Clarion Wealth Planning Limited

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Clarion Wealth Planning Limited

06372922Private Limited With Share Capital

Overbank 52 London Road, Alderley Edge, SK97DZ
Incorporated

17/09/2007

Company Age

18 years

Directors

7

Employees

18

SIC Code

64999

Risk

very low risk

Company Overview

Registration, classification & business activity

Clarion Wealth Planning Limited (06372922) is a private limited with share capital incorporated on 17/09/2007 (18 years old) and registered in alderley edge, SK97DZ. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

Clarion wealth planning are chartered financial planners, specialising in true lifelong financial planning and investment management.we develop, implement and monitor bespoke long-term plans for successful individuals and their families, specialising in business owners intending to exit or capitalis...

Private Limited With Share Capital
SIC: 64999
Small
Incorporated 17/09/2007
SK97DZ
18 employees

Financial Overview

Total Assets

£3.81M

Liabilities

£258.5K

Net Assets

£3.55M

Turnover

£3.01M

Cash

£527.6K

Key Metrics

18

Employees

7

Directors

1

Shareholders

Board of Directors

5

Charges

2

Registered

2

Outstanding

0

Part Satisfied

0

Satisfied

Filed Documents

75
Appoint Person Director Company With Name Date
Category:Officers
Date:11-09-2025
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:11-09-2025
Accounts With Accounts Type Full
Category:Accounts
Date:26-08-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:17-04-2025
Accounts With Accounts Type Full
Category:Accounts
Date:24-01-2025
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:14-10-2024
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:14-10-2024
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:11-10-2024
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:01-10-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:23-04-2024
Accounts With Accounts Type Full
Category:Accounts
Date:14-12-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:05-05-2023
Accounts With Accounts Type Full
Category:Accounts
Date:03-01-2023
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:20-04-2022
Accounts With Accounts Type Full
Category:Accounts
Date:02-11-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:19-04-2021
Accounts With Accounts Type Full
Category:Accounts
Date:28-01-2021
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-04-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:02-03-2020
Appoint Person Director Company With Name Date
Category:Officers
Date:02-03-2020
Termination Director Company With Name Termination Date
Category:Officers
Date:02-03-2020
Accounts With Accounts Type Full
Category:Accounts
Date:23-12-2019
Appoint Person Director Company With Name Date
Category:Officers
Date:20-11-2019
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:18-04-2019
Accounts With Accounts Type Full
Category:Accounts
Date:17-01-2019
Termination Director Company With Name Termination Date
Category:Officers
Date:07-01-2019
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:30-04-2018
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:30-04-2018
Accounts With Accounts Type Full
Category:Accounts
Date:18-12-2017
Appoint Person Director Company With Name Date
Category:Officers
Date:14-11-2017
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:16-05-2017
Appoint Person Director Company With Name Date
Category:Officers
Date:15-05-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:30-04-2017
Accounts With Accounts Type Full
Category:Accounts
Date:01-02-2017
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:18-04-2016
Accounts With Accounts Type Full
Category:Accounts
Date:03-02-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:30-05-2015
Accounts With Accounts Type Full
Category:Accounts
Date:09-10-2014
Termination Secretary Company With Name
Category:Officers
Date:12-05-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:17-04-2014
Accounts With Accounts Type Full
Category:Accounts
Date:05-02-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:14-10-2013
Change Person Secretary Company With Change Date
Category:Officers
Date:14-10-2013
Change Corporate Secretary Company With Change Date
Category:Officers
Date:14-10-2013
Change Account Reference Date Company Previous Shortened
Category:Accounts
Date:17-05-2013
Certificate Change Of Name Company
Category:Change Of Name
Date:31-10-2012
Change Of Name Notice
Category:Change Of Name
Date:31-10-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:02-10-2012
Change Registered Office Address Company With Date Old Address
Category:Address
Date:02-10-2012
Change Registered Office Address Company With Date Old Address
Category:Address
Date:02-10-2012
Termination Secretary Company With Name
Category:Officers
Date:01-10-2012
Termination Director Company With Name
Category:Officers
Date:01-10-2012
Appoint Person Director Company With Name
Category:Officers
Date:01-10-2012
Appoint Person Director Company With Name
Category:Officers
Date:01-10-2012
Appoint Person Secretary Company With Name
Category:Officers
Date:01-10-2012
Appoint Corporate Secretary Company With Name
Category:Officers
Date:01-10-2012
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:12-07-2012
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:21-09-2011
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:18-07-2011
Accounts With Accounts Type Dormant
Category:Accounts
Date:15-03-2011
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:20-09-2010
Change Registered Office Address Company With Date Old Address
Category:Address
Date:07-06-2010
Accounts With Accounts Type Dormant
Category:Accounts
Date:04-06-2010
Change Account Reference Date Company Previous Shortened
Category:Accounts
Date:03-06-2010
Certificate Change Of Name Company
Category:Change Of Name
Date:26-01-2010
Change Of Name Notice
Category:Change Of Name
Date:26-01-2010
Appoint Person Secretary Company With Name
Category:Officers
Date:26-01-2010
Appoint Person Director Company With Name
Category:Officers
Date:26-01-2010
Termination Director Company With Name
Category:Officers
Date:26-01-2010
Termination Secretary Company With Name
Category:Officers
Date:26-01-2010
Capital Allotment Shares
Category:Capital
Date:26-01-2010
Legacy
Category:Annual Return
Date:30-09-2009
Legacy
Category:Annual Return
Date:24-07-2009
Accounts With Accounts Type Dormant
Category:Accounts
Date:07-11-2008
Incorporation Company
Category:Incorporation
Date:17-09-2007

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typefull accounts
Due Date31/01/2027
Filing Date26/08/2025
Latest Accounts30/04/2025

Trading Addresses

Overbank 52 London Road, Alderley Edge, SK97DZRegistered

Contact

01625466360
clarionwealth.co.uk
Overbank 52 London Road, Alderley Edge, SK97DZ