£635k
+43%vs Aug 2024Active11999497Private limited companyOlney
CFS WEALTH PLANNING LIMITED
Significant control: Joshua Nicholas Bove (25–50%), Roy Brand (25–50%) and 1 more
From public filings as at 31 Aug 2026; may contain errors or be out of date. Verify at Companies House · Terms
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Registered activity: Financial intermediation not elsewhere classified (SIC 64999). We’re building product and service lists for UK companies. Get this one when it’s ready.
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01
Summary
CFS WEALTH PLANNING LIMITED is an active private limited company (company number 11999497) incorporated on 16 May 2019, registered in Olney. 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 £635k and cash of £88k, with 6 employees on average. Net assets rose 43% on the prior period (£445k).
Peer position · net assets
By net assets it sits in the top quarter of 188 comparable companies in Milton Keynes (median £8,779, upper quartile £54k).
02
Ownership and control
- Mr Joshua Nicholas Bove
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Roy Brand
- owns 25–50% of shares
- holds 25–50% of voting rights
- Mr Marc Lindsay Colin Blackwell
- owns 25–50% of shares
- holds 25–50% of voting rights
Persons with significant control hold 25% or more of shares or voting rights. Smaller shareholdings are only listed in confirmation-statement documents. Directors and secretaries: see the officers list at Companies House.
03
Key dates
- Incorporated
- 16 May 20197 yrs ago
- Next accounts due
- 31 May 2027in 215 days
- Confirmation statement due
- 30 May 2027in 214 days
Due dates are expected from Companies House filing rules; confirm on the official register before relying on them.
04
Activity
- SIC 64999
- Financial intermediation not elsewhere classified
- Accounts type
- Total Exemption Full
- Size band
- MicroCompanies Act thresholds
05
Financials
£88k
+60%vs Aug 2024Not reported
6
−14%vs Aug 2024| Period end | Net assets | Cash | Debtors | Creditors <1y | Turnover | Profit | Employees |
|---|---|---|---|---|---|---|---|
| 31 August 2025 | £635k | £88k | £146k | — | — | — | 6 |
| 31 August 2024 | £445k | £55k | £127k | — | — | — | 7 |
Cash per employee£15kCash ÷ average employees
Figures as filed in iXBRL accounts at Companies House. "—" means the line was not reported in that filing.
06
Filing and accounts signals
- Net assets above zeroNet assets £634,826 at 31 August 2025
- Net assets up 10% or more on the prior period+42.6% vs prior period
- Cash at bank of £50,000 or moreCash £87,501
- Incorporated five or more years agoIncorporated 16 May 2019
Neutral facts read from the register and filed accounts, each with its evidence. They are not a rating, a prediction or advice, and may be incomplete or out of date. How each signal is derived.
07
Timeline
- Next accounts duein 215 days
- Confirmation statement duein 214 days
- Accounts period endNet assets £635k · small accounts
- Accounts period endNet assets £445k · small accounts
- Incorporated
08
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- STOCKWOOD LIMITEDMilton Keynes · inc. Mar 2019
- ELYSIUM (BEDFORD) LTDBedford · inc. Jul 2019
All companies incorporated on 16 May 2019 · in May 2019.
09
Reminders for CFS WEALTH PLANNING LIMITED
Get an email before each filing deadline — accounts and confirmation statement — so nothing is late.