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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 3
  • 1
    Bove, Joshua Nicholas
    Wealth Manager born in June 1990
    Individual (2 offsprings)
    Officer
    icon of calendar 2019-05-16 ~ now
    OF - Director → CIF 0
    Mr Joshua Nicholas Bove
    Born in June 1990
    Individual (2 offsprings)
    Person with significant control
    icon of calendar 2019-05-16 ~ now
    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
  • 2
    Blackwell, Marc Lindsay Colin
    Chartered Financial Planner born in October 1969
    Individual (3 offsprings)
    Officer
    icon of calendar 2019-05-16 ~ now
    OF - Director → CIF 0
    Mr Marc Lindsay Colin Blackwell
    Born in October 1969
    Individual (3 offsprings)
    Person with significant control
    icon of calendar 2019-05-16 ~ now
    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
  • 3
    Brand, Roy
    Wealth Manager born in February 1969
    Individual (4 offsprings)
    Officer
    icon of calendar 2019-05-16 ~ now
    OF - Director → CIF 0
    Mr Roy Brand
    Born in January 1970
    Individual (4 offsprings)
    Person with significant control
    icon of calendar 2019-05-16 ~ now
    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
parent relation
Company in focus

CFS WEALTH PLANNING LIMITED

Standard Industrial Classification
64999 - Financial Intermediation Not Elsewhere Classified
Brief company account
Intangible Assets
1,806,886 GBP2024-08-31
2,170,158 GBP2023-08-31
Property, Plant & Equipment
2,085 GBP2024-08-31
2,857 GBP2023-08-31
Fixed Assets - Investments
1,638,566 GBP2024-08-31
1,638,566 GBP2023-08-31
Fixed Assets
3,447,537 GBP2024-08-31
3,811,581 GBP2023-08-31
Debtors
127,280 GBP2024-08-31
120,804 GBP2023-08-31
Cash at bank and in hand
54,840 GBP2024-08-31
25,035 GBP2023-08-31
Current Assets
182,120 GBP2024-08-31
145,839 GBP2023-08-31
Creditors
Current
905,148 GBP2024-08-31
755,516 GBP2023-08-31
Net Current Assets/Liabilities
-723,028 GBP2024-08-31
-609,677 GBP2023-08-31
Total Assets Less Current Liabilities
2,724,509 GBP2024-08-31
3,201,904 GBP2023-08-31
Creditors
Non-current
-2,276,349 GBP2024-08-31
-2,808,910 GBP2023-08-31
Net Assets/Liabilities
445,160 GBP2024-08-31
384,774 GBP2023-08-31
Equity
Called up share capital
330 GBP2024-08-31
330 GBP2023-08-31
Retained earnings (accumulated losses)
444,830 GBP2024-08-31
384,444 GBP2023-08-31
Equity
445,160 GBP2024-08-31
384,774 GBP2023-08-31
Average Number of Employees
72023-09-01 ~ 2024-08-31
72022-09-01 ~ 2023-08-31
Intangible Assets - Gross Cost
Net goodwill
3,614,095 GBP2023-08-31
Intangible Assets - Accumulated Amortisation & Impairment
Net goodwill
1,807,209 GBP2024-08-31
1,443,937 GBP2023-08-31
Intangible Assets - Increase From Amortisation Charge for Year
Net goodwill
363,272 GBP2023-09-01 ~ 2024-08-31
Intangible Assets
Net goodwill
1,806,886 GBP2024-08-31
2,170,158 GBP2023-08-31
Property, Plant & Equipment - Gross Cost
Plant and equipment
10,428 GBP2023-08-31
Property, Plant & Equipment - Accumulated Depreciation & Impairment
Plant and equipment
8,343 GBP2024-08-31
7,571 GBP2023-08-31
Property, Plant & Equipment - Increase From Depreciation Charge for Year
Plant and equipment
772 GBP2023-09-01 ~ 2024-08-31
Property, Plant & Equipment
Plant and equipment
2,085 GBP2024-08-31
2,857 GBP2023-08-31
Investments in Group Undertakings
Cost valuation
1,638,566 GBP2023-08-31
Investments in Group Undertakings
1,638,566 GBP2024-08-31
1,638,566 GBP2023-08-31
Trade Debtors/Trade Receivables
Current, Amounts falling due within one year
127,280 GBP2024-08-31
120,804 GBP2023-08-31
Bank Borrowings/Overdrafts
Current
532,562 GBP2024-08-31
532,562 GBP2023-08-31
Trade Creditors/Trade Payables
Current
34,898 GBP2024-08-31
31,729 GBP2023-08-31
Amounts owed to group undertakings
Current
300 GBP2024-08-31
300 GBP2023-08-31
Other Taxation & Social Security Payable
Current
237,388 GBP2024-08-31
190,925 GBP2023-08-31
Other Creditors
Current
100,000 GBP2024-08-31
Bank Borrowings/Overdrafts
Non-current
2,276,349 GBP2024-08-31
2,808,910 GBP2023-08-31

Related profiles found in government register
  • CFS WEALTH PLANNING LIMITED
    Info
    Registered number 11999497
    icon of address15-17 Osborns Court, Olney, Buckinghamshire MK46 4LA
    Private Limited Company incorporated on 2019-05-16 (6 years 5 months). The company status is Active.
    The last date of confirmation statement was made at 2025-04-16
    CIF 0
  • CFS WEALTH PLANNING LIMITED
    S
    Registered number missing
    icon of address15-17, Osborns Court, Olney, Buckinghamshire, England, MK46 4LA
    Private Limited Company
    CIF 1
child relation
Offspring entities and appointments
Active 1
  • icon of address15 - 17 Osborns Court, Olney, Buckinghamshire
    Active Corporate (4 parents)
    Equity (Company account)
    300 GBP2024-09-30
    Person with significant control
    icon of calendar 2019-09-25 ~ now
    CIF 1 - Right to appoint or remove directorsOE
    CIF 1 - Ownership of voting rights - 75% or moreOE
    CIF 1 - Ownership of shares – 75% or moreOE

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Contains public sector information retrieved at 26 August 2025 and licensed under the Open Government Licence v3.0.