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Financial intermediation not elsewhere classified · Falkirk

Caldwell Financial Planning

Caldwell Financial Planning Limited

ActiveLatest figures: 2025Abridged accountsCompany only2 years on the register

Private limited company registered in Falkirk, classed under “Financial intermediation not elsewhere classified”.

Headline figures

FY to Jun 2025 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

Retained reserves

For subscribers

History

Pro
£2025
Profit after tax—
Turnover
Net assets
Cash
Employees
Retained reserves

Every figure for the year

“—” means we did not find the figure in a source; it is never filled with an estimate.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet2025
Current assets
of which debtors
of which cash
Creditors due within a year
Net current assets
Net assets
Ratios
Current ratioCurrent assets for every £1 owed within a year
Cash ratioCash for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets

6 balance-sheet lines and 3 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Timeline

Checked 2026-10-28

  1. Confirmation
    Confirmation statement made on 19 June 2026 with no updates (and 1 more like it since 23 July 2025)
  2. Accounts
    Total exemption full accounts made up to 30 June 2025
  3. Incorporation
    Incorporation

From the Companies House filing history. Routine confirmation statements are left out, and a run of the same filing is shown once.

Questions people ask

›What does Caldwell Financial Planning do?

Private limited company registered in Falkirk, classed under “Financial intermediation not elsewhere classified”.

›How much turnover does Caldwell Financial Planning make?

Answered in the full report

›Is Caldwell Financial Planning profitable?

Caldwell Financial Planning's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Caldwell Financial Planning?

Answered in the full report

›Who runs and owns Caldwell Financial Planning?

Its directors are Kerry Ovens, Iain Ovens. Its owners are shown to subscribers.

›Where is Caldwell Financial Planning based?

Its registered office is 2 Melville Street, Falkirk, FK1 1HZ, in Falkirk.

›When was Caldwell Financial Planning founded?

Caldwell Financial Planning Limited was incorporated on 20 June 2024.

›Is Caldwell Financial Planning still trading?

The register lists Caldwell Financial Planning Limited as active.

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