CSM WEALTH PLANNING LIMITED

Active
17 MEAD PARK
BICKINGTON
BARNSTAPLE

EX31 2PF

CSM WEALTH PLANNING LIMITED are an established Private Limited Company . They have been trading for 15 years. They operate in the Activities of insurance agents and brokers sector, the SIC for which is 66220. Their registered office is located in the BICKINGTON area of BARNSTAPLE.

Their legal country of registration is United Kingdom. Private Limited Companys are required to file accounts on a regular basis and their last set of accounts was made up until 30/06/2021.

CSM WEALTH PLANNING LIMITED are next due to file for year 2026 by the 31/03/2023

Their status at Companies House is Active which means they are more than likely to be trading. Their unique company number is 07659758. Their legal form is that of a Private Limited Company

Details

Name CSM WEALTH PLANNING LIMITED
Company Number 07659758
Company Type Private Limited Company
Company Status Active
SIC Code 66220 Activities of insurance agents and brokers
Company Origin United Kingdom
Incorporation Date 07/06/2011
Accounts Next Due Date 31/03/2023
Accounts Last Made Up Date 30/06/2021
Last Modified Date 10/05/2022
Address 17 MEAD PARK
BICKINGTON
BARNSTAPLE

EX31 2PF

Geolocation

Accounts 2021 2020 2019 2018 2017
Cash£0 £0 £20,018 £18,425 £12,622
Net Worth£0 £0 £9,970 £3,976 £1,304
Current Assets£0 £0 £29,631 £25,063 £17,363
Current Liabilities£0 £0 £29,631 £25,063 £17,363
Number of Employees0 0 1 1 1
24-03-2026

Graphs

2021

Cash has increased from 2020 by 8.65%, the ratio of cash to net worth is 200.78% which indicates a strong cash position.

Net worth has changed by £5,994 which is an increase of 150.75% from 2020

The quick ratio of current assets to current liabilities at 1.00 represents a Reasonable asset position, always consider the absolute level of cash at £20,018 when looking at this ratio

The number of employees has remained unchanged by 0 since 2020

2020

Cash has increased from 2019 by 45.98%, the ratio of cash to net worth is 463.41% which indicates a strong cash position..

Net worth has changed by £2,672 which is a increase of 204.91% from 2020

The quick ratio of current assets to current liabilities at 1.00 represents a Reasonable asset position, always consider the absolute level of cash at £18,425 when looking at this ratio

The number of employees has remained unchanged by 0 since 2019

2019

Cash has increased from 2018 by 60.71%, the ratio of cash to net worth is 967.94% which indicates a strong cash position..

Net worth has changed by £1,252 which is a increase of 2,407.69% from 2020

The quick ratio of current assets to current liabilities at 1.00 represents a Reasonable asset position, always consider the absolute level of cash at £12,622 when looking at this ratio

The number of employees has remained unchanged by 0 since 2019

Directors and Secretaries

Name Role Date of Birth Appointed Resigned

is the longest serving director having been a member of the board of CSM WEALTH PLANNING LIMITED for 0 years

Companies in Same Postcode

Entry Name Office Address Incorporation Date
BEACHCOMBER CAFE (WOOLACOMBE) LIMITED 11 MEAD PARK, BICKINGTON, BARNSTAPLE, DEVON, UNITED KINGDOM. EX31 2PF 30/06/2021

Companies in Same Postcode Prefix

Entry Name Office Address Incorporation Date
17 MORLEY ROAD LIMITED REDWOODS, 2 CLYST WORKS CLYST ROAD, TOPSHAM, EXETER, , ENGLAND. EX3 0DB 23/02/2001
20 FERRY ROAD MANAGEMENT COMPANY LIMITED 3 EXEDENE, 20 FERRY ROAD, TOPSHAM, EXETER, DEVON, . EX3 0JN 01/05/2002
42 MAGDALEN ROAD MANAGEMENT LIMITED WHITTON AND LAING, 20 QUEEN STREET, EXETER, DEVON, . EX3 4SN 11/12/2002
73 STERNHOLD AVENUE MANAGEMENT LIMITED 2 CLYST WORKS, CLYST ROAD, TOPSHAM, EXETER, , ENGLAND. EX3 0DB 06/02/2008
8 GULLS WAY MANAGEMENT COMPANY LIMITED 14 14 MONMOUTH STREET, , TOPSHAM, DEVON, UNITED KINGDOM. EX3 0AJ 21/12/2016
98 PENNSYLVANIA ROAD LIMITED REDWOODS, 2 CLYST WORKS CLYST ROAD, TOPSHAM, EXETER, DEVON, UNITED KINGDOM. EX3 0DB 04/05/2018
A & J GRIFFITHS LIMITED 50 THE STRAND, TOPSHAM, EXETER, , ENGLAND. EX3 0AS 30/11/2006
A BARKER DESIGN LTD REDWOODS, C/O 2 CLYST WORKS CLYST ROAD, TOPSHAM, EXETER, DEVON, UNITED KINGDOM. EX3 0DB 10/08/2017
A C E PROPERTY HOLDINGS LTD REDWOODS, 2 CLYST WORKS CLYST ROAD, TOPSHAM, EXETER, DEVON, UNITED KINGDOM. EX3 0DB 16/03/2017

Mortgages and Charges

Type Created Registered Personnel Entitled Status

Description

Company number 07659758 overview of filed records at companies house for CSM WEALTH PLANNING LIMITED brought to you free by Reporting Accounts

Persons with Significant Control

Name / Statement Kind / Nature of Control / Details

CSM WEALTH PLANNING LIMITED Credit Report And Business Information

Very Low Risk 70 - 100
Low Risk 50 - 70
Moderate Risk 30 - 50
High Risk 20 - 30
Very High Risk 0 - 20

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