{ "company_number": "08763324", "name": "Clearwater Independent Financial Planning Limited", "url": "/company/08763324", "status": "Active", "is_active": true, "company_type": "Private Limited Company", "incorporated_on": "2013-11-05", "dissolved_on": null, "sic_codes": [ { "code": "66190", "description": "Activities auxiliary to financial intermediation n.e.c.", "section": "K", "section_name": "Financial and insurance activities", "url": "/sic/66190" } ], "registered_address": { "id": 2422763, "url": "/address/2422763", "line1": "SUITES 5 & 6 THE PRINTWORKS HEY ROAD", "line2": "BARROW", "post_town": "CLITHEROE", "county": "LANCASHIRE", "country": "ENGLAND", "postcode": "BB7 9WB" }, "companies_house_url": "https://find-and-update.company-information.service.gov.uk/company/08763324", "previous_names": [ { "name": "Park Farm Independent Financial Planning Limited", "ceased_on": "2015-01-30" } ], "care_of": "", "po_box": "", "country_of_origin": "United Kingdom", "accounts": { "next_due": "2027-12-31", "last_made_up": "2026-03-31", "category": "TOTAL EXEMPTION FULL", "filings": [ { "url": "/company/08763324/accounts/2026-03-31", "made_up_date": "2026-03-31", "period_start": "2026-03-31", "period_end": "2026-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "1.00", "tangible_fixed_assets": "1318.00", "debtors": "4477.00", "cash_bank_in_hand": "293349.00", "current_assets": "297826.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "243163.00", "total_assets_less_current_liabilities": "244481.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2026.zip" }, { "url": "/company/08763324/accounts/2025-03-31", "made_up_date": "2025-03-31", "period_start": "2025-03-31", "period_end": "2025-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "1.00", "tangible_fixed_assets": "7215.00", "debtors": "4084.00", "cash_bank_in_hand": "244867.00", "current_assets": "248951.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "195509.00", "total_assets_less_current_liabilities": "202724.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2025.zip" }, { "url": "/company/08763324/accounts/2024-03-31", "made_up_date": "2024-03-31", "period_start": "2024-03-31", "period_end": "2024-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "1.00", "tangible_fixed_assets": "9019.00", "debtors": "4067.00", "cash_bank_in_hand": "190767.00", "current_assets": "194834.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "145523.00", "total_assets_less_current_liabilities": "154542.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-April2024.zip" }, { "url": "/company/08763324/accounts/2023-03-31", "made_up_date": "2023-03-31", "period_start": "2023-03-31", "period_end": "2023-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "1.00", "tangible_fixed_assets": "11025.00", "debtors": "3879.00", "cash_bank_in_hand": "167035.00", "current_assets": "170914.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "117893.00", "total_assets_less_current_liabilities": "128918.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-April2023.zip" }, { "url": "/company/08763324/accounts/2022-03-31", "made_up_date": "2022-03-31", "period_start": "2022-03-31", "period_end": "2022-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "1.00", "tangible_fixed_assets": "12769.00", "debtors": null, "cash_bank_in_hand": null, "current_assets": "120846.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "91718.00", "total_assets_less_current_liabilities": "104487.00", "net_assets_liabilities": null, "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "104487.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-April2022.zip" }, { "url": "/company/08763324/accounts/2021-03-31", "made_up_date": "2021-03-31", "period_start": "2021-03-31", "period_end": "2021-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "2.00", "tangible_fixed_assets": "15218.00", "debtors": "6338.00", "cash_bank_in_hand": "90644.00", "current_assets": "96982.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "80379.00", "total_assets_less_current_liabilities": "95597.00", "net_assets_liabilities": "94212.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-April2021.zip" }, { "url": "/company/08763324/accounts/2020-03-31", "made_up_date": "2020-03-31", "period_start": "2020-03-31", "period_end": "2020-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "17695.00", "debtors": "6511.00", "cash_bank_in_hand": "89030.00", "current_assets": "95541.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "81642.00", "total_assets_less_current_liabilities": "99337.00", "net_assets_liabilities": "97667.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-April2020.zip" }, { "url": "/company/08763324/accounts/2019-03-31", "made_up_date": "2019-03-31", "period_start": "2018-04-01", "period_end": "2019-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "5.00", "tangible_fixed_assets": "20235.00", "debtors": "5089.00", "cash_bank_in_hand": "116248.00", "current_assets": "121337.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "76508.00", "total_assets_less_current_liabilities": "96743.00", "net_assets_liabilities": "96253.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": "94681.00", "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-May2019.zip" }, { "url": "/company/08763324/accounts/2018-03-31", "made_up_date": "2018-03-31", "period_start": "2017-04-01", "period_end": "2018-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "6.00", "tangible_fixed_assets": "32817.00", "debtors": "4794.00", "cash_bank_in_hand": "92974.00", "current_assets": "97768.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "41212.00", "total_assets_less_current_liabilities": "74029.00", "net_assets_liabilities": "73572.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": "76689.00", "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-December2018.zip" }, { "url": "/company/08763324/accounts/2017-03-31", "made_up_date": "2017-03-31", "period_start": "2017-03-31", "period_end": "2017-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": "6.00", "tangible_fixed_assets": "42597.00", "debtors": "2000.00", "cash_bank_in_hand": "75744.00", "current_assets": "77744.00", "creditors_due_within_one_year": null, "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-15252.00", "total_assets_less_current_liabilities": "27345.00", "net_assets_liabilities": "26883.00", "called_up_share_capital": null, "profit_loss_account_reserve": null, "shareholder_funds": "100.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-August2017.zip" }, { "url": "/company/08763324/accounts/2016-03-31", "made_up_date": "2016-03-31", "period_start": "2016-03-31", "period_end": "2016-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "31542.00", "debtors": null, "cash_bank_in_hand": "70599.00", "current_assets": "70599.00", "creditors_due_within_one_year": "101041.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-30442.00", "total_assets_less_current_liabilities": "1100.00", "net_assets_liabilities": "792.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "692.00", "shareholder_funds": "792.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-October2016.zip" }, { "url": "/company/08763324/accounts/2015-03-31", "made_up_date": "2015-03-31", "period_start": "2015-03-31", "period_end": "2015-03-31", "entity_name": "Clearwater Independent Financial Planning Limited", "dormant": false, "average_employees": null, "tangible_fixed_assets": "41118.00", "debtors": "4150.00", "cash_bank_in_hand": "53132.00", "current_assets": "57282.00", "creditors_due_within_one_year": "84578.00", "creditors_due_after_one_year": null, "net_current_assets_liabilities": "-27296.00", "total_assets_less_current_liabilities": "13822.00", "net_assets_liabilities": "13758.00", "called_up_share_capital": "100.00", "profit_loss_account_reserve": "13658.00", "shareholder_funds": "13758.00", "turnover": null, "other_operating_income": null, "cost_sales": null, "gross_profit_loss": null, "administrative_expenses": null, "raw_materials_consumables": null, "staff_costs": null, "depreciation_written_off": null, "other_operating_charges": null, "operating_profit_loss": null, "profit_before_tax": null, "tax_on_profit": null, "profit_loss_for_period": null, "file_type": "html", "parse_error": "", "source_zip": "Accounts_Monthly_Data-June2015.zip" } ], "pdf_only_filings": [], "filing_history_url": "https://find-and-update.company-information.service.gov.uk/company/08763324/filing-history" }, "confirmation_statement": { "next_due": "2027-05-21", "last_made_up": "2026-05-07" }, "officers": [], "psc": [ { "name": "Mr Duncan Carter", "kind": "individual-person-with-significant-control", "person_url": "/person/1361327", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-25-to-50-percent" ], "notified_on": "2016-04-06", "ceased_on": "2018-12-25", "nationality": "British", "country_of_residence": "England", "source": "snapshot" }, { "name": "Mrs Deborah Carter", "kind": "individual-person-with-significant-control", "person_url": "/person/1261398", "controlling_company_url": null, "natures_of_control": [ "ownership-of-shares-75-to-100-percent", "voting-rights-75-to-100-percent", "right-to-appoint-and-remove-directors" ], "notified_on": "2016-04-06", "ceased_on": null, "nationality": "British", "country_of_residence": "England", "source": "snapshot" } ], "external_links": [], "provenance": { "source": "snapshot", "first_seen_at": "2026-07-05T12:35:35.811816+00:00", "last_seen_snapshot": "2026-08-01", "retrieved_at": "2026-08-02T05:12:20.351914+00:00" }, "licence": "Open Government Licence v3.0", "licence_url": "https://www.nationalarchives.gov.uk/doc/open-government-licence/version/3/", "attribution": "Contains public sector information licensed under the Open Government Licence v3.0. Source: Companies House." }