Filing status
- Accounts due
- 31 December 2026
- Last accounts
- 31 March 2025
- Conf. stmt due
- 11 August 2027
- Last conf. stmt
- 28 July 2026
CBF Wealth Management Limited
- Incorporated
- 13 June 2016 (10 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Small
- Region
- Greater London
- Address
- Wigmore Yard42 Wigmore StreetLondonW1U 2RY
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 8 June 2026
British
Born December 1979 (46)
Director · Appointed 10 June 2025
British
Born August 1978 (48)
Director · Appointed 20 September 2021
British
Born November 1982
Lewis, Jessica Abigail May
Secretary · Appointed 13 June 2016
Officer history (7 former)
8 June 2026
12 February 2026
10 June 2025
17 April 2024
9 December 2022
20 September 2021
20 September 2021
17 September 2019
18 January 2019
17 August 2018
17 August 2018
3 January 2017
3 January 2017
6 July 2016
13 June 2016
13 June 2016
13 June 2016
13 June 2016
Appointed Lewis, Jessica Abigail May as Secretary
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 13 June 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Limited By Shares
Reg. no. 01644127
Former controllers (1)
13 June 2016
Ceased Close Asset Management Holdings Limited — Owns 75–100% of shares
Group structure 14 companies
Ownership group derived from the Companies House PSC register
Trinitybridge Holdings Limited Owns 75–100% of shares
Cavanagh Financial Management Limited Owns 75–100% of shares
CFSL Management Limited Owns 75–100% of shares
PMN Financial Management LLP Has significant influence or control
Close Portfolio Management Limited Owns 75–100% of shares
Eos Wealth Management Limited Owns 75–100% of shares
Trinitybridge Fund Management Limited Owns 75–100% of shares
Trinitybridge Limited Owns 75–100% of shares
Bottriell Adams LLP Holds 75–100% of voting rights
CBF Wealth Management Limited This company Owns 75–100% of shares
Lion Nominees Limited Owns 75–100% of shares
Place Campbell Trinitybridge Limited Owns 25–50% of shares
Filings
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