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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
Active 4
  • 1
    Wigg, Julie Joan
    Born in March 1967
    Individual (7 offsprings)
    Officer
    icon of calendar 2020-06-25 ~ now
    OF - Director → CIF 0
  • 2
    Marler, David Keith
    Born in May 1967
    Individual (6 offsprings)
    Officer
    icon of calendar 2018-05-23 ~ now
    OF - Director → CIF 0
  • 3
    Bloxham, Tammy Louise
    Born in August 1978
    Individual (12 offsprings)
    Officer
    icon of calendar 2018-05-23 ~ now
    OF - Director → CIF 0
  • 4
    icon of addressProspect House, Baynards Green, Bicester, Oxfordshire, United Kingdom
    Active Corporate (4 parents, 10 offsprings)
    Equity (Company account)
    1,824,043 GBP2024-08-31
    Person with significant control
    icon of calendar 2020-06-25 ~ now
    PE - Ownership of voting rights - 75% or moreCIF 0
    PE - Ownership of shares – 75% or moreCIF 0
    PE - Right to appoint or remove directorsCIF 0
Ceased 3
  • 1
    Wigg, Julie Joan
    Director born in March 1967
    Individual (7 offsprings)
    Officer
    icon of calendar 2018-05-23 ~ 2018-06-14
    OF - Director → CIF 0
  • 2
    Mr David Keith Marler
    Born in May 1967
    Individual (6 offsprings)
    Person with significant control
    icon of calendar 2018-05-23 ~ 2020-06-25
    PE - Ownership of shares – 75% or moreCIF 0
  • 3
    Carter, David Kenneth
    Director born in July 1986
    Individual
    Officer
    icon of calendar 2018-05-23 ~ 2025-03-31
    OF - Director → CIF 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
3,464 GBP2024-08-31
6,648 GBP2023-08-31
Debtors
23,541 GBP2024-08-31
29,822 GBP2023-08-31
Cash at bank and in hand
61,371 GBP2024-08-31
70,241 GBP2023-08-31
Current Assets
84,912 GBP2024-08-31
100,063 GBP2023-08-31
Creditors
Current
2,928 GBP2024-08-31
18,029 GBP2023-08-31
Net Current Assets/Liabilities
81,984 GBP2024-08-31
82,034 GBP2023-08-31
Total Assets Less Current Liabilities
85,448 GBP2024-08-31
88,682 GBP2023-08-31
Equity
Called up share capital
1 GBP2024-08-31
1 GBP2023-08-31
Retained earnings (accumulated losses)
85,447 GBP2024-08-31
88,681 GBP2023-08-31
Equity
85,448 GBP2024-08-31
88,682 GBP2023-08-31
Average Number of Employees
12023-09-01 ~ 2024-08-31
12022-09-01 ~ 2023-08-31
Property, Plant & Equipment - Gross Cost
Improvements to leasehold property
320 GBP2023-08-31
Furniture and fittings
405 GBP2023-08-31
Computers
7,116 GBP2024-08-31
7,116 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
7,116 GBP2024-08-31
7,841 GBP2023-08-31
Property, Plant & Equipment - Disposals
Furniture and fittings
-405 GBP2023-09-01 ~ 2024-08-31
Property, Plant & Equipment - Disposals
-725 GBP2023-09-01 ~ 2024-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Improvements to leasehold property
80 GBP2023-08-31
Furniture and fittings
135 GBP2023-08-31
Computers
3,652 GBP2024-08-31
978 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
3,652 GBP2024-08-31
1,193 GBP2023-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Improvements to leasehold property
43 GBP2023-09-01 ~ 2024-08-31
Furniture and fittings
68 GBP2023-09-01 ~ 2024-08-31
Computers
2,674 GBP2023-09-01 ~ 2024-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
2,785 GBP2023-09-01 ~ 2024-08-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
Furniture and fittings
-203 GBP2023-09-01 ~ 2024-08-31
Property, Plant & Equipment - Decrease in depreciation and impairment related to disposals
-326 GBP2023-09-01 ~ 2024-08-31
Property, Plant & Equipment
Computers
3,464 GBP2024-08-31
6,138 GBP2023-08-31
Improvements to leasehold property
240 GBP2023-08-31
Furniture and fittings
270 GBP2023-08-31
Trade Debtors/Trade Receivables
Current, Amounts falling due within one year
23,541 GBP2024-08-31
28,952 GBP2023-08-31
Other Debtors
Current, Amounts falling due within one year
870 GBP2023-08-31
Debtors
Current, Amounts falling due within one year
23,541 GBP2024-08-31
29,822 GBP2023-08-31
Trade Creditors/Trade Payables
Current
2,304 GBP2023-08-31
Other Taxation & Social Security Payable
Current
452 GBP2024-08-31
14,023 GBP2023-08-31
Other Creditors
Current
2,476 GBP2024-08-31
1,702 GBP2023-08-31

  • CMS ESTATE PLANNING LTD
    Info
    CMS FINANCIAL GROUP LIMITED - 2020-06-25
    Registered number 11378680
    icon of addressCourtyard Office 3 Upper Aynho Grounds, Aynho, Oxfordshire OX17 3AY
    PRIVATE LIMITED COMPANY incorporated on 2018-05-23 (7 years 7 months). The company status is Active.
    The last date of confirmation statement was made at 2025-05-22
    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 12 November 2025 and licensed under the Open Government Licence v3.0.