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CHARTERED WEALTH MANAGEMENT LIMITED Active


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Financial statements of CHARTERED WEALTH MANAGEMENT LIMITED

According to CHARTERED WEALTH MANAGEMENT LIMITED latest financial report submitted on 2023-12-31, the company has a Turnover of £3M, Gross-Profit of £3M while the Cash is £897,000.00. Compared with the previous year, the company reported a Turnover increase of 0.0%, which is an equivalent of 0. At the same time, the Gross-Profit went down by 0.0%, or by 0.


Year:
2022 Not available
2021 Not available
2020 Not available
2019 Not available

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  • Reporting period

    21

  • Consolidated A/cs

    N

  • Working Capital

    £ 735000

Cost of Sales

CHARTERED WEALTH MANAGEMENT LIMITED Business Credit Report

A Business Credit Report for CHARTERED WEALTH MANAGEMENT LIMITED is available for instant download. The report will provide you with a credit score and credit limit recommendation for CHARTERED WEALTH MANAGEMENT LIMITED, payment trends, if the company pays their Invoices on time, whether or not the company has any court judgements, ownership and group structure, up to 5 years of financial statements and much more. When you buy a Credit Report from Global Database, you will also have a 7 days free trial to our B2B Sales Platform.


Overall Credit Risk for

CHARTERED WEALTH MANAGEMENT LIMITED

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Key features

  • Credit Score and Credit Limit
  • Financial accounts for the past 5 years
  • Credit Officers
  • Document Filing history
  • Corporate Ownership
  • Outstanding & Satisfied Mortgages
  • Shareholder Information
  • Company Identity

CHARTERED WEALTH MANAGEMENT LIMITED Directors and key executives

CHARTERED WEALTH MANAGEMENT LIMITED currently employs 22 people. Compared with the previous year, the company has reported a staff increase of 0%, which is an equivalent of 0 employees.
In order to view contact information, including emails and phone numbers for all the employees working at CHARTERED WEALTH MANAGEMENT LIMITED and to export them in XL or to your existing CRM, you can subscribe to our platform here.


Total Employee Count

Total employees

22

100%

1y growth

116%

2y growth

Management Level


17

Top

83

Middle

Employee Job Title Email Phone Country
David Spencer Director
-
- GB
Steven Hall Director
-
- GB
Mark Stanbury Director
-
- GB
Caroline Hawkesley Director
-
- GB
Charlotte Thomas Director
-
- GB

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CHARTERED WEALTH MANAGEMENT LIMITED Ownership and Group Structure


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CHARTERED WEALTH MANAGEMENT LIMITED Shareholders and Ultimate Beneficial Owners (UBO)

There are currently 5 people with significant control at CHARTERED WEALTH MANAGEMENT LIMITED. One of of major shareholders of CHARTERED WEALTH MANAGEMENT LIMITED is WENDY HALL, which owns 100000 B ORDINARY shares, with a total value of 0 GBP and STEVEN HALL, which owns 100000 A ORDINARY shares, with a total value of 0 GBP and DAVID SPENCER, which owns 100000 A ORDINARY shares, with a total value of 0 GBP and LOUISE STANBURY, which owns 100000 B ORDINARY shares, with a total value of 0 GBP and ERIN SPENCER, which owns 100000 B ORDINARY shares, with a total value of 0 GBP.


Name Quantity Share Type Value
WENDY HALL
100000 B ORDINARY 0 GBP
STEVEN HALL
100000 A ORDINARY 0 GBP
DAVID SPENCER
100000 A ORDINARY 0 GBP
LOUISE STANBURY
100000 B ORDINARY 0 GBP
ERIN SPENCER
100000 B ORDINARY 0 GBP

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CHARTERED WEALTH MANAGEMENT LIMITED competitors:

Top 5 similar companies of CHARTERED WEALTH MANAGEMENT LIMITED are SAUNDERSON HOUSE LIMITED, BMO CAPITAL MARKETS LIMITED, HOULIHAN LOKEY ADVISORY LIMITED, GAIN CAPITAL - FOREX.COM UK LIMITED, FINDERS GENEALOGISTS LIMITED. View and export all the competitor list of CHARTERED WEALTH MANAGEMENT LIMITED by upgrading your account here.


SAUNDERSON HOUSE LIMITED


Revenue
19,469,814.0
Age
57 years
Employees
194
Industry
View Foreign Insurance Companies Service Offices
Website
View https://saunders**************

BMO CAPITAL MARKETS LIMITED


Revenue
77,377,000.0
Age
31 years
Employees
111
Industry
View Banks
Website
View https://capitalm***************

HOULIHAN LOKEY ADVISORY LIMITED


Revenue
33,719,000.0
Age
53 years
Employees
76
Industry
View Finance & Insurance
Website
View http://altium************

GAIN CAPITAL - FOREX.COM UK LIMITED


Revenue
47,615,393.45
Age
26 years
Employees
69
Industry
View Information Technology
Website
View http://fo********

FINDERS GENEALOGISTS LIMITED


Revenue
9,151,826.0
Age
27 years
Employees
110
Industry
View Foreign Insurance Companies Service Offices
Website
View https://www.findersi*******************

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CHARTERED WEALTH MANAGEMENT LIMITED news & activities:


Turnover

CHARTERED WEALTH MANAGEMENT LIMITED has submitted new account statements and has reported a turnover of £3M, a 0.0% decrease year-over-year.

uk.globaldatabase.com

2023-12-31

Employees

CHARTERED WEALTH MANAGEMENT LIMITED number of employees has decreased by 0% compared with previous year and now represents a total number of 22.

uk.globaldatabase.com

2023-12-31

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Frequently Asked Questions regarding CHARTERED WEALTH MANAGEMENT LIMITED


Where is CHARTERED WEALTH MANAGEMENT LIMITED registered office?

CHARTERED WEALTH MANAGEMENT LIMITED is located at 1a Tower Square Wellington Street, United Kingdom.

How can I contact CHARTERED WEALTH MANAGEMENT LIMITED?

You can call CHARTERED WEALTH MANAGEMENT LIMITED at the following number +441618******

What is the website of CHARTERED WEALTH MANAGEMENT LIMITED?

CHARTERED WEALTH MANAGEMENT LIMITED website is https://charteredwealthmanagement.co.uk/

How many people work at CHARTERED WEALTH MANAGEMENT LIMITED?

According to the latest account statement, there are currently 22 of employees working for CHARTERED WEALTH MANAGEMENT LIMITED.

How much revenue does CHARTERED WEALTH MANAGEMENT LIMITED make?

Based on the latest financial accounts submitted on 2023-12-31, the company made £3M for 2023, which went down by 0.0%.

What is the Business Credit Score of CHARTERED WEALTH MANAGEMENT LIMITED and how reliable is the company?

In order to check the business credit score of CHARTERED WEALTH MANAGEMENT LIMITED, you can request a credit report. You will view the latest credit limit information, ownership, group structure, court judgements and much more.

Does CHARTERED WEALTH MANAGEMENT LIMITED pay their invoices on time?

By requesting a Business Credit Report for CHARTERED WEALTH MANAGEMENT LIMITED, you will be able to gain more insights about the CHARTERED WEALTH MANAGEMENT LIMITED payment trends.

Who is the Ultimate Parent of the CHARTERED WEALTH MANAGEMENT LIMITED?

Information about the ultimate beneficial ownership THE PROGENY G************ of CHARTERED WEALTH MANAGEMENT LIMITED is available when you order a business credit report.

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