Matheson Charles LTD

ActiveLive

No. 13410532/Inc. 20 May 2021/SIC 66290 · Auxiliary financial services/ Bath, South West

Auxiliary financial services

Matheson Charles LTD is an active private limited company incorporated on 20 May 2021 (5 years ago), with its registered office in Bath, South West. The company operates in Financial services.

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Scored for

Scoring, signals and actions re-weight

Other — not listedThis session

In shortfor any sellerA long-standing financial services business in South West, in a market growing 7.4% a year and growing faster here than nationally.

Lens · General opportunity|Confidence high

The score, the reasons behind it, and what to do next.

Opportunity scoreConfidence high

67out of 100

Strong commercial fit

Active, reachable and in a growing market

LowModerateStrong

Weakest point · what to do about it

Reachability · 20% weight

A registered office is on file; phone and web are checked on Pro.

→ Check: search the name and town before you call.

What we checked · weightSelect a row for why

Financial services formations up 7.4% a year nationally.

→ Ask: is trade up for them this year?

Companies House · ONS · Nomis · General opportunity model · 100% of the model measurable

Filed accounts · enrichment

Financials

Stablemicro-entity accounts

Turnover—

Net worth£10k

+3%

Cash—

Employees2

From Matheson Charles LTD's filed accounts at Companies House, period ending 2026-03-31. Change vs the prior year (to 2025-03-31). As-filed figures — a signal, not an audited verdict. Dashes are not tagged in the accounts.

Key factsRegister & sector

Industry growth+7.4%More demand each year

Annual filingCurrentUp to date with Companies House

Company age5 yrsPast the riskiest first five years

Local competitionVery highMany rivals nearby

How it compares · against 37,204 similar companiesEach box is an index, 0–100 · select one

CompetitionRead this one the other way round: a high number means a crowded market, where differentiation matters more than timing.

What to do nextFor any seller

Step 1Keep this company on the radarYou'll hear when it files or its status changes.Add to a watchlist Step 2See how South West comparesRegional growth and density put this company in context.Open the market Step 3Build a list from 37,204 comparable companiesSame industry, same region.Open the sector

Answers: how crowded is this market, and where does this company sit against its peers?

Where this company sits · quick peer score for any seller

Score distribution

24 closest comparables

00–20

021–30

031–40

041–50

051–60

261–70

271–80

20 + this one81+

A quick score from register status and company age only, because that is all the peer list carries. To compare like with like, this company is placed on the same quick score (86) — not the full 67/100 at the top of the page. Treat it as a position, not a ranking.

Closest comparables · 37,204 in South West · 3,156 new in 12m

Peer companies

Build a list from these

Company	Incorporated	Location	Overall signal	Quick score
Perks Paraplanning Solutions Limited 10402191 · SIC 66290	29 Sept 2016	South West	Active	100
Paul Kershaw Business Consultant Limited 11375734 · SIC 66290	22 May 2018	South West	Active	100
Swift BFP Limited 06934675 · SIC 66290	16 Jun 2009	South West	Active	100
CH Property Trustee John Parnell Limited 07246602 · SIC 66290	07 May 2010	South West	Active	100
Claremont Pensions Limited 03791865 · SIC 66290	18 Jun 1999	South West	Active	100
RP Contracting Limited 12042485 · SIC 66290	10 Jun 2019	South East	Active	96
QZK LTD 09160133 · SIC 66290	04 Aug 2014	Yorkshire & the Humber	Active	100
Executive Benefit Services (U.K.) Limited SC054039 · SIC 66290	18 Sept 1973	Scotland	Active	100
Reb Actuarial Limited 08065592 · SIC 66290	11 May 2012	North West	Active	100
Gomeric'S Mound Limited 15720546 · SIC 66290	14 May 2024	North East	Active	69
Personal Assurance Services Limited 03194988 · SIC 66290	07 May 1996	South East	Active	100
HMS Financial Limited SC399188 · SIC 66290	10 May 2011	Scotland	Active	100
Nix Services Limited 11899176 · SIC 66220	22 Mar 2019	North West	Active	98
Nelfin LTD 13407210 · SIC 65110	18 May 2021	South East	Active	86
Portabl.Co LTD 11346691 · SIC 62090	04 May 2018	London	Active	100
Redwood Trading And Consultancy LTD NI618446 · SIC 46170	16 May 2013	Northern Ireland	Active	100
Chris Bain Financial Advice LTD 08034205 · SIC 66290	17 Apr 2012	East of England	Active	100
Dba Wealth Management LTD 06612806 · SIC 66290	05 Jun 2008	Yorkshire & the Humber	Active	100
Red Oak Wealth Management LTD 08763843 · SIC 64999	06 Nov 2013	North East	Active	100
Pegasus Independent Financial Advice LTD 14141025 · SIC 66290	30 May 2022	South East	Active	80
Iolaire Financial Limited SC534350 · SIC 66290	03 May 2016	Scotland	Active	100
Project Birmingham Topco Limited 15748247 · SIC 66290	29 May 2024	West Midlands	Active	69
Actuali LTD SC745247 · SIC 66290	23 Sept 2022	Scotland	Active	78
Harrington & Horne Financial Services Limited 04589122 · SIC 66190	13 Nov 2002	London	Active	100

CompaniesIQ presents evidence drawn from Companies House and ONS. Figures marked as modelled are derived from population and sector data. Scores are indicative, re-weight with the lens you choose, and are not financial, credit or legal advice.

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Matheson Charles LTD

Financials

What we checked · General opportunity weighting

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Sector size & momentum

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