Filing status
- Accounts due
- 31 May 2027
- Last accounts
- 31 August 2025
- Conf. stmt due
- 10 June 2027
- Last conf. stmt
- 27 May 2026
CMS Wealth Ltd
- Incorporated
- 29 May 2012 (14 years)
- Previously known as
- Wrap Investments Wealth Management Limited (until 9 November 2020)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Total exemption full
- Address
- Courtyard Office 3Upper Aynho GroundsAynhoOX17 3AY
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 5 active
Officer details are public data from the Companies House register.
British
Born November 1995
Director · Appointed 31 March 2025
British
Born April 1992 (34)
Director · Appointed 31 March 2025
Also at Chase Financial Holdings Ltd · more companies
British
Born May 1967 (59)
Director · Appointed 1 October 2018
British
Born August 1978 (48)
Director · Appointed 1 October 2018
British
Born February 1967 (59)
Officer history (4 former)
8 June 2026
31 March 2025
31 March 2025
31 March 2025
26 October 2022
1 October 2018
1 October 2018
1 October 2018
1 October 2018
1 October 2018
Resigned Bausor, John Michael as Director
1 October 2018
Resigned Marston, Nicholas David as Director
29 May 2012
Appointed Bausor, John Michael as Director
29 May 2012
Appointed Marston, Nicholas David as Director
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 1 October 2018
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Ltd
Reg. no. 06068582
Former controllers (2)
1 October 2018
Ceased John Michael Bausor — Owns 25–50% of shares
1 October 2018
Ceased Nicholas David Marston — Owns 50–75% of shares
Group structure 10 companies
Ownership group derived from the Companies House PSC register
CMS Financial Management Limited Owns 75–100% of shares
CMS Wealth Ltd This company 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
- Net Assets
- £808,423
- Cash
- £325,977
- Employees
- 35
- Debt Ratio
- 44%
- Current Ratio
- 1.7x
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2021 | 2020 | |
|---|---|---|---|---|---|
| Fixed Assets | £374,583 | £151,196 | £126,412 | £232,034 | £511 |
| Current Assets | £1,058,362 | £813,673 | £655,848 | £555,003 | £129,400 |
| Debtors | £45,178 | £174,391 | £177,785 | ||
| Cash | £325,977 | £639,282 | £478,063 | ||
| Creditors (< 1 year) | £624,522 | £434,631 | £370,808 | £355,821 | £102,431 |
| Creditors (> 1 year) | £0 | £2,921 | £9,699 | £70,834 | |
| Net Current Assets | £433,840 | £379,042 | £285,040 | £234,146 | £44,020 |
| Net Assets | £808,423 | £527,317 | £385,883 | £315,572 | £42,766 |
| Shareholder Funds | £808,423 | £527,317 | £385,883 | £315,572 | £42,766 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 8 June 2026 | Appointment of a director | |||
| 27 May 2026 | Confirmation statement with no updates | 27 May 2026 | ||
| 14 November 2025 | Total exemption full accounts | 31 August 2025 | ||
| 29 May 2025 | Confirmation statement with no updates | 29 May 2025 | ||
| 16 April 2025 | Termination of appointment of a director |
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