Montgomery Charles Financial Management Limited
Montgomery Charles Financial Management Limited is an active company incorporated on 1 April 1996 with the registered office located in Trowbridge, Wiltshire. Montgomery Charles Financial Management Limited was registered 29 years ago.
Status
Active
Active since incorporation
Company No
03180985
Private limited company
Age
29 years
Incorporated 1 April 1996
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 1 April 2025 (5 months ago)
Next confirmation dated 1 April 2026
Due by 15 April 2026 (7 months remaining)
Last change occurred 6 years ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Shareholders, PSCs & Group Structure
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Mutual Companies
Juliet Elizabeth Marigold and Mr Michael Dennis Marigold are mutual people.
Active
Brands
Montgomery Charles is an independent financial planning firm that has been providing advice since 1996.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£680.6K
Increased by £143.51K (+27%)
Turnover
Unreported
Same as previous period
Employees
23
Increased by 2 (+10%)
Total Assets
£1.04M
Decreased by £86.34K (-8%)
Total Liabilities
-£153.28K
Decreased by £36.46K (-19%)
Net Assets
£887.31K
Decreased by £49.88K (-5%)
Debt Ratio (%)
15%
Decreased by 2.11% (-13%)
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Repayment History
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