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Chartered Wealth Management Limited

Chartered Wealth Management Limited is an active company incorporated on 1 April 2009 with the registered office located in Leeds, West Yorkshire. Chartered Wealth Management Limited was registered 16 years ago.
Status
Active
Active since incorporation
Company No
06865492
Private limited company
Age
16 years
Incorporated 1 April 2009
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 11 April 2025 (4 months ago)
Next confirmation dated 11 April 2026
Due by 25 April 2026 (7 months remaining)
Last change occurred 1 year 5 months ago
Accounts
Due Soon
For period 1 Apr ⟶ 31 Dec 2023 (9 months)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2024
Due by 30 September 2025 (22 days remaining)
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Contact
Address
1a Tower Square
Wellington Street
Leeds
LS1 4DL
England
Address changed on 4 Jan 2024 (1 year 8 months ago)
Previous address was The Lightwell 61-63 Brown Street Manchester M2 2JG
Telephone
01618264224
Email
Available in Endole App
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People
Officers
5
Shareholders
1
Controllers (PSC)
1
Neil Anthony Moles
Director • British • Lives in England • Born in Nov 1979
Caroline Michelle Hawkesley
Director • British • Lives in England • Born in Apr 1974
Thomas Francis Wood
Director • Chief Financial Officer • British • Lives in England • Born in Apr 1972
Mr Steven Anthony Hall
Director • Independent Financial Advisor • British • Lives in England • Born in Mar 1978
Charlotte Emily Thomas
Director • British • Lives in England • Born in Dec 1972
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Shareholders, PSCs & Group Structure
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Mutual Companies
Gibbs Denley Financial Services Limited
Charlotte Emily Thomas, Thomas Francis Wood, and 2 more are mutual people.
Active
Progeny Wealth Limited
Thomas Francis Wood, Caroline Michelle Hawkesley, and 1 more are mutual people.
Active
Gibbs Denley Pension Trustees Limited
Charlotte Emily Thomas, Thomas Francis Wood, and 2 more are mutual people.
Active
Fiscal Engineers Limited
Charlotte Emily Thomas, Thomas Francis Wood, and 2 more are mutual people.
Active
Carbon Financial Partners Limited
Charlotte Emily Thomas, Thomas Francis Wood, and 2 more are mutual people.
Active
Wilfred T. Fry (Personal Financial Planning) Limited
Charlotte Emily Thomas, Thomas Francis Wood, and 1 more are mutual people.
Active
Gibbs Denley Group Limited
Charlotte Emily Thomas, Caroline Michelle Hawkesley, and 1 more are mutual people.
Active
Lawsco Holdings Limited
Caroline Michelle Hawkesley and Neil Anthony Moles are mutual people.
Active
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Brands
Chartered Wealth Management
Chartered Wealth Management is a personal wealth management firm that offers financial planning and asset management services to high net worth clients.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Mar 2023
For period 31 Mar ⟶ 31 Mar 2023
Traded for 12 months
Cash in Bank
£896.52K
Decreased by £249.86K (-22%)
Turnover
Unreported
Same as previous period
Employees
22
Same as previous period
Total Assets
£1.21M
Decreased by £134.83K (-10%)
Total Liabilities
-£706.54K
Decreased by £176.81K (-20%)
Net Assets
£502.77K
Increased by £41.98K (+9%)
Debt Ratio (%)
58%
Decreased by 7.29% (-11%)
See 10 Year Full Financials
Latest Activity
Confirmation Submitted
4 Months Ago on 11 Apr 2025
Neil Anthony Moles Resigned
7 Months Ago on 3 Feb 2025
Subsidiary Accounts Submitted
10 Months Ago on 29 Oct 2024
Mr Thomas Francis Wood Appointed
1 Year 1 Month Ago on 29 Jul 2024
Confirmation Submitted
1 Year 4 Months Ago on 11 Apr 2024
Confirmation Submitted
1 Year 5 Months Ago on 9 Apr 2024
David Spencer Resigned
1 Year 8 Months Ago on 22 Dec 2023
Mark Philip Stanbury Resigned
1 Year 8 Months Ago on 22 Dec 2023
Ms Caroline Michelle Hawkesley Appointed
1 Year 8 Months Ago on 22 Dec 2023
Mr Neil Anthony Moles Appointed
1 Year 8 Months Ago on 22 Dec 2023
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Get Credit Report
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Documents
Statement of capital on 11 June 2025
Submitted on 11 Jun 2025
Resolutions
Submitted on 11 Jun 2025
Solvency Statement dated 05/06/25
Submitted on 11 Jun 2025
Statement by Directors
Submitted on 11 Jun 2025
Confirmation statement made on 11 April 2025 with no updates
Submitted on 11 Apr 2025
Termination of appointment of Neil Anthony Moles as a director on 3 February 2025
Submitted on 4 Mar 2025
Consolidated accounts of parent company for subsidiary company period ending 31/12/23
Submitted on 29 Oct 2024
Audit exemption subsidiary accounts made up to 31 December 2023
Submitted on 29 Oct 2024
Audit exemption statement of guarantee by parent company for period ending 31/12/23
Submitted on 29 Oct 2024
Notice of agreement to exemption from audit of accounts for period ending 31/12/23
Submitted on 29 Oct 2024
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Repayment History
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