Charlwood Ifa Limited
Charlwood Ifa Limited is an active company incorporated on 3 July 2003 with the registered office located in Bournemouth, Dorset. Charlwood Ifa Limited was registered 22 years ago.
Status
Active
Active since incorporation
Company No
04820268
Private limited company
Age
22 years
Incorporated 3 July 2003
Size
Micro
Turnover is under £1M
Under 10 employees
Confirmation
Submitted
Dated 26 May 2025 (5 months ago)
Next confirmation dated 26 May 2026
Due by 9 June 2026 (7 months remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Sep ⟶ 31 Aug 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 August 2025
Due by 31 May 2026 (7 months remaining)
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Joanne Maria Charlwood, Martyn Charlwood, and 1 more are mutual people.
Active
Brands
Founded in 1988, Charlwood IFA provides wealth management services in Dorset and Hampshire.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Aug 2024
For period 31 Aug ⟶ 31 Aug 2024
Traded for 12 months
Cash in Bank
£361.64K
Increased by £25.96K (+8%)
Turnover
Unreported
Same as previous period
Employees
8
Decreased by 1 (-11%)
Total Assets
£771.1K
Increased by £53.92K (+8%)
Total Liabilities
-£115.55K
Decreased by £71.76K (-38%)
Net Assets
£655.55K
Increased by £125.68K (+24%)
Debt Ratio (%)
15%
Decreased by 11.13% (-43%)
Get Credit Report
Discover Charlwood Ifa Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
