# Caroline Banks &amp; Associates Limited

## Details

- **Company number:** [02932776](https://find-and-update.company-information.service.gov.uk/company/02932776)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 25 May 1994
- **Registered office:** BROADLANDS BUSINESS CAMPUS, LANGHURST WOOD ROAD, HORSHAM, RH12 4QP
- **Nature of business:** [66220](/sic/66220) Activities of insurance agents and brokers
- **Corporate group:** [GMV Nominees Ltd](/group/4) (48216 companies)


## Previous names

- Talasea Limited (until 29 Jun 1994)
- IPS Professional Financial Services Ltd (until 3 Apr 1995)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| BANKS, Caroline Anne | director | 1 Jun 1994 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr David Beddoes Rogers | ownership-of-shares-25-to-50-percent | 1 Aug 2016 | 29 Dec 2017 |
| Ms Caroline Anne Banks | ownership-of-shares-50-to-75-percent | 1 Aug 2016 | 9 Jan 2026 |
| Benchmark Financial Planning Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 9 Jan 2026 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Jul 2025 | £1,010,069 | £1,093,127 | 11 |
| 31 Jul 2024 | £873,416 | £932,087 | 11 |
| 31 Jul 2023 | £806,918 | £771,659 | 11 |
| 31 Jul 2022 | £713,252 | £781,672 | 11 |
| 31 Jul 2021 | £782,880 | £716,289 | 11 |
| 31 Jul 2020 | £585,593 | £590,956 | 11 |
| 31 Jul 2019 | £547,753 | £512,152 | 13 |
| 31 Jul 2018 | £318,640 | £372,392 | 12 |
| 31 Jul 2017 | £256,024 | £220,125 | 12 |
| 31 Jul 2016 | £171,736 | £188,534 | - |
| 31 Jul 2015 | £310,305 | £270,929 | - |



## Owned by

Caroline Banks &amp; Associates Limited → [Benchmark Financial Planning Limited](/company/07572431) → [Benchmark Capital Limited](/company/09404621) → [Schroder Administration Limited](/company/04968626) → [Schroders PLC](/company/03909886)





## Companies at the same address

- [Benchmark Capital Limited](/company/09404621) (09404621)
- [Benchmark Financial Planning Limited](/company/07572431) (07572431)
- [Best Practice Ifa Group Limited](/company/04490633) (04490633)
- [Bright Square Pensions Limited](/company/10860717) (10860717)
- [Creative Technologies Ltd](/company/06801043) (06801043)
- [Cubat Limited](/company/04018221) (04018221)
- [Evolution Wealth Network Limited](/company/08229133) (08229133)
- [Fusion Wealth Limited](/company/07469060) (07469060)
- [Oculus Wealth Management (Manchester) Limited](/company/14783409) (14783409)
- [PP Nominees Limited](/company/11089445) (11089445)



