The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 1
  • Carlson, Steven John
    Financial Planner born in August 1976
    Individual (5 offsprings)
    Officer
    2015-01-27 ~ now
    OF - Director → CIF 0
    Carlson, Steven
    Individual (5 offsprings)
    Officer
    2015-01-27 ~ now
    OF - Secretary → CIF 0
    Mr Steven John Carlson
    Born in August 1976
    Individual (5 offsprings)
    Person with significant control
    2016-04-06 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
parent relation
Company in focus

CARLSON WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
14,822 GBP2023-05-31
16,255 GBP2022-05-31
Fixed Assets
14,822 GBP2023-05-31
16,255 GBP2022-05-31
Debtors
63,505 GBP2023-05-31
61,005 GBP2022-05-31
Cash at bank and in hand
34,187 GBP2023-05-31
49,631 GBP2022-05-31
Current Assets
97,692 GBP2023-05-31
110,636 GBP2022-05-31
Net Current Assets/Liabilities
80,238 GBP2023-05-31
86,348 GBP2022-05-31
Total Assets Less Current Liabilities
95,060 GBP2023-05-31
102,603 GBP2022-05-31
Net Assets/Liabilities
73,624 GBP2023-05-31
74,471 GBP2022-05-31
Equity
Called up share capital
1 GBP2023-05-31
1 GBP2022-05-31
Retained earnings (accumulated losses)
73,623 GBP2023-05-31
74,470 GBP2022-05-31
Equity
73,624 GBP2023-05-31
74,471 GBP2022-05-31
Average Number of Employees
12022-06-01 ~ 2023-05-31
12021-06-01 ~ 2022-05-31
Property, Plant & Equipment - Gross Cost
Tools/Equipment for furniture and fittings
20,941 GBP2023-05-31
20,941 GBP2022-05-31
Property, Plant & Equipment - Gross Cost
20,941 GBP2023-05-31
20,941 GBP2022-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Tools/Equipment for furniture and fittings
6,119 GBP2023-05-31
4,686 GBP2022-05-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
6,119 GBP2023-05-31
4,686 GBP2022-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Tools/Equipment for furniture and fittings
1,433 GBP2022-06-01 ~ 2023-05-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
1,433 GBP2022-06-01 ~ 2023-05-31
Property, Plant & Equipment
Tools/Equipment for furniture and fittings
14,822 GBP2023-05-31
16,255 GBP2022-05-31
Trade Debtors/Trade Receivables
2,305 GBP2023-05-31
Prepayments/Accrued Income
1,549 GBP2023-05-31
1,470 GBP2022-05-31
Other Debtors
59,651 GBP2023-05-31
59,535 GBP2022-05-31
Bank Borrowings/Overdrafts
Amounts falling due within one year
6,357 GBP2023-05-31
6,357 GBP2022-05-31
Taxation/Social Security Payable
Amounts falling due within one year
9,641 GBP2023-05-31
16,660 GBP2022-05-31
Accrued Liabilities/Deferred Income
Amounts falling due within one year
513 GBP2023-05-31
435 GBP2022-05-31
Other Creditors
Amounts falling due within one year
943 GBP2023-05-31
836 GBP2022-05-31
Bank Borrowings/Overdrafts
Amounts falling due after one year
18,620 GBP2023-05-31
25,044 GBP2022-05-31

  • CARLSON WEALTH MANAGEMENT LIMITED
    Info
    Registered number 09408222
    35 Maindy Road, Cardiff CF24 4HL
    Private Limited Company incorporated on 2015-01-27 (10 years 5 months). The company status is Active.
    The last date of confirmation statement was made at 2025-01-27
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.