Charterhall Associates Limited
Reference number: 431577
Instant download
Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
The Boathouse, Sandhills Meadow, Shepperton, Middlesex, TW17 9HY, United Kingdom
In the full report: 3 background checks
- When charterhallassociates.com first appeared online, and whether it can receive email
- What kind of line 01932 254032 is
- Who else gives the postcode TW17 9HY
Other names (1)
If you were contacted under any of these names, it is this firm.
- Charterhall Associates Ltd Former name: A name it was registered under before.
FCA permissions and consumer protection
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Advise on or arrange mortgages FSCS may applyMortgage advice and arranging may be FSCS-covered, up to the limit that applies.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (12 permissions)
- Acting as a CBTL advisor
- Acting as a CBTL arranger
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Advising on regulated mortgage contracts
- Arranging (bringing about) deals in investments
- Arranging (bringing about) regulated mortgage contracts
- Credit Broking
- Debt-counselling
- Making arrangements with a view to regulated mortgage contracts
- Making arrangements with a view to transactions in investments
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 05325171 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 6 January 2005 (21 years old)
- Registered office
- The Boathouse, Sandhills Meadow, Shepperton, TW17 9HY, England
- Nature of business
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- Life insurance (SIC 65110)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| Christopher Paul Lock | Director | Jun 1958 | 6 Jan 2005 | None |
| Samantha Helen Bucksey | Secretary | Not published | 25 Jun 2021 | – |
In the full report: every company its directors have run
- Confirmation that its director runs no other company
- Both people who have been directors, with their dates
Filed accounts and finances
Net assets
£222k
+6.9% from £207k
Owed within a year
£132k
+52% from £87.2k
Assets and liabilities
In the full report: all 7 years of accounts
- Every year from 2020 to 2026
- The chart, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
There is no turnover or profit: small companies do not have to publish them.
Accounts filed at Companies House for company 05325171. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
Charterhall Associates’s history from the FCA register and Companies House, newest first.
2023
25 May 2023
- Changed its registered name from "Charterhall Associates Ltd"
FCA register
2016
6 April 2016
- Christopher Paul Lock became a part-owner (25–50% of shares)
- Yvette Sarah Lock became a part-owner (25–50% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2005
6 June 2005
- Became authorised by the FCA
FCA register
20 April 2005
- Regulated by the Financial Services Authority from this date
FCA register
6 January 2005
- Incorporated at Companies House
Companies House
In the full report: all 11 events
- All 11 events in its history (7 shown here)
- Every director appointment and resignation: 1
Firms like Charterhall Associates
Other firms of the same type (financial adviser), nearest first.
In Shepperton
In the Twickenham (TW) postcode area
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on Charterhall Associates
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- Every company its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 11 events in its history
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Frequently asked questions about this firm
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What do Charterhall Associates’ latest accounts show?
Does Charterhall Associates use any other names?
Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk