CHARLTON WEALTH MANAGEMENT LIMITED Financials
- Company number
- 08141709Copy
Copy - Registered office
- The Stables, Fox Hill, Haywards Heath, West Sussex RH16 4QQ
- Incorporated
- 12/07/2012
Company snapshot
- Status
- Active
- Employees
- 4 (2024)
- Latest financial data
- 2024
- Accounts type
- Micro Entity
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2024.
Net Assets
16.18%vs 20232023: £67.58K
Total Assets
6.38%vs 20232023: £435.82K
Total Liabilities
4.58%vs 20232023: £368.24K
Employees
0vs 20232023: 4
In 2024, CHARLTON WEALTH MANAGEMENT LIMITED reported net assets of £78.52K. The same filing shows total assets of £463.62K and total liabilities of £385.11K. Reported headcount was 4 in 2024. Total Assets rose from £435.82K in 2023 to £463.62K in 2024 (6.38%). Okredo holds filed figures for 2021–2024; the table below lists every reported indicator by year. See every reported indicator by year.
Financial performance
Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.
Net Assets
16.18%from £67.58K in 2023Year-on-year change
Net Assets as filed for 2021–2024. Every figure in this chart is also in the financial history table.
3-year financial trend (2022–2024)
How the figures CHARLTON WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2022, 2023 and 2024 — measured end to end rather than year on year.
Net Assets
-12.9%vs 2022-6.6% a year compound (CAGR)
Total Assets
-3.6%vs 2022-1.8% a year compound (CAGR)
Total Liabilities
-1.5%vs 2022-0.8% a year compound (CAGR)
Employees
0%vs 2022Biggest decrease
Net Assets-12.9%
£90.10K in 2022 to £78.52K in 2024
Every measure that changed in CHARLTON WEALTH MANAGEMENT LIMITED's filings between 2022 and 2024 fell. The steepest fall came in net assets, pointing to a weakening balance sheet, with total assets and total liabilities falling alongside it. See the full year-by-year figures.
Ratios from the filed figures
Calculated from CHARLTON WEALTH MANAGEMENT LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.
- Net assets to total assets
- 16.94%2024
- Liabilities to total assets
- 83.06%2024
Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.
Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for CHARLTON WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|
| Net Assets£ | 105.82K | 90.10K | 67.58K | 78.52K |
| Total Assets£ | 490.70K | 481.06K | 435.82K | 463.62K |
| Cash in Bank£ | – | – | – | – |
| Total Liabilities£ | 384.88K | 390.96K | 368.24K | 385.11K |
| Employees | 4 | 4 | 4 | 4 |
CHARLTON WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has CHARLTON WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for CHARLTON WEALTH MANAGEMENT LIMITED covering 2021–2024, across 4 reported indicators. The most recent reported year is 2024.
What net assets did CHARLTON WEALTH MANAGEMENT LIMITED report in 2024?
CHARLTON WEALTH MANAGEMENT LIMITED reported net assets of £78.52K for 2024. That compares with £67.58K in 2023, a change of 16.18%.
What total assets did CHARLTON WEALTH MANAGEMENT LIMITED report in 2024?
CHARLTON WEALTH MANAGEMENT LIMITED reported total assets of £463.62K for 2024. That compares with £435.82K in 2023, a change of 6.38%.
What total liabilities did CHARLTON WEALTH MANAGEMENT LIMITED report in 2024?
CHARLTON WEALTH MANAGEMENT LIMITED reported total liabilities of £385.11K for 2024. That compares with £368.24K in 2023, a change of 4.58%.
How many people does CHARLTON WEALTH MANAGEMENT LIMITED employ?
CHARLTON WEALTH MANAGEMENT LIMITED reported 4 employees in 2024, compared with 4 in 2023.
How have CHARLTON WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2022 and 2024, CHARLTON WEALTH MANAGEMENT LIMITED's net assets fell by 12.9%, total assets fell by 3.6%, total liabilities fell by 1.5% and employee numbers was unchanged. Net assets contracted at 6.6% a year across the two years to 2024, from £90.10K to £78.52K. Reported headcount went from 4 in 2022 to 4 in 2024.
Which years of CHARLTON WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023, 2024. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.