# CG Wealth Planning (CG Wealth Planning Limited)

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

- Company number: 08284862
- Status: Active
- Type: Private limited company
- Incorporated: 7 November 2012
- Registered office: 88 Wood Street, London, EC2V 7QR
- Location: London
- Activity: Financial intermediation not elsewhere classified

## Latest filed profit

No profit figure in its latest filed accounts.

Turnover, net assets, cash, staff, earlier years, ratios and owners are on the page for subscribers.

## Questions people ask

### What does CG Wealth Planning do?

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

### How much turnover does CG Wealth Planning make?

Answered on the page for FirmFacts Pro subscribers: https://firmfacts.co/company/cg-wealth-planning-08284862

### Is CG Wealth Planning profitable?

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

### Who runs and owns CG Wealth Planning?

Its directors are David Esfandi, Gemma Eileen Harle, Stephen Leigh Massey, Jill Patricia McAleenan, Matthew David Phillips and 2 more. Its owners are shown to subscribers.

### Where is CG Wealth Planning based?

Its registered office is 88 Wood Street, London, EC2V 7QR, in London.

### When was CG Wealth Planning founded?

CG Wealth Planning Limited was incorporated on 7 November 2012.

### Is CG Wealth Planning still trading?

The register lists CG Wealth Planning Limited as active.

## Timeline

Recent filings and changes at Companies House.

- 2026-10-23: Appointment of Ms Carla Rosaline Stent as a director on 21 October 2026
- 2025-12-12: Full accounts made up to 31 March 2025
- 2025-08-01: Statement of capital following an allotment of shares on 31 July 2025 · GBP 10,573,096 (and 7 more like it since 6 January 2015)
- 2024-12-20: Full accounts made up to 31 March 2024
- 2024-04-02: Appointment of Mr David Esfandi as a director on 1 April 2024
- 2023-12-29: Full accounts made up to 31 March 2023
- 2023-10-17: Appointment of Mrs Gemma Eileen Harle as a director on 9 October 2023
- 2023-03-09: Director's details changed
- 2022-12-08: Change of details for Canaccord Genuity Wealth Group Limited as a person with significant control on 1 March 2022
- 2022-12-07: Director's details changed for Mr Stephen Leigh Massey on 7 December 2022
- 2022-11-18: Full accounts made up to 31 March 2022
- 2022-03-01: Registered office address changed from 41 Lothbury Lothbury London EC2R 7AE England to 88 Wood Street London EC2V 7QR on 1 March 2022
- 2022-01-26: Termination of appointment of David Esfandi as a director on 24 January 2022
- 2021-09-14: Full accounts made up to 31 March 2021
- 2020-12-18: Director's details changed for Ms Jill Mcaleenan on 18 December 2020
- 2020-08-05: Full accounts made up to 31 March 2020
- 2020-07-29: Notification of Canaccord Genuity Wealth Group Limited as a person with significant control on 24 March 2020
- 2020-07-28: Withdrawal of a person with significant control statement on 28 July 2020
- 2020-06-22: Appointment of Mr Duncan Muir Stratford as a director on 20 May 2020
- 2020-01-13: Appointment of Ms Jill Mcaleenan as a director on 5 December 2019
- 2019-11-28: Statement by Directors (and 2 more like it since 10 May 2019)
- 2019-11-28: Statement of capital on 28 November 2019 · GBP 2,750,000
- 2019-11-28: Solvency Statement dated 27/11/19
- 2019-11-28: Resolutions (and 1 more like it since 2 May 2019)
- 2019-10-31: Current accounting period extended from 31 December 2019 to 31 March 2020

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Source: Companies House filings (Open Government Licence v3.0). Figures are as filed; nothing is estimated. Page: https://firmfacts.co/company/cg-wealth-planning-08284862