£53k
+600%vs Jun 2025Active12027591Private limited companyBishop'S Stortford
CHARLES WEALTH MANAGEMENT LTD
Significant control: Sonia Joan Charles (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From public filings as at 31 Aug 2026; may contain errors or be out of date.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
CHARLES WEALTH MANAGEMENT LTD is an active private limited company (company number 12027591) incorporated on 3 June 2019, registered in Bishop'S Stortford. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 30 June 2026, showing net assets of £53k and cash of £28k, with 1 employee on average. Net assets rose 600% on the prior period (£7,596). Across the last 3 periods on record the net-asset trend is rising.
Peer position · net assets
By net assets it sits in the upper half of 638 comparable companies in Essex (median £8,016, upper quartile £62k).
02
Ownership and control
- Mrs Sonia Joan Charles
- 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
- 3 June 20197 yrs ago
- Next accounts due
- 30 March 2028in 521 days
- Confirmation statement due
- 17 June 2027in 234 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
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£28k
+29%vs Jun 2025Not reported
1
No changevs Jun 2025| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 30 June 2026 | £53k | £28k | — | £89k | — | — | 1 |
| 30 June 2025 | £7,596 | £22k | — | £61k | — | — | 1 |
| 30 June 2024 | £606 | £23k | — | £30k | — | — | 1 |
Current ratio1.58Current assets ÷ creditors within one year
Cash per employee£28kCash ÷ 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 £53,181 at 30 June 2026
- Net assets up 10% or more on the prior period+600.1% vs prior period
- Current assets at least 1.5× creditors within one yearCurrent ratio 1.58
- Three or more accounting periods on record3 periods on record
- Incorporated five or more years agoIncorporated 3 June 2019
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 521 days
- Confirmation statement duein 234 days
- Accounts period endNet assets £53k · small accounts
- Accounts period endNet assets £7,596 · small accounts
- Accounts period endNet assets £606 · small accounts
- Incorporated
08
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- RESILIENT INTERNATIONAL SOLUTIONS LTDBishop'S Stortford · inc. Jun 2019
- AAA INVESTMENT HOLDINGS LTDOld Harlow · inc. Jun 2019
- ALEXANDRA FINANCE MANAGEMENT LIMITEDSouthend-On-Sea · inc. May 2019
All companies incorporated on 3 June 2019 · in Jun 2019.
09
Reminders for CHARLES WEALTH MANAGEMENT LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.