Annual accounts
Audit Exemption Subsidiary accounts
30/09/2026Filing deadline
Made up to 31/12/2024Due 30/09/2026
- Next accounts made up to
- 31/12/2025
- Last accounts made up to
- 31/12/2024
CHARTERED WEALTH MANAGEMENT LIMITED
Active- 06865492Copy
Copy
Registry details
Reference data exactly as held at Companies House.
Copy registry details
- Registered office
- 1a Tower Square, Wellington Street, Leeds LS1 4DL
- Classification (SIC)
- Financial intermediation not elsewhere classified (64.99/9 - SIC 2007)
- Accounts type
- Audit Exemption Subsidiary
Company activity
Every document filed at Companies House for this company.
Pre-Score for UK companies is coming soon
- 22/09/2026View PDF (1 pages)
Previous accounting period shortened from 2025-12-31 to 2025-12-30
- 11/05/2026View PDF (4 pages)
Confirmation statement made on 2026-04-11 with updates
Coming soon
What Pre-Score will tell you
- Whether the filed accounts are strengthening or weakening year on year.
- Whether this company files on time, and how often its record changes.
- How its officers and controlling parties connect to other UK companies.
Accounts and confirmation statement
The two filings Companies House requires every year, and where each one stands against its deadline today.
Due in 5 days
Confirmation statement
Confirms the registry record is up to date
- Next statement date
- 11/04/2026
- Last statement dated
- 31/12/2024
Financial performance
The latest figures CHARTERED WEALTH MANAGEMENT LIMITED filed. Okredo holds filed accounts data for 2021–2023; the year-by-year record is on the financials page.
Net Assets
£502.77K2023
9.11%vs 20222022: £460.78K
Total Assets
£1.21M2023
-10.03%vs 20222022: £1.34M
Cash in Bank
£896.52K2023
-21.80%vs 20222022: £1.15M
Total Liabilities
£706.54K2023
-20.02%vs 20222022: £883.36K
Employees
222023
0vs 20222022: 22
Of the 4 measures with an earlier filing to compare against, 1 rose and 3 fell. Cash in bank moved furthest, down 21.80% on 2022. See the full financial analysis for CHARTERED WEALTH MANAGEMENT LIMITED.
The full financial record
Four ways through CHARTERED WEALTH MANAGEMENT LIMITED's filed accounts — the year-by-year numbers, the compound rates and the ratios behind them.
Net Assets · -12.6% a year (CAGR)Three-year trend, 2021–2023Every measure end to end across 2021, 2022 and 2023, with the compound rate behind each one.See what moved5 chartsCharts by indicator5 filed indicators plotted year by year, 2021–2023.Plot the figuresNothing estimatedRatios from the filed figures4 ratios computed from this company's own reported amounts, each shown against the year it was derived from.Check the ratios5 × 3 yearsEvery figure by yearAll 5 measures Okredo tracks across 3 reported years, exactly as filed.Open the table
Employees
Headcount as reported to Companies House for 2021–2023.
| Year | Employees | Change |
|---|---|---|
| 2023 | 22 | 0 |
| 2022 | 22 | +3 |
| 2021 | 19 | – |
Reported employee count increased from 19 in 2021 to 22 in 2023. See how headcount moved alongside the reported financials.
Credit report
It is a professional assessment of the company 's performance, revealing company's potential and risks, showing it's past experiences and revealing future prospects.
- Company potential
- Risk indicators
- Past performance
- Future prospects
Officers
9Directors, secretaries and other appointed officers, with the period each has served.
| Person | Role | Period | Connected companies |
|---|---|---|---|
| Director | 01/04/2009–22/12/2023 | 6 | |
| Director | 29/07/2024–Present | 43 | |
| Director | 22/12/2023–04/12/2025 | 21 | |
| Director | 10/06/2009–Present | 4 | |
| Director | 10/06/2009–22/12/2023 | 5 | |
| Director | 22/12/2023–03/02/2025 | 65 | |
| Director | 18/12/2025–Present | 29 | |
| Director | 22/12/2023–14/10/2025 | 36 | |
| Corporate Secretary | 01/04/2009–01/04/2009 | 0 |
Persons with significant control
7Individuals or entities with significant control over the company, as declared to Companies House.
| Person | Period | Connected companies |
|---|---|---|
| 22/12/2023–Present | 11 | |
| 10/06/2016–10/06/2016 | 6 | |
| 10/06/2016–Present | 6 | |
| 10/06/2016–Present | 0 | |
| 10/06/2016–10/06/2016 | 0 | |
| 10/06/2016–10/06/2016 | 4 | |
| 10/06/2016–Present | 4 |
Filing history and recent activity
Every document on the Companies House record, newest first.
- Filings on record
- 2 Since 11/05/2026
- Last 12 months
- 2
- Most recent filing
- 22/09/2026 less than a month ago
What changed in the last year
- Confirmation statementLatest 11/05/2026
Filing timeline
- 22/09/2026View PDF (1 pages)
Previous accounting period shortened from 2025-12-31 to 2025-12-30
- 11/05/2026View PDF (4 pages)
Confirmation statement made on 2026-04-11 with updates
See when the next accounts and confirmation statement are due
Similar companies
105 UK companies are similar to CHARTERED WEALTH MANAGEMENT LIMITED, sharing the same company status (Active), the same industry sector and activity group (Financial intermediation not elsewhere classified) and a comparable number of employees. The 5 closest matches are shown below to help you compare competitors and industry peers.
ATV GLOBAL LIMITED
ActiveFirst Floor 1 Des Roches Square, Witan Way, Witney, Oxfordshire OX28 4BE
- Activity
- Activities of other holding companies n.e.c.
- Company no.
- 13099823
- Incorporated
- 24/12/2020
- Employees
- 21
PETRA MANAGEMENT LIMITED
Active71-91 Aldwych, London WC2B 4HN
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 08725420
- Incorporated
- 09/10/2013
- Employees
- 20
MEARNS & COMPANY LIMITED
Active112 Commercial Street, Edinburgh EH6 6NF
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- SC288945
- Incorporated
- 16/08/2005
- Employees
- 26
SOUTH WEST INVESTMENT GROUP LIMITED
ActiveLowena House Glenthorne Court, Truro Business Park, Threemilestone, Truro, Cornwall TR4 9NY
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 02463497
- Incorporated
- 26/01/1990
- Employees
- 26
3MC (U.K.) LIMITED
Active6 St George's Court, Altrincham Business Park, Altrincham, Cheshire WA14 5UA
- Activity
- Financial intermediation not elsewhere classified
- Company no.
- 03547703
- Incorporated
- 17/04/1998
- Employees
- 29
About CHARTERED WEALTH MANAGEMENT LIMITED
A short description of the company, written from its Companies House record.
CHARTERED WEALTH MANAGEMENT LIMITED is a private limited company registered in the United Kingdom, based in 1a Tower Square, Wellington Street, Leeds LS1 4DL. Companies House classifies its business as Financial intermediation not elsewhere classified. It has been on the register for 17 years 5 months.
The register currently records it as active. Its 2023 accounts report net assets of £502.77K and 22 employees.
CHARTERED WEALTH MANAGEMENT LIMITED: frequently asked questions
Answered from this company's own registry record and filed figures.
What does CHARTERED WEALTH MANAGEMENT LIMITED do?
Companies House records CHARTERED WEALTH MANAGEMENT LIMITED under one registered business activity: Financial intermediation not elsewhere classified (64.99/9 - SIC 2007).
Is CHARTERED WEALTH MANAGEMENT LIMITED still active?
CHARTERED WEALTH MANAGEMENT LIMITED is recorded as active on the Companies House register, and has been on it since 01/04/2009.
What are CHARTERED WEALTH MANAGEMENT LIMITED's latest reported financials?
The most recent accounts Okredo holds cover 2023 and report net assets of £502.77K, total assets of £1.21M, cash in bank of £896.52K and total liabilities of £706.54K.
When did CHARTERED WEALTH MANAGEMENT LIMITED last file with Companies House?
The most recent document on the record is dated 22/09/2026: Previous accounting period shortened from 2025-12-31 to 2025-12-30, less than a month ago.
When are CHARTERED WEALTH MANAGEMENT LIMITED's next filings due?
On the current registry record, accounts are due by 30/09/2026.
Who runs CHARTERED WEALTH MANAGEMENT LIMITED?
Companies House lists 9 officers (3 currently in post) and 7 people with significant control (4 current).