CBW FINANCIAL PLANNING LIMITED - Profile & Financials

Accounts Submitted 24 Jun 2025

Confirmation Statement Submitted 4 Aug 2025

Net assets £312.49K £282.00K 2024 year on year

Total assets £0.00 £769.37K 2024 year on year

Total Liabilities £63.24K £111.64K 2024 year on year

Charges None No charges registered

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Contact & Details

Contact

Update Details

Registered Address

Highdown House 11 Highdown Road Leamington Spa Warwickshire CV31 1XT England

Office (London, EC3R 6AF)

10 Lower Thames Street

Telephone

0204 581 7090

info@cbwfinancialplanning.co.uk

Website

cbwfinancialplanning.co.uk

Credit Report

Discover CBW FINANCIAL PLANNING LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

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Financials

Period 1 Jan → 31 Dec 2024

Type Total Exemption Full

Next accounts 31 December 2025

Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2013–2024)

Cash in Bank

£203.91k

Decreased by £294.30k (-59%)

Net Assets

£312.49k

Decreased by £282.00k (-47%)

Total Liabilities

£63.24k

Decreased by £111.64k (-64%)

Turnover

N/A

Employees

Debt Ratio

N/A

Decreased by 23 (-100%)

Financial History

Revenue, profit, EBITDA and key financial figures

	2024 Dec Year End	2023 Dec 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

4 active 11 resigned

Show resigned officers

						Status
Christopher John Clayton	Director	British	United Kingdom	61	7 Oct 2016	Active
Peter Stephen Winter	Director	British	United Kingdom	64	15 Jul 1996	Active
Peter Stephen Winter	Secretary	British	Unknown	—	15 Jul 1996	Active
Rebecca Scardarella	Director	British	United Kingdom	46	5 Jul 2024	Active

Shareholders

Shareholders (6)


Cbw Fp Group Limited	60.0%	1,200	Ordinary-a	16 Jul 2024
Cbw Fp Group Limited	25.0%	500	Ordinary-b	16 Jul 2024
Cbw Fp Group Limited	15.0%	300	Ordinary C	16 Jul 2024

Persons with Significant Control

Persons with Significant Control (1)

1 Active 2 Ceased

Cbw Fp Group Limited

United Kingdom

Active

Notified 2 Feb 2024

Nature of Control

Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors

Cbw 2022 Llp

Ceased 2 Feb 2024

Ceased

Carter Backer Winter Llp

Ceased 27 Apr 2023

Ceased

See All Controllers

Group Structure

CBW FP GROUP LIMITED united kingdom

CBW FINANCIAL PLANNING LIMITED Current Company

CBW FINANCIAL PLANNING LONDON LIMITED united kingdom shares 75 to 100 percent

EDWARDS FINANCIAL HOLDINGS LIMITED united kingdom shares 75 to 100 percent as firm, voting rights 75 to 100 percent as firm

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
4 Aug 2025	Confirmation Statement	Confirmation statement made on 2025-07-15 with updates	View(4 pages)
2 Jul 2025	Address	Change Registered Office Address Company With Date Old Address New Address	View(1 page)
2 Jul 2025	Officers	Change to director Mr Christopher John Clayton on 2025-06-17	View(2 pages)
2 Jul 2025	Officers	Change to director Mr Peter Stephen Winter on 2025-06-17	View(2 pages)
2 Jul 2025	Officers	Change to director Rebecca Scardarella on 2025-06-17	View(2 pages)