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Financial management · Epsom

Charterman Wealth Management

Charterman Wealth Management Limited

ActiveLatest figures: 2025Abridged accountsCompany only3 years on the register

Private limited company registered in Epsom, classed under “Financial management”.

Headline figures

FY to Nov 2025 · Company only

Turnover

For subscribers

Profit after tax

—

Not filed: small-company exemption

Net assets

For subscribers

Cash

For subscribers

Employees

For subscribers

What the numbers say

1 finding from the figures, in plain English

Written by rules from the figures on this page. Not a forecast or a credit opinion.

History

Pro
£202320242025
Profit after tax—
Turnover
Net assets
Cash
Employees

Every figure for all 3 years

“—” means we did not find the figure in a source; it is never filled with an estimate.

Balance sheet and ratios

From the filed balance sheets · £

Balance sheet202320242025
Fixed assets
Current assets
Creditors due within a year
Net current assets
Creditors due after a year
Net assets
Ratios
Profit marginProfit after tax as a share of turnover
Return on equityProfit after tax as a share of net assets
Current ratioCurrent assets for every £1 owed within a year
Creditors to assetsEverything owed to creditors as a share of fixed plus current assets
Turnover per employeeTurnover divided by average staff

6 balance-sheet lines and 5 ratios, every year

A ratio appears only for years where every line it needs was filed. Lines are as tagged in the accounts; nothing is added up or estimated.

Questions people ask

›What does Charterman Wealth Management do?

Private limited company registered in Epsom, classed under “Financial management”.

›How much turnover does Charterman Wealth Management make?

Answered in the full report

›Is Charterman Wealth Management profitable?

Charterman Wealth Management's profit isn't public: small companies may file without a profit and loss account.

›How many people work at Charterman Wealth Management?

Answered in the full report

›Where is Charterman Wealth Management based?

Its registered office is 91 The Greenway, Epsom, KT18 7HY, in Epsom.

›When was Charterman Wealth Management founded?

Charterman Wealth Management Limited was incorporated on 17 November 2022.

›Is Charterman Wealth Management still trading?

The register lists Charterman Wealth Management Limited as active.

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