CHARLWOOD IFA LIMITED
Company number 04820268 · Monitor this company
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Shareholders' funds
£529,872
Balance sheet as at 2023-08-31
What it does
The principal activity of the company is Life insurance
The company's own description, from its latest filed accounts.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2003-07-03
- Employees
- 8 (2025 accounts)
- Registered office
- 35 Seamoor Road, Westbourne, Bournemouth, Dorset, BH4 9AE
- Postcode
- BH4 9AE
- Capital
- 104 GBP
- Accounts category
- Total Exemption Full
- Charges
- 0 outstanding
Accounts
- Last made up to
- 2025-08-31
- Next due by
- 2027-05-31
- Financial year end
- 31 August
Confirmation statement
- Last statement dated
- 2026-05-26
- Next due by
- 2027-06-09
Nature of business (SIC)
- 65110 Life insurance
- 65120 Non-life insurance
- 65300 Pension funding
- 66300 Fund management activities
Officers 5 current · 4 resigned
Data protection registration
Registered with the ICO as a data protection fee payer — Z812111X (Tier 1), registered since 2003.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Contact details
- Website
- charlwoodifa.co.uk
- Phone
- (01202)768512, 01202768512
Independent Financial Advisers providing financial advice and wealth management to clients throughout Dorset & Hampshire at an affordable price.
Previous registered addresses 2
| Address | Changed on |
|---|---|
| RICHMOND COURT, CAPSTONE ROAD, BOURNEMOUTH, DORSET, BH8 8RX | 2011-01-21 |
| 2 CATHEDRAL ROAD, CARDIFF, SOUTH GLAM, CF11 9RZ | 2003-07-31 |
Among its peers
Top 10%
by shareholders' funds, of 15 similar companies in BH
2nd largest employer among its local peers (8 staff).
Trading since 2003.
Competitors Bournemouth
This company ranks 1 among life insurance in Bournemouth.
The class of 2003
38%
of the 163,090 companies incorporated in 2003 are still active today; 59% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 1 title
- Freehold
- 1
- Most recent registration
- 2010-08-11
- Where
- Bournemouth, Christchurch And Poole
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| DT149081 | Bournemouth, Christchurch And Poole | Freehold | 2010-08-11 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
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.