Cancel

Request a live demo presentation

One of our sales representative will call you soon


By submitting this form you are acknowledging that you have read and understood our Privacy Policy.

We have generated thousand of leads for our happy customers

  • company
  • company
  • company
  • company
  • company
  • company
  • company
  • company

CG WEALTH PLANNING LIMITED Active


Contact information


Unlock Company Insights Free Access

Get instant access to key company data, decision-maker contacts, and verified insights.

Start for Free now

Financial statements of CG WEALTH PLANNING LIMITED

According to CG WEALTH PLANNING LIMITED latest financial report submitted on 2024-12-31, the company has a Turnover of £15M, EBITDA of £1M while the Profit-after-Tax is £1M. Compared with the previous year, the company reported a Turnover increase of 92.0%, which is an equivalent of -13596076. At the same time, the EBITDA went up by 95.39%, or by -1260087.


Year:
2023 Not available
2022 Not available
2021 Not available
2020 Not available

Access 20 Years of Financial Data

Start for free
  • Reporting period

    -

  • Consolidated A/cs

    N

  • Profit after Tax

    £ 1.3 million

  • Working Capital

    £ -

Profit after Tax

CG WEALTH PLANNING LIMITED Business Credit Report

A Business Credit Report for CG WEALTH PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for CG WEALTH PLANNING LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CG WEALTH PLANNING LIMITED

Unlock Credit Report

For more information you can

Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

CG WEALTH PLANNING LIMITED Directors and key executives

CG WEALTH PLANNING LIMITED currently employs 40 people. Compared with the previous year, the company has reported a staff decrease of 7%, which is an equivalent of 3 employees.
In order to view contact information, including emails and phone numbers for all the employees working at CG WEALTH PLANNING LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

40

93%

1y growth

105%

2y growth

Management Level


100

Middle

Employee Job Title Email Phone Country
Jill McAleenan Director
-
- GB
Stephen Massey Director
-
- GB
Jill McAleenan Director
-
- GB
Gemma Harle Director
-
- GB
Duncan Stratford Director
-
- GB

Get direct emails & phone numbers for senior executives working at «CG WEALTH PLANNING LIMITED»

Download our chrome extension and enrich prospect profiles in seconds. Organize contacts into focus lists, send e-mails or embed leads into automated sequences straight off their Linkedin profile - without leaving the browser.

Download Extension

CG WEALTH PLANNING LIMITED Ownership and Group Structure


Explore the Full Corporate Tree.

Uncover parent companies, subsidiaries, and global linkages

Start Free Now

CG WEALTH PLANNING LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 1 people with significant control at CG WEALTH PLANNING LIMITED. One of of major shareholders of CG WEALTH PLANNING LIMITED is CANACCORD GENUITY WEALTH GROUP LIMITED, which owns 10202121 ORDINARY shares, with a total value of 10,202,121 None.


Name Quantity Share Type Value
CANACCORD GENUITY WEALTH GROUP LIMITED
10202121 ORDINARY 10202121 GBP

See All Beneficial Owners & Shareholders

Unlock Full Access For Free

CG WEALTH PLANNING LIMITED competitors:

Top 5 similar companies of CG WEALTH PLANNING LIMITED are BMO CAPITAL MARKETS LIMITED, ORBIS INVESTMENT ADVISORY LIMITED, METLIFE INVESTMENTS LIMITED, CAMBRIDGE ASSOCIATES LIMITED, HELM GODFREY PARTNERS LTD. View and export all the competitor list of CG WEALTH PLANNING LIMITED by upgrading your account here.


BMO CAPITAL MARKETS LIMITED


Revenue
77,377,000.0
Age
31 years
Employees
111
Industry
View Banks
Website
View https://capitalm***************

ORBIS INVESTMENT ADVISORY LIMITED


Revenue
29,442,499.0
Age
39 years
Employees
113
Industry
View Financial Services
Website
View https://or********

METLIFE INVESTMENTS LIMITED


Revenue
22,742,288.0
Age
33 years
Employees
59
Industry
View Finance & Insurance
Website
View https://met*********

CAMBRIDGE ASSOCIATES LIMITED


Revenue
67,691,000.0
Age
18 years
Employees
190
Industry
View Financial Services
Website
View https://cambridge***************

HELM GODFREY PARTNERS LTD


Revenue
9,723,058,000.0
Age
35 years
Employees
56
Industry
View Legal Consultants
Website
View https://helmg***********

View & Export CG WEALTH PLANNING LIMITED competitors:

Get the complete list with detailed profiles

Start For Free

CG WEALTH PLANNING LIMITED news & activities:


Turnover

CG WEALTH PLANNING LIMITED has submitted new account statements and has reported a turnover of £15M, a 92.0% decrease year-over-year.

uk.globaldatabase.com

2024-03-31

EBITDA

The CG WEALTH PLANNING LIMITED-based company said the adjusted EBITDA is now £1M, compared with the previous year of 2.6 million.

uk.globaldatabase.com

2024-03-31

Employees

CG WEALTH PLANNING LIMITED number of employees has decreased by -7% compared with previous year and now represents a total number of 40.

uk.globaldatabase.com

2024-03-31

Stay Ahead with Real-Time Insights

Monitor key metrics and company activity

Start For Free

Frequently Asked Questions regarding CG WEALTH PLANNING LIMITED


Where is CG WEALTH PLANNING LIMITED registered office?

CG WEALTH PLANNING LIMITED is located at 88 Wood Street, United Kingdom.

How can I contact CG WEALTH PLANNING LIMITED?

You can call CG WEALTH PLANNING LIMITED at the following number +442072******

What is the website of CG WEALTH PLANNING LIMITED?

CG WEALTH PLANNING LIMITED website is https://thomasmiller.com/

How many people work at CG WEALTH PLANNING LIMITED?

According to the latest account statement, there are currently 40 of employees working for CG WEALTH PLANNING LIMITED.

How much revenue does CG WEALTH PLANNING LIMITED make?

Based on the latest financial accounts submitted on 2024-12-31, the company made £15M for 2024, which went up by 92.0%.

What is CG WEALTH PLANNING LIMITED EBITDA?

For 2024, CG WEALTH PLANNING LIMITED has reported an EBITDA of £1M, which went up by 95.39% compared to previous year.

What is the Business Credit Score of CG WEALTH PLANNING LIMITED and how reliable is the company?

In order to check the business credit score of CG WEALTH PLANNING LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CG WEALTH PLANNING LIMITED pay their invoices on time?

By requesting a Business Credit Report for CG WEALTH PLANNING LIMITED, you will be able to gain more insights about the CG WEALTH PLANNING LIMITED payment trends.

Who is the Ultimate Parent of the CG WEALTH PLANNING LIMITED?

Information about the ultimate beneficial ownership CANACCORD GENUITY WE******************* of CG WEALTH PLANNING LIMITED is available when you order a business credit report.

Access 100% verified registry data via API—company profiles, group structures, UBOs, financials, and more.

Explore API Access

Search for International Credit Report

0 results
Name
Arrow Arrow
City
Arrow Arrow
Address
Arrow Arrow
Reg. No
Arrow Arrow
Status
Arrow Arrow
Action