Website & contact details
- Website
Charlwood Ifa Limited
- Incorporated
- 3 July 2003 (23 years)
- Industry
- Life insurance (65110) Non-life insurance (65120)Pension funding (65300)Fund management activities (66300)
- Directors
- Elsa Kate Charlwood
- Owned by
- Joanne Maria CharlwoodMartyn Charlwood
- Accounts type
- Total exemption full
- Region
- South West
- Address
- 35 Seamoor RoadWestbourneBournemouthBH4 9AE
Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 9 June 2027
- Last conf. stmt
- 26 May 2026
Charges
- Total
- 2
- Outstanding
- 2
- Part satisfied
- 0
- Satisfied
- 0
Officers 5 active
Officer details are public data from the Companies House register.
Director · Appointed 6 June 2021
British
Born October 2003 (23)
Charlwood, Elsa Kate
Director · Appointed 6 June 2021
British
Born July 2001 (25)
Charlwood, Joanne Maria
Secretary · Appointed 12 May 2021
Director · Appointed 11 July 2003
British
Born March 1971 (55)
Director · Appointed 11 July 2003
British
Born October 1965 (61)
Officer history (4 former)
6 June 2021
Appointed Charlwood, Elsa Kate as Director
6 June 2021
12 May 2021
Resigned Tuck, Jonathan Paul as Secretary
12 May 2021
Appointed Charlwood, Joanne Maria as Secretary
12 May 2021
Resigned Tuck, Jonathan Paul as Director
11 July 2003
11 July 2003
Appointed Tuck, Jonathan Paul as Secretary
11 July 2003
Appointed Tuck, Jonathan Paul as Director
11 July 2003
3 July 2003
3 July 2003
3 July 2003
3 July 2003
Ownership 2 active
People and entities with significant control, from the Companies House PSC register
British
Born March 1971 (55)
British
Born October 1965 (61)
Financials
Balance sheet as at 31 August 2025 · total exemption full accounts
- Net Assets
- £890,445
- Cash
- £632,559
- Employees
- 8
- Debt Ratio
- 25%
- Current Ratio
- 4.4x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
| Fixed Assets | £22,681 | £22,549 | £24,224 | £23,003 | £381,116 | £382,318 | £577,474 |
| Current Assets | £1,168,151 | £748,550 | £414,343 | £289,769 | |||
| Debtors | £168,817 | £185,476 | £163,603 | £173,607 | |||
| Cash | £632,559 | £361,636 | £335,675 | £333,972 | £250,064 | £181,826 | |
| Creditors (< 1 year) | £267,717 | £82,909 | £154,253 | £139,654 | £111,837 | £122,480 | £162,672 |
| Creditors (> 1 year) | £27,000 | £27,000 | £158,881 | £419,664 | |||
| Net Current Assets | £900,434 | £665,641 | £538,704 | £471,338 | £302,506 | £233,816 | £127,097 |
| Net Assets | £890,445 | £655,553 | £529,872 | £462,970 | £522,973 | £446,779 | £282,727 |
| Shareholder Funds | £529,872 | £462,970 | £522,973 | £446,779 | £282,727 |
What Charlwood Ifa say about themselves
“Independent Financial Advisers in Bournemouth, Poole, Dorset & Hampshire. Specialists in pensions, investments, retirement planning & discretionary investment management.”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 26 May 2026 | Confirmation statement with no updates | 26 May 2026 | ||
| 19 May 2026 | Total exemption full accounts | 31 August 2025 | ||
| 30 May 2025 | Director's details changed | |||
| 30 May 2025 | Director's details changed | |||
| 30 May 2025 | Confirmation statement with no updates | 26 May 2025 |
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