Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 15 April 2027
- Last conf. stmt
- 1 April 2026
Montgomery Charles Financial Management Limited
- Incorporated
- 1 April 1996 (30 years)
- Industry
- Financial intermediation not elsewhere classified (64999) Activities of insurance agents and brokers (66220)Financial management (70221)
- Directors
- Owned by
- Juliet Elizabeth MarigoldMichael Dennis Marigold
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 8 Wicker HillTrowbridgeWiltshireBA14 8JU
Officers 2 active
Officer details are public data from the Companies House register.
British
Director · Appointed 1 April 1996
British
Born July 1963 (63)
Officer history (5 former)
1 November 2002
1 November 2002
1 November 2002
21 May 2002
14 May 2002
1 February 2002
31 July 2001
1 April 1996
1 April 1996
1 April 1996
1 April 1996
1 April 1996
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
Juliet Elizabeth Marigold
Individual · Notified 4 May 2017
Owns 25–50% of shares
Holds 25–50% of voting rights
British
Born January 1963 (63)
Individual · Notified 6 April 2016
Owns 50–75% of shares
Holds 50–75% of voting rights
British
Born July 1963 (63)
Financials
Balance sheet as at 31 March 2025 · total exemption full accounts
- Net Assets
- £873,345
- Cash
- £794,017
- Employees
- 23
- Debt Ratio
- 19%
- Current Ratio
- 5.5x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £38,773 | £58,090 | £78,915 | £105,541 | £135,067 | £55,555 |
| Current Assets | £1,033,531 | £982,497 | £1,047,854 | £850,306 | £797,974 | £889,664 |
| Debtors | £239,514 | £301,898 | £510,762 | £259,004 | £630,501 | £638,062 |
| Cash | £794,017 | £680,599 | £537,092 | £591,302 | £167,473 | £251,602 |
| Creditors (< 1 year) | £189,266 | £138,754 | £169,854 | £177,998 | £87,547 | £115,112 |
| Net Current Assets | £844,265 | £843,743 | £878,000 | £672,308 | £710,427 | £774,552 |
| Net Assets | £873,345 | £887,310 | £937,186 | £751,464 | £819,832 | £819,552 |
| Shareholder Funds | £873,345 | £887,310 | £937,186 | £751,464 | £819,832 | £819,552 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 8 April 2026 | Confirmation statement with updates | 1 April 2026 | ||
| 28 December 2025 | Total exemption full accounts | 31 March 2025 | ||
| 7 April 2025 | Confirmation statement with no updates | 1 April 2025 | ||
| 22 December 2024 | Total exemption full accounts | 31 March 2024 | ||
| 4 April 2024 | Confirmation statement with no updates | 1 April 2024 |
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