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Carpenter Box Wealth Management LLP

Carpenter Box Wealth Management LLP is an active company incorporated on 23 June 2008 with the registered office located in Worthing, West Sussex. Carpenter Box Wealth Management LLP was registered 17 years ago.
Status
Active
Active since incorporation
Company No
OC338257
Limited liability partnership
Age
17 years
Incorporated 23 June 2008
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Confirmation
Submitted
Dated 22 October 2024 (10 months ago)
Next confirmation dated 22 October 2025
Due by 5 November 2025 (1 month remaining)
No changes occurred since incorporation
Accounts
Submitted
For period 1 Apr ⟶ 31 Mar 2024 (1 year)
Accounts type is Total Exemption Full
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Learn more about Carpenter Box Wealth Management LLP
Contact
Address
Amelia House
Crescent Road
Worthing
West Sussex
BN11 1RL
England
Same address for the past 6 years
Telephone
01903234094
Email
Available in Endole App
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People
Officers
5
Shareholders
-
Controllers (PSC)
1
Roy Matthew Thompson
Lives in England • Born in Nov 1976
Kevin Neil Blake
British • Lives in England • Born in May 1961
Thomas Luke Charles Reed
Lives in England • Born in Jul 1984
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Shareholders, PSCs & Group Structure
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Mutual Companies
Coole Bevis Wealth Management Limited
Kevin Neil Blake and Roy Matthew Thompson are mutual people.
Active
CBFA Holdings Limited
Kevin Neil Blake and Roy Matthew Thompson are mutual people.
Active
Amelia House Partners LLP
Kevin Neil Blake and Roy Matthew Thompson are mutual people.
Active
SBX Partners LLP
Kevin Neil Blake and Roy Matthew Thompson are mutual people.
Active
St Wilfrids Hospice Trading Limited
Kevin Neil Blake is a mutual person.
Active
Carpenter Box Limited
Kevin Neil Blake is a mutual person.
Active
Grasscroft Limited
Kevin Neil Blake is a mutual person.
Active
Jones Avens Limited
Kevin Neil Blake is a mutual person.
Active
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Brands
Carpenter Box Financial Advisers
Carpenter Box Financial Advisers provides financial and tax advice services, offering wealth management solutions.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar ⟶ 31 Mar 2024
Traded for 12 months
Cash in Bank
£306.88K
Increased by £61.14K (+25%)
Turnover
Unreported
Same as previous period
Employees
15
Increased by 1 (+7%)
Total Assets
£750.76K
Increased by £29.51K (+4%)
Total Liabilities
-£299.74K
Decreased by £3.95K (-1%)
Net Assets
£451.03K
Increased by £33.45K (+8%)
Debt Ratio (%)
40%
Decreased by 2.18% (-5%)
See 10 Year Full Financials
Latest Activity
New Charge Registered
3 Months Ago on 30 May 2025
Thomas Luke Charles Reed Resigned
5 Months Ago on 1 Apr 2025
Roy Matthew Thompson Resigned
5 Months Ago on 1 Apr 2025
Kevin Neil Blake Resigned
5 Months Ago on 1 Apr 2025
Futura Financial Services Group Ltd Appointed
5 Months Ago on 1 Apr 2025
Full Accounts Submitted
8 Months Ago on 19 Dec 2024
Confirmation Submitted
10 Months Ago on 5 Nov 2024
Full Accounts Submitted
1 Year 8 Months Ago on 30 Dec 2023
Confirmation Submitted
1 Year 10 Months Ago on 1 Nov 2023
Cbx Group Limited (PSC) Details Changed
3 Years Ago on 21 Jun 2022
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Get Credit Report
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Documents
Registration of charge OC3382570001, created on 30 May 2025
Submitted on 5 Jun 2025
Appointment of Futura Financial Services Group Ltd as a member on 1 April 2025
Submitted on 9 Apr 2025
Termination of appointment of Kevin Neil Blake as a member on 1 April 2025
Submitted on 9 Apr 2025
Termination of appointment of Roy Matthew Thompson as a member on 1 April 2025
Submitted on 9 Apr 2025
Termination of appointment of Thomas Luke Charles Reed as a member on 1 April 2025
Submitted on 9 Apr 2025
Total exemption full accounts made up to 31 March 2024
Submitted on 19 Dec 2024
Confirmation statement made on 22 October 2024 with no updates
Submitted on 5 Nov 2024
Total exemption full accounts made up to 31 March 2023
Submitted on 30 Dec 2023
Confirmation statement made on 22 October 2023 with no updates
Submitted on 1 Nov 2023
Change of details for Cbx Group Limited as a person with significant control on 21 June 2022
Submitted on 25 May 2023
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Repayment History
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