Filing status
- Accounts due
- 28 February 2027
- Last accounts
- 31 May 2025
- Conf. stmt due
- 5 November 2027
- Last conf. stmt
- 22 October 2026
CWM Holdings Limited
- Incorporated
- 30 June 2016 (10 years)
- Industry
- Activities of financial services holding companies (64205)
- Directors
- Owned by
- Accounts type
- Total exemption full
- Region
- North West
- Address
- Lancaster House Ackhurst Business ParkFoxhole RoadChorleyPR7 1NY
Officers
This list may be incomplete. See all officers on Companies House
Officer details are public data from the Companies House register.
Director · Appointed 14 May 2026
British
Born May 1986 (40)
Officer history (1 former)
14 May 2026
14 May 2026
12 March 2026
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 12 March 2026
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 05091707
Former controllers (2)
12 March 2026
Ceased Brian Vincent Benson — Owns 50–75% of shares
12 March 2026
Ceased Tracy Dawn Benson — Owns 25–50% of shares
Group structure 22 shown
Ownership group derived from the Companies House PSC register
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
CWM Holdings Limited This company Owns 75–100% of shares
Crown Wealth Management Limited Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Financials
Balance sheet as at 31 May 2025 · total exemption full accounts
- Cash
- £270,378
Trend
Shareholder Funds
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £100 | £100 | £100 | |||
| Current Assets | £120,864 | |||||
| Debtors | £0 | |||||
| Cash | £270,378 | £260,861 | £258,556 | £200,791 | £50,858 | £120,864 |
| Creditors (< 1 year) | £2,042 | £1,232 | £0 | £6 | ||
| Net Current Assets | £268,336 | £259,629 | £258,556 | £200,791 | £50,858 | £120,858 |
| Shareholder Funds | £268,436 | £259,729 | £258,656 | £200,891 | £50,958 | £120,958 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 22 October 2026 | Confirmation statement with updates | 22 October 2026 | ||
| 30 July 2026 | Confirmation statement with no updates | 30 June 2026 | ||
| 14 May 2026 | Appointment of a director | |||
| 14 May 2026 | Termination of appointment of a director | |||
| 14 May 2026 | Termination of appointment of a director |
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