Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 28 September 2027
- Last conf. stmt
- 14 September 2026
Chartered Financial Management (UK) Limited
- Incorporated
- 14 September 2006 (20 years)
- Industry
- Activities auxiliary to financial intermediation n.e.c. (66190)
- Owned by
- Accounts type
- Dormant
- Region
- South West
- Address
- No 1 Bath Quays1 Foundry LaneBathBA2 3GZ
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 9 June 2020
British
Born October 1978 (48)
Director · Appointed 9 June 2020
British
Born October 1970 (56)
Officer history (9 former)
15 July 2025
Resigned Chatt, Sarah Jane as Secretary
4 January 2021
4 January 2021
4 January 2021
1 August 2020
Appointed Chatt, Sarah Jane as Secretary
9 June 2020
9 June 2020
9 June 2020
9 June 2020
9 June 2020
14 June 2019
14 August 2018
28 June 2018
28 June 2018
28 June 2018
5 October 2016
Resigned Tawse, Lawrence Oliver John as Director
7 August 2015
Appointed Tawse, Lawrence Oliver John as Director
14 November 2011
14 September 2006
14 September 2006
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 9 June 2020
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Limited Company
Reg. no. 7727742
Former controllers (2)
9 June 2020
Ceased John Lionel Beckwith — Has significant influence or control
9 June 2020
Ceased Fidelius Financial Holdings Ltd — Owns 75–100% of shares
Group structure 16 companies
Ownership group derived from the Companies House PSC register
FTS Venus Ltd Owns 50–75% of shares
Advance Platform Ltd Owns 75–100% of shares
Affuture Financial Limited Owns 75–100% of shares
Money Wise Independent Financial Advisers Limited Owns 75–100% of shares
Fidelius Employee Benefits Ltd Owns 75–100% of shares
Fidelius Group Ltd Owns 75–100% of shares
JSM (Bridgwater) Ltd Owns 75–100% of shares
Chartered Financial Management (UK) Limited This company Owns 75–100% of shares
Parallel Capital Ltd Owns 75–100% of shares
Robson Taylor Independent Financial Advisers Ltd Owns 75–100% of shares
Timothy James & Partners Holdings Limited Owns 75–100% of shares
Timothy James & Partners Limited Owns 75–100% of shares
Timothy James Consultancy Limited Owns 75–100% of shares
Vobis Limited Owns 25–50% of shares
Silver Levene Financial Limited Owns 25–50% of shares
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 23 October 2026 | Director's details changed | |||
| 28 December 2025 | Accounts for a dormant company | 31 March 2025 | ||
| 25 September 2025 | Confirmation statement with no updates | 14 September 2025 | ||
| 15 July 2025 | Termination of appointment of a secretary | |||
| 6 January 2025 | Accounts for a dormant company | 31 March 2024 |
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