# Clarion Wealth Planning Limited

## Details

- **Company number:** [06372922](https://find-and-update.company-information.service.gov.uk/company/06372922)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 17 Sep 2007
- **Registered office:** OVERBANK, 52 LONDON ROAD, ALDERLEY EDGE, SK9 7DZ
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Clarion Wealth Group Limited](/group/56258) (2 companies)


## Previous names

- Happy Numbers Limited (until 26 Jan 2010)
- SDJ Private Clients Limited (until 31 Oct 2012)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Clarion Group Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 7 Apr 2016 | 1 Oct 2024 |
| Clarion Wealth Group Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 1 Oct 2024 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 30 Apr 2026 | £3,912,249 | £760,766 | 0 |
| 30 Apr 2025 | £3,546,536 | £527,562 | 0 |
| 31 May 2010 | £1 | £1 | - |



## Owned by

Clarion Wealth Planning Limited → [Clarion Wealth Group Limited](/company/15759232)





## Companies at the same address

- [Clarion Group Limited](/company/08344703) (08344703)
- [Clarion Investment Management Limited](/company/07899035) (07899035)
- [Clarion Limited](/company/10862424) (10862424)
- [Clarion Trustees Limited](/company/09167922) (09167922)