Company
CBW Financial Planning Limited
Official record Companies House · updated 4th October 2026 · Sources
Network
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Who leads it
Previous officers 8
- Graham Foster 2013-2019 View profile
- John Alfred George Alexander 2008-2010 View profile
- Harold Anthony Barry Lipman 1999-2010 View profile
- Leslie Gordon Poynter 1996-1998 View profile
- Dipakkumar Umedchand Shah 1996-1999 View profile
- Antony Maurice Lesser 1996-2022 View profile
- David Philip Kramer 1996-2017 View profile
- Melvyn Julian Carter 1996-2012 View profile
Directors and secretaries as filed at Companies House.
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About
- Incorporated
- 15/07/1996
Ownership
Owned by (2) iOwned byIndividuals and companies registered as having significant control over this company, from the Companies House PSC (persons with significant control) register. People whose ownership could not be confirmed to one individual are not listed as confirmed owners.
- CBW FP Group Limited
75-100% shares, 75-100% voting, appoints directors · notified 2024-02-02 - CBW 2022 LLP ceased 2024-02-02
75-100% shares, 75-100% voting, appoints directors · notified 2023-04-27
Group
- CBW Financial Planning Limited
is controlled by CBW FP Group Limited
Evidence
active 75-100% shares, 75-100% voting, appoints directors · notified 2024-02-02 · source: Companies House PSC register - CBW FP Group Limited
is controlled by Christopher John Clayton
Evidence
active 50-75% shares, 50-75% voting · notified 2023-04-06 · source: Companies House PSC register
Ultimately controlled by Christopher John Clayton.
5 other companies in this group
Ownership paths are calculated from Companies House persons-with-significant-control filings. Each step shows the filed nature of control and dates; a step marked "ceased" is historical, not current.
Financials
- Net assets
- £127,853
- Total assets
- £131,093
- Cash
- £97,355
- Employees
- 14
- Turnover
- Not reported (small or micro-entity accounts)
Filed as Full accounts (audit exempt).
Figures from accounts filed at Companies House (iXBRL), period ending 2025-09-30. Where turnover is absent, small and micro-entity accounts are not required to report it, so it is not shown as zero.
Board analysis
Board DNA
How this board is put together, from the Companies House officer record and Charity Commission trustee records - deterministic, no AI.iBoard compositionCounted from the dated Companies House officer record: the current directors only, past directors excluded.
2 directors on the board
- Rebecca Scardarella Director · appointed 2024
- Christopher John Clayton Director · appointed 2016
Directors past 6 years
- Christopher John Clayton Director · appointed 2016
First-time vs portfolio directors
Portfolio (2)
- Rebecca Scardarella Director · appointed 2024
- Christopher John Clayton Director · appointed 2016
Where else this board sits iWhere else this board sitsThe charitable fields these directors govern in elsewhere, by Charity Commission classification. Excludes this company and any charity it is the legal face of.
The sectors these directors govern in elsewhere. This company, and any charity it is the legal face of, are excluded - counting them would just tell you what you are already looking at.
Sources
Official record from Companies House. Governance Register calculates the connections.
Record details
- Company number
- 03224548
- Status
- Active
- Type
- Private Limited Company
- Edition
- Register edition compiled 4th October 2026
- Labels
- Official record from Companies House · Calculated derived by Governance Register.
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