027 10 months remaining
Net assets £63M £56M 2024 year on year
Total assets £77M £67M 2024 year on year
Total Liabilities £14M £11M 2024 year on year
Charges None No charges registered

Contact & Details

Contact

Registered Address

88 Wood Street London EC2V 7QR England

Telephone

0800 000 0000

Website

www.example.com

Full company profile for CG WEALTH PLANNING LIMITED (08284862), an active company based in London, England. Incorporated 7 Nov 2012. 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 Apr → 31 Mar 2025
Type full
Next accounts 31 Mar 2026
Due by 31 Dec 2026 6 months remaining

Balance Sheet & P&L (2014–2024)

Cash in Bank

£15.88M

Increased by £9.52M (+150%)

Net Assets

£63.15M

Increased by £55.82M (+761%)

Total Liabilities

£14.22M

Increased by £10.85M (+322%)

Turnover

£17.61M

Increased by £12.94M (+277%)

Employees

125

Increased by 85 (+213%)

Debt Ratio

18%

Decreased by 14 (-44%)

Financial History

Revenue, profit, EBITDA and key financial figures

2025
31 Mar Year End
2023
31 Mar 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

Share Capital

Share Capital

Share allotments and capital structure

9 Allotments 12,823,095 Shares £359514700.34m Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
31 Jul 2025370,975£2.85m£7.67
3 Apr 2024439,189£3.25m£7.4
1 Apr 20237,012,932£359514683.94m£51.26m
3 Oct 20191,250,000£1.25m£1
1 May 2019705,998£706k£1

Officers

Officers

2 active 1 resigned
Status
Harle, Gemma EileenDirectorBritishEngland619 Oct 2023Active
Massey, Stephen LeighDirectorBritishEngland685 Sept 2019Active

Shareholders

Shareholders (1)

Canaccord Genuity Wealth Group Limited
100.0%
10,573,096

Persons with Significant Control

Persons with Significant Control (1)

1 Active
Notified 24 Mar 2020
Nature of Control
  • Ownership Of Shares 75 To 100 Percent,voting Rights 75 To 100 Percent

Group Structure

Group Structure

CG WEALTH PLANNING LIMITED Current Company

Charges

Charges

No charges registered

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
14 Apr 2026Confirmation StatementConfirmation statement made on 11 Apr 2026 with updates
12 Dec 2025AccountsAnnual accounts made up to 31 Mar 2025
1 Aug 2025CapitalAllotment of shares (GBP 10,573,096) on 31 Jul 2025
14 Apr 2025Confirmation StatementConfirmation statement made on 11 Apr 2025 with no updates
20 Dec 2024AccountsAnnual accounts made up to 31 Mar 2024
14 Apr 2026 Confirmation Statement

Confirmation statement made on 11 Apr 2026 with updates

12 Dec 2025 Accounts

Annual accounts made up to 31 Mar 2025

1 Aug 2025 Capital

Allotment of shares (GBP 10,573,096) on 31 Jul 2025

14 Apr 2025 Confirmation Statement

Confirmation statement made on 11 Apr 2025 with no updates

20 Dec 2024 Accounts

Annual accounts made up to 31 Mar 2024

Recent Activity

Latest Activity

Confirmation statement made on 11 Apr 2026 with updates

1 months ago on 14 Apr 2026

Annual accounts made up to 31 Mar 2025

5 months ago on 12 Dec 2025

Allotment of shares (GBP 10,573,096) on 31 Jul 2025

10 months ago on 1 Aug 2025

Confirmation statement made on 11 Apr 2025 with no updates

1 years ago on 14 Apr 2025

Annual accounts made up to 31 Mar 2024

1 years ago on 20 Dec 2024