Filing status
- Accounts due
- 31 December 2027
- Last accounts
- 31 March 2026
- Conf. stmt due
- 10 July 2027
- Last conf. stmt
- 26 June 2026
HLB Financial Services Limited
- Incorporated
- 21 February 1996 (30 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Nicola CarterAnne Elizabeth Wilkes
- Owned by
- Nicola CarterAnne Elizabeth Wilkes
- Accounts type
- Micro entity
- Region
- North West
- Address
- Hlb House68High StreetTarporleyCW6 0AT
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 9 January 2023
British
Born August 1961 (65)
Carter, Nicola
Director · Appointed 20 September 2017
British
Born April 1987 (39)
Wilkes, Anne Elizabeth
Director · Appointed 17 October 2012
British
Born June 1978 (48)
Officer history (22 former)
4 September 2025
Resigned Mcguinness, Helen Jane as Secretary
30 September 2024
Resigned Crank, Adrian John as Director
30 September 2024
9 January 2023
5 January 2023
31 March 2019
31 March 2018
Resigned Evans, Robert Leslie as Director
20 September 2017
Appointed Carter, Nicola as Director
3 October 2016
Resigned Mckee, Steven Andrew as Director
31 March 2016
Resigned Jeffrey, Simon John, Mr. as Director
10 December 2015
Resigned Dunbavand, Barbara as Director
31 March 2015
31 March 2014
17 October 2012
Appointed Wilkes, Anne Elizabeth as Director
14 August 2012
17 April 2012
22 September 2010
17 March 2010
Resigned Dunbavand, Barbara as Secretary
17 March 2010
Appointed Mcguinness, Helen Jane as Secretary
5 August 2009
Appointed Mckee, Steven Andrew as Director
5 August 2009
Appointed Hlb Financial Services Limited as Corporate Director
5 August 2009
Resigned Hlb Financial Services Limited as Corporate Director
30 June 2009
29 September 2006
29 September 2006
21 March 2006
21 March 2006
Appointed Dunbavand, Barbara as Secretary
21 March 2006
1 March 2003
1 March 2003
1 December 2001
Appointed Crank, Adrian John as Director
1 December 2001
1 December 2001
Appointed Jeffrey, Simon John, Mr. as Director
30 June 1998
Resigned Wright, Christine Dorothy as Director
21 February 1996
Appointed Wright, Christine Dorothy as Director
21 February 1996
21 February 1996
21 February 1996
21 February 1996
21 February 1996
21 February 1996
21 February 1996
Appointed Dunbavand, Barbara as Director
21 February 1996
21 February 1996
Appointed Evans, Robert Leslie as Director
21 February 1996
21 February 1996
21 February 1996
Ownership 3 active
People and entities with significant control, from the Companies House PSC register
Nicola Carter
Individual · Notified 26 June 2024
Owns 25–50% of shares (as a trust)
Holds 25–50% of voting rights (as a trust)
British
Born April 1987 (39)
Anne Elizabeth Wilkes
Individual · Notified 6 April 2016
Owns 25–50% of shares (as a trust)
Holds 25–50% of voting rights (as a trust)
British
Born June 1978 (48)
Corporate entity · Notified 6 April 2016
Owns 25–50% of shares
Holds 25–50% of voting rights
Private Limited Company
Reg. no. 2584903
Former controllers (1)
26 June 2024
Group structure 7 companies
Ownership group derived from the Companies House PSC register
Connectus Wealth Management Limited Owns 75–100% of shares
Foundation Investment Management Limited Owns 75–100% of shares
Greystone Financial Services Limited Owns 75–100% of shares
HLB Financial Services Limited This company Owns 25–50% of shares
Greystone Wealth Management Limited Owns 75–100% of shares
Trident Financial Planning Limited Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 March 2026, are filed but not read yet. See them on Companies House
- Net Assets
- £111,375
- Employees
- 3
- Current Ratio
- 2.2x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Current Assets | £207,437 | £197,429 | £185,207 | £308,226 | £178,050 | £176,349 |
| Debtors | £66,046 | £57,832 | ||||
| Cash | £112,004 | £118,517 | ||||
| Creditors (< 1 year) | £96,062 | £87,773 | £70,139 | £118,785 | £67,602 | £66,583 |
| Net Current Assets | £111,375 | £189,441 | £110,448 | £109,766 | ||
| Net Assets | £111,375 | £189,436 | £110,448 | £109,586 | ||
| Shareholder Funds | £111,375 | £109,656 | £115,068 | £189,436 | £110,448 | £109,586 |
Filings
Filing history not loaded yet. See it on Companies House
Some other companies at this address
Other companies in this industry
West Malling
Bracknell
Need accounts figures, ownership or websites for thousands of companies? Bulk data & API →