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Other activities auxiliary to insurance and pension funding · Neath
Carter Lee Financial Services
Carter Lee Financial Services Limited
Private limited company registered in Neath, classed under “Other activities auxiliary to insurance and pension funding”.
Headline figures
FY to Mar 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
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| 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 sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Fixed assets | ||||
| 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 | ||||
7 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 Carter Lee Financial Services do?
Private limited company registered in Neath, classed under “Other activities auxiliary to insurance and pension funding”.
›How much turnover does Carter Lee Financial Services make?
Answered in the full report
›Is Carter Lee Financial Services profitable?
Carter Lee Financial Services's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Carter Lee Financial Services?
Answered in the full report
›Where is Carter Lee Financial Services based?
Its registered office is 174 New Road, Skewen, Neath, SA10 6HD, in Neath.
›When was Carter Lee Financial Services founded?
Carter Lee Financial Services Limited was incorporated on 4 April 2014.
›Is Carter Lee Financial Services still trading?
The register lists Carter Lee Financial Services Limited as active.