How much does CSM Wealth Planning Limited make?

CSM Wealth Planning Limited reported revenue of £0 and £0 profit in the year to 30 Jun 2025, according to its accounts filed at Companies House.

How many employees does CSM Wealth Planning Limited have?

CSM Wealth Planning Limited reported an average of 1 employee in the year to 30 Jun 2025.

Is CSM Wealth Planning Limited profitable?

CSM Wealth Planning Limited reported break-even results (zero profit) in the year to 30 Jun 2025.

Company No. 07659758 · Incorporated 7 Jun 2011

CSM Wealth Planning Limited

Registered name: CSM WEALTH PLANNING LIMITED

CSM Wealth Planning Limited made £0 revenue and £0 profit in the year to 30 Jun 2025.

CSM Wealth Planning Limited’s revenue fell 100% to £0 in the year to 30 Jun 2025, with £0 profit and 1 employee. The company is classified under “activities of insurance agents and brokers” and is based in Barnstaple; we hold 4 years of its filed accounts.

Full P&L filedSection K · Financial and insurance activitiesSIC 66220Activities of insurance agents and brokers

Status: Active
Location: Barnstaple, South West
Age: 15 yrs · since 2011
Type: Private Limited Company

Latest accounts · year to 30 Jun 2025

Key figures

IndependentSmall team

Revenue

£0

Growth ▼100%

Profit

£0

Growth —

Profit margin

—

Employees

Change 0%

Profit / employee

£0

Revenue/employee £0

Profitable streak

0yrs

Consecutive profitable years in our data

Badges are automated estimates derived from the filed figures — not statements of fact about the company.

4 filed years

Financial history

Multi-year financials, oldest to newest
Year to	30 Jun 2022	30 Jun 2023	30 Jun 2024	30 Jun 2025
Disclosure	No P&L	No P&L	Full P&L	Full P&L
Profit & loss
Revenue (turnover)	—	—	£3.4k	£0
Cost of sales	—	—	£0	—
Gross profit	—	—	£3.4k	£0
Operating profit	—	—	−£3.7k	£0
Profit before tax	—	—	−£3.7k	£0
Profit after tax	—	—	−£3.7k	£0
Profit (best available)	—	—	−£3.7k	£0
Employees (average)	1	1	1	1
Ratios
Profit margin	—	—	−109.8%	—
Gross margin	—	—	100%	—
Revenue per employee	—	—	£3.4k	£0
Profit per employee	—	—	−£3.7k	£0
Growth (year on year)
Revenue growth	—	—	—	▼100%
Headcount growth	—	0%	0%	0%
Balance sheet — indirect signals, not revenue
Cash at bank	£31.9k	£11k	—	—
Net assets	£21.1k	£13.3k	−£3.7k	−£3.7k
Fixed assets	£1.9k	£1.6k	—	—
Current assets	£38.2k	£12.8k	—	—
Debtors	£6.3k	£0	—	—
Source	FilletedAccounts · bulk data Mar 2024	FilletedAccounts · bulk data Mar 2024	AbridgedAccounts · bulk data Jan 2025	FullAccounts · bulk data Mar 2026

Derived from the latest filing

How the business works

Profit margin: —; Profit ÷ revenue.
Gross margin: —; Gross profit ÷ revenue. High for software and services.
Revenue per employee: £0; Revenue ÷ average employees.
Profit per employee: £0; Profit ÷ average employees.
Cash conversion: —; Cash generated from operations ÷ operating profit. Needs a cash-flow statement.
Fixed assets ÷ revenue: —; Capital intensity. Low = capital-light, cheaper to start.
Deferred income ÷ revenue: —; Customers paying upfront (subscriptions, deposits). Approximate when combined with accruals.
Debtors ÷ revenue: —; Money owed by customers. Low = customers pay quickly.

Indirect — not revenue

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: —; Now −£3.7k
Cash at bank: —; Now —
Headcount: 0%; Now 1
Deferred income: —; Now —
Fixed assets: —; Now —

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Sources

Companies House profile Filing history & original accounts

Latest figures from FullAccounts for the year to 30 Jun 2025 (profit £0), from the Companies House accounts bulk data published Mar 2026. Spotted an error? Request a correction.

Updated from Companies House on 13 Oct 2026

Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.