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Financial intermediation not elsewhere classified · Stratford-Upon-Avon, Warwickshire
Charters Private Wealth
Charters Private Wealth Limited
Private limited company registered in Stratford-Upon-Avon, classed under “Financial intermediation not elsewhere classified”.
Headline figures
FY to Mar 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
2 findings from the figures, in plain English
Written by rules from the figures on this page. Not a forecast or a credit opinion.
History
| £ | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Profit after tax | — | ||||
| Turnover | |||||
| Net assets | |||||
| Cash | |||||
| Employees |
Every figure for all 5 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 sheet | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Current assets | ||||
| Creditors due within a year | ||||
| Net current assets | ||||
| Net assets | ||||
| Ratios | ||||
| Current ratioCurrent assets for every £1 owed within a year | ||||
| Creditors to assetsEverything owed to creditors as a share of fixed plus current assets | ||||
4 balance-sheet lines and 2 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 Charters Private Wealth do?
Private limited company registered in Stratford-Upon-Avon, classed under “Financial intermediation not elsewhere classified”.
›How much turnover does Charters Private Wealth make?
Answered in the full report
›Is Charters Private Wealth profitable?
Charters Private Wealth's profit isn't public: small companies may file without a profit and loss account.
›How many people work at Charters Private Wealth?
Answered in the full report
›Where is Charters Private Wealth based?
Its registered office is 2 Shottery Brook Office Park, Timothys Bridge Road, Stratford-Upon-Avon, Warwickshire, CV37 9NR, in Stratford-Upon-Avon, Warwickshire.
›When was Charters Private Wealth founded?
Charters Private Wealth Limited was incorporated on 12 October 2016.
›Is Charters Private Wealth still trading?
The register lists Charters Private Wealth Limited as active.