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Casterbridge Wealth Limited

Casterbridge Wealth Limited is an active company incorporated on 3 March 2015 with the registered office located in Salisbury, Wiltshire. Casterbridge Wealth Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09466507
Private limited company
Age
10 years
Incorporated 3 March 2015
Size
Small
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 3 March 2025 (6 months ago)
Next confirmation dated 3 March 2026
Due by 17 March 2026 (6 months remaining)
Last change occurred 5 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2025 (12 months)
Accounts type is Full
Next accounts for period 31 March 2026
Due by 31 December 2026 (1 year 3 months remaining)
Contact
Address
Suite 4 Brewery House
36 Milford Street
Salisbury
Wiltshire
SP1 2AP
England
Address changed on 23 Jan 2024 (1 year 7 months ago)
Previous address was C/O Wheeler Brown 9 Axium Centre Dorchester Road Lytchett Minster Dorset BH16 6FE England
Telephone
01722466110
Email
Unreported
People
Officers
7
Shareholders
30
Controllers (PSC)
5
Director • PSC • Fund Manager • British • Lives in UK • Born in Feb 1969
Director • PSC • None • British • Lives in UK • Born in May 1973
Director • PSC • None • British • Lives in UK • Born in Sep 1968
Director • None • British • Lives in UK • Born in Jul 1970
Director • None • British • Lives in UK • Born in Apr 1968
Shareholders, PSCs & Group Structure
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Mutual Companies
Strategic Paraplanning Limited
Mr Kevin Barrie Forbes, Giles David Wellington, and 2 more are mutual people.
Active
Strategic Solutions Platform Services Limited
Mr Kevin Barrie Forbes and Mr Allan Michael Cruse are mutual people.
Active
GDW Financial Solutions Limited
Giles David Wellington is a mutual person.
Active
Cruse Will Writing Services Limited
Mr Allan Michael Cruse is a mutual person.
Active
Meliorate Limited
Mr Kevin Barrie Forbes is a mutual person.
Active
Strategic Solutions Financial Services Ltd
Mr Kevin Barrie Forbes is a mutual person.
Active
Cruse Financial Services Limited
Mr Allan Michael Cruse is a mutual person.
Active
Sursum Financial Services Limited
Jefferson Leo Mackenzie Fawcett is a mutual person.
Active
Financials
Net Assets, Total Assets & Total Liabilities (2016–2025)
Period Ended
31 Mar 2025
For period 31 Mar31 Mar 2025
Traded for 12 months
Cash in Bank
£1.66M
Increased by £783.48K (+90%)
Turnover
£2.7M
Decreased by £108.35K (-4%)
Employees
24
Decreased by 2 (-8%)
Total Assets
£2.42M
Decreased by £241.94K (-9%)
Total Liabilities
-£490.73K
Decreased by £192.89K (-28%)
Net Assets
£1.92M
Decreased by £49.05K (-2%)
Debt Ratio (%)
20%
Decreased by 5.41% (-21%)
Latest Activity
Full Accounts Submitted
1 Month Ago on 29 Jul 2025
Jefferson Leo Mackenzie Fawcett Resigned
5 Months Ago on 31 Mar 2025
Miss Lisa Cox Appointed
5 Months Ago on 31 Mar 2025
Giles David Wellington Resigned
5 Months Ago on 31 Mar 2025
Confirmation Submitted
5 Months Ago on 24 Mar 2025
Full Accounts Submitted
1 Year Ago on 19 Aug 2024
Confirmation Submitted
1 Year 5 Months Ago on 18 Mar 2024
Mr Kevin Barrie Forbes Details Changed
1 Year 5 Months Ago on 18 Mar 2024
Inspection Address Changed
1 Year 7 Months Ago on 23 Jan 2024
Registers Moved To Inspection Address
1 Year 7 Months Ago on 22 Jan 2024
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Documents
Full accounts made up to 31 March 2025
Submitted on 29 Jul 2025
Termination of appointment of Giles David Wellington as a director on 31 March 2025
Submitted on 13 Jun 2025
Appointment of Miss Lisa Cox as a director on 31 March 2025
Submitted on 13 Jun 2025
Termination of appointment of Jefferson Leo Mackenzie Fawcett as a director on 31 March 2025
Submitted on 13 Jun 2025
Memorandum and Articles of Association
Submitted on 8 May 2025
Resolutions
Submitted on 8 May 2025
Confirmation statement made on 3 March 2025 with updates
Submitted on 24 Mar 2025
Full accounts made up to 31 March 2024
Submitted on 19 Aug 2024
Statement of capital following an allotment of shares on 4 March 2024
Submitted on 18 Mar 2024
Director's details changed for Mr Kevin Barrie Forbes on 18 March 2024
Submitted on 18 Mar 2024
Repayment History
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