The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers
Active 5
  • 1
    Hawkesley, Caroline Michelle
    Director born in April 1974
    Individual (7 offsprings)
    Officer
    2023-12-22 ~ now
    OF - director → CIF 0
  • 2
    Wood, Thomas Francis
    Chief Financial Officer born in April 1972
    Individual (19 offsprings)
    Officer
    2024-07-29 ~ now
    OF - director → CIF 0
  • 3
    Hall, Steven Anthony
    Independent Financial Advisor born in March 1978
    Individual (2 offsprings)
    Officer
    2009-06-10 ~ now
    OF - director → CIF 0
  • 4
    Thomas, Charlotte Emily
    Director born in December 1972
    Individual (36 offsprings)
    Officer
    2023-12-22 ~ now
    OF - director → CIF 0
  • 5
    LS ADVISORY PLATFORM LIMITED - 2016-06-15
    1a Tower Square, Wellington Street, Leeds, England
    Corporate (3 parents, 21 offsprings)
    Equity (Company account)
    25,828,001 GBP2021-12-31
    Person with significant control
    2023-12-22 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
Ceased 6
  • 1
    Spencer, David
    Chartered Financial Planner born in April 1977
    Individual (4 offsprings)
    Officer
    2009-04-01 ~ 2023-12-22
    OF - director → CIF 0
    Mr David Spencer
    Born in April 1977
    Individual (4 offsprings)
    Person with significant control
    2016-06-10 ~ 2016-06-10
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 2
    Mr Steven Anthony Hall
    Born in March 1978
    Individual (2 offsprings)
    Person with significant control
    2016-06-10 ~ 2016-06-10
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 3
    Moles, Neil Anthony
    Director born in November 1979
    Individual (12 offsprings)
    Officer
    2023-12-22 ~ 2025-02-03
    OF - director → CIF 0
  • 4
    Mr Mark Stanbury
    Born in July 1979
    Individual
    Person with significant control
    2016-06-10 ~ 2016-06-10
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 5
    Stanbury, Mark Philip
    Independent Financial Advisor born in June 1979
    Individual (1 offspring)
    Officer
    2009-06-10 ~ 2023-12-22
    OF - director → CIF 0
  • 6
    PLUMECLASS LIMITED - 1980-12-31
    Regis House, 134 Percival Road, Enfield, Middlesex
    Corporate (1 parent, 99 offsprings)
    Equity (Company account)
    99 GBP2024-03-31
    Officer
    2009-04-01 ~ 2009-04-01
    PE - secretary → CIF 0
parent relation
Company in focus

CHARTERED WEALTH MANAGEMENT LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Property, Plant & Equipment
86,046 GBP2023-03-31
161,147 GBP2022-03-31
Debtors
226,743 GBP2023-03-31
65,894 GBP2022-03-31
Cash at bank and in hand
896,519 GBP2023-03-31
1,146,383 GBP2022-03-31
Current Assets
1,123,262 GBP2023-03-31
1,212,277 GBP2022-03-31
Creditors
Current, Amounts falling due within one year
-388,904 GBP2023-03-31
-386,562 GBP2022-03-31
Net Current Assets/Liabilities
734,358 GBP2023-03-31
825,715 GBP2022-03-31
Total Assets Less Current Liabilities
820,404 GBP2023-03-31
986,862 GBP2022-03-31
Creditors
Non-current, Amounts falling due after one year
-296,125 GBP2023-03-31
-449,494 GBP2022-03-31
Net Assets/Liabilities
502,767 GBP2023-03-31
497,081 GBP2022-03-31
Equity
Called up share capital
60 GBP2023-03-31
60 GBP2022-03-31
Other miscellaneous reserve
13,043 GBP2023-03-31
7,012 GBP2022-03-31
Retained earnings (accumulated losses)
489,664 GBP2023-03-31
490,009 GBP2022-03-31
Equity
502,767 GBP2023-03-31
497,081 GBP2022-03-31
Average Number of Employees
222022-04-01 ~ 2023-03-31
222021-04-01 ~ 2022-03-31
Property, Plant & Equipment - Gross Cost
Furniture and fittings
19,462 GBP2023-03-31
19,462 GBP2022-03-31
Computers
53,562 GBP2023-03-31
48,308 GBP2022-03-31
Motor vehicles
318,635 GBP2023-03-31
315,447 GBP2022-03-31
Property, Plant & Equipment - Gross Cost
391,659 GBP2023-03-31
383,217 GBP2022-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Furniture and fittings
19,240 GBP2023-03-31
19,003 GBP2022-03-31
Computers
48,990 GBP2023-03-31
45,343 GBP2022-03-31
Motor vehicles
237,383 GBP2023-03-31
157,724 GBP2022-03-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
305,613 GBP2023-03-31
222,070 GBP2022-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Furniture and fittings
237 GBP2022-04-01 ~ 2023-03-31
Computers
3,647 GBP2022-04-01 ~ 2023-03-31
Motor vehicles
79,659 GBP2022-04-01 ~ 2023-03-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
83,543 GBP2022-04-01 ~ 2023-03-31
Property, Plant & Equipment
Furniture and fittings
222 GBP2023-03-31
459 GBP2022-03-31
Computers
4,572 GBP2023-03-31
2,965 GBP2022-03-31
Motor vehicles
81,252 GBP2023-03-31
157,723 GBP2022-03-31
Other Debtors
Amounts falling due within one year
226,743 GBP2023-03-31
65,894 GBP2022-03-31
Bank Borrowings/Overdrafts
Current
120,000 GBP2023-03-31
120,000 GBP2022-03-31
Trade Creditors/Trade Payables
Current
8,203 GBP2023-03-31
11,027 GBP2022-03-31
Corporation Tax Payable
Current
184,230 GBP2023-03-31
156,000 GBP2022-03-31
Other Taxation & Social Security Payable
Current
39,474 GBP2023-03-31
67,765 GBP2022-03-31
Other Creditors
Current
36,997 GBP2023-03-31
31,770 GBP2022-03-31
Creditors
Current
388,904 GBP2023-03-31
386,562 GBP2022-03-31
Bank Borrowings/Overdrafts
Non-current
160,000 GBP2023-03-31
280,000 GBP2022-03-31
Other Creditors
Non-current
136,125 GBP2023-03-31
169,494 GBP2022-03-31
Creditors
Non-current
296,125 GBP2023-03-31
449,494 GBP2022-03-31
Equity
Called up share capital
60 GBP2023-03-31
60 GBP2022-03-31
Future Minimum Lease Payments Under Non-cancellable Operating Leases
0 GBP2023-03-31
0 GBP2022-03-31

  • CHARTERED WEALTH MANAGEMENT LIMITED
    Info
    Registered number 06865492
    1a Tower Square, Wellington Street, Leeds LS1 4DL
    Private Limited Company incorporated on 2009-04-01 (16 years 2 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-11
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
© 2022-2025 Polylogarithmic Technology Ltd. All rights reserved.
Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.