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
Active 4
  • 1
    Wigg, Julie Joan
    Director born in February 1967
    Individual (7 offsprings)
    Officer
    2020-06-25 ~ now
    OF - director → CIF 0
  • 2
    Marler, David Keith
    Managing Director born in May 1967
    Individual (6 offsprings)
    Officer
    2018-05-23 ~ now
    OF - director → CIF 0
  • 3
    Bloxham, Tammy Louise
    Compliance Director born in August 1978
    Individual (10 offsprings)
    Officer
    2018-05-23 ~ now
    OF - director → CIF 0
  • 4
    Prospect House, Baynards Green, Bicester, Oxfordshire, United Kingdom
    Corporate (4 parents, 8 offsprings)
    Equity (Company account)
    1,308,177 GBP2023-08-31
    Person with significant control
    2020-06-25 ~ 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
Ceased 3
  • 1
    Wigg, Julie Joan
    Director born in February 1967
    Individual (7 offsprings)
    Officer
    2018-05-23 ~ 2018-06-14
    OF - director → CIF 0
  • 2
    Carter, David Kenneth
    Director born in June 1986
    Individual
    Officer
    2018-05-23 ~ 2025-03-31
    OF - director → CIF 0
  • 3
    Mr David Keith Marler
    Born in May 1967
    Individual (6 offsprings)
    Person with significant control
    2018-05-23 ~ 2020-06-25
    PE - Ownership of shares – 75% or moreCIF 0
parent relation
Company in focus

CMS ESTATE PLANNING LTD

Previous name
CMS FINANCIAL GROUP LIMITED - 2020-06-25
Standard Industrial Classification
74909 - Other Professional, Scientific And Technical Activities N.e.c.
Brief company account
Property, Plant & Equipment
6,648 GBP2023-08-31
675 GBP2022-08-31
Debtors
29,822 GBP2023-08-31
25,712 GBP2022-08-31
Cash at bank and in hand
70,241 GBP2023-08-31
37,983 GBP2022-08-31
Current Assets
100,063 GBP2023-08-31
63,695 GBP2022-08-31
Creditors
Current
18,029 GBP2023-08-31
16,920 GBP2022-08-31
Net Current Assets/Liabilities
82,034 GBP2023-08-31
46,775 GBP2022-08-31
Total Assets Less Current Liabilities
88,682 GBP2023-08-31
47,450 GBP2022-08-31
Equity
Called up share capital
1 GBP2023-08-31
1 GBP2022-08-31
Retained earnings (accumulated losses)
88,681 GBP2023-08-31
47,449 GBP2022-08-31
Equity
88,682 GBP2023-08-31
47,450 GBP2022-08-31
Average Number of Employees
12022-09-01 ~ 2023-08-31
52021-09-01 ~ 2022-08-31
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
320 GBP2023-08-31
320 GBP2022-08-31
Furniture and fittings
405 GBP2023-08-31
405 GBP2022-08-31
Property, Plant & Equipment - Gross Cost
7,841 GBP2023-08-31
725 GBP2022-08-31
Computers
7,116 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
80 GBP2023-08-31
16 GBP2022-08-31
Furniture and fittings
135 GBP2023-08-31
34 GBP2022-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
1,193 GBP2023-08-31
50 GBP2022-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Improvements to leasehold property
64 GBP2022-09-01 ~ 2023-08-31
Furniture and fittings
101 GBP2022-09-01 ~ 2023-08-31
Computers
978 GBP2022-09-01 ~ 2023-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
1,143 GBP2022-09-01 ~ 2023-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Computers
978 GBP2023-08-31
Property, Plant & Equipment
Improvements to leasehold property
240 GBP2023-08-31
304 GBP2022-08-31
Furniture and fittings
270 GBP2023-08-31
371 GBP2022-08-31
Computers
6,138 GBP2023-08-31
Trade Debtors/Trade Receivables
Current, Amounts falling due within one year
28,952 GBP2023-08-31
25,354 GBP2022-08-31
Other Debtors
Current, Amounts falling due within one year
870 GBP2023-08-31
358 GBP2022-08-31
Debtors
Current, Amounts falling due within one year
29,822 GBP2023-08-31
25,712 GBP2022-08-31
Trade Creditors/Trade Payables
Current
2,304 GBP2023-08-31
Other Taxation & Social Security Payable
Current
14,023 GBP2023-08-31
11,801 GBP2022-08-31
Other Creditors
Current
1,702 GBP2023-08-31
5,119 GBP2022-08-31

  • CMS ESTATE PLANNING LTD
    Info
    CMS FINANCIAL GROUP LIMITED - 2020-06-25
    Registered number 11378680
    Courtyard Office 3 Upper Aynho Grounds, Aynho, Oxfordshire OX17 3AY
    Private Limited Company incorporated on 2018-05-23 (7 years 1 month). The company status is Active.
    The last date of confirmation statement was made at 2024-05-22
    CIF 0
child relation
Offspring entities and appointments
Active 0
  • Not found in our database.
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Contains public sector information retrieved at 24 April 2025 and licensed under the Open Government Licence v3.0.