# Chartered Wealth Management Limited

## Details

- **Company number:** [06865492](https://find-and-update.company-information.service.gov.uk/company/06865492)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 1 Apr 2009
- **Registered office:** 1A TOWER SQUARE, WELLINGTON STREET, LEEDS, LS1 4DL
- **Nature of business:** [64999](/sic/64999) Financial intermediation not elsewhere classified
- **Corporate group:** [Progeny Holdings Limited](/group/16656) (26 companies)




## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| The Progeny Group Limited | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 22 Dec 2023 |  |
| Mr David Spencer | ownership-of-shares-25-to-50-percent | 10 Jun 2016 | 10 Jun 2016 |
| Mr Steven Anthony Hall | ownership-of-shares-25-to-50-percent | 10 Jun 2016 | 10 Jun 2016 |
| Mr Mark Stanbury | ownership-of-shares-25-to-50-percent | 10 Jun 2016 | 10 Jun 2016 |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2023 | £502,767 | £896,519 | 22 |
| 31 Mar 2022 | £460,784 | £1,146,383 | 19 |
| 31 Mar 2021 | £657,695 | £1,281,055 | 20 |
| 31 Mar 2020 | £506,441 | £572,086 | - |



## Owned by

Chartered Wealth Management Limited → [The Progeny Group Limited](/company/09276612) → [Progeny Holdings Limited](/company/11872596)





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