# CBW Financial Planning Limited

## Details

- **Company number:** [03224548](https://find-and-update.company-information.service.gov.uk/company/03224548)
- **Status:** active
- **Type:** ltd
- **Incorporated:** 15 Jul 1996
- **Registered office:** HIGHDOWN HOUSE, 11 HIGHDOWN ROAD, LEAMINGTON SPA, CV31 1XT
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [CBW Fp Group Limited](/group/53265) (2 companies)


## Previous names

- CBW Financial Services Limited (until 17 Sep 2007)
- Hill House Financial Services Limited (until 22 Jul 1996)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| SCARDARELLA, Rebecca | director | 5 Jul 2024 |  |
| CLAYTON, Christopher John | director | 7 Oct 2016 |  |
| WINTER, Peter Stephen | director | 15 Jul 1996 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Carter Backer Winter Llp | ownership-of-shares-75-to-100-percent | 6 Apr 2016 | 27 Apr 2023 |
| Cbw 2022 Llp | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 27 Apr 2023 | 2 Feb 2024 |
| Cbw Fp Group Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 2 Feb 2024 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Sep 2025 | £127,853 | £97,355 | 16 |
| 30 Sep 2024 | - | £203,909 | 16 |
| 30 Sep 2023 | £594,490 | £498,209 | 17 |
| 31 Mar 2021 | - | £372,165 | 16 |
| 31 Mar 2020 | - | £403,429 | 13 |



## Owned by

CBW Financial Planning Limited → [CBW Fp Group Limited](/company/14785112)





## Registered address

302 companies are registered at this address - likely a registration agent.



