£932
−71%vs Mar 2024Active08319830Private limited companyLeeds
CARTER WEALTH MANAGEMENT LTD
Significant control: Suzanne Carter (25–50%), David John Carter (25–50%)
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Other activities auxiliary to insurance and pension funding (SIC 66290). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
CARTER WEALTH MANAGEMENT LTD is an active private limited company (company number 08319830) incorporated on 5 December 2012, registered in Leeds. Its registered activity is other activities auxiliary to insurance and pension funding (SIC 66290). Latest small accounts cover the period ending 31 March 2025, showing net assets of £932 and cash of £50k, with 1 employee on average. Net assets fell 71% on the prior period (£3,190).
Peer position · net assets
By net assets it sits in the lower half of 1,873 comparable companies in the UK (median £7,101, upper quartile £70k).
02
Ownership and control
- Mrs Suzanne Carter
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr David John Carter
- owns 25–50% of shares
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 5 December 201213 yrs ago
- Next accounts due
- 31 December 2026in 66 days
- Confirmation statement due
- 19 December 2026in 54 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 66290
- Other activities auxiliary to insurance and pension funding
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£50k
+17%vs Mar 2024Not reported
1
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £932 | £50k | £33k | — | — | — | 1 |
| 31 March 2024 | £3,190 | £43k | £36k | — | — | — | 1 |
Cash per employee£50kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £932 at 31 March 2025
- Net assets down 25% or more on the prior period-70.8% vs prior period
- Incorporated five or more years agoIncorporated 5 December 2012
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 66 days
- Confirmation statement duein 54 days
- Accounts period endNet assets £932 · small accounts
- Accounts period endNet assets £3,190 · small accounts
- Incorporated
08
Similar companies in Leeds
- S & K RESOURCE LTDLeeds · inc. Nov 2012
- ALL SQUARE FINANCE LIMITEDSkipton · inc. Oct 2012
- CREASY PENSION TRUSTEES LIMITEDHolmfirth · inc. Sept 2012
- CORDINER WEALTH LIMITEDLeeds · inc. Mar 2013
- EDEN PENSION & RETIREMENT SOLUTIONS LTDPudsey · inc. Mar 2012
- PORTAL FINANCIAL PLANNING LIMITEDHuddersfield · inc. Mar 2012
All companies incorporated on 5 December 2012 · in Dec 2012.
09
Reminders for CARTER WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.