CMS WEALTH LTD
Company number 08087381 · Active · Aynho OX17 3AY
CMS WEALTH LTD is an active private limited company (company number 08087381) incorporated on 29 May 2012, registered in Aynho. Its registered activity is financial intermediation not elsewhere classified (SIC 64999). Latest small accounts cover the period ending 31 August 2025, showing net assets of £808k and cash of £326k, with 35 employees on average. Net assets rose 53% on the prior period (£527k).
By net assets it sits in the top quarter of 155 comparable companies in Oxford (median £18k, upper quartile £105k).
Key dates
- Incorporated
- 29 May 2012
- Next accounts due
- 31 May 2027 — in 221 days
- Confirmation statement due
- 12 June 2027 — in 233 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- Small (Companies Act thresholds)
Financials — 2 periods on record, latest ending 31 August 2025
| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £808k | £326k | £45k | — | — | — | 35 |
| 31 August 2024 | £527k | £639k | £174k | — | — | — | 35 |
- Cash per employee
- £9,314
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
Firmoscan score: 80/100 (grade A)
- +10 Positive net assets — Net assets £808,423 at 2025-08-31
- +8 Net assets growing — +53.3% vs prior period
- +4 Cash reserves — Cash £325,977
- +8 Established — Incorporated 2012-05-29 (14 years)
A transparent, rules-based score from filed data only: every point lists its evidence. It is not a credit rating or advice.
Ownership and control
- Chase Financial Holdings Ltd (corporate entity, United Kingdom) — owns 75–100% of shares; holds 75–100% of voting rights; can appoint or remove directors · since 1 October 2018
- Mr John Michael Bausor — owns 25–50% of shares; holds 25–50% of voting rights · since 6 April 2016 · ceased 1 October 2018
- Mr Nicholas David Marston — owns 50–75% of shares; holds 50–75% of voting rights; can appoint or remove directors · since 6 April 2016 · ceased 1 October 2018
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents.
Similar companies in Oxford
Same activity (financial intermediation not elsewhere classified), closest in incorporation date.
- KABAYAN CAPITAL LTD — Bicester, inc. Jun 2012
- OXFAM ADVISORY SERVICE LIMITED — Oxford, inc. Mar 2012
- THE MONEY CONSULTANCY LIMITED — Kidlington, inc. Oct 2011
- ELLACOTTS WEALTH PLANNING LIMITED — Banbury, inc. Oct 2011
- BRIGHT MONEY INDEPENDENT LTD — Thame, inc. Oct 2011
- THE DENHAM FAMILY COMPANY LIMITED — Banbury, inc. Feb 2013
All companies incorporated on 29 May 2012 · in May 2012.
Reminders for CMS WEALTH LTD
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.