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Charlton Wealth Management Limited

08141709

active
Private Limited Company
england wales
Companies House
Health Score
88 / 100

Healthy

30/30
Filing
20/30
Financial
38/40
Risk
  • 1 outstanding charge (-2)

Details

THE STABLES, HAYWARDS HEATH, RH16 4QQ
Incorporated 12/07/2012

Compliance

Last accounts

31/12/2024

micro entity

Next accounts due

30/09/2026

On track

Confirmation statement

Last: 22/06/2025

Due 06/07/2026

On track

Industry

66290
Other activities auxiliary to insurance and pension funding

Officers

Mr Gareth James Nelson

director · Since 12/07/2012

FINANCIAL ADVISOR

BRITISH · UNITED KINGDOM · Age 46

Persons with Significant Control

Mr Gareth James Nelson

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

British · England · Age 46

The Stables, Fox Hill, Haywards Heath, RH16 4QQ

Notified 06/04/2016

Former PSCs

Lydia Nelson

Ceased 22/06/2023

Mr Julian Mandel

Ceased 22/06/2023

Mr Gareth Nelson

Ceased 09/07/2021

Charges1 outstanding

Charge
outstanding

NATIONAL WESTMINSTER BANK PLC

Created 15/07/2021Registered 15/07/2021

CompanyRankvs 397+ SIC 66290 peers
64

Financial strength79th percentile among SIC peers · 20/25
Employees88th percentile among SIC peers · 13/15
LiquidityCurrent ratio 1.28× · 12/20
Longevity14 years trading (max 15) · 14/15
Filing complianceAll filings up to date · 15/15
Outstanding charges -10
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How is this score calculated?
Financial strength20/25 pts

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

Employees13/15 pts

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

Liquidity12/20 pts

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

Longevity14/15 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 31/12/2025

Net Worth

£105k

Balance sheet strength

Cash

—

Cash in the bank

Net Current Assets

£29k

Working capital

Current Assets

£131k

Current Liabilities

£102k

Fixed Assets

£345k

5avg. employees+1

Balance Sheet

Assets less current liabilities£374k
Signed by 08141709 2025-01-01 2025-12-31 08141709 2025-12-31 08141709 core:CurrentFinancialInstruments core:WithinOneYear 2025-12-Prepared with Digita Accounts Production Advanced

EstimatesDerived

YearCurrent RatioImplied Profit
20251.28+£26k
20241.15+£11k
20230.98—

Derived from filed accounts. Not audited figures.