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Clarion Wealth Planning Limited

06372922

active
Private Limited Company
Companies House
Health Score
86 / 100

Healthy

30/30
Filing
20/30
Financial
36/40
Risk
  • Going concern doubt noted in accounts (-10)
  • 2 outstanding charges (-4)

Details

OVERBANK, ALDERLEY EDGE, SK9 7DZ
Incorporated 17/09/2007

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

64999
Other financial service activities

Officers

Hargreaves Mounteney Limited

secretary · Since 16/08/2012

OTHER

Also on 33 other boards

Mr Ronald David Walker

director · Since 16/08/2012

DIRECTOR

BRITISH · ENGLAND · Age 68

Also on 13 other boards

Mr Keith Walton Thompson

director · Since 08/05/2017

DIRECTOR

BRITISH · ENGLAND · Age 82

Also on 2 other boards

Mr Adam Wesley Wareing

director · Since 20/11/2019

DIRECTOR

BRITISH · ENGLAND · Age 45

Also on 6 other boards

Mr Matthew Neil Sherratt

director · Since 01/03/2020

DIRECTOR

BRITISH · ENGLAND · Age 47

Also on 3 other boards

Mr John Graeme Eric Winstanley

director · Since 01/03/2020

DIRECTOR

BRITISH · ENGLAND · Age 39

Also on 2 other boards

Mr Alistair Cartwright

director · Since 01/09/2025

DIRECTOR

BRITISH · ENGLAND · Age 35

Also on 2 other boards

Persons with Significant Control

Clarion Wealth Group Limited

75–100% shares
75–100% votes
Appoint directors

52, Overbank, Alderley Edge, SK9 7DZ

Reg: 15759232 · Companies House · Private Company Limited By Shares

Notified 01/10/2024

Former PSCs

Clarion Group Limited

Ceased 01/10/2024

Charges2 outstanding

Charge
outstanding

RONALD DAVID WALKER · ANNE WALKER

Created 01/10/2024Registered 11/10/2024
Charge
outstanding

NATIONAL WESTMINSTER BANK PLC

Created 01/10/2024Registered 01/10/2024

CompanyRankvs 47+ SIC 64999 peers
70

Financial strength98th percentile among SIC peers · 25/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 14.69× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Going concern doubt -10Outstanding charges -10
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How is this score calculated?
Financial strength25/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees15/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Going concern doubt: -10 pts

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Going Concern Doubt

we have not identified any material uncertainties relating to events or conditions that, individually or collectively, may cast significant doubt on the company's ability to continue as a going concern for a period of at least twelve months from when the financial statements are authorised for issue. Our responsibilities and the responsibilities of the directors with respect to

Key FinancialsYear ending 30/04/2025

Net Worth

£3.5M

Balance sheet strength

Cash

£528k

Cash in the bank

Profit Before Tax

£1.3M

Bottom line earnings

Net Current Assets

£3.5M

Working capital

Current Assets

£3.8M

Current Liabilities

£259k

Fixed Assets

£6k

Debtors

£3.3M

Admin Expenses

£1.7M

Profit After Tax

£1.4M

18avg. employees

Tax at Year End

Corp tax£11k
Dividends paid£975k

People Costs

Wages & salaries£1.0M

Balance Sheet

Intangible assets£0
Assets less current liabilities£3.5M
Prepared with CCH Software

EstimatesDerived

YearCurrent Ratio
202514.69

Derived from filed accounts. Not audited figures.