Clarion Wealth Planning Limited
Registered name: CLARION WEALTH PLANNING LIMITED
Part of Clarion Wealth Group Limited groupClarion Wealth Planning Limited made £3.6m revenue and £1.1m profit in the year to 30 Apr 2026. read from filing text
Clarion Wealth Planning Limited’s revenue grew 19% to £3.6m in the year to 30 Apr 2026, with £1.1m profit and 11 employees. The company is classified under “financial intermediation not elsewhere classified” and is based in Alderley Edge; we hold 3 years of its filed accounts.
- Status
- Active
- Location
- Alderley Edge, North West
- Age
- 19 yrs · since 2007
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
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. From the filing: “The company's parent undertaking is Clarion Wealth Group Limited, a company registered in England and Wales. Clarion Wealth Group Limited prepares consolidated financial statements which include Clari”
Key figures
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 30 Apr 2024 | 30 Apr 2025 | 30 Apr 2026 |
|---|---|---|---|
| Disclosure | Full P&Lread from filing text | Full P&Lread from filing text | Full P&Lread from filing text |
| Profit & loss | |||
| Revenue (turnover) | £2.6m | £3m | £3.6m |
| Operating profit | £786k | £1.3m | £1.5m |
| Profit before tax | £790k | £1.3m | £1.5m |
| Profit after tax | £585k | £1.4m | £1.1m |
| Profit (best available) | £585k | £1.4m | £1.1m |
| Staff costs | £1.3m | £1.2m | £1.5m |
| Employees (average) | 20 | 18 | 11 |
| Ratios | |||
| Profit margin | 22.6% | 45% | 31.1% |
| Revenue per employee | £129k | £167k | £326k |
| Profit per employee | £29.2k | £75.2k | £101k |
| Growth (year on year) | |||
| Revenue growth | — | ▲16.5% | ▲19.2% |
| Profit growth | — | ▲131.5% | ▼17.6% |
| Headcount growth | — | ▼10% | ▼38.9% |
| Balance sheet — indirect signals, not revenue | |||
| Cash at bank | £546k | £528k | £761k |
| Net assets | £3.2m | £3.5m | £3.9m |
| Fixed assets | £788k | £6.4k | £4k |
| Current assets | £3m | £3.8m | £4.7m |
| Debtors | £2.4m | £3.3m | £4m |
| Deferred income | £123k | £102k | £101k |
| Source | FullAccounts · bulk data Aug 2025 | FullAccounts · bulk data Aug 2025 | FullAccounts · bulk data Sep 2026 |
How the business works
- Profit margin
- 31.1%
- Profit ÷ revenue.
- Gross margin
- —
- Gross profit ÷ revenue. High for software and services.
- Revenue per employee
- £326k
- Revenue ÷ average employees.
- Profit per employee
- £101k
- Profit ÷ average employees.
- Cash conversion
- —
- Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
- Fixed assets ÷ revenue
- 0.1%
- Capital intensity. Low = capital-light, cheaper to start.
- Deferred income ÷ revenue
- 2.8%
- Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
- Debtors ÷ revenue
- 110.6%
- Money owed by customers. Low = customers pay quickly.
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
- ▲10%
- Now £3.9m
- Cash at bank
- ▲44%
- Now £761k
- Headcount
- ▼39%
- Now 11
- Deferred income
- ▼1%
- Now £101k
- Fixed assets
- ▼39%
- Now £4k
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
- Clarion Wealth Group Limitedultimate parent75–100%
- Clarion Wealth Planning Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (1)
- Clarion Investment Management LimitedRev. £1.7m · Profit £492k
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from FullAccounts for the year to 30 Apr 2026 (profit £1.1m), from the Companies House accounts bulk data published Sep 2026. 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.