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CG Wealth Planning Limited

CG Wealth Planning Limited is an active company incorporated on 7 November 2012 with the registered office located in London, City of London. CG Wealth Planning Limited was registered 12 years ago.
Status
Active
Active since 11 years ago
Company No
08284862
Private limited company
Age
12 years
Incorporated 7 November 2012
Size
Unreported
Confirmation
Submitted
Dated 11 April 2025 (4 months ago)
Next confirmation dated 11 April 2026
Due by 25 April 2026 (7 months remaining)
Last change occurred 1 year 4 months ago
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
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Contact
Address
88 Wood Street
London
EC2V 7QR
England
Address changed on 1 Mar 2022 (3 years ago)
Previous address was 41 Lothbury Lothbury London EC2R 7AE England
Telephone
02072042018
Email
Unreported
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People
Officers
6
Shareholders
1
Controllers (PSC)
1
Stephen Leigh Massey
Director • Non-Executive Director • British • Lives in UK • Born in Sep 1957
Gemma Eileen Harle
Director • Non Executive Director • British • Lives in England • Born in Aug 1964
Mr Matthew David Phillips
Director • British • Lives in UK • Born in Nov 1971
Duncan Muir Stratford
Director • Head Of UK Front Office • British • Lives in England • Born in Feb 1971
Jill Patricia McAleenan
Director • Non-Executive Director • British • Lives in England • Born in Dec 1950
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Shareholders, PSCs & Group Structure
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Mutual Companies
Cantab Asset Management Limited
Jill Patricia McAleenan, Duncan Muir Stratford, and 2 more are mutual people.
Active
Canaccord Genuity Asset Management Limited
Stephen Leigh Massey, Jill Patricia McAleenan, and 1 more are mutual people.
Active
Punter Southall Wealth Limited
Stephen Leigh Massey, Jill Patricia McAleenan, and 1 more are mutual people.
Active
Adam & Company Investment Management Limited
Stephen Leigh Massey, Jill Patricia McAleenan, and 1 more are mutual people.
Active
Intelligent Capital Ltd
Jill Patricia McAleenan, Gemma Eileen Harle, and 1 more are mutual people.
Active
Canaccord Genuity Financial Planning Limited
Stephen Leigh Massey and Jill Patricia McAleenan are mutual people.
Active
Canaccord Genuity Wealth Limited
Stephen Leigh Massey and Jill Patricia McAleenan are mutual people.
Active
Canaccord Genuity Wealth Group Limited
Stephen Leigh Massey and Jill Patricia McAleenan are mutual people.
Active
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Financials
Net Assets, Total Assets & Total Liabilities (2014–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£9.73M
Increased by £3.37M (+53%)
Turnover
£14.78M
Increased by £10.11M (+216%)
Employees
118
Increased by 78 (+195%)
Total Assets
£67.48M
Increased by £56.77M (+530%)
Total Liabilities
-£8.38M
Increased by £5.01M (+148%)
Net Assets
£59.1M
Increased by £51.77M (+706%)
Debt Ratio (%)
12%
Decreased by 19.09% (-61%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
4 Months Ago on 14 Apr 2025
Full Accounts Submitted
8 Months Ago on 20 Dec 2024
Confirmation Submitted
1 Year 4 Months Ago on 11 Apr 2024
Mr David Esfandi Appointed
1 Year 5 Months Ago on 1 Apr 2024
Full Accounts Submitted
1 Year 8 Months Ago on 29 Dec 2023
Confirmation Submitted
1 Year 9 Months Ago on 5 Dec 2023
Mrs Gemma Eileen Harle Appointed
1 Year 11 Months Ago on 9 Oct 2023
Appointment Details Changed
2 Years 6 Months Ago on 9 Mar 2023
Mr Stephen Leigh Massey Details Changed
2 Years 9 Months Ago on 7 Dec 2022
Canaccord Genuity Wealth Group Limited (PSC) Details Changed
3 Years Ago on 1 Mar 2022
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Documents
Statement of capital following an allotment of shares on 31 July 2025
Submitted on 1 Aug 2025
Confirmation statement made on 11 April 2025 with no updates
Submitted on 14 Apr 2025
Full accounts made up to 31 March 2024
Submitted on 20 Dec 2024
Statement of capital following an allotment of shares on 3 April 2024
Submitted on 11 Apr 2024
Confirmation statement made on 11 April 2024 with updates
Submitted on 11 Apr 2024
Appointment of Mr David Esfandi as a director on 1 April 2024
Submitted on 2 Apr 2024
Full accounts made up to 31 March 2023
Submitted on 29 Dec 2023
Confirmation statement made on 5 December 2023 with updates
Submitted on 5 Dec 2023
Appointment of Mrs Gemma Eileen Harle as a director on 9 October 2023
Submitted on 17 Oct 2023
Statement of capital following an allotment of shares on 1 April 2023
Submitted on 4 Apr 2023
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Repayment History
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