Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 5 January 2027
- Last conf. stmt
- 22 December 2025
Chapter Wealth Management Ltd
- Incorporated
- 8 February 2012 (14 years)
- Previously known as
- Chapter Financial Planning Limited (until 28 May 2012)This list may be incomplete. See all names on Companies House
- Industry
- Fund management activities (66300)
- Directors
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Officers 1 active
Officer details are public data from the Companies House register.
Director · Appointed 14 August 2026
British
Born May 1986 (40)
Officer history (3 former)
14 August 2026
14 August 2026
14 August 2026
31 March 2025
Resigned Hassan, Imran as Director
28 March 2025
28 March 2025
8 February 2012
Appointed Hassan, Imran as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 28 March 2025
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 05091707
Former controllers (4)
28 March 2025
Ceased Rachel Diane Hassan — Owns 25–50% of shares
28 March 2025
Ceased Imran Hassan — Owns 50–75% of shares
8 April 2016
Ceased Paul Salah — Owns 25–50% of shares
8 April 2016
Ceased Imran Hassan — Owns 75–100% of shares
Group structure 20 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd This company Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Figures from 2025 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £1,069,998
- Cash
- £1,139,867
- Employees
- 4
- Debt Ratio
- 13%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £14,837 | £25,218 | £43,122 | £57,372 | £71,944 | £85,371 |
| Current Assets | £1,218,897 | £1,683,028 | £1,409,216 | £1,204,404 | £829,776 | £707,158 |
| Debtors | £79,030 | £632,155 | £558,044 | £208,765 | £154,745 | £7,532 |
| Cash | £1,139,867 | £1,050,873 | £851,172 | £995,639 | £675,031 | £699,626 |
| Creditors (< 1 year) | £110,753 | £130,488 | £74,350 | £132,778 | ||
| Creditors (> 1 year) | £0 | £45,267 | £50,000 | |||
| Net Current Assets | £1,058,870 | £1,558,679 | £1,298,463 | £1,073,916 | £755,426 | £574,380 |
| Net Assets | £1,069,998 | £1,581,380 | £1,339,149 | £1,083,755 | £775,214 | £657,923 |
| Shareholder Funds | £1,339,149 | £1,083,755 | £775,214 | £657,923 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 15 August 2026 | Other filing | |||
| 15 August 2026 | Other filing | |||
| 15 August 2026 | Accounts filing | |||
| 15 August 2026 | Audit exemption subsidiary accounts | 31 December 2025 | ||
| 14 August 2026 | Termination of appointment of a director |
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