Chartered Wealth Management Limited
Registered name: CHARTERED WEALTH MANAGEMENT LIMITED
Part of Progeny Holdings Limited groupChartered Wealth Management Limited does not publish its revenue or profit. Its accounts to 31 Mar 2023 show net assets of £503k and 22 employees.
Chartered Wealth Management Limited did not publish its revenue or profit — small companies aren’t required to file a profit & loss account. Its accounts for the year to 31 Mar 2023 showed net assets of £503k and 22 employees. The company is classified under “financial intermediation not elsewhere classified” and is based in Leeds; we hold 2 years of its filed accounts.
- Status
- Active
- Location
- Leeds, Yorkshire and The Humber
- Age
- 17 yrs · since 2009
- Type
- Private Limited Company
Pass-through vehicle. This looks like a holding, staffing or umbrella company. Its revenue and profit may largely pass through to or from other entities, so the figures may not reflect a standalone operating business. It is excluded from our opportunity lists.
Part of a group. The filing indicates this company sits within a group structure, so its results may depend on intra-group trading and it may be hard to replicate independently.
Key figures
Revenue not disclosed
Chartered Wealth Management Limited’s accounts for the year to 31 Mar 2023 contain a balance sheet but no profit & loss account, so its revenue and profit are not public. UK small and micro-entity companies are not required to publish a P&L — this is normal and says nothing about how the business is performing.
We never estimate revenue. Below you’ll find the balance-sheet figures that were filed — useful as indirect signals of momentum, but they are not revenue or profit.
- Employees
- 22
- Net assets
- £503k
Badges are automated estimates derived from the filed figures — not statements of fact about the company.
Financial history
| Year to | 31 Mar 2022 | 31 Mar 2023 |
|---|---|---|
| Disclosure | No P&L | No P&L |
| Profit & loss | ||
| Revenue (turnover) | — | — |
| Profit (best available) | — | — |
| Employees (average) | 22 | 22 |
| Ratios | ||
| Profit margin | — | — |
| Growth (year on year) | ||
| Headcount growth | — | 0% |
| Balance sheet — indirect signals, not revenue | ||
| Cash at bank | £1.1m | £897k |
| Net assets | £497k | £503k |
| Fixed assets | £161k | £86k |
| Current assets | £1.2m | £1.1m |
| Debtors | £65.9k | £227k |
| Source | Accounts · bulk data Dec 2023 | Accounts · bulk data Dec 2023 |
Balance-sheet signals
Year-on-year changes in filed balance-sheet items. They can hint at momentum (or investment) but are not revenue or profit and must not be read as such.
- Net assets
- ▲1%
- Now £503k
- Cash at bank
- ▼22%
- Now £897k
- Headcount
- 0%
- Now 22
- Deferred income
- —
- Now —
- Fixed assets
- ▼47%
- Now £86k
Group structure
Ownership chain
- Progeny Holdings Limitedultimate parent75–100%
- The Progeny Group Limited75–100%
- Chartered Wealth Management Limitedthis company
Bands show the share of ownership each company holds in the one below it.
Sister companies (13)
- Progeny Asset Management LimitedRev. £3.9m · Profit £397k
- Affinity Ifa LimitedFigures not disclosed
- Balmoral Asset Management LimitedRev. — · Profit −£84.5k
- Carbon Financial Holdings LimitedFigures not disclosed
- CWM Investment Management LimitedFigures not disclosed
- Fiscal Engineers LimitedFigures not disclosed
- Fry Wealth LimitedRev. — · Profit £489k
- Gibbs Denley Holdings LimitedFigures not disclosed
- Gibbs Denley Investment Management LimitedFigures not disclosed
- Lawsco Holdings LimitedFigures not disclosed
- Progeny International LimitedFigures not disclosed
- Progeny Law and Tax LimitedFigures not disclosed
- Russell Ulyatt Group LimitedFigures not disclosed
From the Persons with Significant Control register (corporate controllers only).
Sources
Latest figures from accounts for the year to 31 Mar 2023, from the Companies House accounts bulk data published Dec 2023. Spotted an error? Request a correction.
Contains public sector information from Companies House licensed under the Open Government Licence v3.0. Data from Companies House, © Crown copyright. View the licence.