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CHARTERED FINANCIAL SOLUTIONS LIMITED

Company
CHARTERED FINANCIAL SOLUTIONS LIMITED (06611992)

CHARTERED FINANCIAL SOLUTIONS

Phone: 01926 330 856
A⁺ rating

ABOUT CHARTERED FINANCIAL SOLUTIONS LIMITED

It will mean that members of the public will be able to call on the services of suitably qualified professionals with confidence when seeking help with their financial planning needs.

It doesn't have to be hard work and can be very rewarding if you see it through. This is where independent financial advice can provide direction to your decisions and help you to understand how each choice you make affects other areas of your finances. You can adapt more easily to life changes and feel more secure that you are on track to achieve your objectives.

At Chartered Financial Solutions Ltd, you will only get personalised, independent financial advice tailored to you and focused on meeting your goals, not selling financial products.

The cornerstone of Richard holding the individual Chartered Financial Planning title is the independence of the advice he provides, backed by the level of qualifications he holds.

You will never be pressurised into making any decision or accepting our recommendations which are made without obligation.

We pride ourselves on the level of ongoing service we provide to our clients. We recognize that every client is different and also the frequency of reviews needed will be different, an annual review in our eyes is a minimum requirement for all of our clients, but quarterly or half yearly reviews will be needed by some clients.

Chartered Financial Solutions Ltd is Registered in England and Wales. Registration Number: 6611992

Chartered Financial Solutions Ltd is an appointed representative

This website is intended for investors over 18 years of age who are resident in the UK only. The website and the information contained therein should not be regarded as an offer or solicitation to conduct investment business in any jurisdiction other than the UK. These pages provide generic information about various aspects of financial services advice that we provide as well as possible areas of clients’ financial planning needs. We hope they are helpful to you but they do not, on their own, add up to proper investment advice and we cannot take responsibility for anything you do in reliance on them without further discussion with us. Please do not make a decision based upon the information contained within these pages alone. They are not detailed or comprehensive enough to enable you to make an informed decision which is tailored to your circumstances and needs. Please contact us now for tailored advice.

KEY FINANCES

Year
2016
Assets
£260.39k ▲ £53.03k (25.57 %)
Cash
£242.88k ▲ £53.03k (27.93 %)
Liabilities
£88.26k ▲ £35.28k (66.57 %)
Net Worth
£172.13k ▲ £17.75k (11.50 %)

REGISTRATION INFO

Company name
CHARTERED FINANCIAL SOLUTIONS LIMITED
Company number
06611992
Status
Active
Categroy
Private Limited Company
Date of Incorporation
05 Jun 2008
Age - 16 years
Home Country
United Kingdom

CONTACTS

Website
charteredfs.co.uk
Phones
01926 330 856
07946 632 914
Registered Address
28 HOPTON CROFTS,
LEAMINGTON SPA,
WARWICKSHIRE,
ENGLAND,
CV32 6NT

ECONOMIC ACTIVITIES

66220
Activities of insurance agents and brokers

LAST EVENTS

31 Jan 2017
Total exemption small company accounts made up to 30 June 2016
07 Jul 2016
Confirmation statement made on 1 July 2016 with updates
01 Dec 2015
Registered office address changed from 29 Waterloo Place Leamington Spa Warks CV32 5LA to 28 Hopton Crofts Leamington Spa Warwickshire CV32 6NT on 1 December 2015

See Also


Last update 2018

CHARTERED FINANCIAL SOLUTIONS LIMITED DIRECTORS

Richard Eric Mccaughan

  Acting
Appointed
05 June 2008
Role
Secretary
Address
28 Hopton Crofts, Leamington Spa, Warwickshire, CV32 6NT
Name
MCCAUGHAN, Richard Eric

Richard Eric Mccaughan

  Acting PSC
Appointed
05 June 2008
Occupation
Chartered Financial Planner
Role
Director
Age
61
Nationality
British
Address
28 Hopton Crofts, Leamington Spa, Warwickshire, CV32 6NT
Country Of Residence
United Kingdom
Name
MCCAUGHAN, Richard Eric
Notified On
1 July 2016
Nature Of Control
Ownership of shares – More than 50% but less than 75%

Julia Louise Mccaughan

  Resigned PSC
Appointed
05 June 2008
Resigned
22 July 2010
Occupation
Housewife
Role
Director
Age
55
Nationality
British
Address
28 Hopton Crofts, Beverley Hills, Leamington Spa, Warks, Uk, CV32 6NT
Country Of Residence
England
Name
MCCAUGHAN, Julia Louise
Notified On
1 July 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

REVIEWS


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Excellent according to the company’s financial health.