CHARTERED WEALTH MANAGEMENT LIMITED - LEEDS


Company Profile Company Filings

Overview

CHARTERED WEALTH MANAGEMENT LIMITED is a Private Limited Company from LEEDS ENGLAND and has the status: Active.
CHARTERED WEALTH MANAGEMENT LIMITED was incorporated 15 years ago on 01/04/2009 and has the registered number: 06865492. The accounts status is TOTAL EXEMPTION FULL and accounts are next due on 30/09/2024.

CHARTERED WEALTH MANAGEMENT LIMITED - LEEDS

This company is listed in the following categories:
64999 - Financial intermediation not elsewhere classified

Accounts Status

Accounting Year End (d/m) Accounts Last Made Up Date Accounts Next Due Date
31 / 12 31/03/2023 30/09/2024

Registered Office

1A TOWER SQUARE
LEEDS
LS1 4DL
ENGLAND

This Company Originates in : United Kingdom

Confirmation Statements

Last Statement Next Statement Due
31/03/2023 14/04/2024

Map

ENGLAND

Company Officers - Current and Previous

Name Born Nationality Role Appointed Status
MS CHARLOTTE EMILY THOMAS Dec 1972 British Director 2023-12-22 CURRENT
MR NEIL ANTHONY MOLES Nov 1979 British Director 2023-12-22 CURRENT
CAROLINE MICHELLE HAWKESLEY Apr 1974 British Director 2023-12-22 CURRENT
STEVEN ANTHONY HALL Mar 1978 British Director 2009-06-10 CURRENT
DAVID SPENCER Apr 1977 British Director 2009-04-01 UNTIL 2023-12-22 RESIGNED
MR MARK PHILIP STANBURY Jun 1979 British Director 2009-06-10 UNTIL 2023-12-22 RESIGNED
RWL REGISTRARS LIMITED Corporate Secretary 2009-04-01 UNTIL 2009-04-01 RESIGNED

Persons with Significant Control

Name Active from Born Address Level of control
Mr Mark Stanbury 2016-06-10 - 2016-06-10 7/1979 Bury   Ownership of shares 25 to 50 percent
Mr Steven Anthony Hall 2016-06-10 - 2016-06-10 3/1978 Bury   Ownership of shares 25 to 50 percent
Mr David Spencer 2016-06-10 - 2016-06-10 4/1977 Bury   Ownership of shares 25 to 50 percent

Related Companies

CompanyName Address Company Status Accounts Status Main Company Activity
WILFRED T FRY LIMITED LEEDS ENGLAND Active FULL 66290 - Other activities auxiliary to insurance and pension funding
BRITISH TAXPAYERS ASSOCIATION LIMITED LEEDS UNITED KINGDOM Active TOTAL EXEMPTION FULL 69203 - Tax consultancy
POLICY TRUSTEES LIMITED LEEDS UNITED KINGDOM Active TOTAL EXEMPTION FULL 66190 - Activities auxiliary to financial intermediation n.e.c.
RUSSELL ULYATT FINANCIAL SERVICES LIMITED LEEDS UNITED KINGDOM Active TOTAL EXEMPTION FULL 64999 - Financial intermediation not elsewhere classified
GIBBS DENLEY PENSION TRUSTEES LIMITED LEEDS ENGLAND Active TOTAL EXEMPTION FULL 82990 - Other business support service activities n.e.c.
WHPG LIMITED LEEDS UNITED KINGDOM Active SMALL 65110 - Life insurance
SHEVILL PARKES (FINANCIAL SERVICES) LIMITED LEEDS UNITED KINGDOM Active TOTAL EXEMPTION FULL 64999 - Financial intermediation not elsewhere classified
CHANNACK ROSS LIMITED LEEDS UNITED KINGDOM Active TOTAL EXEMPTION FULL 66190 - Activities auxiliary to financial intermediation n.e.c.
GREENHALGH FINANCIAL SERVICES LIMITED LEEDS UNITED KINGDOM Active TOTAL EXEMPTION FULL 64999 - Financial intermediation not elsewhere classified
CH TRUSTEES LIMITED LEEDS UNITED KINGDOM Active TOTAL EXEMPTION FULL 66190 - Activities auxiliary to financial intermediation n.e.c.
HART SHAW FINANCIAL PLANNING LIMITED LEEDS UNITED KINGDOM Dissolved... MICRO ENTITY 99999 - Dormant Company
WESTLAKE INVESTMENT & FINANCIAL PLANNING SERVICES LIMITED LEEDS UNITED KINGDOM Dissolved... TOTAL EXEMPTION FULL 99999 - Dormant Company
FISCAL ENGINEERS LIMITED LEEDS ENGLAND Active TOTAL EXEMPTION FULL 64999 - Financial intermediation not elsewhere classified
EVOLVE FINANCIAL PLANNING LTD LEEDS UNITED KINGDOM Dissolved... FULL 64999 - Financial intermediation not elsewhere classified
ADDIDI WEALTH LTD LEEDS UNITED KINGDOM Dissolved... SMALL 66190 - Activities auxiliary to financial intermediation n.e.c.
THE PROGENY GROUP LIMITED LEEDS UNITED KINGDOM Active SMALL 64205 - Activities of financial services holding companies
CWM INVESTMENT MANAGEMENT LIMITED LEEDS ENGLAND Active FULL 64999 - Financial intermediation not elsewhere classified
BALMORAL ASSET MANAGEMENT LIMITED EDINBURGH Active FULL 64999 - Financial intermediation not elsewhere classified
CARBON FINANCIAL PARTNERS LIMITED EDINBURGH Active TOTAL EXEMPTION FULL 70221 - Financial management

Free Reports Available

Report Date Filed Date of Report Assets
Chartered_Wealth_Manageme - Accounts 2023-12-16 31-03-2023 £896,519 Cash £502,767 equity
Chartered_Wealth_Manageme - Accounts 2022-06-25 31-03-2022 £1,146,383 Cash £460,784 equity
Chartered_Wealth_Manageme - Accounts 2021-08-12 31-03-2021 £1,281,055 Cash £657,695 equity
Chartered_Wealth_Manageme - Accounts 2020-08-27 31-03-2020 £572,086 Cash £506,441 equity

Nearby Companies

CompanyName Address Company Status Accounts Status Main Company Activity
NUMBER SIX INVESTMENTS LEEDS ENGLAND Active DORMANT 64991 - Security dealing on own account
NUMBER NINE INVESTMENTS LEEDS ENGLAND Active DORMANT 64991 - Security dealing on own account
NUMBER FOURTEEN INVESTMENTS LEEDS ENGLAND Active DORMANT 64991 - Security dealing on own account
NUMBER EIGHTEEN INVESTMENTS LEEDS ENGLAND Active DORMANT 64991 - Security dealing on own account
NIGHTJAR INVESTMENTS LEEDS ENGLAND Active DORMANT 64991 - Security dealing on own account
NUMBER SEVEN INVESTMENTS LEEDS ENGLAND Active DORMANT 64991 - Security dealing on own account
NUMBER TEN INVESTMENTS LEEDS ENGLAND Active DORMANT 64991 - Security dealing on own account
NUMBER FIFTEEN INVESTMENTS LEEDS ENGLAND Active NO ACCOUNTS FILED 64991 - Security dealing on own account
NUMBER NINETEEN INVESTMENTS LEEDS ENGLAND Active NO ACCOUNTS FILED 64991 - Security dealing on own account
THE RU GROUP FINANCIAL SERVICES LTD LEEDS UNITED KINGDOM Active TOTAL EXEMPTION FULL 99999 - Dormant Company