Charteris Treasury Portfolio Managers Limited

Reference number: 114952

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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.

In the full report: 3 background checks

  • When charteris.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 7220 9780 is
  • Who else gives the postcode CR0 2LX
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Other names (4)

If you were contacted under any of these names, it is this firm.

  • Christows Financial Services Limited Former name
  • Sterling Asset Management Investment Services Limited Former name
  • Sterling Asset Management Former trading name
  • Sterling Asset Mangement Investment Services Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)

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.

Concerns on the company record

  • This company has insolvency history on record.
Company number
01830771
Company status
Active
Company type
Private limited company
Incorporated
6 July 1984 (42 years old)
Registered office
Suite 10 4th Floor Amp House, Dingwall Road, Croydon, CR0 2LX, England
Nature of business
  • Fund management activities (SIC 66300)

Directors and company secretaries

Name Role Born Appointed Other companies
Ian Robert Williams Director May 1952 13 Sep 2002 8 other companies
Marion Helen Williams Director Feb 1953 16 Feb 2009 7 other companies
Moritz Ernst Langlotz Director Apr 1984 10 Nov 2017 1 other company
Marion Helen Williams Secretary Not published 18 Apr 2007 7 other companies
Rachel Helen Amy Langlotz Secretary Not published 2 Oct 2026 –

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
10
closed down
3
is FCA-registered
1

In the full report: all 10 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The one on the FCA register
  • The 5 companies these 3 directors run together
  • All 23 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 September 2025Full accountsAudited

Turnover

£726k

−37% from £1.16m

Profit before tax

−£287k

Down £298k from £11.3k

Net assets

£250k

−51% from £508k

Cash at bank

£98.4k

−70% from £328k

Turnover and profit

In the full report: all 5 years of accounts

  • Every year from 2019 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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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.

Accounts filed at Companies House for company 01830771. 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

Charteris Treasury Portfolio Managers’s history from the FCA register and Companies House, newest first.

Key events (10) All events (60)

2017

1 January 2017

  • Charteris Holdings Limited took control (75–100% of shares)

Companies House

2016

13 September 2016

  • Ian Robert Williams became the majority owner (50–75% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1997

1 November 1997

  • Changed its registered name from "Sterling Asset Management Investment Services Limited"

FCA register

1996

26 February 1996

  • Regulated by the Personal Investment Authority from this date

FCA register

1993

18 June 1993

  • Changed its registered name from "Christows Financial Services Limited"

FCA register

1992

14 August 1992

  • Board replaced: both directors left and 2 new directors took over

Companies House

1984

6 July 1984

  • Incorporated at Companies House

Companies House

In the full report: all 60 events

  • All 60 events in its history (10 shown here)
  • Every director appointment and resignation: 43
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Firms connected to Charteris Treasury Portfolio Managers

Other FCA-listed firms that share a director, phone number or address with Charteris Treasury Portfolio Managers. A link shows who the firm is tied to, not whether either can be trusted.

past link
1

In the full report: all 0 connected firms, named

  • 1 past link through former directors
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Firms like Charteris Treasury Portfolio Managers

Other firms of the same type (investment or fund manager), nearest first.

In the Croydon (CR) postcode area

Wingate Wealth Management LimitedCaterhamAuthorised

Elsewhere in the UK

UBS Asset Management (Europe) S.A.AuthorisedUBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedMarks and Spencer Unit Trust Management LimitedChesterAuthorisedJPMorgan Asset Management (Europe) SarlAuthorised

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 Charteris Treasury Portfolio Managers

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 10 other companies its directors have run, named
  • 3 background checks on its contact details
  • 5 years of accounts, charted
  • All 60 events in its history

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Frequently asked questions about this firm

Is Charteris Treasury Portfolio Managers Limited FCA authorised?
Yes, Charteris Treasury Portfolio Managers Limited (FRN 114952) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Charteris Treasury Portfolio Managers’ phone number and website?
The FCA register lists the phone number 020 7220 9780 and the website charteris.co.uk for Charteris Treasury Portfolio Managers. If you were given different contact details, use these to check with the firm before going any further.
Is Charteris Treasury Portfolio Managers a scam or clone?
Charteris Treasury Portfolio Managers is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Charteris Treasury Portfolio Managers?
It is permitted to hold and control client money, which it must keep separate from its own. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Charteris Treasury Portfolio Managers to the Financial Ombudsman Service, free of charge.
Who owns Charteris Treasury Portfolio Managers?
Charteris Treasury Portfolio Managers is owned by Charteris Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 1 January 2017.
Who runs Charteris Treasury Portfolio Managers?
Companies House lists 3 directors of Charteris Treasury Portfolio Managers: Ian Robert Williams, Marion Helen Williams and Moritz Ernst Langlotz.
How long has Charteris Treasury Portfolio Managers been in business?
The company was formed on 6 July 1984, and has held its current FCA authorisation since December 2001.
What do Charteris Treasury Portfolio Managers’ latest accounts show?
Its latest accounts, to 30 September 2025, show turnover of £726k (−37% from £1.16m) and profit before tax of −£287k (down £298k from £11.3k).
Does Charteris Treasury Portfolio Managers use any other names?
It has previously used 4 other names, including Christows Financial Services Limited, Sterling Asset Management Investment Services Limited and Sterling Asset Management.

Sources and links

The full report on Charteris Treasury Portfolio Managers Limited

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