Chapter Wealth Management Ltd
- Company number
- 07941744
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 8 Feb 2012
- Nature of business
- Fund management activities
- Corporate group
- GMV Nominees Ltd (48216 companies)
Registered office
Previous names
- Chapter Financial Planning Limited (until 28 May 2012)
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| HESKETH, David John Philip | Director | 28 Mar 2025 | 14 Aug 2026 |
| WILKINSON, Ian Mitcheal | Director | 28 Mar 2025 | 14 Aug 2026 |
| WARD, Sam Philip | Director | 14 Aug 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Paul Salah | Ownership Of Shares 25 To 50 Percent Voting Rights 25 To 50 Percent |
6 Apr 2016 | 8 Apr 2016 |
| Mr Imran Hassan | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent |
6 Apr 2016 | 8 Apr 2016 |
| Mrs Rachel Diane Hassan | Ownership Of Shares 25 To 50 Percent | 15 Mar 2017 | 28 Mar 2025 |
| Mr Imran Hassan | Ownership Of Shares 50 To 75 Percent | 8 Apr 2016 | 28 Mar 2025 |
| Pfm Group Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
28 Mar 2025 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2025 | £1,069,998 | £1,139,867 | 3 |
| 31 Mar 2024 | £1,581,380 | £1,050,873 | 3 |
| 31 Mar 2023 | £1,339,149 | £851,172 | 2 |
| 31 Mar 2022 | £1,083,755 | £995,639 | 2 |
| 31 Mar 2021 | £775,214 | £675,031 | 2 |
| 31 Mar 2020 | £657,923 | £699,626 | 2 |
| 31 Mar 2019 | £521,606 | £539,169 | 2 |
| 31 Mar 2018 | £413,698 | £362,969 | 3 |
| 31 Mar 2017 | £324,489 | £277,182 | 3 |
| 31 Mar 2016 | £137,683 | £163,473 | - |
| 31 Mar 2015 | £70,235 | £182,063 | - |
| 31 Mar 2014 | - | £253,873 | - |
| 31 Mar 2013 | - | £121,343 | - |
| 31 Mar 2012 Dormant | £100 | £100 | - |
Connections
Owned by
Chapter Wealth Management Ltd → PFM Group Limited → Perspective Financial Group Limited
Directors’ other companies
- WARD, Sam Philip - Director at Perspective (Oxon) Limited
- WARD, Sam Philip - Director at Informed Financial Advice Limited
- WARD, Sam Philip - Director at Platinum Portfolios Limited
- WARD, Sam Philip - Director at Perspective (Prosser Knowles) Limited
- WARD, Sam Philip - Director at Charles Reynolds & Associates Limited
- WARD, Sam Philip - Director at Foinaven Asset Management Ltd
- WARD, Sam Philip - Director at JRT Wealth Management Limited
- WARD, Sam Philip - Director at Granite Coast Ltd
- WARD, Sam Philip - Director at P Bennett & Associates Limited
- WARD, Sam Philip - Director at Perspective (North) Limited
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