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CLARION WEALTH PLANNING LIMITED Active

Financial Services


Contact information


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Financial statements of CLARION WEALTH PLANNING LIMITED

According to CLARION WEALTH PLANNING LIMITED latest financial report submitted on 2024-04-30, the company has a Turnover of £3M, Cash of £546,177.00 while the Working-Capital is £2M. Compared with the previous year, the company reported a Turnover increase of 44.41%, which is an equivalent of -1147567. At the same time, the Cash went up by 77.1%, or by -421114.


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

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  • Reporting period

    3

  • Consolidated A/cs

    N

  • Profit after Tax

    £ 584819

  • Working Capital

    £ 2.4 million

Profit after Tax

CLARION WEALTH PLANNING LIMITED Business Credit Report

A Business Credit Report for CLARION WEALTH PLANNING LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for CLARION 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

CLARION WEALTH PLANNING LIMITED

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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

CLARION WEALTH PLANNING LIMITED Directors and key executives

CLARION WEALTH PLANNING LIMITED currently employs 18 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at CLARION 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

18

100%

1y growth

112%

2y growth

Management Level


6

Top

81

Middle

Employee Job Title Email Phone Country
Ali Cartwright Associate Financial Planner
***********@clarionwealth.co.uk
+447903****** GB
John Winstanley Director
***********@clarionwealth.co.uk
- GB
Matthew Sherratt Director
*********@clarionwealth.co.uk
- GB
Adam Wareing Director
*****@clarionwealth.co.uk
- GB
Ronald Walker Director
-
- GB

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CLARION WEALTH PLANNING LIMITED Ownership and Group Structure


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

There are currently 1 people with significant control at CLARION WEALTH PLANNING LIMITED. One of of major shareholders of CLARION WEALTH PLANNING LIMITED is CLARION GROUP LTD, which owns 2 ORDINARY shares, with a total value of 2 GBP.


Name Quantity Share Type Value
CLARION GROUP LTD
2 ORDINARY 2 GBP

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CLARION WEALTH PLANNING LIMITED competitors:

Top 5 similar companies of CLARION WEALTH PLANNING LIMITED are METLIFE INVESTMENTS LIMITED, ORBIS INVESTMENT ADVISORY LIMITED, LDF OPS LIMITED, FIDELIUS LTD, MORTGAGE INTELLIGENCE LIMITED. View and export all the competitor list of CLARION WEALTH PLANNING LIMITED by upgrading your account here.


METLIFE INVESTMENTS LIMITED


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

ORBIS INVESTMENT ADVISORY LIMITED


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

LDF OPS LIMITED


Revenue
15,597,274.0
Age
26 years
Employees
96
Industry
View Finance & Insurance
Website
View http://fi********

FIDELIUS LTD


Revenue
16,789,877.0
Age
27 years
Employees
158
Industry
View Financial Services
Website
View https://fide***********

MORTGAGE INTELLIGENCE LIMITED


Revenue
2,000,000.0
Age
30 years
Employees
60
Industry
View Foreign Insurance Company Representatives
Website
View http://mortgageint****************

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CLARION WEALTH PLANNING LIMITED news & activities:


Turnover

CLARION WEALTH PLANNING LIMITED has submitted new account statements and has reported a turnover of £3M, a 44.41% decrease year-over-year.

uk.globaldatabase.com

2024-04-30

Employees

CLARION WEALTH PLANNING LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 18.

uk.globaldatabase.com

2024-04-30

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Frequently Asked Questions regarding CLARION WEALTH PLANNING LIMITED


Where is CLARION WEALTH PLANNING LIMITED registered office?

CLARION WEALTH PLANNING LIMITED is located at Overbank 52 London Road, United Kingdom.

How can I contact CLARION WEALTH PLANNING LIMITED?

You can call CLARION WEALTH PLANNING LIMITED at the following number +441565******

What is the website of CLARION WEALTH PLANNING LIMITED?

CLARION WEALTH PLANNING LIMITED website is https://clarionwealth.co.uk/

How many people work at CLARION WEALTH PLANNING LIMITED?

According to the latest account statement, there are currently 18 of employees working for CLARION WEALTH PLANNING LIMITED.

How much revenue does CLARION WEALTH PLANNING LIMITED make?

Based on the latest financial accounts submitted on 2024-04-30, the company made £3M for 2024, which went up by 44.41%.

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

In order to check the business credit score of CLARION 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 CLARION WEALTH PLANNING LIMITED pay their invoices on time?

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

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

Information about the ultimate beneficial ownership CLARION GRO********** of CLARION WEALTH PLANNING LIMITED is available when you order a business credit report.

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