Charlton Wealth Management Limited in Haywards Heath, RH16 4QQ

Description

Data updated on: 01-11-2023

Based in The Stables, Haywards Heath RH16 4QQ Charlton Wealth Management Limited is categorised as a Private Limited Company issued a 08141709 registration number. The company was established on 2012-07-12. It known today as Charlton Wealth Management Limited, was previously listed as Allen Charlton Wealth Management. The transformation has taken place in 2017-10-17. This business's SIC code is 66290 which means Other activities auxiliary to insurance and pension funding. 2022-12-31 is the last time account status updates were filed.

According to the latest update, there is only one managing director in the company: Gareth N. (since 2012-07-12). This limited company had been guided by Julian M. till December 2013.

Gareth N. is the individual who controls this firm, owns over 3/4 of company shares and has 3/4 to full of voting rights.

Previous company's names
Charlton Wealth Management Limited 2017-10-17
Allen Charlton Wealth Management Limited 2012-07-12

Financial data based on annual reports

Profit & Loss
Date of Accounts	2012-07-11	2013-12-31	2014-12-31	2015-12-31	2016-12-31	2017-12-31	2018-12-31	2019-12-31	2020-12-31	2021-12-31	2022-12-31
Currency
Net Worth		33 302	39 749	71 291

Balance Sheet
Current Assets		51 157	38 822	32 840	83 554	94 123	88 568	65 171	122 000	93 026	101 081
Net Assets Liabilities				44 918	82 222			69 283	117 751	105 816	90 101
Cash Bank In Hand		38 658	36 310	23 833
Cash Bank On Hand				23 833	74 547
Debtors			12	6 507	6 507
Intangible Fixed Assets	165 000	132 000	165 000	165 000
Net Assets Liabilities Including Pension Asset Liability		302	39 749	71 291
Other Debtors				6 507	6 507
Property Plant Equipment				5 281	5 288
Stocks Inventory		12 500	2 500	2 500
Tangible Fixed Assets		7 502	6 753	5 281
Total Inventories				2 500	2 500

Capital & Reserves
Called Up Share Capital		300	300	300
Profit Loss Account Reserve		2	39 449	70 991
Shareholder Funds		33 302	39 749	71 291

Other Financial Data
Accrued Liabilities Not Expressed Within Creditors Subtotal									-1 860	-1 800	-17 952
Average Number Employees During Period					3	3	3	4	4	4	4
Creditors				130 753	127 670	112 510	98 425	81 477	70 727	243 000	218 865
Fixed Assets		139 502	171 753	170 281	137 288	119 399	102 096	85 589	68 081	397 670	379 976
Net Current Assets Liabilities		-137 700	-117 454	-97 913	-44 116	-18 387	-9 857	-16 306	51 531	-47 054	-53 058
Prepayments Accrued Income Not Expressed Within Current Asset Subtotal								257	257
Total Assets Less Current Liabilities		1 802	54 299	72 368	93 172	101 012	92 239	69 283	119 612	350 616	326 918
Amount Specific Advance Or Credit Directors				106 727	89 056	73 560	55 558	36 129
Amount Specific Advance Or Credit Made In Period Directors					3 044	5 219	2 713	1 286
Amount Specific Advance Or Credit Repaid In Period Directors					20 715	20 715	20 715	20 715
Accumulated Amortisation Impairment Intangible Assets				16 500	33 000
Accumulated Depreciation Impairment Property Plant Equipment				9 205	11 346
Creditors Due Within One Year		188 857	156 276	130 753
Increase From Amortisation Charge For Year Intangible Assets					16 500
Increase From Depreciation Charge For Year Property Plant Equipment					2 141
Intangible Assets				148 500	132 000
Intangible Assets Gross Cost				165 000
Intangible Fixed Assets Additions		165 000
Intangible Fixed Assets Aggregate Amortisation Impairment		33 000
Intangible Fixed Assets Amortisation Charged In Period		33 000
Intangible Fixed Assets Cost Or Valuation		165 000	165 000
Number Shares Allotted		100	100	100
Other Creditors				109 817	93 458
Other Taxation Social Security Payable				20 936	34 212
Par Value Share		1	1	1
Property Plant Equipment Gross Cost				14 486	16 634
Provisions For Liabilities Balance Sheet Subtotal				10 950	10 950
Provisions For Liabilities Charges		1 500	14 550	1 077
Share Capital Allotted Called Up Paid		100	100	100
Tangible Fixed Assets Additions		11 735
Tangible Fixed Assets Cost Or Valuation		11 735	13 758	14 486
Tangible Fixed Assets Depreciation		4 233	7 005	9 205
Tangible Fixed Assets Depreciation Charged In Period		4 233
Total Additions Including From Business Combinations Property Plant Equipment					2 148

Company staff

Gareth N.

Role: Director

Appointed: 12 July 2012

Latest update: 28 December 2023

People with significant control

Gareth N.

Notified on 6 April 2016

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

right to manage directors

Julian M.

Notified on 6 April 2016

Ceased on 22 June 2023

Nature of control:

1/2 or less of shares

Lydia N.

Notified on 6 April 2016

Ceased on 22 June 2023

Nature of control:

1/2 or less of shares

Gareth N.

Notified on 1 August 2016

Ceased on 9 July 2021

Nature of control:

over 3/4 of shares

3/4 to full of voting rights

Accounts Documents

Account next due date	30 September 2024
Account last made up date	31 December 2022
Confirmation statement next due date	06 July 2024
Confirmation statement last made up date	22 June 2023

Annual Accounts 3 June 2014
Start Date For Period Covered By Report	12 July 2012
End Date For Period Covered By Report	31 December 2013
Date Approval Accounts	3 June 2014
Annual Accounts 8 May 2015
Start Date For Period Covered By Report	01 January 2014
End Date For Period Covered By Report	31 December 2014
Date Approval Accounts	8 May 2015
Annual Accounts 22 March 2016
Start Date For Period Covered By Report	01 January 2015
End Date For Period Covered By Report	31 December 2015
Date Approval Accounts	22 March 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2016
End Date For Period Covered By Report	31 December 2016
Annual Accounts
Start Date For Period Covered By Report	01 January 2017
End Date For Period Covered By Report	31 December 2017
Annual Accounts
Start Date For Period Covered By Report	01 January 2018
End Date For Period Covered By Report	31 December 2018
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019
Annual Accounts
Start Date For Period Covered By Report	01 January 2019
End Date For Period Covered By Report	31 December 2019

Charlton Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Gareth N.

Julian M.

People with significant control

Gareth N.

Julian M.

Lydia N.

Gareth N.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address,
2013

Address:

Post code:

City / Town:

HQ address,
2014

Address:

Post code:

City / Town:

HQ address,
2015

Address:

Post code:

City / Town:

Accountant/Auditor,
2014 - 2015

Name:

Address:

Post code:

City / Town:

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Charlton Wealth Management Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Gareth N.

Julian M.

People with significant control

Gareth N.

Julian M.

Lydia N.

Gareth N.

Accounts Documents

Company filings

Filing category

Additional Information

HQ address, 2013

Address:

Post code:

City / Town:

HQ address, 2014

Address:

Post code:

City / Town:

HQ address, 2015

Address:

Post code:

City / Town:

Accountant/Auditor, 2014 - 2015

Name:

Address:

Post code:

City / Town:

Search other companies

Services (by SIC Code)

Company Age

Closest Companies - by postcode

HQ address,
2013

HQ address,
2014

HQ address,
2015

Accountant/Auditor,
2014 - 2015