Website & contact details
- Website
CMS Financial Management Limited
- Incorporated
- 13 December 1965 (60 years)
- Previously known as
- Miles Smith Financial Services Ltd (until 15 May 2007)M.S.F.S. Limited (until 2 June 2000)Miles Smith Financial Services Limited (until 11 April 1997)Earlier: Miles, Smith (Life & Pensions) Limited
- Industry
- Financial intermediation not elsewhere classified (64999)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Address
- Courtyard Office 3 Upper Aynho GroundsAynhoOxfordshireOX17 3AY
Filing status
- Accounts due
- 30 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 28 September 2027
- Last conf. stmt
- 14 September 2026
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 2 active
Officer details are public data from the Companies House register.
Director · Appointed 1 June 2009
British
Born August 1978 (48)
Director · Appointed 13 May 2008
Also at Chase Financial Holdings Ltd · more companies
British
Born February 1967 (59)
Officer history (20 former)
31 March 2025
26 October 2022
13 September 2010
1 June 2009
1 June 2009
31 May 2009
13 May 2008
15 May 2007
10 April 2007
30 March 2007
30 March 2007
23 March 2007
23 March 2007
23 March 2007
23 March 2007
23 March 2007
10 October 2000
10 October 2000
10 October 2000
4 July 2000
4 July 2000
4 July 2000
4 July 2000
14 June 1999
14 June 1999
1 June 1999
21 March 1997
21 March 1997
20 March 1997
31 January 1997
18 May 1995
18 May 1995
10 March 1995
Resigned Burrows, Robin Henley as Director
30 June 1994
Appointed Burrows, Robin Henley as Director
19 November 1991
Resigned Hyde, Robert John as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Ltd
Reg. no. 06068582
Former controllers (2)
13 September 2019
13 September 2019
Group structure 10 companies
Ownership group derived from the Companies House PSC register
CMS Financial Management Limited This company Owns 75–100% of shares
CMS Wealth Ltd Owns 75–100% of shares
Enelsea Financial Planning Ltd Owns 75–100% of shares
Ifs Family Wealth Advisers Ltd Owns 75–100% of shares
Kingsbridge Wealth Management Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 August 2025 · total exemption full accounts
- Cash
- £130,782
- Employees
- 1
- Current Ratio
- 43.9x
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £0 | £355 | £71,082 | £414,027 | £209,246 | |
| Current Assets | £153,710 | £241,007 | £270,069 | £350,623 | £537,686 | £459,047 |
| Debtors | £22,928 | £31,007 | £27,485 | £108,561 | £135,809 | £91,060 |
| Cash | £130,782 | £210,000 | £242,584 | £242,062 | £401,877 | £367,987 |
| Creditors (< 1 year) | (£3,502) | £44,163 | £53,326 | £141,693 | £283,838 | £170,207 |
| Creditors (> 1 year) | £0 | £43,984 | £75,000 | |||
| Net Current Assets | £157,212 | £196,844 | £216,743 | £208,930 | £253,848 | £288,840 |
| Net Assets | £196,844 | £217,022 | £235,808 | £584,498 | £488,917 | |
| Shareholder Funds | £157,212 | £196,844 | £217,022 | £235,808 | £584,498 | £488,917 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 5 November 2025 | Total exemption full accounts | 31 August 2025 | ||
| 15 September 2025 | Confirmation statement with no updates | 14 September 2025 | ||
| 16 April 2025 | Termination of appointment of a director | |||
| 3 February 2025 | Total exemption full accounts | 31 August 2024 | ||
| 16 September 2024 | Confirmation statement with no updates | 14 September 2024 |
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