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 MANAGEMENT LIMITED
Active- 04618393Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent TN13 2RY
- 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
- 17/04/2026View PDF (4 pages)
Confirmation statement made on 2026-04-17 with updates
- 18/03/2026View PDF (1 pages)
Cessation of Claire Sheldon as a person with significant control on 2026-01-01
- 18/03/2026View PDF (2 pages)
Change of details for Mr David Braithwaite as a person with significant control on 2026-01-01
- 22/12/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-03-31
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
- 10/12/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures CITRUS FINANCIAL MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£447.14K2025
28.97%vs 20242024: £346.71K
Total Assets
£898.19K2025
8.68%vs 20242024: £826.43K
Cash in Bank
£509.32K2025
-1.71%vs 20242024: £518.20K
Total Liabilities
£414.36K2025
-4.58%vs 20242024: £434.26K
Employees
152025
+3vs 20242024: 12
Of the 4 measures with an earlier filing to compare against, 2 rose and 2 fell. Net assets moved furthest, up 28.97% on 2024. See the full financial analysis for CITRUS FINANCIAL MANAGEMENT LIMITED.
The full financial record
Four ways through CITRUS FINANCIAL MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · +16.6% 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 | 15 | +3 |
| 2024 | 12 | 0 |
| 2023 | 12 | -4 |
| 2022 | 16 | +3 |
| 2021 | 13 | – |
Reported employee count increased from 13 in 2021 to 15 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
4Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 17/12/2002–Present | 9 | |
| Corporate Secretary | 16/12/2002–17/12/2002 | 727 | |
| Director | 16/12/2002–17/12/2002 | 724 | |
| Secretary | 17/12/2002–20/11/2009 | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 06/04/2016–Present | 9 | |
| 07/04/2016–Present | 4 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 70 Since 16/12/2002
- Last 12 months
- 5 +3 vs the year before
- Most recent filing
- 17/04/2026 5 months ago
What changed in the last year
- Confirmation statement (2)Latest 17/04/2026
- Officer changes (2)Latest 18/03/2026
- Accounts filedLatest 22/12/2025
Filing timeline
- 17/04/2026View PDF (4 pages)
Confirmation statement made on 2026-04-17 with updates
- 18/03/2026View PDF (1 pages)
Cessation of Claire Sheldon as a person with significant control on 2026-01-01
- 18/03/2026View PDF (2 pages)
Change of details for Mr David Braithwaite as a person with significant control on 2026-01-01
- 22/12/2025View PDF (8 pages)
Total exemption full accounts made up to 2025-03-31
- 12/12/2025View PDF (3 pages)
Confirmation statement made on 2025-12-10 with no updates
- 05/06/2025View PDF (2 pages)
Notification of Claire Sheldon as a person with significant control on 2016-04-07
- 16/12/2024View PDF (3 pages)
Confirmation statement made on 2024-12-10 with no updates
- 24/07/2024View PDF (8 pages)
Total exemption full accounts made up to 2024-03-31
- 04/01/2024View PDF (3 pages)
Confirmation statement made on 2023-12-10 with no updates
- 20/07/2023View PDF (8 pages)
Total exemption full accounts made up to 2023-03-31
- 19/12/2022View PDF (3 pages)
Confirmation statement made on 2022-12-10 with no updates
- 11/10/2022View PDF (8 pages)
Total exemption full accounts made up to 2022-03-31
Showing 12 of 70 filings
See when the next accounts and confirmation statement are due
Similar companies
62 UK companies are similar to CITRUS FINANCIAL MANAGEMENT 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.
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- Activity
- Activities of insurance agents and brokers
- Company no.
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- Employees
- 17
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LESLIE B. HOLMES (SECURITIES) LIMITED
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- Activity
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ATWOOD BENEFITS UK LIMITED
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About CITRUS FINANCIAL MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
CITRUS FINANCIAL MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in 2nd Floor Watermill House Chevening Road, Chipstead, Sevenoaks, Kent TN13 2RY. Companies House classifies its business as Activities of insurance agents and brokers. It has been on the register for 23 years 9 months.
The register currently records it as active. Its 2025 accounts report net assets of £447.14K and 15 employees.
CITRUS FINANCIAL MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CITRUS FINANCIAL MANAGEMENT LIMITED do?
Companies House records CITRUS FINANCIAL MANAGEMENT LIMITED under one registered business activity: Activities of insurance agents and brokers (66.22 - SIC 2007).
Is CITRUS FINANCIAL MANAGEMENT LIMITED still active?
CITRUS FINANCIAL MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 16/12/2002.
What are CITRUS FINANCIAL MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £447.14K, total assets of £898.19K, cash in bank of £509.32K and total liabilities of £414.36K.
When did CITRUS FINANCIAL MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 17/04/2026: Confirmation statement made on 2026-04-17 with updates, 5 months ago.
When are CITRUS FINANCIAL MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs CITRUS FINANCIAL MANAGEMENT LIMITED?
Companies House lists 4 officers (1 currently in post) and 2 people with significant control.