---
title: "CHARTERED WEALTH MANAGEMENT LIMITED — Ownership Dossier"
canonical: https://whiteintel.dev/entity/4cecd96d-6b69-4df7-87b9-e77bc0c3defb
json: https://whiteintel.dev/api/public/dossier/4cecd96d-6b69-4df7-87b9-e77bc0c3defb
identifier: gb-coh:06865492
jurisdiction: GB
risk: Low
source: WhiteIntel corporate-ownership graph
---

# CHARTERED WEALTH MANAGEMENT LIMITED

**Type:** Company  
**Jurisdiction:** [GB](https://whiteintel.dev/jurisdictions/gb)  
**Identifier:** `gb-coh:06865492`  
**Risk level:** Low  
**Canonical dossier:** https://whiteintel.dev/entity/4cecd96d-6b69-4df7-87b9-e77bc0c3defb  
**Structured JSON / MCP:** https://whiteintel.dev/api/public/dossier/4cecd96d-6b69-4df7-87b9-e77bc0c3defb  

## Cross-source identity

The same real-world entity, resolved across sources:

- **CHARTERED WEALTH MANAGEMENT LIMITED** — GLEIF · `lei:2138006IW4HCJDR2LF64` — https://whiteintel.dev/entity/0d180c7a-11d0-59ce-9a8c-8e1d70700ca0

## Ownership & control

### Owners / controllers

- **THE PROGENY GROUP LIMITED** (beneficial owner) — 87.5% — https://whiteintel.dev/entity/0cde0d48-e80c-5742-bc2a-de3f490967e7
- **Mr Mark Stanbury** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/623c210b-1bb6-4aac-ba58-624ecc3bc34b
- **Mr David Spencer** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/926d34c1-3912-43b2-be41-177b208dbc85
- **Mr Steven Anthony Hall** (beneficial owner) — 37.5% — https://whiteintel.dev/entity/41eaf48d-4376-4acd-bf06-41d9459b8288

### UBO chain (walk to the ultimate owner)

A **18-step** ownership/control chain to the ultimate beneficial owner is resolved for this entity. The full cited chain unlocks with a paid API key or a one-off dossier — https://whiteintel.dev/pricing.

## Company profile (live · UK Companies House)

- **Company number:** `06865492`
- **Status:** active
- **Type:** ltd
- **Incorporated:** 2009-04-01
- **Registered office:** 1a Tower Square, Wellington Street, Leeds, LS1 4DL, England
- **SIC:** 64999

### Officers

- DICKSON, Graeme Grattan — director · British · appointed 2025-12-18
- HALL, Steven Anthony — director · British · appointed 2009-06-10
- WOOD, Thomas Francis — director · British · appointed 2024-07-29
- RWL REGISTRARS LIMITED — corporate secretary · appointed 2009-04-01 · resigned 2009-04-01
- HAWKESLEY, Caroline Michelle — director · British · appointed 2023-12-22 · resigned 2025-12-04
- MOLES, Neil Anthony — director · British · appointed 2023-12-22 · resigned 2025-02-03
- SPENCER, David — director · British · appointed 2009-04-01 · resigned 2023-12-22
- STANBURY, Mark Philip — director · British · appointed 2009-06-10 · resigned 2023-12-22
- THOMAS, Charlotte Emily — director · British · appointed 2023-12-22 · resigned 2025-10-14

### Beneficial owners (Persons with Significant Control)

- [The Progeny Group Limited](https://whiteintel.dev/entity/0cde0d48-e80c-5742-bc2a-de3f490967e7) — 75–100% shares · corporate PSC · England — since 2023-12-22
- Mr Steven Anthony Hall — 25–50% shares · individual PSC · England — ceased 2016-06-10
- Mr David Spencer — 25–50% shares · individual PSC · England — ceased 2016-06-10
- Mr Mark Stanbury — 25–50% shares · individual PSC · England — ceased 2016-06-10

## Provenance

- companies_house_bulk — https://find-and-update.company-information.service.gov.uk/company/06865492

## Get the full, resolved dossier (agent-callable)

The above is the free teaser. The resolved **multi-hop UBO chain**, ownership **%**, full **financial history**, itemised **assets** and the hop-by-hop **exposure path** are the paid depth — callable as tools from your agent:

```bash
npx -y @whiteintel/mcp-server   # then: get_dossier · trace_ownership_path · check_offshore_exposure
```

Or unlock a one-off cited dossier for **CHARTERED WEALTH MANAGEMENT LIMITED** — https://whiteintel.dev/entity/4cecd96d-6b69-4df7-87b9-e77bc0c3defb · pricing https://whiteintel.dev/pricing.

---

_This is the markdown-for-agents view of the WhiteIntel dossier for **CHARTERED WEALTH MANAGEMENT LIMITED**. Human view: https://whiteintel.dev/entity/4cecd96d-6b69-4df7-87b9-e77bc0c3defb · Structured JSON: https://whiteintel.dev/api/public/dossier/4cecd96d-6b69-4df7-87b9-e77bc0c3defb._

_Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership. Every claim carries a source; an absent edge means "not yet observed in current sources", not "does not exist"._