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Chartered Wealth Management Limited

06865492

active
Private Limited Company
england wales
Companies House
Health Score
75 / 100

Some Concerns

25/30
Filing
10/30
Financial
40/40
Risk
  • No accounts filed in last 18 months (-5)
  • Current liabilities exceed current assets (-10)

Details

1A TOWER SQUARE, LEEDS, LS1 4DL
Incorporated 01/04/2009

Compliance

Last accounts

31/12/2024

audit exemption subsidiary

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 11/04/2026

Due 25/04/2027

On track

Industry

64999
Other financial service activities

Officers

Mr Steven Anthony Hall

director · Since 10/06/2009

INDEPENDENT FINANCIAL ADVISOR

BRITISH · ENGLAND · Age 48

Mr Thomas Francis Wood

director · Since 29/07/2024

CHIEF EXECUTIVE OFFICER

BRITISH · ENGLAND · Age 54

Also on 14 other boards

Mr Graeme Grattan Dickson

director · Since 18/12/2025

BRITISH · ENGLAND · Age 49

Also on 24 other boards

Persons with Significant Control

The Progeny Group Limited

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

1a Tower Square, Wellington Street, Leeds, LS1 4DL

Reg: 09276612 · England And Wales Companies Register · Private Limited Company

Notified 22/12/2023

Former PSCs

Mr Steven Anthony Hall

Ceased 10/06/2016

Mr David Spencer

Ceased 10/06/2016

Mr Mark Stanbury

Ceased 10/06/2016

Charges0 outstanding

Charge
satisfied

HSBC UK BANK PLC

Created 10/06/2020Registered 18/06/2020Satisfied 19/05/2023

CompanyRankvs 281+ SIC 64999 peers
88

Financial strength91th percentile among SIC peers · 23/25
Employees98th percentile among SIC peers · 15/15
LiquidityCurrent ratio 2.89× · 20/20
Longevity15 years trading (max 15) · 15/15
Filing complianceAll filings up to date · 15/15
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281Chartered Wealth Management Limited
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How is this score calculated?
Financial strength23/25 pts

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

Employees15/15 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.

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

Key FinancialsYear ending 31/03/2023

Net Worth

£503k

Balance sheet strength

Cash

£897k

Cash in the bank

Net Current Assets

£734k

Working capital

Current Assets

£1.1M

Current Liabilities

£389k

Fixed Assets

£86k

Debtors

£227k

22avg. employees

Tax at Year End

Corp tax£184k

Balance Sheet

Assets less current liabilities£820k
Prepared with CCH Software

EstimatesDerived

YearCurrent RatioImplied Profit
20232.89+£42k
20223.06-£197k
20217.02+£151k
20204.11—

Derived from filed accounts. Not audited figures.