Cardinal Financial Planning And Wealth Management Limited
Cardinal Financial Planning And Wealth Management Limited is an active company incorporated on 28 April 2015 with the registered office located in Ipswich, Suffolk. Cardinal Financial Planning And Wealth Management Limited was registered 10 years ago.
Status
Active
Active since incorporation
Company No
09565939
Private limited company
Age
10 years
Incorporated 28 April 2015
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 5 June 2025 (5 months ago)
Next confirmation dated 5 June 2026
Due by 19 June 2026 (7 months remaining)
Last change occurred 1 year 5 months ago
Accounts
Submitted
For period 1 May ⟶ 30 Apr 2025 (12 months)
Accounts type is Total Exemption Full
Next accounts for period 30 April 2026
Due by 31 January 2027 (1 year 2 months remaining)
Shareholders, PSCs & Group Structure
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Brands
Cardinal Financial Planning & Wealth Management is an independent financial advisory firm based in Ipswich, Suffolk.
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
£69.83K
Increased by £14.09K (+25%)
Turnover
Unreported
Same as previous period
Employees
Unreported
Same as previous period
Total Assets
£75.92K
Increased by £13.53K (+22%)
Total Liabilities
-£15.65K
Increased by £3.08K (+25%)
Net Assets
£60.27K
Increased by £10.45K (+21%)
Debt Ratio (%)
21%
Increased by 0.47% (+2%)
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Repayment History
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