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
Turnover is under £15M
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 11 April 2025 (6 months ago)
Next confirmation dated 11 April 2026
Due by 25 April 2026 (6 months remaining)
Last change occurred 1 year 6 months ago
Accounts
Submitted
For period 1 Jan ⟶ 31 Dec 2024 (1 year)
Accounts type is Audit Exemption Subsidiary
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Shareholders, PSCs & Group Structure
See who truly controls a company with full PSC, Shareholder, and Group Structure exploration
Mutual Companies
Caroline Michelle Hawkesley, Neil Anthony Moles, and 2 more are mutual people.
Active
Caroline Michelle Hawkesley, Neil Anthony Moles, and 3 more are mutual people.
Active
Caroline Michelle Hawkesley, Neil Anthony Moles, and 3 more are mutual people.
Active
Caroline Michelle Hawkesley, Neil Anthony Moles, and 3 more are mutual people.
Active
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Neil Anthony Moles, Charlotte Emily Thomas, and 2 more are mutual people.
Active
Brands
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 (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec ⟶ 31 Dec 2024
Traded for 12 months
Cash in Bank
£1.14M
Increased by £246.48K (+27%)
Turnover
£3.89M
Increased by £3.89M (%)
Employees
19
Decreased by 3 (-14%)
Total Assets
£3.02M
Increased by £1.81M (+149%)
Total Liabilities
-£777K
Increased by £70.46K (+10%)
Net Assets
£2.24M
Increased by £1.74M (+346%)
Debt Ratio (%)
26%
Decreased by 32.67% (-56%)
Get Credit Report
Discover Chartered Wealth Management Limited's Credit Score, how much credit you can offer them, and how likely they are to repay you
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year
