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Registration number: 15768845

Carlson Financial Ltd
Unaudited Filleted Financial Statements
for the Period from 10 June 2024 to 30 June 2025

Carlson Financial Ltd

Contents

Company Information | 1
Director's Report | 2
Balance Sheet | 3 to 5
Notes to the Unaudited Financial Statements | 5

Carlson Financial Ltd

Company Information

Director | Mr Steven Carlson

Registered office | 35 Maindy Road Cardiff CF24 4HL

Accountants | EJE Accountants Limited Chartered Certified Accountants Fabian Way Swansea SA1 8QB

Carlson Financial Ltd

Director's Report for the Period from 10 June 2024 to 30 June 2025

The director presents his report and the financial statements for the period from 10 June 2024 to 30 June 2025.
This report has been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and in accordance with FRS 105 The Financial Reporting Standard applicable to the Micro-entities Regime.

Incorporation

The company was incorporated and commenced trading on 10 June 2024.

Small companies provision statement

This report has been prepared in accordance with the special provisions relating to companies subject to the small companies regime within Part 15 of the Companies Act 2006.

Approved and authorised by the director on 10 March 2026

......................................... Mr Steven Carlson Director

Carlson Financial Ltd

(Registration number: 15768845)
Balance Sheet as at 30 June 2025

| 2025 £
Current assets | 150,364
Creditors: Amounts falling due within one year | (68,314)
Total assets less current liabilities | 82,050
Accruals and deferred income | (1,098)
| 80,952
Capital and reserves | 80,952

Carlson Financial Ltd

(Registration number: 15768845)
Balance Sheet as at 30 June 2025

For the financial period ending 30 June 2025 the company was entitled to exemption from audit under section 477 of the Companies Act 2006 relating to small companies.

Director's responsibilities:

• | The members have not required the company to obtain an audit of its accounts for the period in question in accordance with section 476; and
• | The director acknowledges his responsibilities for complying with the requirements of the Act with respect to accounting records and the preparation of accounts.

These financial statements have been prepared in accordance with the micro-entity provisions of the Companies Act 2006 and delivered in accordance with the provisions applicable to companies subject to the small companies regime.

These financial statements have been delivered in accordance with the provisions applicable to companies subject to the small companies regime. As permitted by section 444 (5A) of the Companies Act 2006, the director has not delivered to the registrar a copy of the Profit and Loss Account.

Approved and authorised by the director on 10 March 2026

......................................... Mr Steven Carlson Director

Carlson Financial Ltd

(Registration number: 15768845)
Balance Sheet as at 30 June 2025

1 | General information

The company is a private company limited by share capital, incorporated in England & Wales.

The address of its registered office is:
35 Maindy Road
Cardiff
CF24 4HL

These financial statements were authorised for issue by the director on 10 March 2026.

Basis of preparation

The financial statements have been prepared under the historical cost convention and in accordance with FRS 105 'The Financial Reporting Standard applicable to the Micro-entities Regime'.

2 | Staff numbers

The average number of persons employed by the company (including the director) during the period, was 2.

3 | Related party transactions

Transactions with the director

2025 | At 10 June 2024 £ | Advances to director £ | At 30 June 2025 £
Mr Steven Carlson
Loan | - | 92,501 | 92,501