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Activities auxiliary to financial intermediation n.e.c. · Formby

Carl Williams Wealth Management

Carl Williams Wealth Management Ltd

ActiveLatest figures: 2025Abridged accountsCompany only9 years on the register

Private limited company registered in Formby, classed under “Activities auxiliary to financial intermediation n.e.c.”.

Headline figures

FY to Nov 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

What the numbers say

2 findings from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£20212022202320242025
Profit after tax—
Turnover
Net assets
Cash
Employees
Retained reserves

Every figure for all 5 years

“—” 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 sheet2022202320242025
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.

Questions people ask

›What does Carl Williams Wealth Management do?

Private limited company registered in Formby, classed under “Activities auxiliary to financial intermediation n.e.c.”.

›How much turnover does Carl Williams Wealth Management make?

Answered in the full report

›Is Carl Williams Wealth Management profitable?

Carl Williams Wealth Management's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Carl Williams Wealth Management?

Answered in the full report

›Where is Carl Williams Wealth Management based?

Its registered office is C/O V & R Accountancy Services First Floor, Cropton House Three Tuns Lane, Formby, L37 4AQ, in Formby.

›When was Carl Williams Wealth Management founded?

Carl Williams Wealth Management Ltd was incorporated on 15 November 2016.

›Is Carl Williams Wealth Management still trading?

The register lists Carl Williams Wealth Management Ltd as active.