Crown Wealth Management Limited
- Company number
- 05957611
- Status
- Active
- Type
- Private Limited Company
- Incorporated
- 5 Oct 2006
- Nature of business
- Financial intermediation not elsewhere classified
- Corporate group
- GMV Nominees Ltd (48216 companies)
Registered office
Officers
| Name | Role | Appointed | Resigned |
|---|---|---|---|
| HESKETH, David John Philip | Director | 12 Mar 2026 | 14 May 2026 |
| WARD, Sam Philip | Director | 14 May 2026 |
Control
| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Brian Vincent Benson | Ownership Of Shares 50 To 75 Percent | 6 Apr 2016 | 13 Jan 2020 |
| Mrs Tracy Dawn Benson | Ownership Of Shares 25 To 50 Percent | 6 Apr 2016 | 13 Jan 2020 |
| Mrs Tracy Dawn Benson | Significant Influence Or Control | 17 Oct 2023 | 8 Oct 2025 |
| Mr Brian Vincent Benson | Significant Influence Or Control | 17 Oct 2023 | 8 Oct 2025 |
| Cwm Holdings Limited | Ownership Of Shares 75 To 100 Percent Voting Rights 75 To 100 Percent Right To Appoint And Remove Directors |
13 Jan 2020 |
Accounts
| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 May 2025 | £367,206 | £409,609 | 0 |
| 31 May 2024 | £247,749 | £195,605 | 10 |
| 31 May 2023 | £328,061 | £333,516 | 9 |
| 31 May 2022 | £226,272 | £243,204 | 8 |
| 31 May 2021 | £212,972 | £272,181 | 10 |
| 31 May 2020 | £162,884 | £210,934 | 10 |
| 31 May 2019 | £149,255 | £180,175 | - |
| 31 May 2018 | £125,385 | £161,066 | - |
| 31 May 2017 | - | £113,501 | - |
| 31 May 2016 | - | £95,337 | - |
| 31 May 2015 | - | £117,017 | - |
| 31 May 2014 | £113,727 | £135,587 | - |
| 31 May 2013 | £73,571 | £67,238 | - |
| 31 May 2012 | £67,398 | £73,493 | - |
| 31 May 2011 | £47,948 | £71,403 | - |
| 31 May 2010 | - | - | - |
| 31 May 2009 | - | - | - |
| 31 May 2008 | - | - | - |
| 31 Oct 2007 | - | - | - |
Connections
Owned by
Crown Wealth Management Limited → CWM Holdings Limited → PFM Group Limited → Perspective Financial Group Limited
Directors’ other companies
- WARD, Sam Philip - Director at Perspective (Oxon) Limited
- WARD, Sam Philip - Director at Informed Financial Advice Limited
- WARD, Sam Philip - Director at Platinum Portfolios Limited
- WARD, Sam Philip - Director at Perspective (Prosser Knowles) Limited
- WARD, Sam Philip - Director at Charles Reynolds & Associates Limited
- WARD, Sam Philip - Director at Foinaven Asset Management Ltd
- WARD, Sam Philip - Director at JRT Wealth Management Limited
- WARD, Sam Philip - Director at Granite Coast Ltd
- WARD, Sam Philip - Director at P Bennett & Associates Limited
- WARD, Sam Philip - Director at Perspective (North) Limited
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