Chartered Financial Solutions Limited in Leamington Spa, CV32 6NT

Description

Data updated on: 01-11-2023

Chartered Financial Solutions started its operations in the year 2008 as a Private Limited Company under the ID 06611992. This particular business has operated for sixteen years and the present status is active. The company's registered office is located in Leamington Spa at 28 Hopton Crofts. You could also find the company using the postal code : CV32 6NT. This firm's classified under the NACE and SIC code 66220 which stands for Activities of insurance agents and brokers. The firm's latest accounts cover the period up to 2023-06-30 and the most recent annual confirmation statement was filed on 2022-12-01.

At the moment, there is only a single director in the company: Richard M. (since 2008-06-05). The following firm had been directed by Julia M. till 2010.

Richard M. is the individual who controls this firm, owns over 3/4 of company shares.

Financial data based on annual reports

Profit & Loss
Date of Accounts	2013-06-30	2014-06-30	2015-06-30	2016-06-30	2017-06-30	2018-06-30	2019-06-30	2020-06-30	2021-06-30	2022-06-30	2023-06-30
Currency
Net Worth	110 863	145 195	154 734	172 130	229 511

Balance Sheet
Current Assets	126 447	165 458	207 365	172 130	229 511	372 007	430 346	495 911	496 163	516 639	541 218
Net Assets Liabilities					222 011	263 684	296 543	339 954	390 020	438 461
Cash Bank In Hand	123 948	145 948	189 855	242 882
Debtors	2 499	19 510	17 510	17 510
Net Assets Liabilities Including Pension Asset Liability				172 130	229 511
Tangible Fixed Assets	1 448	1 528	445

Capital & Reserves
Called Up Share Capital	1 000	1 000	1 000	1 000
Profit Loss Account Reserve	109 863	144 195	153 734	171 130
Shareholder Funds	110 863	145 195	154 734	172 130	229 511

Other Financial Data
Average Number Employees During Period							3			3	3
Creditors					94 142	108 323	133 803	158 457	106 143	78 178	92 393
Net Current Assets Liabilities	109 705	143 973	154 378	172 130	229 511	263 684	296 543	337 454	390 020	438 461
Total Assets Less Current Liabilities	111 153	145 501	154 823	172 130	229 511	263 684	296 543
Creditors Due Within One Year	16 742	21 485	52 987	88 262
Number Shares Allotted		1 000	1 000	1 000
Par Value Share		1	1	1
Provisions For Liabilities Charges	290	306	89
Share Capital Allotted Called Up Paid	1 000	1 000	1 000	1 000

Company staff

Richard M.

Role: Director

Appointed: 05 June 2008

Latest update: 14 February 2024

Richard M.

Role: Secretary

Appointed: 05 June 2008

Latest update: 14 February 2024

People with significant control

Richard M.

Notified on 1 July 2016

Nature of control:

over 3/4 of shares

Julia M.

Notified on 1 July 2016

Ceased on 4 December 2020

Nature of control:

1/2 or less of shares

Accounts Documents

Account next due date	31 March 2025
Account last made up date	30 June 2023
Confirmation statement next due date	15 December 2023
Confirmation statement last made up date	01 December 2022

Annual Accounts 7 July 2014
Start Date For Period Covered By Report	2013-07-01
End Date For Period Covered By Report	2014-06-30
Date Approval Accounts	7 July 2014
Annual Accounts 3 July 2015
Start Date For Period Covered By Report	2014-07-01
End Date For Period Covered By Report	2015-06-30
Date Approval Accounts	3 July 2015
Annual Accounts 13 July 2016
Start Date For Period Covered By Report	2015-07-01
End Date For Period Covered By Report	2016-06-30
Date Approval Accounts	13 July 2016
Annual Accounts 15 March 2018
Start Date For Period Covered By Report	2016-07-01
End Date For Period Covered By Report	2017-06-30
Date Approval Accounts	15 March 2018
Annual Accounts
Start Date For Period Covered By Report	2017-07-01
End Date For Period Covered By Report	2018-06-30
Annual Accounts
Start Date For Period Covered By Report	2018-07-01
End Date For Period Covered By Report	2019-06-30
Annual Accounts
Start Date For Period Covered By Report	2019-07-01
End Date For Period Covered By Report	2020-06-30
Annual Accounts
Start Date For Period Covered By Report	2020-07-01
End Date For Period Covered By Report	2021-06-30
Annual Accounts
Start Date For Period Covered By Report	2021-07-01
End Date For Period Covered By Report	2022-06-30
Annual Accounts
Start Date For Period Covered By Report	2022-07-01
End Date For Period Covered By Report	2023-06-30

Chartered Financial Solutions Limited

General information

Name:

Office Address:

Description

Financial data based on annual reports

Company staff

Richard M.

Richard M.

Julia M.

People with significant control

Richard M.

Julia M.

Accounts Documents

Company filings

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