Annual accounts
Total Exemption Full accounts
31/12/2026Filing deadline
Made up to 31/03/2025Due 31/12/2026
- Next accounts made up to
- 31/03/2026
- Last accounts made up to
- 31/03/2025
CITRUS FINANCIAL LTD
Active- 06173581Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- Unit 20 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes MK5 6LB
- 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
- 03/12/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-03-31
- 01/10/2025View PDF (2 pages)
Change of details for Mrs Emma Louise Hodge as a person with significant control on 2025-09-01
- 01/10/2025View PDF (2 pages)
Change of details for Mr Paul Andrew Barnes as a person with significant control on 2025-09-01
- 01/10/2025View PDF (6 pages)
Confirmation statement made on 2025-10-01 with updates
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
- 01/10/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures CITRUS FINANCIAL LTD filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£111.30K2025
17.53%vs 20242024: £94.71K
Total Assets
£199.35K2025
20.58%vs 20242024: £165.33K
Cash in Bank
£38.79K2025
-21.73%vs 20242024: £49.56K
Total Liabilities
£63.16K2025
-5.47%vs 20242024: £66.81K
Employees
72025
0vs 20242024: 7
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Total assets moved furthest, up 20.58% on 2024. See the full financial analysis for CITRUS FINANCIAL LTD.
The full financial record
Four ways through CITRUS FINANCIAL LTD's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -13.2% 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 | 7 | 0 |
| 2024 | 7 | 0 |
| 2023 | 7 | -1 |
| 2022 | 8 | 0 |
| 2021 | 8 | – |
Reported employee count decreased from 8 in 2021 to 7 in 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
10Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/09/2025–Present | 5 | |
| Nominee Secretary | 20/03/2007–13/05/2007 | 9442 | |
| Nominee Director | 20/03/2007–13/05/2007 | 9186 | |
| Director | 11/05/2007–Present | 3 | |
| Director | 01/09/2025–Present | 2 | |
| Director | 11/05/2007–Present | 4 | |
| Director | 31/03/2017–01/09/2025 | 4 | |
| Director | 06/04/2019–01/09/2025 | 2 | |
| Secretary | 11/05/2007–Present | 0 | |
| Director | 31/03/2017–06/04/2019 | 0 |
Persons with significant control
7Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 01/09/2025–Present | 5 | |
| 31/03/2017–06/04/2019 | 0 | |
| 30/06/2016–Present | 3 | |
| 01/09/2025–Present | 2 | |
| 30/06/2016–Present | 4 | |
| 31/03/2017–Present | 4 | |
| 31/03/2017–01/09/2025 | 4 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 88 Since 20/03/2007
- Last 12 months
- 7 +1 vs the year before
- Most recent filing
- 03/12/2025 9 months ago
What changed in the last year
- Accounts filedLatest 03/12/2025
- Officer changes (5)Latest 01/10/2025
- Confirmation statementLatest 01/10/2025
Filing timeline
- 03/12/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-03-31
- 01/10/2025View PDF (2 pages)
Change of details for Mrs Emma Louise Hodge as a person with significant control on 2025-09-01
- 01/10/2025View PDF (2 pages)
Change of details for Mr Paul Andrew Barnes as a person with significant control on 2025-09-01
- 01/10/2025View PDF (6 pages)
Confirmation statement made on 2025-10-01 with updates
- 30/09/2025View PDF (1 pages)
Cessation of Anneka Elizabeth Potter as a person with significant control on 2025-09-01
- 30/09/2025View PDF (2 pages)
Notification of Emma Louise Hodge as a person with significant control on 2025-09-01
- 30/09/2025View PDF (2 pages)
Notification of Paul Andrew Barnes as a person with significant control on 2025-09-01
- 08/09/2025View PDF (2 pages)
Appointment of Mr Paul Andrew Barnes as a director on 2025-09-01
- 08/09/2025View PDF (2 pages)
Appointment of Mrs Emma Louise Hodge as a director on 2025-09-01
- 05/09/2025View PDF (1 pages)
Termination of appointment of Anneka Elizabeth Potter as a director on 2025-09-01
- 05/09/2025View PDF (1 pages)
Termination of appointment of Lorna Helen Blatcher as a director on 2025-09-01
- 18/03/2025View PDF (3 pages)
Confirmation statement made on 2025-03-17 with no updates
Showing 12 of 88 filings
See when the next accounts and confirmation statement are due
Similar companies
221 UK companies are similar to CITRUS FINANCIAL LTD, 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.
PROSPERITY FINANCIAL MANAGEMENT LIMITED
Active195 High Street, Northallerton, North Yorkshire DL7 8LF
- Activity
- Activities of insurance agents and brokers
- Company no.
- 04703113
- Incorporated
- 19/03/2003
- Employees
- 6
BLUEGLEN INVESTMENT PARTNERS LIMITED
Active9 Stratford Place, London W1C 1AZ
- Activity
- Fund management activities
- Company no.
- 10494530
- Incorporated
- 24/11/2016
- Employees
- 6
4WEALTH LIMITED
Active361 Rayleigh Road, Leigh-On-Sea, Essex SS9 5PS
- Activity
- Other activities auxiliary to insurance and pension funding
- Company no.
- 04668130
- Incorporated
- 17/02/2003
- Employees
- 6
ACTIVE MORTGAGE SERVICES LIMITED
Active3 Highcliff View, Westgate, Guisborough, Cleveland TS14 6AY
- Activity
- Activities auxiliary to financial intermediation n.e.c.
- Company no.
- 04600469
- Incorporated
- 26/11/2002
- Employees
- 6
LIBERTY WEALTH MANAGEMENT LIMITED
Active47b High Street, Ongar, Essex CM5 9DT
- Activity
- Activities of insurance agents and brokers
- Company no.
- 03783537
- Incorporated
- 07/06/1999
- Employees
- 6
About CITRUS FINANCIAL LTD
A short description of the company, written from its Companies House record.
CITRUS FINANCIAL LTD is a private limited company registered in the United Kingdom, based in Unit 20 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes MK5 6LB. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 19 years 6 months.
The register currently records it as active. Its 2025 accounts report net assets of £111.30K and 7 employees.
CITRUS FINANCIAL LTD: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CITRUS FINANCIAL LTD do?
Companies House records CITRUS FINANCIAL LTD under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is CITRUS FINANCIAL LTD still active?
CITRUS FINANCIAL LTD is recorded as active on the Companies House register, and has been on it since 20/03/2007.
What are CITRUS FINANCIAL LTD's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £111.30K, total assets of £199.35K, cash in bank of £38.79K and total liabilities of £63.16K.
When did CITRUS FINANCIAL LTD last file with Companies House?
The most recent document on the record is dated 03/12/2025: Total exemption full accounts made up to 2025-03-31, 9 months ago.
When are CITRUS FINANCIAL LTD's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs CITRUS FINANCIAL LTD?
Companies House lists 10 officers (5 currently in post) and 7 people with significant control (5 current).