# Charlton Wealth Management Limited

## Details

- **Company number:** [08141709](https://find-and-update.company-information.service.gov.uk/company/08141709)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 12 Jul 2012
- **Registered office:** THE STABLES, FOX HILL, HAYWARDS HEATH, RH16 4QQ
- **Nature of business:** [66290](/sic/66290) Other activities auxiliary to insurance and pension funding


## Previous names

- Allen Charlton Wealth Management Limited (until 17 Oct 2017)



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| NELSON, Gareth James | director | 12 Jul 2012 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Gareth Nelson | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent | 1 Aug 2016 | 9 Jul 2021 |
| Mr Julian Mandel | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 22 Jun 2023 |
| Lydia Nelson | ownership-of-shares-25-to-50-percent | 6 Apr 2016 | 22 Jun 2023 |
| Mr Gareth James Nelson | ownership-of-shares-75-to-100-percent, voting-rights-75-to-100-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Dec 2024 | £78,518 | - | 4 |
| 31 Dec 2023 | £67,582 | - | 4 |
| 31 Dec 2022 | £90,101 | - | 4 |
| 31 Dec 2021 | £105,816 | - | 4 |
| 31 Dec 2020 | £117,751 | - | 4 |
| 31 Dec 2019 | - | - | 3 |
| 31 Dec 2018 | - | - | 3 |
| 31 Dec 2017 | - | - | 3 |
| 31 Dec 2016 | £82,222 | £74,547 | 3 |
| 31 Dec 2015 | £71,291 | £23,833 | - |
| 31 Dec 2014 | £39,749 | £36,310 | - |
| 31 Dec 2013 | £302 | £38,657 | - |