Church House Investments Limited
Church House Investments Limited
Trading as: Church House Trust
#03475556 • Active • Acquired by Virgin Money in 08/01/2010
B2bServices
Church House Investments specializes in asset and wealth management, providing tailored investment solutions for professional investors, individuals, families, and charities. With over £1 billion in assets under management, they prioritize personal service and smart investing.
Founded: 03/12/1997
Industries: Financial intermediation not elsewhere classified
Website: https://ch-investments.co.uk
Phone: Subscribe to view
Email: Subscribe to view
Location: Sherborne
Products
- Absolute Return Strategies Fund
- Balanced Equity Income Fund
- Investment Grade Fixed Interest Fund
Services
- Fund Management
- Investment Advisory
- Portfolio Management
Financial Snapshot
Last accounts made up to 31 December 2024
Next accounts due 30 September 2026 (16 months)
Cash in Bank £2.78m
↓ -24%
Turnover £7.5m
↓ -12%
EBITDA £61,039
↓ -90%
Total Liabilities £1.35m
↓ -25%
Employees 42
↑ 14%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| James William Edgedale | Investment Manager | 24/10/2023 | British | 62 years |
| Roger John Davis | Managing Director | 11/03/2010 | British | 70 years |
| Jeremy Lloyd Wharton | Investment Manager | 11/03/2010 | British | 58 years |
| Dominic Vaughan Gibbs | Group Taxation Manager (the Cayzer Trust Company) | 09/12/2009 | British | 58 years |
| Andrew Everard Martin Smith | Investment Management (guinness Asset Management) | 09/12/2009 | British | 72 years |
| Michael George Coriat Talbot Baines | Chairman | 23/08/2007 | British | 73 years |
| James William Johnsen | Director | 20/03/2007 | British | 65 years |
| James Patrick Mahon | Investment Manager | 25/02/1999 | British | 74 years |
Role:
Investment Manager
Appointed:
24/10/2023
Nationality:
British
Age:
62 years
Role:
Managing Director
Appointed:
11/03/2010
Nationality:
British
Age:
70 years
Role:
Investment Manager
Appointed:
11/03/2010
Nationality:
British
Age:
58 years
Role:
Group Taxation Manager (the Cayzer Trust Company)
Appointed:
09/12/2009
Nationality:
British
Age:
58 years
Role:
Investment Management (guinness Asset Management)
Appointed:
09/12/2009
Nationality:
British
Age:
72 years
Role:
Chairman
Appointed:
23/08/2007
Nationality:
British
Age:
73 years
Role:
Director
Appointed:
20/03/2007
Nationality:
British
Age:
65 years
Role:
Investment Manager
Appointed:
25/02/1999
Nationality:
British
Age:
74 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality | |
|---|---|---|---|---|
| No active PSCs found | ||||
No active PSCs found
Financial Accounts
| Dec 2023 | Dec 2022 | Dec 2021 | |
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Charges
No charges registered
Properties
1 property
Regions
1
Freehold
0
Leasehold
1
SOUTH WEST
Suite 3, York House, Coldharbour Business Park, Sherborne (DT9 4JW)
Leasehold • DT9 4JW
Added 18/10/2013 • DORSET
Grants
No grant information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 02/05/2025 | Accounts | Accounts With Accounts Type Full | View (34 pages) |
| 08/12/2024 | Confirmation Statement | Confirmation Statement With Updates | View (10 pages) |
| 24/04/2024 | Accounts | Accounts With Accounts Type Full | View (34 pages) |
| 11/12/2023 | Confirmation Statement | Confirmation Statement With Updates | View (10 pages) |
| 24/10/2023 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 09/05/2023 | Accounts | Accounts With Accounts Type Full | View (33 pages) |
| 05/12/2022 | Confirmation Statement | Confirmation Statement With Updates | View (10 pages) |