Company Overview
Clarion Wealth Planning Limited is listed at the official companies registry as Active Private Limited Company. The company was incorporated on Monday 17 September 2007, so this is a well established company. Clarion Wealth Planning Limited has been in business for 18 years and 6 months. The accounts status is full and the accounts are next due on Sunday 31 January 2027.
Registered Address

Overbank, 52 London Road, Alderley Edge, SK9 7DZ
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Companies House Data
Company NameCLARION WEALTH PLANNING LIMITED
Company Number06372922
Registered Office AddressOverbank
 52 London Road
 SK9 7DZ
Company CategoryPrivate Limited Company
Company StatusActive
Country of OriginUnited Kingdom
Incorporation Date17/09/2007
Accounting Reference Date Day30
Accounting Reference Date Month4
Accounts Next Due Date31/01/2027
Accounts Last Made Up Date30/04/2025
Accounts Account CategoryFULL
Returns Next Due Date15/05/2017
Returns Last Made Up Date17/04/2016
Previous Company NameChanged Date
SDJ PRIVATE CLIENTS LIMITED31 Oct 2012
HAPPY NUMBERS LIMITED26 Jan 2010
Directors & Members
Show Resigned
Alistair Cartwright - Director
(British, 36 years old, born November 1990)
Appointed 01 September 2025
 Active
Matthew Sherratt - Director
(British, 48 years old, born August 1978)
Appointed 01 March 2020
 Active
Keith Thompson - Director
(British, 83 years old, born September 1943)
Appointed 08 May 2017
 Active
Ronald Walker - Director
(British, 68 years old, born April 1958)
Appointed 16 August 2012
 Active
Adam Wareing - Director
(British, 45 years old, born January 1981)
Appointed 20 November 2019
 Active
John Winstanley - Director
(British, 40 years old, born November 1986)
Appointed 01 March 2020
 Active
Hargreaves Mounteney Limited - Secretary
Appointed 16 August 2012
 Active
Secretaries
Show Resigned
Hargreaves Mounteney Limited - Secretary
Appointed 16 August 2012
 Active
Other Company Directorships
Alistair Cartwright
CLARION WEALTH GROUP LIMITED
Matthew Sherratt
CLARION INVESTMENT MANAGEMENT LIMITED
CLARION WEALTH GROUP LIMITED
SHERRATTS ACCOUNTANTS LTD
Keith Thompson
CLARION INVESTMENT MANAGEMENT LIMITED
GREYSTONE FINANCIAL LIMITED
GREYSTONE FINANCIAL SERVICES (HOLDINGS) LIMITED
GREYSTONE FINANCIAL SERVICES LIMITED
GREYSTONE WEALTH MANAGEMENT LIMITED
HILLYER MCKEOWN FINANCIAL SERVICES LLP
R W HARRIS LIMITED
Ronald Walker
63 NORTHUMBERLAND LTD
BROOKVYNE LIMITED
CLARION FINANCIAL PLANNING LLP
CLARION GROUP LIMITED
CLARION INVESTMENT MANAGEMENT LIMITED
CLARION KNUTSFORD PLC
CLARION LIMITED
CLARION TRUSTEES LIMITED
CLARION WEALTH GROUP LIMITED
EARLSCLIFFE COURT (BOWDON) MANAGEMENT COMPANY LIMITED
HALLCO 1038 LIMITED
NINJA HOLDINGS LIMITED
ROEVIN MANAGEMENT SERVICES LIMITED
Adam Wareing
ASHTON ON MERSEY FOOTBALL CLUB LTD
ASHTON ON MERSEY SPORTS CLUB (TRADING) LIMITED
ASHTON ON MERSEY SPORTS CLUB LIMITED
CLARION INVESTMENT MANAGEMENT LIMITED
KATALYMA LTD
YOUR WEALTH MANAGEMENT LTD
John Winstanley
CLARION INVESTMENT MANAGEMENT LIMITED
CLARION WEALTH GROUP LIMITED
Balance Sheet Unlock full report
Accounts Date 30-Apr-2025 30-Apr-2016 30-Apr-2015
Balance Sheet
Fixed Assets 1,128,110 1,128,110 124,341
Current Assets 1,496,396 1,496,396 596,568
Creditors Due Within One Year 1,629,970 1,629,970 443,319
Working Cap -133,574 -133,574 153,249
Total Assets Less Current Liabilities 994,536 994,536 277,590
Long-term Liabilities 0 0 0
Net Assets 994,536 994,536 277,590
Share Capital & Reserves
Share Cap 2 2 2
Profit & Loss Reserves 994,534 994,534 277,588
Other Reserves 0 0 0
Shareholders Funds 994,536 994,536 277,590
Common Size Financial Analysis Unlock full report
Accounts Date 30-Apr-2025 30-Apr-2016 30-Apr-2015
Tangible Fixed Assets - - -
Fixed Assets 43.0% 43.0% 17.2%
Stocks Inventory 0.0% 0.0% 0.0%
Debtors 0.4% 0.4% 0.0%
Cash Bank In Hand 8.8% 8.8% 25.0%
Current Assets 57.0% 57.0% 82.8%
Creditors Due Within One Year 62.1% 62.1% 61.5%
Net Current Assets Liabilities -5.1% -5.1% 21.3%
Creditors Due After One Year 0.0% 0.0% 0.0%
Accruals Deferred Income - - -
Provisions For Liabilities Charges - - -
Net Assets Liabilities Including Pension Asset Liability 37.9% 37.9% 38.5%
Called Up Share Capital 0.0% 0.0% 0.0%
Share Capital Allotted Called Up Paid 0.0% 0.0% 0.0%
Profit Loss Account Reserve 37.9% 37.9% 38.5%
Shareholder Funds 37.9% 37.9% 38.5%
Capital Employed - - -
Total Assets Less Current Liabilities 37.9% 37.9% 38.5%
Financial Ratio Analysis Unlock full report
Accounts Date 30-Apr-2025 30-Apr-2016 30-Apr-2015
Liquidity Ratio 0.9 0.9 1.3
Solvency Ratio 1.6 1.6 1.6
Reserves to Assets 0.4 0.4 0.4
Secured Creditors Unlock full report
Mortgages Charges 2
Mortgages Outstanding 2
Mortgages Part Satisfied 0
Mortgages Satisfied 0
Assets and Debt Analysis Unlock full report
Accounts Date 30-Apr-2025 30-Apr-2016 30-Apr-2015
Assets 2,624,506 2,624,506 720,909
Debt 1,629,970 1,629,970 443,319
Net Assets/Debt 994,536 994,536 277,590

The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.

As at the balance sheet date current liquid assets were slightly less than short term debt. We would normally view a company broadly neutrally for this. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.

Unlock full report  The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.As at the balance sheet date current liquid assets were slightly less than short term debt. We would normally view a company broadly neutrally for this. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.   The following is based on the accounts data presented in this report sourced from Companies House, however the company has filed later accounts. Our analysis of the latest account can be viewed by unlocking our full report.As at the balance sheet date current liquid assets were slightly less than short term debt. We would normally view a company broadly neutrally for this. Total reserves including retained profitability and movement in reserves appeared positive. We would normally view a company positively for this. For the size of the company inferred by the balance sheet the level of net assets suggests a comfortable level of cover for total debts and obligations.

This review of public record balance sheet and company status information is presented under the terms of Open Government Licence and is for informational purposes only, is general in nature, and is not intended as an opinion or advice for any specific circumstances. The commentary and the colour band score is not a credit rating or credit risk assessment.

This review does not constitute a full credit rating or credit risk assessment based on the full analysis and credit score algorithms used in our credit reports. A full credit report may also provide information relating to trade payment history and county court or court judgments if any.

Public Record Information Unlock full report
Exact Court Judgements
Period of Months Last 12m 13-24m 25-36m 37-48m 49-60m 61-72m
Number of Exact CCJS X Y Y X X Y
Value of Exact CCJS YXY YK S S X KX
Supplier Credit Limits Unlock full report
Date Sector Notified Amount Terms
XK-SXY XKXYXK SXSKXYXK £X,000 XS XYSKS
SK-SYY SKXYXKYKKY KSXX KKXXYXS £YY,000 YS XYSKS SK YXXSXS
YK-SXY XKXYXYYK SXSXYXK £SX,000 XS XYSKS
Payment Records Unlock full report
Payment Records from it's suppliers' company ledger show how a company is paying its suppliers

Payment Analysis

Total Invoices Paid Before
30 days due		 Paid After
30 days due		 Owing Before
30 days due		 Owing after
30 days due
XYX SX K YX X
Company Valuation Analysis Unlock full report

Going Concern Valuation

The going concern valuations value the company on the basis that it continues to trade without the threat of liquidation for the foreseeable future. These valuations are primarily profit and cashflow based.

Valuations Valuation Measures
Estimated High Value £XSI,000 Retained Profit £YX,000
Estimated Mid Value £YY,000 EBIT £SY,000
Estimated Low Value £X,000 EBITDA £SSX,000

Liquidation Valuation

The liquidaton valuation values the company as if it were to cease trading and assets were subject to rapid disposal to cover liabilities. This valuation is primarily asset based.

Valuations Valuation Measures
Estimated High Value £XY,000 Total Assets £XIX,000
Estimated Mid Value £Y,000 Net Assets £YX,000
Estimated Low Value £S,000 Tangible Equity £SX,000

The above valuations are based on our own algorithms and take no account of many factors that can influence actual valuations realized and should not therefore be assumed to be accurate.
Credit Status Checklist Unlock full report
Business Growth Please purchase a report to see true comments
EBITDA Purchase a report to see true comments
Dividends Please purchase a report to see true comments about this company
Retained Profits Retained Profits for this company
Debt Interest Debt Interest for this company
Cash Flow Cash Flow for this company
CCJs CCJs for this company
Age of Company Age of Company for this company
Solvency Solvency for this company
Secured Creditors Secured Creditors for this company
Ownership Ownership for this company


First Report Score: (0-10) X
Financial Status Guide:
10 Very Strong
9 Strong
8 Very Good
7 Good
6 Above Average
5 Average
4 Below Average
3 Poor
2 Weak
1 Very Weak
0 Critical

Risk Score Trend

Risk Rating Unlock full report

This is the credit risk assessment used by one of the top UK credit reference agencies.

Risk Score (1-100) X
Risk Band Description XXMXMXMX SISX
Risk Assessment Meeting of Creditors
Credit Rating XSKX
Altman Z Score Credit Risk Rating Unlock full report

There have been many bankruptcy predictors developed, however none has been so thoroughly tested and broadly accepted as the Altman Z-Score.

Z Score X
Risk Band XY
Risk Band Description The Z Score is not used for small companies where full accounts are not filed because profit and loss account items are required to calculate the score.

Z Score Bands

1 Low Risk 3.00 and above
2 Caution 2.63 - 2.99
3 Risk of Failure within 2 years 1.24 - 2.62
4 High Probability Failure Below 1.24
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Document Filings
Appointment of Mr Alistair Cartwright as a director on 1 September 2025
Change of details for Mustang Newco Limited as a person with significant control on 11 December 2024
Confirmation statement made on 17 April 2025 with no updates
Cessation of Clarion Group Limited as a person with significant control on 1 October 2024
Notification of Mustang Newco Limited as a person with significant control on 1 October 2024
Registration of charge 063729220002, created on 1 October 2024
Registration of charge 063729220001, created on 1 October 2024
Confirmation statement made on 17 April 2024 with no updates
Confirmation statement made on 17 April 2023 with no updates
Confirmation statement made on 17 April 2022 with no updates
Confirmation statement made on 17 April 2021 with no updates
Confirmation statement made on 17 April 2020 with no updates
Appointment of Mr Matthew Neil Sherratt as a director on 1 March 2020
Appointment of Mr John Graeme Eric Winstanley as a director on 1 March 2020
Termination of appointment of Jonathan James Whittle as a director on 29 February 2020
Appointment of Mr Adam Wesley Wareing as a director on 20 November 2019
Confirmation statement made on 17 April 2019 with no updates
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