£1,064
+1109%vs Mar 2024Active10423155Private limited companyStratford-Upon-Avon
CHARTERS PRIVATE WEALTH LIMITED
Significant control: Michael Lee Harvey (75–100%)
From public filings as at 31 Aug 2026; may contain errors or be out of date.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: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
CHARTERS PRIVATE WEALTH LIMITED is an active private limited company (company number 10423155) incorporated on 12 October 2016, registered in Stratford-Upon-Avon. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest micro accounts cover the period ending 31 March 2025, showing net assets of £1,064, with 2 employees on average. As micro-entity accounts, no profit and loss account is filed, so turnover and profit are not public. Net assets rose 1109% on the prior period (£88).
Peer position · net assets
By net assets it sits in the lower half of 197 comparable companies in Coventry (median £10k, upper quartile £59k).
02
Ownership and control
- Mr Michael Lee Harvey
- owns 75–100% of shares
- holds 75–100% of voting rights
- can appoint or remove directors
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
- 12 October 201610 yrs ago
- Next accounts due
- 31 December 2026in 66 days
- Confirmation statement due
- 26 October 2027in 365 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Micro Entity
- Size band
- MicroCompanies Act thresholds
05
Financials
Not reported
Not disclosed
2
No changevs Mar 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 March 2025 | £1,064 | — | — | — | — | — | 2 |
| 31 March 2024 | £88 | — | — | — | — | — | 2 |
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing; micro-entity accounts contain no profit and loss account.
06
Filing and accounts signals
- Net assets above zeroNet assets £1,064 at 31 March 2025
- Net assets up 10% or more on the prior period+1109.1% vs prior period
- Incorporated five or more years agoIncorporated 12 October 2016
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
- Confirmation statement duein 365 days
- Next accounts duein 66 days
- Accounts period endNet assets £1,064 · micro accounts
- Accounts period endNet assets £88 · micro accounts
- Incorporated
08
Similar companies in Coventry
- XL CONSULTANCY LIMITEDStratford Upon Avon · inc. Sept 2016
- PAX TERRA LIMITEDWarwick · inc. Aug 2016
- MERRYNISSEY LIMITEDLeamington Spa · inc. Dec 2016
- CLOCKWORK FINANCIAL PLANNING LIMITEDCoventry · inc. Dec 2016
- ROTHESAY BENNETT LIMITEDCoventry · inc. Jun 2016
- LEXICON WEALTH MANAGEMENT LTDLeamington Spa · inc. May 2016
All companies incorporated on 12 October 2016 · in Oct 2016.
09
Reminders for CHARTERS PRIVATE WEALTH LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.