Casterbridge Wealth Limited

Active09466507 Private limited company

Incorporated: 3 March 2015 (11 years)
Industry: Financial intermediation not elsewhere classified (64999)
Directors: Lisa Cox
Matthew Cheek
Keith Charles Edwards
all 4 directors
Controlled by: Keith Charles Edwards
Allan Michael Cruse
Kevin Barrie Forbes
Accounts type: Full
Region: South West
Address: Suite 4 Brewery House
36 Milford Street
Salisbury
SP1 2AP

Website & contact details

Website: casterbridgewealth.co.uk

Filing status

Accounts due: 31 December 2027
Last accounts: 31 March 2026
Conf. stmt due: 17 March 2027
Last conf. stmt: 3 March 2026

Officers 4 active

Officer details are public data from the Companies House register.

Cox, Lisa

Director · Appointed 31 March 2025

British

Born August 1970 (56)

Cheek, Matthew

Director · Appointed 17 March 2022

British

Born October 1974 (52)

Edwards, Keith Charles

Director · Appointed 9 September 2016

British

Born February 1969 (57)

Forbes, Kevin Barrie

Director · Appointed 3 March 2015

Also at Meliorate Limited, Strategic Paraplanning Limited, We Are Financial Planners Limited · more companies

British

Born September 1968 (58)

Officer history (4 former)

29 September 2025

Resigned Cruse, Allan Michael as Director

31 March 2025

Appointed Cox, Lisa as Director

31 March 2025

Resigned Fawcett, Jefferson Leo Mackenzie as Director

31 March 2025

Resigned Wellington, Giles David as Director

17 March 2022

Appointed Cheek, Matthew as Director

9 September 2016

Appointed Edwards, Keith Charles as Director

3 March 2015

Appointed Forbes, Kevin Barrie as Director

3 March 2015

Appointed Black, Marion as Director

3 March 2015

Resigned Black, Marion as Director

3 March 2015

Appointed Fawcett, Jefferson Leo Mackenzie as Director

3 March 2015

Appointed Wellington, Giles David as Director

3 March 2015

Appointed Cruse, Allan Michael as Director

Ownership 3 active

People and entities with significant control, from the Companies House PSC register

Keith Charles Edwards

Individual · Notified 26 August 2016

Has significant influence or control

British

Born February 1969 (57)

Allan Michael Cruse

Individual · Notified 6 April 2016

Has significant influence or control

British

Born May 1973 (53)

Kevin Barrie Forbes

Individual · Notified 6 April 2016

Has significant influence or control

British

Born September 1968 (58)

Former controllers (2)

31 March 2025

Ceased Jefferson Leo Mackenzie Fawcett — Has significant influence or control

31 March 2025

Ceased Giles David Wellington — Has significant influence or control

Filings 65

Date	Description	Made Up To
25 August 2026	Full accounts	31 March 2026
17 March 2026	Confirmation statement with updates	3 March 2026
17 February 2026	Cessation of a person with significant control
17 February 2026	Cessation of a person with significant control
2 October 2025	Termination of appointment of a director