Annual accounts
Total Exemption Full accounts
30/06/2026Filing deadline
Made up to 30/09/2024Due 30/06/2026
- Next accounts made up to
- 30/09/2025
- Last accounts made up to
- 30/09/2024
CBW FINANCIAL PLANNING LIMITED
Active- 03224548Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Highdown House, 11 Highdown Road, Leamington Spa, Warwickshire CV31 1XT
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Total Exemption Full
Company activity
The 4 most recent documents filed at Companies House.
Pre-Score for UK companies is coming soon
- 25/06/2026View PDF (10 pages)
Total exemption full accounts made up to 2025-09-30
- 04/08/2025View PDF (4 pages)
Confirmation statement made on 2025-07-15 with updates
- 02/07/2025View PDF (1 pages)
Secretary's details changed for Mr Peter Stephen Winter on 2025-06-17
- 02/07/2025View PDF (1 pages)
Registered office address changed from 2 Leman Street London E1W 9US United Kingdom to Highdown House 11 Highdown Road Leamington Spa Warwickshire CV31 1XT on 2025-07-02
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
87 days overdue
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 15/07/2026
- Last statement dated
- 30/09/2024
Financial performance
The latest figures CBW FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2024; the year-by-year record is on the financials page.
Net Assets
£312.49K2024
-47.43%vs 20232023: £594.49K
Total Assets
£375.73K2024
-51.16%vs 20232023: £769.37K
Cash in Bank
£203.91K2024
-59.07%vs 20232023: £498.21K
Total Liabilities
£63.24K2024
-63.84%vs 20232023: £174.88K
Employees
162024
0vs 20232023: 16
Of the 4 measures with an earlier filing to compare against, 4 fell. Total assets moved furthest, down 51.16% on 2023. See the full financial analysis for CBW FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through CBW FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -15.9% a year (CAGR)Three-year trend, 2022–2024Every measure end to end across 2022, 2023 and 2024, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2024.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 4 yearsEvery figure by yearAll 5 measures Okredo tracks across 4 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2024.
| Year | Employees | Change |
|---|---|---|
| 2024 | 16 | 0 |
| 2023 | 16 | -1 |
| 2022 | 17 | -1 |
| 2021 | 18 | – |
Reported employee count decreased from 18 in 2021 to 16 in 2024. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
5Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 15/07/1996–Present | 24 | |
| Director | 07/10/2016–Present | 7 | |
| Director | 15/07/1996–07/05/2022 | 4 | |
| Secretary | 15/07/1996–Present | 1 | |
| Director | 05/07/2024–Present | 1 |
Persons with significant control
4Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–27/04/2023 | 18 | |
| 27/04/2023–02/02/2024 | 0 | |
| 27/04/2023–Present | 0 | |
| 02/02/2024–Present | 1 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 130 Since 15/07/1996
- Last 12 months
- 1 -7 vs the year before
- Most recent filing
- 25/06/2026 3 months ago
What changed in the last year
- Accounts filedLatest 25/06/2026
Filing timeline
- 25/06/2026View PDF (10 pages)
Total exemption full accounts made up to 2025-09-30
- 04/08/2025View PDF (4 pages)
Confirmation statement made on 2025-07-15 with updates
- 02/07/2025View PDF (1 pages)
Secretary's details changed for Mr Peter Stephen Winter on 2025-06-17
- 02/07/2025View PDF (1 pages)
Registered office address changed from 2 Leman Street London E1W 9US United Kingdom to Highdown House 11 Highdown Road Leamington Spa Warwickshire CV31 1XT on 2025-07-02
- 02/07/2025View PDF (2 pages)
Change of details for Cbw Fp Group Limited as a person with significant control on 2025-06-17
- 02/07/2025View PDF (2 pages)
Director's details changed for Rebecca Scardarella on 2025-06-17
- 02/07/2025View PDF (2 pages)
Director's details changed for Mr Peter Stephen Winter on 2025-06-17
- 02/07/2025View PDF (2 pages)
Director's details changed for Mr Christopher John Clayton on 2025-06-17
- 24/06/2025View PDF (9 pages)
Total exemption full accounts made up to 2024-09-30
- 16/07/2024View PDF (2 pages)
Change of details for Cbw Fp Group Limited as a person with significant control on 2024-07-16
- 16/07/2024View PDF (5 pages)
Confirmation statement made on 2024-07-15 with updates
- 09/07/2024View PDF (2 pages)
Appointment of Rebecca Scardarella as a director on 2024-07-05
Showing 12 of 130 filings
See when the next accounts and confirmation statement are due
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KRD FINANCIAL ADVISERS LIMITED
ActiveAshford House, 95 Dixons Green, Dudley, West Midlands DY2 7DJ
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LAITHWAITE FINANCIAL SERVICES LIMITED
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About CBW FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
CBW FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Highdown House, 11 Highdown Road, Leamington Spa, Warwickshire CV31 1XT. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 30 years 2 months.
The register currently records it as active. Its 2024 accounts report net assets of £312.49K and 16 employees. Its accounts are past the filing deadline shown on the registry record.
CBW FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CBW FINANCIAL PLANNING LIMITED do?
Companies House records CBW FINANCIAL PLANNING LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is CBW FINANCIAL PLANNING LIMITED still active?
CBW FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 15/07/1996.
What are CBW FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2024 and report net assets of £312.49K, total assets of £375.73K, cash in bank of £203.91K and total liabilities of £63.24K.
When did CBW FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 25/06/2026: Total exemption full accounts made up to 2025-09-30, 3 months ago.
When are CBW FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 30/06/2026, which has passed.
Who runs CBW FINANCIAL PLANNING LIMITED?
Companies House lists 5 officers (4 currently in post) and 4 people with significant control (2 current).