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Charters Private Wealth Limited

Charters Private Wealth Limited is an active company incorporated on 12 October 2016 with the registered office located in Stratford-upon-Avon, Warwickshire. Charters Private Wealth Limited was registered 9 years ago.
Status
Active
Active since incorporation
Company No
10423155
Private limited company
Age
9 years
Incorporated 12 October 2016
Size
Micro
Turnover is under £1M
Balance sheet is under £500,000
Under 10 employees
Confirmation
Submitted
Dated 11 October 2025 (1 month ago)
Next confirmation dated 11 October 2026
Due by 25 October 2026 (10 months remaining)
No changes occurred since incorporation
Accounts
Due Soon
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Micro Entity
Next accounts for period 31 March 2025
Due by 31 December 2025 (21 days remaining)
Address
2 Shottery Brook Office Park
Timothys Bridge Road
Stratford-Upon-Avon
Warwickshire
CV37 9NR
Same address for the past 8 years
Telephone
01789263888
Email
Unreported
People
Officers
1
Shareholders
1
Controllers (PSC)
1
Director • Independent Financial Adviser • British • Lives in England • Born in Jan 1978
Mr Michael Lee Harvey
PSC • British • Lives in England • Born in Jan 1978
Shareholders, PSCs & Group Structure
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Mutual Companies
No mutual companies found
Brands
Charters Private Wealth
Charters Private Wealth focuses on financial management for individuals and families, working with wealth advisers.
Financials
Net Assets, Total Assets & Total Liabilities (2018–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
Unreported
Same as previous period
Turnover
Unreported
Same as previous period
Employees
2
Same as previous period
Total Assets
£19.77K
Increased by £429 (+2%)
Total Liabilities
-£19.68K
Increased by £6.82K (+53%)
Net Assets
£88
Decreased by £6.39K (-99%)
Debt Ratio (%)
100%
Increased by 33.06% (+50%)
Latest Activity
Confirmation Submitted
1 Month Ago on 27 Oct 2025
Micro Accounts Submitted
11 Months Ago on 23 Dec 2024
Confirmation Submitted
1 Year 1 Month Ago on 11 Oct 2024
Micro Accounts Submitted
2 Years 1 Month Ago on 27 Oct 2023
Confirmation Submitted
2 Years 1 Month Ago on 16 Oct 2023
Micro Accounts Submitted
3 Years Ago on 21 Oct 2022
Confirmation Submitted
3 Years Ago on 12 Oct 2022
Micro Accounts Submitted
3 Years Ago on 23 Mar 2022
Confirmation Submitted
4 Years Ago on 11 Oct 2021
Confirmation Submitted
5 Years Ago on 12 Oct 2020
Get Credit Report
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Documents
Confirmation statement made on 11 October 2025 with no updates
Submitted on 27 Oct 2025
Micro company accounts made up to 31 March 2024
Submitted on 23 Dec 2024
Confirmation statement made on 11 October 2024 with no updates
Submitted on 11 Oct 2024
Micro company accounts made up to 31 March 2023
Submitted on 27 Oct 2023
Confirmation statement made on 11 October 2023 with no updates
Submitted on 16 Oct 2023
Micro company accounts made up to 31 March 2022
Submitted on 21 Oct 2022
Confirmation statement made on 11 October 2022 with no updates
Submitted on 12 Oct 2022
Micro company accounts made up to 31 March 2021
Submitted on 23 Mar 2022
Confirmation statement made on 11 October 2021 with no updates
Submitted on 11 Oct 2021
Confirmation statement made on 11 October 2020 with no updates
Submitted on 12 Oct 2020
Repayment History
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