CW

CORIENT WEALTH PLANNING LIMITED

Active

Company number 06576995

London, England · Incorporated 25 April 2008

6 St James's Square, London, SW1Y 4JU, England

Last updated on 5 September 2026

Financial intermediation not elsewhere classified · SIC 64999


Status
Active
Company age
18 years
Company type
Private limited
Accounts
Up to date
Total raised
Shares allotted
0
Latest round
8 June 2016

Company history

Previous company names

PROFESSIONAL ACCESS LIMITED · 25 April 2008 – 18 April 2012

FLEMING FAMILY & PARTNERS WEALTH PLANNING LTD · 18 April 2012 – 10 October 2016

STONEHAGE FLEMING WEALTH PLANNING LIMITED · 10 October 2016 – 14 July 2026

Company overview

No company summary available yet.

Compliance

Annual accounts Up to date
Last filed
31 March 2025
Next due
31 December 2026
4 months left
Confirmation statement Up to date
Last filed
25 April 2026
Next due
9 May 2027
8 months left

Financial snapshot

Last accounts type
Full
Period end
31 March 2025

Detailed figures (assets, liabilities, net worth) are available in the full credit report.

Officers

No officers on record.

Persons with significant control

PS
Corient International Acquisitionco Limited
Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors
4 June 2026

Funding

4 funding rounds
8 June 2016
Shares allotted · 0 shares allotted
20 July 2014
Shares allotted · 0 shares allotted
13 February 2012
Shares allotted · 0 shares allotted
5 October 2009
Shares allotted · 0 shares allotted
Total (4 rounds, 0 shares)

Filing history

Change Account Reference Date Company Current Shortened
Accounts
21 July 2026 View
Certificate Change Of Name Company
Change Of Name
14 July 2026 View
Notification Of A Person With Significant Control
Persons With Significant Control
19 June 2026 View
Cessation Of A Person With Significant Control
Persons With Significant Control
19 June 2026 View
Notification Of A Person With Significant Control
Persons With Significant Control
18 June 2026 View
Withdrawal Of A Person With Significant Control Statement
Persons With Significant Control
17 June 2026 View
Confirmation Statement With No Updates
Confirmation Statement
7 May 2026 View
Accounts With Accounts Type Full
Accounts
6 November 2025 View
Termination Director Company With Name Termination Date
Officers
25 May 2025 View
Confirmation Statement With No Updates
Confirmation Statement
2 May 2025 View
Accounts With Accounts Type Full
Accounts
29 November 2024 View
Confirmation Statement With No Updates
Confirmation Statement
2 May 2024 View
Accounts With Accounts Type Full
Accounts
11 January 2024 View
Appoint Person Director Company With Name Date
Officers
20 October 2023 View
Termination Director Company With Name Termination Date
Officers
30 August 2023 View
Confirmation Statement With Updates
Confirmation Statement
4 May 2023 View
Accounts With Accounts Type Full
Accounts
23 November 2022 View
Change Person Director Company With Change Date
Officers
26 September 2022 View
Change Person Director Company With Change Date
Officers
23 September 2022 View
Change Registered Office Address Company With Date Old Address New Address
Address
21 September 2022 View
Confirmation Statement With No Updates
Confirmation Statement
6 May 2022 View
Appoint Person Director Company With Name Date
Officers
14 April 2022 View
Appoint Person Director Company With Name Date
Officers
1 April 2022 View
Termination Director Company With Name Termination Date
Officers
24 February 2022 View
Accounts With Accounts Type Full
Accounts
8 December 2021 View
Confirmation Statement With No Updates
Confirmation Statement
10 May 2021 View
Change Person Director Company With Change Date
Officers
5 February 2021 View
Appoint Person Secretary Company With Name Date
Officers
5 February 2021 View
Termination Secretary Company With Name Termination Date
Officers
3 February 2021 View
Auditors Resignation Company
Auditors
26 January 2021 View
Accounts With Accounts Type Full
Accounts
12 January 2021 View
Confirmation Statement With No Updates
Confirmation Statement
1 June 2020 View
Appoint Person Director Company With Name Date
Officers
6 May 2020 View
Termination Director Company With Name Termination Date
Officers
5 May 2020 View
Appoint Person Director Company With Name Date
Officers
7 April 2020 View
Accounts With Accounts Type Full
Accounts
16 December 2019 View
Appoint Person Director Company With Name Date
Officers
12 December 2019 View
Termination Director Company With Name Termination Date
Officers
10 December 2019 View
Termination Director Company With Name Termination Date
Officers
14 October 2019 View
Confirmation Statement With No Updates
Confirmation Statement
30 April 2019 View
Accounts With Accounts Type Full
Accounts
23 December 2018 View
Termination Director Company With Name Termination Date
Officers
17 September 2018 View
Confirmation Statement With No Updates
Confirmation Statement
3 May 2018 View
Capital Statement Capital Company With Date Currency Figure
Capital
8 January 2018 View
Resolution
Resolution
19 December 2017 View
Legacy
Insolvency
19 December 2017 View
Legacy
Capital
19 December 2017 View
Accounts With Accounts Type Full
Accounts
19 December 2017 View
Appoint Person Director Company With Name Date
Officers
7 July 2017 View
Change Registered Office Address Company With Date Old Address New Address
Address
4 July 2017 View
Appoint Person Secretary Company With Name Date
Officers
9 May 2017 View
Confirmation Statement With Updates
Confirmation Statement
8 May 2017 View
Auditors Resignation Company
Auditors
26 April 2017 View
Resolution
Resolution
10 October 2016 View
Accounts With Accounts Type Small
Accounts
23 June 2016 View
Termination Director Company With Name Termination Date
Officers
21 June 2016 View
Termination Director Company With Name Termination Date
Officers
21 June 2016 View
Termination Director Company With Name Termination Date
Officers
21 June 2016 View
Capital Allotment Shares
Capital
20 June 2016 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
4 May 2016 View
Appoint Person Director Company With Name Date
Officers
23 December 2015 View
Termination Director Company With Name Termination Date
Officers
17 December 2015 View
Auditors Resignation Company
Auditors
9 September 2015 View
Accounts With Accounts Type Small
Accounts
24 July 2015 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
13 May 2015 View
Capital Allotment Shares
Capital
29 July 2014 View
Accounts With Accounts Type Small
Accounts
22 July 2014 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
9 May 2014 View
Accounts With Accounts Type Small
Accounts
11 July 2013 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
15 May 2013 View
Change Person Director Company With Change Date
Officers
13 May 2013 View
Accounts With Accounts Type Small
Accounts
7 June 2012 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
16 May 2012 View
Change Of Name Notice
Change Of Name
18 April 2012 View
Certificate Change Of Name Company
Change Of Name
18 April 2012 View
Appoint Person Director Company With Name
Officers
7 March 2012 View
Capital Allotment Shares
Capital
5 March 2012 View
Accounts With Accounts Type Small
Accounts
8 July 2011 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
22 June 2011 View
Second Filing Of Form With Form Type
Document Replacement
16 June 2011 View
Appoint Person Director Company With Name
Officers
19 May 2011 View
Appoint Person Director Company With Name
Officers
19 May 2011 View
Resolution
Resolution
15 March 2011 View
Change Registered Office Address Company With Date Old Address
Address
15 March 2011 View
Change Account Reference Date Company Current Shortened
Accounts
15 March 2011 View
Capital Allotment Shares
Capital
15 March 2011 View
Appoint Person Director Company With Name
Officers
15 March 2011 View
Accounts With Accounts Type Total Exemption Small
Accounts
1 February 2011 View
Annual Return Company With Made Up Date Full List Shareholders
Annual Return
4 June 2010 View
Capital Allotment Shares
Capital
12 November 2009 View
Appoint Person Director Company With Name
Officers
22 October 2009 View
Appoint Person Director Company With Name
Officers
22 October 2009 View
Resolution
Resolution
22 October 2009 View
Accounts With Accounts Type Total Exemption Small
Accounts
21 September 2009 View
Legacy
Capital
16 September 2009 View
Resolution
Resolution
16 September 2009 View
Legacy
Capital
1 September 2009 View
Legacy
Annual Return
3 July 2009 View
Legacy
Officers
6 May 2008 View
Legacy
Officers
6 May 2008 View
Incorporation Company
Incorporation
25 April 2008 View

Risk at a glance

  • Company active
  • Accounts up to date
  • Confirmation statement up to date
  • No insolvency history
  • No registered charges

  • Credit score
  • Recommended limit
  • Payment risk

Get the complete credit report

  • Detailed financial statements
  • Credit score & payment risk
  • CCJs, charges & insolvency checks
  • Recommended credit limit

Secure checkout · Report delivered instantly

Coming soon

Credit reports aren't available to purchase yet.

We're putting the finishing touches on this feature. Check back soon, or see what's included.