# CHARLES WEALTH MANAGEMENT LTD (12027591)

> 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.

- Status: Active
- Incorporated: 2019-06-03
- Registered office: Bishop'S Stortford, CM23 3AR
- SIC 64999: Financial intermediation not elsewhere classified
- Next accounts due: 2028-03-30
- Confirmation statement due: 2027-06-17
- Accounts type: TOTAL EXEMPTION FULL

By net assets it sits in the upper half of 638 comparable companies in Essex (median £8,016, upper quartile £62k).

## Accounts (as filed)

| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 2026-06-30 | £53k | £28k | — | £89k | — | — | 1 |
| 2025-06-30 | £7,596 | £22k | — | £61k | — | — | 1 |
| 2024-06-30 | £606 | £23k | — | £30k | — | — | 1 |

current ratio 1.58; net assets trend rising; size band micro.

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

- Net assets above zero: Net 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 year: Current ratio 1.58
- Three or more accounting periods on record: 3 periods on record
- Incorporated five or more years ago: Incorporated 3 June 2019

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

## Persons with significant control

- Mrs Sonia Joan Charles — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors, since 2019-06-03

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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/12027591
HTML: https://firmoscan.com/company/12027591-charles-wealth-management-ltd