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Home > England & Wales Companies > CWM FINANCIAL PLANNING LTD
Company Information for

CWM FINANCIAL PLANNING LTD

WINTERTON HOUSE, HIGH STREET, WESTERHAM, KENT, TN16 1AJ,
Company Registration Number
09627746
Private Limited Company
Active

Company Overview

About Cwm Financial Planning Ltd
CWM FINANCIAL PLANNING LTD was founded on 2015-06-08 and has its registered office in Westerham. The organisation's status is listed as "Active". Cwm Financial Planning Ltd is a Private Limited Company registered in ENGLAND with Companies House and the accounts submission requirement is categorised as MICRO ENTITY
Key Data
Company Name
CWM FINANCIAL PLANNING LTD
 
Legal Registered Office
WINTERTON HOUSE
HIGH STREET
WESTERHAM
KENT
TN16 1AJ
 
Filing Information
Company Number 09627746
Company ID Number 09627746
Date formed 2015-06-08
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active
Lastest accounts 31/03/2023
Account next due 31/12/2024
Latest return 08/06/2016
Return next due 06/07/2017
Type of accounts MICRO ENTITY
Last Datalog update: 2024-01-09 00:20:49
Primary Source:Companies House
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Company Officers of CWM FINANCIAL PLANNING LTD

Current Directors
Officer Role Date Appointed
LEE GRANT WALLIS
 Director 2015-06-08

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
LEE GRANT WALLIS CHARACTER INVESTMENTS LTD Director 2016-02-17 CURRENT 2016-02-17 Active
LEE GRANT WALLIS PHOROS CLIENT SERVICES LIMITED Director 2009-09-30 CURRENT 2009-09-30 Dissolved 2014-09-02
LEE GRANT WALLIS CONNECTION FINANCIAL SERVICES LIMITED Director 2006-08-17 CURRENT 2006-08-17 Dissolved 2014-04-01
LEE GRANT WALLIS CHARACTER FINANCIAL SERVICES LIMITED Director 1992-04-29 CURRENT 1988-11-11 Active

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2023-07-11CONFIRMATION STATEMENT MADE ON 08/06/23, WITH NO UPDATES
2022-12-22MICRO ENTITY ACCOUNTS MADE UP TO 31/03/22
2022-12-22AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/22
2022-06-10CS01CONFIRMATION STATEMENT MADE ON 08/06/22, WITH NO UPDATES
2021-12-13MICRO ENTITY ACCOUNTS MADE UP TO 31/03/21
2021-12-13AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/21
2021-06-18CS01CONFIRMATION STATEMENT MADE ON 08/06/21, WITH NO UPDATES
2021-03-02AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/20
2020-11-30AD01REGISTERED OFFICE CHANGED ON 30/11/20 FROM 40a Bourne House 475 Godstone Road Whyteleafe CR3 0BL England
2020-06-15CS01CONFIRMATION STATEMENT MADE ON 08/06/20, WITH NO UPDATES
2019-12-09AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/19
2019-10-09AD01REGISTERED OFFICE CHANGED ON 09/10/19 FROM 11th Floor, 1 Minster Court London EC3R 7AA England
2019-07-15CS01CONFIRMATION STATEMENT MADE ON 08/06/19, WITH NO UPDATES
2018-12-19AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/18
2018-06-13CS01CONFIRMATION STATEMENT MADE ON 08/06/18, WITH NO UPDATES
2017-12-19AAMICRO ENTITY ACCOUNTS MADE UP TO 31/03/17
2017-06-19LATEST SOC19/06/17 STATEMENT OF CAPITAL;GBP 1
2017-06-19CS01CONFIRMATION STATEMENT MADE ON 08/06/17, WITH UPDATES
2017-02-01AD01REGISTERED OFFICE CHANGED ON 01/02/17 FROM 10 Chaucer Close Banstead SM7 1PP United Kingdom
2016-12-08AA01Current accounting period shortened from 30/06/17 TO 31/03/17
2016-10-11AAACCOUNTS FOR DORMANT COMPANY MADE UP TO 30/06/16
2016-06-17LATEST SOC17/06/16 STATEMENT OF CAPITAL;GBP 1
2016-06-17AR0108/06/16 ANNUAL RETURN FULL LIST
2015-06-08LATEST SOC08/06/15 STATEMENT OF CAPITAL;GBP 1
2015-06-08NEWINCNew incorporation
2015-06-08MODEL ARTICLESMODEL ARTICLES ADOPTED: PRIVATE LIMITED BY SHARES
Industry Information
SIC/NAIC Codes
64 - Financial service activities, except insurance and pension funding
649 - Other financial service activities, except insurance and pension funding
64999 - Financial intermediation not elsewhere classified




Licences & Regulatory approval
We could not find any licences issued to CWM FINANCIAL PLANNING LTD or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against CWM FINANCIAL PLANNING LTD
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
CWM FINANCIAL PLANNING LTD does not have any mortgage charges so there is no mortgagee data available

  Average Max

This shows the max and average number of mortgages for companies with the same SIC code of 64999 - Financial intermediation not elsewhere classified

Filed Financial Reports
Annual Accounts
2016-06-30
Annual Accounts
2017-03-31
Annual Accounts
2018-03-31
Annual Accounts
2019-03-31
Annual Accounts
2020-03-31
Annual Accounts
2021-03-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on CWM FINANCIAL PLANNING LTD

Intangible Assets
Patents
We have not found any records of CWM FINANCIAL PLANNING LTD registering or being granted any patents
Domain Names
We do not have the domain name information for CWM FINANCIAL PLANNING LTD
Trademarks
We have not found any records of CWM FINANCIAL PLANNING LTD registering or being granted any trademarks
Income
Government Income
We have not found government income sources for CWM FINANCIAL PLANNING LTD. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (64999 - Financial intermediation not elsewhere classified) as CWM FINANCIAL PLANNING LTD are:

Outgoings
Business Rates/Property Tax
No properties were found where CWM FINANCIAL PLANNING LTD is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded CWM FINANCIAL PLANNING LTD any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded CWM FINANCIAL PLANNING LTD any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode TN16 1AJ