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Activities of insurance agents and brokers · Barnstaple
CSM Wealth Planning
CSM Wealth Planning Limited
Private limited company registered in Barnstaple, classed under “Activities of insurance agents and brokers”.
Headline figures
FY to Jun 2025 · Company only
Turnover
For subscribers
Profit after tax
—
Not found in sources
Net assets
For subscribers
Cash
For subscribers
Employees
For subscribers
Retained reserves
For subscribers
What the numbers say
3 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. * Restated: the next year's accounts printed different figures for this year, and those later figures are shown.
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 | ||||
| Turnover per employeeTurnover divided by average staff | ||||
7 balance-sheet lines and 4 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 CSM Wealth Planning do?
Private limited company registered in Barnstaple, classed under “Activities of insurance agents and brokers”.
›How much turnover does CSM Wealth Planning make?
Answered in the full report
›Is CSM Wealth Planning profitable?
We haven't found a profit figure in CSM Wealth Planning's latest filed accounts.
›How many people work at CSM Wealth Planning?
Answered in the full report
›Where is CSM Wealth Planning based?
Its registered office is 17 Mead Park, Bickington, Barnstaple, EX31 2PF, in Barnstaple.
›When was CSM Wealth Planning founded?
CSM Wealth Planning Limited was incorporated on 7 June 2011.
›Is CSM Wealth Planning still trading?
The register lists CSM Wealth Planning Limited as active.