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The above diagram shows the color scheme of the layout in the main result page. The parent entities and officers are those entities, including individual and legal persons, have significant controls over the company in focus. The offspring entities and appointments are those entities that the company in focus can influence on.

Clicking the links on parent entities or officers, and offspring entities or managed companies will put them in focus and show upstream or downstream connections. In general, ascendant entities can be found by moving toward upstream, and descendant entities are by toward downstream. In this way, progenitor entities such as grandparent companies (parents of parent), sibling companies (children of parent), partner companies (parents of child), and progeny entities such as grandchild companies (children of child) can be found easily.

Parent entities and officers 8
  • 1
    Wigg, Julie Joan
    Born in February 1967
    Individual (12 offsprings)
    Officer
    2018-10-01 ~ now
    OF - Director → CIF 0
  • 2
    Marston, Nicholas David
    Director born in August 1959
    Individual (4 offsprings)
    Officer
    2012-05-29 ~ 2018-10-01
    OF - Director → CIF 0
    Mr Nicholas David Marston
    Born in August 1959
    Individual (4 offsprings)
    Person with significant control
    2016-04-06 ~ 2018-10-01
    PE - Ownership of shares – More than 50% but less than 75%CIF 0
    PE - Right to appoint or remove directorsCIF 0
    PE - Ownership of voting rights - More than 50% but less than 75%CIF 0
  • 3
    Marler, David Keith
    Born in May 1967
    Individual (11 offsprings)
    Officer
    2025-03-31 ~ now
    OF - Director → CIF 0
    Marler, David Keith
    Managing Director born in May 1967
    Individual (11 offsprings)
    2018-10-01 ~ 2022-10-26
    OF - Director → CIF 0
  • 4
    Bausor, John Michael
    Director born in April 1945
    Individual (4 offsprings)
    Officer
    2012-05-29 ~ 2018-10-01
    OF - Director → CIF 0
    Mr John Michael Bausor
    Born in April 1945
    Individual (4 offsprings)
    Person with significant control
    2016-04-06 ~ 2018-10-01
    PE - Ownership of voting rights - More than 25% but not more than 50%CIF 0
    PE - Ownership of shares – More than 25% but not more than 50%CIF 0
  • 5
    Carter, Ryan Adam
    Born in April 1992
    Individual (11 offsprings)
    Officer
    2025-03-31 ~ now
    OF - Director → CIF 0
  • 6
    Carter, David Kenneth
    Born in June 1986
    Individual (21 offsprings)
    Officer
    2018-10-01 ~ 2025-03-31
    OF - Director → CIF 0
  • 7
    Bloxham, Tammy Louise
    Born in August 1978
    Individual (15 offsprings)
    Officer
    2018-10-01 ~ now
    OF - Director → CIF 0
  • 8
    CHASE FINANCIAL HOLDINGS LTD
    06068582
    Prospect House, Baynards Green, Bicester, Oxfordshire, United Kingdom
    Active Corporate (8 parents, 12 offsprings)
    Person with significant control
    2018-10-01 ~ now
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
parent relation
Company in focus

CMS WEALTH LTD

Period: 2020-11-09 ~ now
Company number: 08087381
Registered names
CMS WEALTH LTD - now
Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Par Value of Share
Class 1 ordinary share
12024-09-01 ~ 2025-08-31
Intangible Assets
350,444 GBP2025-08-31
115,050 GBP2024-08-31
Property, Plant & Equipment
24,139 GBP2025-08-31
36,146 GBP2024-08-31
Fixed Assets
374,583 GBP2025-08-31
151,196 GBP2024-08-31
Debtors
45,178 GBP2025-08-31
174,391 GBP2024-08-31
Current assets - Investments
687,207 GBP2025-08-31
Cash at bank and in hand
325,977 GBP2025-08-31
639,282 GBP2024-08-31
Current Assets
1,058,362 GBP2025-08-31
813,673 GBP2024-08-31
Creditors
Current
624,522 GBP2025-08-31
434,631 GBP2024-08-31
Net Current Assets/Liabilities
433,840 GBP2025-08-31
379,042 GBP2024-08-31
Total Assets Less Current Liabilities
808,423 GBP2025-08-31
530,238 GBP2024-08-31
Creditors
Non-current
2,921 GBP2024-08-31
Net Assets/Liabilities
808,423 GBP2025-08-31
527,317 GBP2024-08-31
Equity
Called up share capital
100 GBP2025-08-31
100 GBP2024-08-31
Retained earnings (accumulated losses)
808,323 GBP2025-08-31
527,217 GBP2024-08-31
Equity
808,423 GBP2025-08-31
527,317 GBP2024-08-31
Average Number of Employees
352024-09-01 ~ 2025-08-31
352023-09-01 ~ 2024-08-31
Intangible Assets - Gross Cost
Patents/Trademarks/Licences/Concessions
361,424 GBP2025-08-31
118,098 GBP2024-08-31
Intangible Assets - Accumulated Amortisation & Impairment
Patents/Trademarks/Licences/Concessions
10,980 GBP2025-08-31
3,048 GBP2024-08-31
Intangible Assets - Increase From Amortisation Charge for Year
Patents/Trademarks/Licences/Concessions
7,932 GBP2024-09-01 ~ 2025-08-31
Intangible Assets
Patents/Trademarks/Licences/Concessions
350,444 GBP2025-08-31
115,050 GBP2024-08-31
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
30,645 GBP2025-08-31
30,645 GBP2024-08-31
Plant and equipment
70,636 GBP2025-08-31
49,027 GBP2024-08-31
Motor vehicles
44,490 GBP2025-08-31
137,539 GBP2024-08-31
Property, Plant & Equipment - Gross Cost
145,771 GBP2025-08-31
217,211 GBP2024-08-31
Property, Plant & Equipment - Disposals
Motor vehicles
-93,049 GBP2024-09-01 ~ 2025-08-31
Property, Plant & Equipment - Disposals
-93,049 GBP2024-09-01 ~ 2025-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
29,082 GBP2025-08-31
22,953 GBP2024-08-31
Plant and equipment
48,060 GBP2025-08-31
39,978 GBP2024-08-31
Motor vehicles
44,490 GBP2025-08-31
118,134 GBP2024-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
121,632 GBP2025-08-31
181,065 GBP2024-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Improvements to leasehold property
6,129 GBP2024-09-01 ~ 2025-08-31
Plant and equipment
8,082 GBP2024-09-01 ~ 2025-08-31
Motor vehicles
4,866 GBP2024-09-01 ~ 2025-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
19,077 GBP2024-09-01 ~ 2025-08-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Motor vehicles
-78,510 GBP2024-09-01 ~ 2025-08-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-78,510 GBP2024-09-01 ~ 2025-08-31
Property, Plant & Equipment
Improvements to leasehold property
1,563 GBP2025-08-31
7,692 GBP2024-08-31
Plant and equipment
22,576 GBP2025-08-31
9,049 GBP2024-08-31
Motor vehicles
19,405 GBP2024-08-31
Other Debtors
Current
10,965 GBP2025-08-31
53,693 GBP2024-08-31
Prepayments/Accrued Income
Current
34,213 GBP2025-08-31
120,698 GBP2024-08-31
Debtors
Amounts falling due within one year, Current
45,178 GBP2025-08-31
Current, Amounts falling due within one year
174,391 GBP2024-08-31
Finance Lease Liabilities - Total Present Value
Current
2,921 GBP2025-08-31
6,778 GBP2024-08-31
Trade Creditors/Trade Payables
Current
59,864 GBP2025-08-31
56,121 GBP2024-08-31
Corporation Tax Payable
Current
218,558 GBP2025-08-31
191,278 GBP2024-08-31
Other Taxation & Social Security Payable
Current
51,455 GBP2025-08-31
35,953 GBP2024-08-31
Other Creditors
Current
125,770 GBP2025-08-31
4,491 GBP2024-08-31
Accrued Liabilities/Deferred Income
Current
165,954 GBP2025-08-31
140,010 GBP2024-08-31
Finance Lease Liabilities - Total Present Value
Non-current
2,921 GBP2024-08-31
Number of Shares Issued (Fully Paid)
Class 1 ordinary share
100 shares2025-08-31

  • CMS WEALTH LTD
    Info
    WRAP INVESTMENTS WEALTH MANAGEMENT LIMITED - 2020-11-09
    Registered number 08087381
    Courtyard Office 3, Upper Aynho Grounds, Aynho, Oxfordshire OX17 3AY
    PRIVATE LIMITED COMPANY incorporated on 2012-05-29 (13 years 11 months). The status of the company number is Active.
    The last date of confirmation statement was made at 2025-05-29
    CIF 0
child relation
Offspring entities and appointments 0
  • Not found in our database.

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Contains public sector information retrieved at 22 April 2026 and licensed under the Open Government Licence v3.0.