# CARTER WEALTH MANAGEMENT LTD (08319830)

> 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).

- Status: Active
- Incorporated: 2012-12-05
- Registered office: Leeds, LS16 6SY
- SIC 66290: Other activities auxiliary to insurance and pension funding
- Next accounts due: 2026-12-31
- Confirmation statement due: 2026-12-19
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the lower half of 1,873 comparable companies in the UK (median £7,101, upper quartile £70k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2025-03-31 | £932 | £50k | £33k | — | — | — | 1 |
| 2024-03-31 | £3,190 | £43k | £36k | — | — | — | 1 |

size band micro.

## Filing and accounts signals (facts, not a rating)

- Net assets above zero: Net 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 ago: Incorporated 5 December 2012

How each signal is derived: https://firmoscan.com/methodology

## Persons with significant control

- Mrs Suzanne Carter — owns 25–50% of shares; holds 25–50% of voting rights, since 2016-04-06
- Mr David John Carter — owns 25–50% of shares; holds 25–50% of voting rights, since 2016-04-06

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Source: Companies House register snapshot 2026-08-31, Open Government Licence v3.0. Information may have changed since that date and is not advice or a credit reference; check the official record before relying on it. Official record: https://find-and-update.company-information.service.gov.uk/company/08319830
HTML: https://firmoscan.com/company/08319830-carter-wealth-management-ltd