Cms Wealth Ltd

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cms wealth ltd
live
Small

Cms Wealth Ltd

08087381•Private Limited With Share Capital

Courtyard Office 3, Upper Aynho Grounds, Aynho, OX173AY
WebsiteEmail01788833338

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Incorporated

29/05/2012

Company Age

13 years

Directors

4

Employees

35

SIC Code

64999

Risk

very low risk

Company Overview

Registration, classification & business activity

Cms Wealth Ltd (08087381) is a private limited with share capital incorporated on 29/05/2012 (13 years old) and registered in aynho, OX173AY. The company operates under SIC code 64999 - financial intermediation not elsewhere classified.

Cms wealth focuses on private individuals and their financial needs, from retirement planning to tax efficient investment solutions and inheritance tax services, plus many more.retirement planningif now’s the time for you to take your retirement planning seriously, we’re here to help. we’ll understa...

Private Limited With Share Capital
SIC: 64999
Small
Incorporated 29/05/2012
OX173AY
35 employees

Financial Overview

Total Assets

£1.43M

Liabilities

£624.5K

Net Assets

£808.4K

Est. Turnover

£6.84M

AI Estimated
Unreported
Cash

£326.0K

Key Metrics

35

Employees

4

Directors

1

Shareholders

Board of Directors

4
J
julie joan wigg
director
D
david keith marler
director
T
tammy louise bloxham
director
R
ryan adam carter
director

Charges

1

Registered

0

Outstanding

0

Part Satisfied

1

Satisfied

Filed Documents

58
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:14-11-2025
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:29-05-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:16-04-2025
Appoint Person Director Company With Name Date
Category:Officers
Date:16-04-2025
Termination Director Company With Name Termination Date
Category:Officers
Date:16-04-2025
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:06-02-2025
Change Person Director Company With Change Date
Category:Officers
Date:21-08-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:06-06-2024
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:01-02-2024
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:09-06-2023
Mortgage Satisfy Charge Full
Category:Mortgage
Date:07-03-2023
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:02-02-2023
Termination Director Company With Name Termination Date
Category:Officers
Date:26-10-2022
Confirmation Statement With No Updates
Category:Confirmation Statement
Date:12-06-2022
Resolution
Category:Resolution
Date:09-04-2022
Memorandum Articles
Category:Incorporation
Date:09-04-2022
Mortgage Create With Deed With Charge Number Charge Creation Date
Category:Mortgage
Date:01-04-2022
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:12-11-2021
Change Person Director Company With Change Date
Category:Officers
Date:25-06-2021
Confirmation Statement With Updates
Category:Confirmation Statement
Date:11-06-2021
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:01-03-2021
Change Person Director Company With Change Date
Category:Officers
Date:10-12-2020
Change Person Director Company With Change Date
Category:Officers
Date:10-12-2020
Change Person Director Company With Change Date
Category:Officers
Date:10-12-2020
Change Person Director Company With Change Date
Category:Officers
Date:10-12-2020
Resolution
Category:Resolution
Date:09-11-2020
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:09-11-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:01-06-2020
Accounts With Accounts Type Micro Entity
Category:Accounts
Date:21-01-2020
Confirmation Statement With Updates
Category:Confirmation Statement
Date:03-06-2019
Change Account Reference Date Company Current Extended
Category:Accounts
Date:28-02-2019
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:03-10-2018
Cessation Of A Person With Significant Control
Category:Persons With Significant Control
Date:03-10-2018
Change To A Person With Significant Control
Category:Persons With Significant Control
Date:03-10-2018
Notification Of A Person With Significant Control
Category:Persons With Significant Control
Date:03-10-2018
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:01-10-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:01-10-2018
Termination Director Company With Name Termination Date
Category:Officers
Date:01-10-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2018
Appoint Person Director Company With Name Date
Category:Officers
Date:01-10-2018
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:01-10-2018
Confirmation Statement With Updates
Category:Confirmation Statement
Date:31-05-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:22-05-2018
Accounts With Accounts Type Total Exemption Full
Category:Accounts
Date:05-11-2017
Confirmation Statement With Updates
Category:Confirmation Statement
Date:14-06-2017
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:12-12-2016
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:22-06-2016
Change Registered Office Address Company With Date Old Address New Address
Category:Address
Date:08-09-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:25-06-2015
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:02-06-2015
Accounts With Accounts Type Total Exemption Small
Category:Accounts
Date:22-09-2014
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:03-06-2014
Accounts With Accounts Type Dormant
Category:Accounts
Date:28-06-2013
Annual Return Company With Made Up Date Full List Shareholders
Category:Annual Return
Date:30-05-2013
Change Account Reference Date Company Previous Shortened
Category:Accounts
Date:30-05-2013
Incorporation Company
Category:Incorporation
Date:29-05-2012

Risk Assessment

very low risk

International Score

Future Factor

excellent

Performance Rating

Accounts

Typetotal exemption full
Due Date31/05/2027
Filing Date14/11/2025
Latest Accounts31/08/2025

Trading Addresses

Courtyard Office 3, Upper Aynho Grounds, Aynho, Oxfordshire Ox17 3Ay, OX173AYRegistered
Lumonics House, Valley Drive, Swift Valley Industrial Estate, Rugby, Warwickshire, CV211TQ

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Contact

01788833338
info@cmswealth.co.uk
cmswealth.co.uk
Courtyard Office 3, Upper Aynho Grounds, Aynho, OX173AY