Annual accounts
Total Exemption Full accounts
28/02/2027Filing deadline
Made up to 31/05/2025Due 28/02/2027
- Next accounts made up to
- 31/05/2026
- Last accounts made up to
- 31/05/2025
CHARLESWORTH FINANCIAL PLANNING LIMITED
Active- 04662532Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Unit 11 Loughborough Technology Centre, Epinal Way, Loughborough, Leicestershire LE11 3GE
- Classification (SIC)
- Activities of insurance agents and brokers (66.22 - 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
- 20/02/2026View PDF (3 pages)
Confirmation statement made on 2026-02-11 with no updates
- 09/07/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-05-31
- 17/03/2025View PDF (3 pages)
Confirmation statement made on 2025-02-11 with no updates
- 16/07/2024View PDF (8 pages)
Total exemption full accounts made up to 2024-05-31
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.
On schedule
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 11/02/2027
- Last statement dated
- 31/05/2025
Financial performance
The latest figures CHARLESWORTH FINANCIAL PLANNING LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£76.88K2025
24.32%vs 20242024: £61.84K
Total Assets
£181.56K2025
27.71%vs 20242024: £142.17K
Cash in Bank
£124.75K2025
26.87%vs 20242024: £98.33K
Total Liabilities
£78.97K2025
29.04%vs 20242024: £61.19K
Employees
32025
0vs 20242024: 3
Of the 4 measures with an earlier filing to compare against, 4 rose. Total assets moved furthest, up 27.71% on 2024. See the full financial analysis for CHARLESWORTH FINANCIAL PLANNING LIMITED.
The full financial record
Four ways through CHARLESWORTH FINANCIAL PLANNING LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -3.9% a year (CAGR)Three-year trend, 2023–2025Every measure end to end across 2023, 2024 and 2025, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2025.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 × 5 yearsEvery figure by yearAll 5 measures Okredo tracks across 5 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2025.
| Year | Employees | Change |
|---|---|---|
| 2025 | 3 | 0 |
| 2024 | 3 | 0 |
| 2023 | 3 | 0 |
| 2022 | 3 | 0 |
| 2021 | 3 | – |
Reported employee count was unchanged at 3 between 2021 and 2025. 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 |
|---|---|---|---|
| Nominee Secretary | 10/02/2003–10/02/2003 | 16486 | |
| Nominee Director | 10/02/2003–10/02/2003 | 15962 | |
| Director | 11/03/2003–Present | 2 | |
| Secretary | 10/03/2003–26/06/2007 | 0 | |
| Secretary | 26/06/2007–27/04/2009 | 0 |
Persons with significant control
1Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 2 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 64 Since 11/02/2003
- Last 12 months
- 1 -1 vs the year before
- Most recent filing
- 20/02/2026 7 months ago
What changed in the last year
- Confirmation statementLatest 20/02/2026
Filing timeline
- 20/02/2026View PDF (3 pages)
Confirmation statement made on 2026-02-11 with no updates
- 09/07/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-05-31
- 17/03/2025View PDF (3 pages)
Confirmation statement made on 2025-02-11 with no updates
- 16/07/2024View PDF (8 pages)
Total exemption full accounts made up to 2024-05-31
- 12/02/2024View PDF (5 pages)
Confirmation statement made on 2024-02-11 with updates
- 31/01/2024View PDF (4 pages)
Micro company accounts made up to 2023-05-31
- 22/02/2023View PDF (5 pages)
Confirmation statement made on 2023-02-11 with updates
- 12/07/2022View PDF (4 pages)
Micro company accounts made up to 2022-05-31
- 15/02/2022View PDF (5 pages)
Confirmation statement made on 2022-02-11 with updates
- 30/06/2021View PDF (4 pages)
Micro company accounts made up to 2021-05-31
- 15/03/2021View PDF (5 pages)
Confirmation statement made on 2021-02-11 with updates
- 24/06/2020View PDF (6 pages)
Micro company accounts made up to 2020-05-31
Showing 12 of 64 filings
See when the next accounts and confirmation statement are due
Similar companies
276 UK companies are similar to CHARLESWORTH FINANCIAL PLANNING LIMITED, sharing the same company status (Active), the same industry sector and activity group (Activities of insurance agents and brokers) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
MIDVALE FINANCIAL SERVICES LIMITED
Active96a Drew Street, Brixham TQ5 9JY
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04303511
- Incorporated
- 12/10/2001
- Employees
- 3
TAW INSURANCE SOLUTIONS LTD
ActiveOffice F12, Node Cowork, 1 Enterprise Road, Barnstaple, Devon EX31 3YB
- Activity
- Activities of insurance agents and brokers
- Company no.
- 08708209
- Incorporated
- 26/09/2013
- Employees
- 3
LANE FINANCIAL MANAGEMENT LIMITED
Active1 Portchester Rise, Eastleigh SO50 4QS
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04252588
- Incorporated
- 16/07/2001
- Employees
- 4
AB INVESTMENT SOLUTIONS LIMITED
Active1 Queen's Square Ascot Business Park, Lyndhurst Road, Ascot, Berkshire SL5 9FE
- Activity
- Fund management activities
- Company no.
- 09138865
- Incorporated
- 21/07/2014
- Employees
- 4
LEGALRISKS PROFESSIONAL INDEMNITY LIMITED
ActiveCamburgh House, 27 New Dover Road, Canterbury, Kent CT1 3DN
- Activity
- Activities of insurance agents and brokers
- Company no.
- 05717891
- Incorporated
- 22/02/2006
- Employees
- 4
About CHARLESWORTH FINANCIAL PLANNING LIMITED
A short description of the company, written from its Companies House record.
CHARLESWORTH FINANCIAL PLANNING LIMITED is a private limited company registered in the United Kingdom, based in Unit 11 Loughborough Technology Centre, Epinal Way, Loughborough, Leicestershire LE11 3GE. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 23 years 7 months.
The register currently records it as active. Its 2025 accounts report net assets of £76.88K and 3 employees.
CHARLESWORTH FINANCIAL PLANNING LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CHARLESWORTH FINANCIAL PLANNING LIMITED do?
Companies House records CHARLESWORTH FINANCIAL PLANNING LIMITED under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is CHARLESWORTH FINANCIAL PLANNING LIMITED still active?
CHARLESWORTH FINANCIAL PLANNING LIMITED is recorded as active on the Companies House register, and has been on it since 11/02/2003.
What are CHARLESWORTH FINANCIAL PLANNING LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £76.88K, total assets of £181.56K, cash in bank of £124.75K and total liabilities of £78.97K.
When did CHARLESWORTH FINANCIAL PLANNING LIMITED last file with Companies House?
The most recent document on the record is dated 20/02/2026: Confirmation statement made on 2026-02-11 with no updates, 7 months ago.
When are CHARLESWORTH FINANCIAL PLANNING LIMITED's next filings due?
On the current registry record, accounts are due by 28/02/2027.
Who runs CHARLESWORTH FINANCIAL PLANNING LIMITED?
Companies House lists 5 officers (1 currently in post) and 1 person with significant control.