CHARTERED WEALTH MANAGEMENT LIMITED Financials
- Company number
- 06865492Copy
Copy - Registered office
- 1a Tower Square, Wellington Street, Leeds LS1 4DL
- Incorporated
- 01/04/2009
Company snapshot
- Status
- Active
- Employees
- 22 (2023)
- Latest financial data
- 2023
- Accounts type
- Audit Exemption Subsidiary
Financial highlights
Latest reported figures. Okredo holds filed data for 2021–2023.
Net Assets
9.11%vs 20222022: £460.78K
Total Assets
-10.03%vs 20222022: £1.34M
Cash in Bank
-21.80%vs 20222022: £1.15M
Total Liabilities
-20.02%vs 20222022: £883.36K
Employees
0vs 20222022: 22
In 2023, CHARTERED WEALTH MANAGEMENT LIMITED reported net assets of £502.77K. The same filing shows total assets of £1.21M, cash in bank of £896.52K and total liabilities of £706.54K. Reported headcount was 22 in 2023. Cash in Bank fell from £1.15M in 2022 to £896.52K in 2023 (-21.80%). Okredo holds filed figures for 2021–2023; 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
9.11%from £460.78K in 2022Year-on-year change
Net Assets as filed for 2021–2023. Every figure in this chart is also in the financial history table.
3-year financial trend (2021–2023)
How the figures CHARTERED WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2021, 2022 and 2023 — measured end to end rather than year on year.
Net Assets
-23.6%vs 2021-12.6% a year compound (CAGR)
Cash in Bank
-30%vs 2021-16.3% a year compound (CAGR)
Total Assets
-23.1%vs 2021-12.3% a year compound (CAGR)
Total Liabilities
-22.7%vs 2021-12.1% a year compound (CAGR)
Employees
+15.8%vs 2021+3Biggest increase
Employees+15.8%
19 in 2021 to 22 in 2023
Biggest decrease
Cash in Bank-30%
£1.28M in 2021 to £896.52K in 2023
CHARTERED WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2021 and 2023. The steepest rise came in employee numbers, pointing to an expanding team, set against a fall in cash in bank, pointing to a tighter cash position. See the full year-by-year figures.
Ratios from the filed figures
Calculated from CHARTERED 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
- 41.57%2023
- Liabilities to total assets
- 58.43%2023
- Cash to liabilities
- 126.89%2023
- Cash to total assets
- 74.13%2023
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.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
Reported cash in bank divided by reported total assets, for the latest year both were filed.
Financial history
Every indicator Okredo tracks, year by year.
Reported financial indicators for CHARTERED WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.
| Indicator | 2021 | 2022 | 2023 |
|---|---|---|---|
| Net Assets£ | 657.70K | 460.78K | 502.77K |
| Total Assets£ | 1.57M | 1.34M | 1.21M |
| Cash in Bank£ | 1.28M | 1.15M | 896.52K |
| Total Liabilities£ | 914.35K | 883.36K | 706.54K |
| Employees | 19 | 22 | 22 |
CHARTERED WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has CHARTERED WEALTH MANAGEMENT LIMITED filed financial statements?
Yes. Okredo holds filed figures for CHARTERED WEALTH MANAGEMENT LIMITED covering 2021–2023, across 5 reported indicators. The most recent reported year is 2023.
What net assets did CHARTERED WEALTH MANAGEMENT LIMITED report in 2023?
CHARTERED WEALTH MANAGEMENT LIMITED reported net assets of £502.77K for 2023. That compares with £460.78K in 2022, a change of 9.11%.
What total assets did CHARTERED WEALTH MANAGEMENT LIMITED report in 2023?
CHARTERED WEALTH MANAGEMENT LIMITED reported total assets of £1.21M for 2023. That compares with £1.34M in 2022, a change of -10.03%.
What cash in bank did CHARTERED WEALTH MANAGEMENT LIMITED report in 2023?
CHARTERED WEALTH MANAGEMENT LIMITED reported cash in bank of £896.52K for 2023. That compares with £1.15M in 2022, a change of -21.80%.
How many people does CHARTERED WEALTH MANAGEMENT LIMITED employ?
CHARTERED WEALTH MANAGEMENT LIMITED reported 22 employees in 2023, compared with 22 in 2022.
How have CHARTERED WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?
Between 2021 and 2023, CHARTERED WEALTH MANAGEMENT LIMITED's net assets fell by 23.6%, cash in bank fell by 30%, total assets fell by 23.1% and total liabilities fell by 22.7%. Net assets contracted at 12.6% a year across the two years to 2023, from £657.70K to £502.77K. Reported headcount went from 19 in 2021 to 22 in 2023 (+3).
Which years of CHARTERED WEALTH MANAGEMENT LIMITED financial data are available?
Okredo holds reported figures for the years 2021, 2022, 2023. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.