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Charter Wealth Management Limited

04789929

active
Private Limited Company
Companies House
Health Score
81 / 100

Healthy

25/30
Filing
20/30
Financial
36/40
Risk
  • No accounts filed in last 18 months (-5)
  • 2 outstanding charges (-4)

Details

3 FERRY ROAD OFFICE PARK, PRESTON, PR2 2YH
Incorporated 06/06/2003

Compliance

Accounts

Up to date

Confirmation statement

Up to date

Industry

65110
Life insurance
65300
65300

Officers

Ms Gabrielle Victoria Beaumont

director · Since 13/09/2023

DIRECTOR

BRITISH · UNITED KINGDOM · Age 46

Also on 13 other boards

Mr Stuart Stephen Harding

director · Since 13/09/2023

DIRECTOR

BRITISH · UNITED KINGDOM · Age 43

Also on 8 other boards

Persons with Significant Control

One Four Nine Wealth Holdings Limited

75–100% shares
75–100% votes
Appoint directors

16, Berkeley Street, London, W1J 8DZ

Reg: 11871733 · England And Wales · Private Limited Company

Notified 08/10/2021

Former PSCs

Mr Barry Thomas Woolley

Ceased 08/10/2021

Charges2 outstanding

Charge
outstanding

WILMINGTON TRUST (LONDON) LIMITED AS TRUSTEE FOR ITSELF AND THE SECURED PARTIES.

Created 05/03/2025Registered 07/03/2025
Charge
outstanding

WILMINGTON TRUST (LONDON) LIMITED AS TRUSTEE FOR ITSELF AND THE SECURED PARTIES

Created 26/09/2022Registered 03/10/2022
Charge
satisfied

NATIONAL WESTMINSTER BANK PLC

Created 21/04/2016Registered 26/04/2016Satisfied 08/12/2020

CompanyRankvs 83+ SIC 65110 peers
75

Financial strength84th percentile among SIC peers · 21/25
Employees93th percentile among SIC peers · 14/15
LiquidityCurrent ratio 2.42× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength21/25 pts

Net worth compared to all companies in the same SIC code with published accounts. Top quartile earns the full 25 points.

Employees14/15 pts

Workforce size relative to sector peers from the most recent accounts. A larger team generally signals commercial scale.

Liquidity20/20 pts

Current assets ÷ current liabilities. A ratio above 2× earns full marks; between 1–2× scores partially; below 0.5× scores minimal points.

Longevity15/15 pts

One point per year of operation since incorporation, capped at 15. Older companies have a proven track record.

Filing compliance15/15 pts

Full 15 points when both annual accounts and confirmation statement are filed on time. Points are deducted for each overdue filing.

Risk deductions

Outstanding charges: -10 pts

Maximum score is 100. Deductions apply for insolvency history, outstanding charges, going concern doubt, or disqualified officers.

Key FinancialsYear ending 31/03/2022

Net Worth

£180k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£175k

Working capital

Current Assets

£298k

Current Liabilities

£123k

Fixed Assets

£5k

10avg. employees

Balance Sheet

Assets less current liabilities£180k
Prepared with Companies House

EstimatesDerived

YearCurrent RatioImplied Profit
20222.42+£80k
20201.37-£69k
20192.12+£23k
20181.69—

Derived from filed accounts. Not audited figures.