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
MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED
Active- 03180985Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 8 Wicker Hill, Trowbridge, Wiltshire BA14 8JU
- Classification (3 SIC codes)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)Activities of insurance agents and brokers (66.22 - SIC 2007)Financial management (70.22/1 - 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
- 08/04/2026View PDF (5 pages)
Confirmation statement made on 2026-04-01 with updates
- 28/12/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-03-31
- 07/04/2025View PDF (3 pages)
Confirmation statement made on 2025-04-01 with no updates
- 22/12/2024View PDF (7 pages)
Total exemption full accounts made up to 2024-03-31
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
- 01/04/2026
- Last statement dated
- 31/03/2025
Financial performance
The latest figures MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2025; the year-by-year record is on the financials page.
Net Assets
£873.35K2025
-1.57%vs 20242024: £887.31K
Total Assets
£1.07M2025
3.05%vs 20242024: £1.04M
Cash in Bank
£794.02K2025
16.66%vs 20242024: £680.60K
Total Liabilities
£198.96K2025
29.80%vs 20242024: £153.28K
Employees
232025
0vs 20242024: 23
Of the 4 measures with an earlier filing to compare against, 3 rose and 1 fell. Cash in bank moved furthest, up 16.66% on 2024. See the full financial analysis for MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED.
The full financial record
Four ways through MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -3.5% 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 | 23 | 0 |
| 2024 | 23 | +2 |
| 2023 | 21 | 0 |
| 2022 | 21 | +1 |
| 2021 | 20 | – |
Reported employee count increased from 20 in 2021 to 23 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
7Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Nominee Secretary | 01/04/1996–01/04/1996 | 99601 | |
| Director | 01/04/1996–14/05/2002 | 10 | |
| Director | 01/04/1996–Present | 5 | |
| Secretary | 01/04/1996–31/07/2001 | 2 | |
| Secretary | 01/11/2002–Present | 0 | |
| Secretary | 01/02/2002–01/11/2002 | 0 | |
| Secretary | 21/05/2002–01/11/2002 | 0 |
Persons with significant control
2Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 04/05/2017–Present | 1 | |
| 06/04/2016–Present | 5 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 8 Since 19/12/2022
- Last 12 months
- 2 Same as the year before (2)
- Most recent filing
- 08/04/2026 5 months ago
What changed in the last year
- Confirmation statementLatest 08/04/2026
- Accounts filedLatest 28/12/2025
Filing timeline
- 08/04/2026View PDF (5 pages)
Confirmation statement made on 2026-04-01 with updates
- 28/12/2025View PDF (7 pages)
Total exemption full accounts made up to 2025-03-31
- 07/04/2025View PDF (3 pages)
Confirmation statement made on 2025-04-01 with no updates
- 22/12/2024View PDF (7 pages)
Total exemption full accounts made up to 2024-03-31
- 04/04/2024View PDF (3 pages)
Confirmation statement made on 2024-04-01 with no updates
- 03/12/2023View PDF (7 pages)
Total exemption full accounts made up to 2023-03-31
- 03/04/2023View PDF (3 pages)
Confirmation statement made on 2023-04-01 with no updates
- 19/12/2022View PDF (7 pages)
Total exemption full accounts made up to 2022-03-31
See when the next accounts and confirmation statement are due
Similar companies
105 UK companies are similar to MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
ATV GLOBAL LIMITED
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- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13099823
- Incorporated
- 24/12/2020
- Employees
- 21
PETRA MANAGEMENT LIMITED
Active71-91 Aldwych, London WC2B 4HN
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08725420
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- 09/10/2013
- Employees
- 20
MEARNS & COMPANY LIMITED
Active112 Commercial Street, Edinburgh EH6 6NF
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- SC288945
- Incorporated
- 16/08/2005
- Employees
- 26
SOUTH WEST INVESTMENT GROUP LIMITED
ActiveLowena House Glenthorne Court, Truro Business Park, Threemilestone, Truro, Cornwall TR4 9NY
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 02463497
- Incorporated
- 26/01/1990
- Employees
- 26
3MC (U.K.) LIMITED
Active6 St George's Court, Altrincham Business Park, Altrincham, Cheshire WA14 5UA
- Activity
- Financial intermediation not elsewhere classified
- Company no.
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- Incorporated
- 17/04/1998
- Employees
- 29
About MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in 8 Wicker Hill, Trowbridge, Wiltshire BA14 8JU. Companies House classifies its business as Financial intermediation not elsewhere classified, one of 3 SIC classifications on its record. It has been on the register for 30 years 5 months.
The register currently records it as active. Its 2025 accounts report net assets of £873.35K and 23 employees.
MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED do?
Companies House records MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED under 3 registered business activities: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007), Activities of insurance agents and brokers (66.22 - SIC 2007) and Financial management (70.22/1 - SIC 2007).
Is MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED still active?
MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 01/04/1996.
What are MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2025 and report net assets of £873.35K, total assets of £1.07M, cash in bank of £794.02K and total liabilities of £198.96K.
When did MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 08/04/2026: Confirmation statement made on 2026-04-01 with updates, 5 months ago.
When are MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 31/12/2026.
Who runs MONTGOMERY CHARLES FINANCIAL MANAGEMENT LIMITED?
Companies House lists 7 officers (2 currently in post) and 2 people with significant control.