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Clarion Wealth Planning Limited
Clarion Wealth Planning Limited is an active company incorporated on 17 September 2007 with the registered office located in Alderley Edge, Cheshire. Clarion Wealth Planning Limited was registered 17 years ago.
Watch Company
Status
Active
Active since
14 years ago
Company No
06372922
Private limited company
Age
17 years
Incorporated
17 September 2007
Size
Small
Turnover is under
£15M
Balance sheet is under
£7.5M
Under
50 employees
Confirmation
Submitted
Dated
17 April 2025
(4 months ago)
Next confirmation dated
17 April 2026
Due by
1 May 2026
(7 months remaining)
Last change occurred
8 years ago
Accounts
Submitted
For period
1 May
⟶
30 Apr 2025
(12 months)
Accounts type is
Full
Next accounts for period
30 April 2026
Due by
31 January 2027
(1 year 4 months remaining)
Learn more about Clarion Wealth Planning Limited
Contact
Address
Overbank
52 London Road
Alderley Edge
SK9 7DZ
England
Same address for the past
8 years
Companies in SK9 7DZ
Telephone
01565653804
Email
Available in Endole App
Website
Clarionwealth.co.uk
See All Contacts
People
Officers
6
Shareholders
1
Controllers (PSC)
1
Mr Adam Wesley Wareing
Director • British • Lives in England • Born in Jan 1981
Mr Keith Walton Thompson
Director • British • Lives in England • Born in Sep 1943
John Graeme Eric Winstanley
Director • British • Lives in England • Born in Nov 1986
Ronald David Walker
Director • British • Lives in England • Born in Apr 1958
Matthew Neil Sherratt
Director • British • Lives in England • Born in Aug 1978
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
Clarion Investment Management Limited
Hargreaves Mounteney Limited, Ronald David Walker, and 4 more are mutual people.
Active
Clarion Wealth Group Limited
Ronald David Walker, Matthew Neil Sherratt, and 1 more are mutual people.
Active
Clarion Group Limited
Hargreaves Mounteney Limited and Ronald David Walker are mutual people.
Active
Brookvyne Limited
Ronald David Walker is a mutual person.
Active
Cornerstone Healthcare Community Interest Company
Hargreaves Mounteney Limited is a mutual person.
Active
CDP Property (No.1) Limited
Hargreaves Mounteney Limited is a mutual person.
Active
Cornerstone Community Development Trust Limited
Hargreaves Mounteney Limited is a mutual person.
Active
Mounteney Sols Ltd
Hargreaves Mounteney Limited is a mutual person.
Active
See All Mutual Companies
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
30 Apr 2025
For period
30 Apr
⟶
30 Apr 2025
Traded for
12 months
Cash in Bank
£527.56K
Decreased by £18.62K (-3%)
Turnover
£3.01M
Increased by £427.23K (+17%)
Employees
18
Decreased by 2 (-10%)
Total Assets
£3.81M
Increased by £47.37K (+1%)
Total Liabilities
-£258.54K
Decreased by £331.33K (-56%)
Net Assets
£3.55M
Increased by £378.7K (+12%)
Debt Ratio (%)
7%
Decreased by 8.9% (-57%)
See 10 Year Full Financials
Latest Activity
Full Accounts Submitted
11 Days Ago on 26 Aug 2025
Confirmation Submitted
4 Months Ago on 17 Apr 2025
Full Accounts Submitted
7 Months Ago on 24 Jan 2025
Clarion Group Limited (PSC) Resigned
11 Months Ago on 1 Oct 2024
Mustang Newco Limited (PSC) Appointed
11 Months Ago on 1 Oct 2024
New Charge Registered
11 Months Ago on 1 Oct 2024
New Charge Registered
11 Months Ago on 1 Oct 2024
Confirmation Submitted
1 Year 4 Months Ago on 23 Apr 2024
Full Accounts Submitted
1 Year 8 Months Ago on 14 Dec 2023
Confirmation Submitted
2 Years 4 Months Ago on 5 May 2023
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Get Credit Report
Discover Clarion Wealth Planning Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
See All Credit Score & Limits
Documents
Full accounts made up to 30 April 2025
Submitted on 26 Aug 2025
Confirmation statement made on 17 April 2025 with no updates
Submitted on 17 Apr 2025
Full accounts made up to 30 April 2024
Submitted on 24 Jan 2025
Notification of Mustang Newco Limited as a person with significant control on 1 October 2024
Submitted on 14 Oct 2024
Cessation of Clarion Group Limited as a person with significant control on 1 October 2024
Submitted on 14 Oct 2024
Registration of charge 063729220002, created on 1 October 2024
Submitted on 11 Oct 2024
Registration of charge 063729220001, created on 1 October 2024
Submitted on 1 Oct 2024
Confirmation statement made on 17 April 2024 with no updates
Submitted on 23 Apr 2024
Full accounts made up to 30 April 2023
Submitted on 14 Dec 2023
Confirmation statement made on 17 April 2023 with no updates
Submitted on 5 May 2023
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Repayment History
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