ABOUT CALCULIS FINANCIAL PLANNERS LIMITED
As an Independent Chartered Financial Planning firm, our specialist team are dedicated to creating and managing our clients’ wealth. We combine detailed financial knowledge and understanding, with a passion for helping realise clients’ dreams and aspirations.
How We Can Help
Focused on exceeding expectations and providing lasting value in the years ahead, we provide individuals, companies and professional partners with a range of services.
Your savings and investments should work to achieve your goals; be they retirement, a one-off purchase or simply to underwrite growth. With this in mind, our experienced Directors work closely with clients to create bespoke strategies that help meet your specific goals, whilst complementing your appetite for risk.
We are ideally placed for Portsmouth, Southampton and the wider Hampshire and Dorset area.
KEY FINANCES
Year
2017
Assets
£345.77k
▲ £114.13k (49.27 %)
Cash
£46.76k
▼ £-13.16k (-21.96 %)
Liabilities
£190.32k
▲ £77.92k (69.32 %)
Net Worth
£155.44k
▲ £36.21k (30.37 %)
REGISTRATION INFO
-
Check the company
-
UK
-
Test Valley
- Company name
- CALCULIS FINANCIAL PLANNERS LIMITED
- Company number
- 07853517
- Status
-
Active
- Categroy
- Private Limited Company
- Date of Incorporation
-
18 Nov 2011
Age - 13 years
- Home Country
- United Kingdom
CONTACTS
- Website
- www.calculis.co.uk
- Phones
-
01794 525 500
01794 522 360
01243 866 522
- Registered Address
- 4A THE HORSEFAIR,
ROMSEY,
HAMPSHIRE,
SO51 8EZ
ECONOMIC ACTIVITIES
- 64999
- Financial intermediation not elsewhere classified
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LAST EVENTS
- 05 Dec 2016
- Total exemption small company accounts made up to 31 March 2016
- 24 Nov 2016
- Confirmation statement made on 18 November 2016 with updates
- 15 Feb 2016
- Registration of charge 078535170001, created on 9 February 2016
CHARGES
-
9 February 2016
- Status
- Outstanding
- Delivered
- 15 February 2016
-
Persons entitled
- Barclays Bank PLC
- Description
- Contains fixed charge…
See Also
Last update 2018
CALCULIS FINANCIAL PLANNERS LIMITED DIRECTORS
Christopher David Moseley
Acting
- Appointed
- 03 February 2014
- Occupation
- Financial Adviser
- Role
- Director
- Age
- 47
- Nationality
- British
- Address
- 47 Oleander Drive, Totton, Southampton, England, SO40 8XX
- Country Of Residence
- England
- Name
- MOSELEY, Christopher David
Alexis James Pegley
Acting
PSC
- Appointed
- 18 November 2011
- Occupation
- Director
- Role
- Director
- Age
- 50
- Nationality
- British
- Address
- 4a, The Horsefair, Romsey, Hampshire, United Kingdom, SO51 8EZ
- Country Of Residence
- United Kingdom
- Name
- PEGLEY, Alexis James
- Notified On
- 6 April 2016
- Nature Of Control
- Ownership of shares – 75% or more
Paul Laurence Oliver
Resigned
- Appointed
- 18 November 2011
- Resigned
- 26 September 2013
- Occupation
- Director
- Role
- Director
- Age
- 75
- Nationality
- British
- Address
- 4a, The Horsefair, Romsey, Hampshire, United Kingdom, SO51 8EZ
- Country Of Residence
- United Kingdom
- Name
- OLIVER, Paul Laurence
REVIEWS
Check The Company
Excellent according to the company’s financial health.
