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Home > England & Wales Companies > CHALLIS WEALTH MANAGEMENT LIMITED
Company Information for

CHALLIS WEALTH MANAGEMENT LIMITED

Saville Court, 10-11 Saville Place, Bristol, BS8 4EJ,
Company Registration Number
06638584
Private Limited Company
Active - Proposal to Strike off

Company Overview

About Challis Wealth Management Ltd
CHALLIS WEALTH MANAGEMENT LIMITED was founded on 2008-07-04 and has its registered office in Bristol. The organisation's status is listed as "Active - Proposal to Strike off". Challis Wealth Management Limited is a Private Limited Company registered in ENGLAND with Companies House and the accounts submission requirement is categorised as TOTAL EXEMPTION FULL
  • Company qualifies as a small company
  • Company has filed full accounts
  • Company is exempt from audit
  • Annual turnover is less than £6.5 million
  • The balance sheet total is less than £ 3.26 million
  • Employs less than 50 employees
Key Data
Company Name
CHALLIS WEALTH MANAGEMENT LIMITED
 
Legal Registered Office
Saville Court
10-11 Saville Place
Bristol
BS8 4EJ
Other companies in BS36
 
Filing Information
Company Number 06638584
Company ID Number 06638584
Date formed 2008-07-04
Country ENGLAND
Origin Country United Kingdom
Type Private Limited Company
CompanyStatus Active - Proposal to Strike off
Lastest accounts 2021-12-31
Account next due 30/09/2023
Latest return 04/07/2015
Return next due 01/08/2016
Type of accounts TOTAL EXEMPTION FULL
Last Datalog update: 2023-01-18 07:27:23
Primary Source:Companies House
There are multiple companies registered at this address, the registered address may be the accountant's offices for CHALLIS WEALTH MANAGEMENT LIMITED
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Company Officers of CHALLIS WEALTH MANAGEMENT LIMITED

Current Directors
Officer Role Date Appointed
ROBERT MICHAEL CHALLIS
 Director 2008-07-04

Related Directorships

Officer Related Company Role Date Appointed Role StatusIncorporation dateCompany Status
ROBERT MICHAEL CHALLIS IBIS FINANCIAL LIMITED Director 2005-06-01 CURRENT 2005-06-01 Dissolved 2016-11-15

More director information

Corporation Filing History
Companies House Filing History
This is a record of the public documents (corporate filing) lodged from Companies House where the company has filed annual returns and other statutory filing documents. Examples of documents filed include: change of registered office, accounts filing, director/officer appointments & resignations, changes in share capital, shareholder members lists etc.

DateDocument TypeDocument Description
2023-01-24SECOND GAZETTE not voluntary dissolution
2022-10-25GAZ1(A)FIRST GAZETTE notice for voluntary strike-off
2022-10-13Application to strike the company off the register
2022-10-13DS01Application to strike the company off the register
2022-09-20FIRST GAZETTE notice for compulsory strike-off
2022-09-20GAZ1FIRST GAZETTE notice for compulsory strike-off
2022-02-1731/12/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-02-17AA31/12/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-02-10Previous accounting period shortened from 30/06/22 TO 31/12/21
2022-02-10AA01Previous accounting period shortened from 30/06/22 TO 31/12/21
2022-02-0930/06/21 ACCOUNTS TOTAL EXEMPTION FULL
2022-02-09AA30/06/21 ACCOUNTS TOTAL EXEMPTION FULL
2021-12-03PSC07CESSATION OF CHRISTINA ELVIRA CHALLIS AS A PERSON OF SIGNIFICANT CONTROL
2021-12-03AP01DIRECTOR APPOINTED MR ANTHONY DAVID FREDERICK ANDERSON
2021-12-03TM01APPOINTMENT TERMINATED, DIRECTOR ROBERT MICHAEL CHALLIS
2021-12-03AD01REGISTERED OFFICE CHANGED ON 03/12/21 FROM Turnpike House Old Gloucester Road Winterbourne Bristol BS36 1RU
2021-12-03PSC02Notification of Anderson Financial Management Limited as a person with significant control on 2021-12-02
2021-07-21CS01CONFIRMATION STATEMENT MADE ON 04/07/21, WITH NO UPDATES
2021-06-22AA30/06/20 ACCOUNTS TOTAL EXEMPTION FULL
2020-07-06CS01CONFIRMATION STATEMENT MADE ON 04/07/20, WITH NO UPDATES
2020-03-09AA30/06/19 ACCOUNTS TOTAL EXEMPTION FULL
2020-03-09AA30/06/19 ACCOUNTS TOTAL EXEMPTION FULL
2019-07-08CS01CONFIRMATION STATEMENT MADE ON 04/07/19, WITH NO UPDATES
2019-02-28AA30/06/18 ACCOUNTS TOTAL EXEMPTION FULL
2018-07-05CS01CONFIRMATION STATEMENT MADE ON 04/07/18, WITH NO UPDATES
2018-03-15AA30/06/17 ACCOUNTS TOTAL EXEMPTION FULL
2017-07-06CS01CONFIRMATION STATEMENT MADE ON 04/07/17, WITH NO UPDATES
2017-07-06PSC01NOTIFICATION OF A PERSON WITH SIGNIFICANT CONTROL CHRISTINA ELVIRA CHALLIS
2016-11-22AA30/06/16 ACCOUNTS TOTAL EXEMPTION SMALL
2016-07-08LATEST SOC08/07/16 STATEMENT OF CAPITAL;GBP 100
2016-07-08CS01CONFIRMATION STATEMENT MADE ON 04/07/16, WITH UPDATES
2015-11-28AA30/06/15 ACCOUNTS TOTAL EXEMPTION SMALL
2015-07-27LATEST SOC27/07/15 STATEMENT OF CAPITAL;GBP 100
2015-07-27AR0104/07/15 ANNUAL RETURN FULL LIST
2014-12-31AA30/06/14 ACCOUNTS TOTAL EXEMPTION SMALL
2014-07-17LATEST SOC17/07/14 STATEMENT OF CAPITAL;GBP 100
2014-07-17AR0104/07/14 ANNUAL RETURN FULL LIST
2013-11-20AA30/06/13 ACCOUNTS TOTAL EXEMPTION SMALL
2013-07-09AR0104/07/13 ANNUAL RETURN FULL LIST
2013-07-09AD01REGISTERED OFFICE CHANGED ON 09/07/2013 FROM TURNPIKE HOUSE OLD GLOUCESTER ROAD WINTERBOURNE BRISTOL BS36 1RU ENGLAND
2013-07-09CH01Director's details changed for Mr Robert Michael Challis on 2013-07-04
2013-07-09AD01REGISTERED OFFICE CHANGED ON 09/07/2013 FROM TURNPIKE COTTAGE OLD GLOUCESTER ROAD WINTERBOURNE BRISTOL BS36 1RU UNITED KINGDOM
2012-10-24AA30/06/12 ACCOUNTS TOTAL EXEMPTION SMALL
2012-07-09AR0104/07/12 ANNUAL RETURN FULL LIST
2011-11-17AA30/06/11 ACCOUNTS TOTAL EXEMPTION SMALL
2011-07-18AR0104/07/11 ANNUAL RETURN FULL LIST
2011-01-18AA30/06/10 ACCOUNTS TOTAL EXEMPTION SMALL
2010-07-07AR0104/07/10 ANNUAL RETURN FULL LIST
2010-07-07AD02Register inspection address has been changed
2010-01-04AA30/06/09 ACCOUNTS TOTAL EXEMPTION SMALL
2009-08-18363aReturn made up to 04/07/09; full list of members
2009-08-18190LOCATION OF DEBENTURE REGISTER
2009-08-18353LOCATION OF REGISTER OF MEMBERS
2009-08-18287REGISTERED OFFICE CHANGED ON 18/08/2009 FROM TURNPIKE COTTAGE OLD GLOUCESTER ROAD WINTERBOURNE BRISTOL BS36 1RU UK
2009-04-29225CURRSHO FROM 31/07/2009 TO 30/06/2009
2008-07-04NEWINCINCORPORATION DOCUMENTS CERTIFICATE OF INCORPORATION STATEMENT OF DIRECTORS & REGISTERED OFFICE DECLARATION OF COMPLIANCE MEMORANDUM OF ASSOCIATION ARTICLES OF ASSOCIATION
Industry Information
SIC/NAIC Codes
66 - Activities auxiliary to financial services and insurance activities
661 - Activities auxiliary to financial services, except insurance and pension funding
66190 - Activities auxiliary to financial intermediation n.e.c.




Licences & Regulatory approval
We could not find any licences issued to CHALLIS WEALTH MANAGEMENT LIMITED or authorisation from an industry specific regulator to operate. These may not be required.
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Risks
Legal Notices
No legal notices or events such as winding-up orders or proposals to strike-off have been issued
Fines / Sanctions
No fines or sanctions have been issued against CHALLIS WEALTH MANAGEMENT LIMITED
Liabilities
Mortgages / Charges
Total # Mortgages/Charges 0
Mortgages/Charges outstanding 0
Mortgages Partially Satisifed 0
Mortgages Satisfied/Paid 0
Details of Mortgagee Charges
CHALLIS WEALTH MANAGEMENT LIMITED does not have any mortgage charges so there is no mortgagee data available

  Average Max
MortgagesNumMortCharges0.4693
MortgagesNumMortOutstanding0.319
MortgagesNumMortPartSatisfied0.002
MortgagesNumMortSatisfied0.1595

This shows the max and average number of mortgages for companies with the same SIC code of 66190 - Activities auxiliary to financial intermediation n.e.c.

Filed Financial Reports
Annual Accounts
2014-06-30
Annual Accounts
2013-06-30
Annual Accounts
2012-06-30
Annual Accounts
2011-06-30
Annual Accounts
2010-06-30
Annual Accounts
2009-06-30
Annual Accounts
2017-06-30
Annual Accounts
2018-06-30
Annual Accounts
2019-06-30
Annual Accounts
2020-06-30
Annual Accounts
2021-06-30
Annual Accounts
2021-12-31

These are the financial reports (either an abhreviated set of accounts or profit& loss statement and balance sheet) have been filed with Companies House. The reports allow you to do a basic business credit check on CHALLIS WEALTH MANAGEMENT LIMITED

Intangible Assets
Patents
We have not found any records of CHALLIS WEALTH MANAGEMENT LIMITED registering or being granted any patents
Domain Names
We do not have the domain name information for CHALLIS WEALTH MANAGEMENT LIMITED
Trademarks
We have not found any records of CHALLIS WEALTH MANAGEMENT LIMITED registering or being granted any trademarks
Income
Government Income
We have not found government income sources for CHALLIS WEALTH MANAGEMENT LIMITED. This could be because the transaction value was below £ 500 with local government or below £ 25,000 for central government. We have found 8,000 supplier to government that are UK companies so approx 0.2% of companies listed on Datalog supply to government.

The top companies supplying to UK government with the same SIC code (66190 - Activities auxiliary to financial intermediation n.e.c.) as CHALLIS WEALTH MANAGEMENT LIMITED are:

NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 84,640
ODM LIMITED £ 5,321
PARTNERSHIP MORTGAGES LTD £ 4,250
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
FOREIGN PAYMENTS LIMITED £ 1,264,099
NATIONAL WESTMINSTER BANK PUBLIC LIMITED COMPANY £ 981,339
CARE IN FINANCE LTD £ 825,692
URIS GROUP LIMITED £ 800,180
DEXIA MANAGEMENT SERVICES LIMITED £ 149,314
ROUSE LIMITED £ 135,712
TRUSTEES OF THE MINEWORKERS' PENSION SCHEME LIMITED £ 125,793
DEVON INVESTIGATIONS LIMITED £ 112,511
TRANSPORT FOR LONDON FINANCE LIMITED £ 67,135
WORTHSTONE LIMITED £ 34,750
Outgoings
Business Rates/Property Tax
No properties were found where CHALLIS WEALTH MANAGEMENT LIMITED is liable for the business rates / property tax. This could be for a number of reasons.
  • The council hasnt published the data
  • We havent found or been able to process the councils data
  • The company is part of a group of companies and another company in the group is liable for business rates
  • The registered office may be a residential address which does not have a commercial designation. If the business is run from home then it won't be a commercial property and hence won't be liable for business rates.
  • Serviced offices are increasingly popular and therefore a business may not be paying business rates directly - the building owner is and this is incorporated in the office rental charge.
Government Grants / Awards
Technology Strategy Board Awards
The Technology Strategy Board has not awarded CHALLIS WEALTH MANAGEMENT LIMITED any grants or awards. Grants from the TSB are an indicator that the company is investing in new technologies or IPR
European Union CORDIS Awards
The European Union has not awarded CHALLIS WEALTH MANAGEMENT LIMITED any grants or awards.
Ownership
    We could not find any group structure information
    Is this data useful to you?
    If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. Please DONATE to help.
    Alternatively by linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.
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    Other companies at postcode BS8 4EJ