Filing status
- Accounts due
- 30 June 2027
- Last accounts
- 30 September 2025
- Conf. stmt due
- 29 July 2027
- Last conf. stmt
- 15 July 2026
CBW Financial Planning Limited
- Incorporated
- 15 July 1996 (30 years)
- Previously known as
- CBW Financial Services Limited (until 17 September 2007)Hill House Financial Services Limited (until 22 July 1996)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Christopher John Clayton
- Owned by
- Accounts type
- Total exemption full
- Region
- West Midlands
- Address
- Highdown House11 Highdown RoadLeamington SpaCV31 1XT
Officers 4 active
Officer details are public data from the Companies House register.
British
Born November 1979
Clayton, Christopher John
Director · Appointed 7 October 2016
British
Born December 1964 (61)
Secretary · Appointed 15 July 1996
British
Director · Appointed 15 July 1996
British
Born March 1961 (65)
Officer history (11 former)
5 July 2024
7 May 2022
31 December 2019
Resigned Foster, Graham as Director
14 November 2017
7 October 2016
Appointed Clayton, Christopher John as Director
1 April 2013
Appointed Foster, Graham as Director
27 March 2012
12 November 2010
1 April 2010
9 July 2008
9 July 2008
14 February 2006
31 January 1999
1 January 1999
30 September 1998
5 August 1996
5 August 1996
15 July 1996
15 July 1996
15 July 1996
15 July 1996
15 July 1996
15 July 1996
15 July 1996
15 July 1996
15 July 1996
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 2 February 2024
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 14785112
Former controllers (2)
2 February 2024
Ceased CBW 2022 LLP — Owns 75–100% of shares
27 April 2023
Ceased Carter Backer Winter LLP — Owns 75–100% of shares
Group structure 3 companies
Ownership group derived from the Companies House PSC register
CBW Financial Planning Limited This company Owns 75–100% of shares
CBW Trustees Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 September 2025 · total exemption full accounts
- Net Assets
- £127,853
- Cash
- £97,355
- Employees
- 14
- Debt Ratio
- 36%
- Current Ratio
- 1.8x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £72,056 | £144,112 | £216,169 | £396,412 | £599,468 |
| Current Assets | £128,878 | £231,621 | £553,196 | £383,131 | £431,897 |
| Debtors | £31,523 | £27,712 | £54,987 | £10,966 | £28,468 |
| Cash | £97,355 | £203,909 | £498,209 | £372,165 | £403,429 |
| Creditors (< 1 year) | £69,841 | £63,239 | £173,075 | £259,313 | £535,038 |
| Creditors (> 1 year) | £3,240 | ||||
| Net Current Assets | £59,037 | £168,382 | £380,121 | £123,818 | (£103,141) |
| Net Assets | £127,853 | £594,490 | |||
| Shareholder Funds | £127,853 | £312,494 | £594,490 | £520,230 | £496,327 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 30 July 2026 | Confirmation statement with no updates | 15 July 2026 | ||
| 25 June 2026 | Total exemption full accounts | 30 September 2025 | ||
| 4 August 2025 | Confirmation statement with updates | 15 July 2025 | ||
| 2 July 2025 | Change of details for a person with significant control | |||
| 2 July 2025 | Director's details changed |
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