Caroline Banks & Associates Limited
Registered name: CAROLINE BANKS & ASSOCIATES LIMITED
Part of Schroders PLC groupCaroline Banks & Associates Limited does not publish its revenue or profit. Its accounts to 31 Jul 2025 show net assets of £1m and 10 employees.
Caroline Banks & Associates Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 Jul 2025 showed net assets of £1m and 10 employees. The company is classified under “activities of insurance agents and brokers” and is based in Horsham; we hold 4 years of its filed accounts.
- Status
- Active
- Location
- Horsham, South East
- Age
- 32 yrs · since 1994
- Type
- Private Limited Company
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Caroline Banks & Associates Limited’s accounts for the year to 31 Jul 2025 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 10
- Net assets
- £1m
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Jul 2022 | 31 Jul 2023 | 31 Jul 2024 | 31 Jul 2025 |
|---|---|---|---|---|
| Disclosure | No P&L | No P&L | No P&L | No P&L |
| Profit & loss | ||||
| Revenue (turnover) | — | — | — | — |
| Profit (best available) | — | — | — | — |
| Employees (average) | 11 | 11 | 11 | 10 |
| Ratios | ||||
| Profit margin | — | — | — | — |
| Growth (year on year) | ||||
| Headcount growth | — | 0% | 0% | ▼9.1% |
| Balance sheet — indirect signals, not revenue | ||||
| Cash at bank | £782k | £772k | £932k | £1.1m |
| Net assets | £713k | £807k | £873k | £1m |
| Fixed assets | £10.4k | £6.2k | £6.2k | £9.6k |
| Current assets | £879k | £963k | £1m | £1.2m |
| Debtors | £18.7k | £35.9k | £17.9k | £25.3k |
| Deferred income | — | — | £60.1k | £61.3k |
| Source | FullAccounts · bulk data Oct 2023 | FullAccounts · bulk data Oct 2023 | FullAccounts · bulk data Oct 2024 | FilletedAccounts · bulk data Nov 2025 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▲16%
- Now £1m
- Cash at bank
- ▲17%
- Now £1.1m
- Headcount
- ▼9%
- Now 10
- Deferred income
- ▲2%
- Now £61.3k
- Fixed assets
- ▲55%
- Now £9.6k
Deferred income is reported together with accruals in this filing (“accruals and deferred income”), so it is an approximate signal only.
Group structure
Ownership chain
- Schroders PLCultimate parent75–100%
- Schroder Administration Limited75–100%
- Benchmark Capital Limited75–100%
- Benchmark Financial Planning Limited75–100%
- Caroline Banks & Associates Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (9)
- Champain Financial Services LimitedLiquidationFigures not disclosed
- Clarke-Walker Financial Management LimitedFigures not disclosed
- Cubat LimitedFigures not disclosed
- Cusack Financial Management LimitedFigures not disclosed
- Jenkins Financial Planning LtdFigures not disclosed
- Mark Cardy Consultancy LtdLiquidationFigures not disclosed
- Oculus Wealth Management (Manchester) LimitedFigures not disclosed
- Oculus Wealth Management (North Dorset) LimitedLiquidationFigures not disclosed
- Vercern LimitedLiquidationFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
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Sources
Latest figures from FilletedAccounts for the year to 31 Jul 2025, from the Companies House accounts bulk data published Nov 2025. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.