CARLSON WEALTH MANAGEMENT LIMITED
Company number 09408222 · Monitor this company
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Shareholders' funds
£102,151
Balance sheet as at 2024-05-31
What it does
The principal activity of the company is that of a financial advisor.
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2015-01-27
- Employees
- 1 (2025 accounts)
- Registered office
- 35 Maindy Road, Cardiff, Wales, CF24 4HL
- Postcode
- CF24 4HL
- Capital
- 1 GBP
- Accounts category
- Total Exemption Full
Accounts
- Last made up to
- 2025-05-31
- Next due by
- 2027-02-28
- Financial year end
- 31 May
Confirmation statement
- Last statement dated
- 2026-01-27
- Next due by
- 2027-02-10
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current
Group structure 1 subsidiary
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — ZA122512 (Tier 1), registered since 2015.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Phone
- 02920606299
Previous registered addresses 1
| Address | Changed on |
|---|---|
| BRYN-Y-WAWR RUDRY, CAERPHILLY, CF83 3DF, WALES | 2020-09-15 |
Among its peers
Top 25%
by shareholders' funds, of 268 similar companies in CF
Trading since 2015.
Competitors Cardiff
This company ranks 54 among financial intermediation not elsewhere classified in Cardiff.
The class of 2015
36%
of the 3,331 companies in this sector incorporated in 2015 are still active today; 59% have since been dissolved.
A fact about the year, not a forecast for this company.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.